Table VI.

Description of H2 and H5 variables, tests and results

IDHypothesesTestsResults
H2The usage of relative risk is independent of whether the manager has passive indexed fundsCoefficient of the variable of interest in the regressionRejected
H5Managers who comply with a risk budget tend to optimize their portfoliosCoefficient of the variable of interest in the regressionPartially rejected
Regression equations and tests performed    
ModelRegression equationsHypothesesp-value*SigResults
(1)π(x) = α + β1x + γΓ : where π(x) is the probability of setting a budget based on relative risk and x is the presence of indexed funds. See legend belowh0: β1 = 0
h1: β1 ≠ 0
0.096*H0 Rejected
(2)probit[π(x)] = α + β1x + γΓ : see legend in (1)h0: β1 = 0
h1: β1 ≠ 0
0.099*H0 Rejected
(3)π(x) = α + β1x + β2w + γΓ : where π(x) is the probability of performing relative risk optimization, x is the presence of indexed equity funds and w is the use of relative risk budgeting. See legend belowh0: β1 = 0
h1: β1 ≠ 0
h0: β2 = 0
h1: β2 ≠ 0
0.058
0.000
*
***
H0 Rejected
H0 Rejected
(4)probit[π(x)] = α + β1x + β2w + γΓ: see legend in (3)h0: β1 = 0
h1: β1 ≠ 0
h0: β2 = 0
h1: β2 ≠ 0
0.046
0.000
**
***
H0 Rejected
H0 Rejected
(5)π(x) = α + β1v + γΓ: where π(x) is the probability of performing absolute risk optimization and v is the presence of an absolute risk budget. See legend belowh0: β1 = 0
h1: β1 ≠ 0
0.800 H0 Not rejected
(6)probit[π(x)] = α + β1v + γΓ: see legend in (5)h0: β1 = 0
h1: β1 > 0
0.571 H0 Not rejected

Notes:

We reject the null hypothesis of β = 0 at p < 0.01 (

***

); p < 0.05 (

**

); p < 0.1 (

*

). The probit [π(x)] is a function or link that transforms π(x) into a Z statistic, α is the constant, β1 and β2 are the coefficients of interest, Γ is the vector of control variables and γ is the vector of coefficients of the control variables

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