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Beta Explained: What It Is and How to Calculate It

Valutico

In this article, we’ll explore the fundamentals of beta, learn how to calculate it, and discover its significance in shaping your investment strategies. Beta is calculated using historical price data, asset returns, market index returns, covariance, and variance. A beta of 1 means the asset moves in line with the market.

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The Factors that Matter for Growth in Institutional Ownership

Reynolds Holding

The overall impact of corporate aggregate distributions depends on the magnitude of such distributions and their covariation with institutional-level flows. Our article formalizes these insights, showing how fund fees, capital gains returns, dividend and capital gains distributions, and balance sheet effects shape institutional growth.