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Basic Question 10 of 14

Portfolio A has a factor sensitivity to inflation of 1.0. Portfolio B has a factor sensitivity to inflation of 2.5. What is the most appropriate allocation to portfolio A and B to fully hedge the inflation risk?

A. Short 0.40 of portfolio B for every $1.4 invested in portfolio A.
B. Short 0.67 of portfolio B for every $1.67 invested in portfolio A.
C. Short 0.71 of portfolio B for every $1.71 invested in portfolio A.

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I passed! I did not get a chance to tell you before the exam - but your site was excellent. I will definitely take it next year for Level II.
Tamara Schultz

Tamara Schultz

Learning Outcome Statements

explain sources of active risk and interpret tracking risk and the information ratio;

describe uses of multifactor models and interpret the output of analyses based on multifactor models;

describe the potential benefits for investors in considering multiple risk dimensions when modeling asset returns.

CFA® 2025 Level II Curriculum, Volume 5, Module 40.