Keeping Up With Styles
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While there is no universally accepted definition of “growth” or “value,” and there is much debate about the merit of adhering to style boxes, style benchmarks serve important benchmarking, risk management, and asset allocation needs by measuring style box movements in a manner congruent with broadly accepted definitions of style factors. Periodic reviews and incremental adjustments at intervals of 5 to 10 years provide a basis for style benchmarks to stay relevant through time.
Click here to find a case study on the periodic recalibration of style benchmark factors.