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Chartered Investment Manager (CIM) Practice Exam · Question

When calculating the 'information ratio' for a portfolio, what does the denominator represent?

The Information Ratio measures the portfolio's excess return (alpha) per unit of tracking error (the standard deviation of the difference between portfolio retu

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Question: When calculating the 'information ratio' for a portfolio, what does the denominator represent?

Answer options:

  • The portfolio's total standard deviation. ✅ The standard deviation of the portfolio's excess returns (tracking error).
  • The risk-free rate.
  • The market's standard deviation.

Correct answer: The standard deviation of the portfolio's excess returns (tracking error).

Explanation: The Information Ratio measures the portfolio's excess return (alpha) per unit of tracking error (the standard deviation of the difference between portfolio returns and benchmark returns). It assesses a manager's ability to generate active return relative to the risk taken.

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