Credit Suisse Arb Index Fishy

(click to enlarge)

Credit Suisse has an ‘Arbitrage US Index’ (CSIARBUS Index), that presumably reflects the return on 10 stat arb strategies. The total return since inception in Jan 2002 is above. It’s a Sharpe of about 2.4, Madoff-like. If it’s real, everyone should put most of their money in such strategies asap.

I’m rather skeptical of such indices. The index was first made available on Bloomberg in February 2011, and just this August had its worst draw-down ever. I have a feeling this index is filled with innumerable back-fill biases. I looked on the internet for some kind of description, and found nothing.

The world doesn’t need more institutions presenting implausible returns. It sure doesn’t help their credibility.

About Eric Falkenstein 136 Articles

Eric Falkenstein is an economist who specializes in quantitative issues in finance: risk management, long/short equity investing, default modeling, etc.

Eric received his Ph.D. in Economics from Northwestern University , 1994 and his B.A. in Economics from Washington University in St. Louis, 1987

He is the author of the 2009 book Finding Alpha.

Visit: Eric Falkenstein's Website

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