hard · Frm Part 2 Risk & Investment Management

A risk manager is performing a 'lag-adjustment' on the market beta of a direct lending fund. Regressing reported returns on the contemporaneous market index yields a beta (β_0) of 0.15. Regressions on the index lagged by one and two quarters yield β_1 = 0.25 and β_2 = 0.10 respectively.

What is the most defensible estimate for the fund's 'true' economic beta?

  1. 0.15
  2. 0.25
  3. 0.50
  4. 0.16

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