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  2. Treynor dealer model - Wikipedia

    en.wikipedia.org/wiki/Treynor_dealer_model

    Accordingly, for the dealer, the cost of laying-off, a loss to the dealer, is the dealer's primary variable cost and is built into the dealer's spread. The range of the dealer's price, therefore, according to Treynor's conclusions, can be anywhere between 30-40% of the security's value all without any valuation changes from the VBT to ...

  3. Uniform Prudent Investor Act - Wikipedia

    en.wikipedia.org/wiki/Uniform_Prudent_Investor_Act

    This approach allows fiduciaries to utilize modern portfolio theory to guide investment decisions and requires risk versus return analysis. Therefore, a fiduciary's performance is measured on the performance of the entire portfolio, rather than individual investments.

  4. Net capital rule - Wikipedia

    en.wikipedia.org/wiki/Net_capital_rule

    In connection with an investigation into the SEC's role in the collapse of Bear Stearns, in late September, 2008, the SEC's Division of Trading and Markets responded to an early formulation of this position by maintaining (1) it confuses leverage at the Bear Stearns holding company, which was never regulated by the net capital rule, with leverage at the broker-dealer subsidiaries covered by ...

  5. The Best of "Rule Breaker Investing" 2024 - AOL

    www.aol.com/best-rule-breaker-investing-2024...

    From timely and timeless optimism, to risk-rating frameworks, to cutting-edge, AI-driven Q&A, plus a first-ever Market Cap Game Show World Championship, this Rule Breaker Investing extravaganza ...

  6. Risk factor (finance) - Wikipedia

    en.wikipedia.org/wiki/Risk_factor_(finance)

    [1] [2] A risk factor is a concept in finance theory such as the capital asset pricing model, arbitrage pricing theory and other theories that use pricing kernels. In these models, the rate of return of an asset ( hence the converse its price ) is a random variable whose realization in any time period is a linear combination of other random ...

  7. Ruin theory - Wikipedia

    en.wikipedia.org/wiki/Ruin_theory

    A sample path of compound Poisson risk process. The theoretical foundation of ruin theory, known as the Cramér–Lundberg model (or classical compound-Poisson risk model, classical risk process [2] or Poisson risk process) was introduced in 1903 by the Swedish actuary Filip Lundberg. [3] Lundberg's work was republished in the 1930s by Harald ...

  8. Beware: SEC Issues Risk Alert. Here's How Clients Can ... - AOL

    www.aol.com/finance/sec-issues-risk-alert-heres...

    This regulation generally provides that broker-dealers must … Continue reading → The post SEC Issues Risk Alert: Here's Why Your Broker Needs to Act in Your Best Interest appeared first on ...

  9. Bühlmann model - Wikipedia

    en.wikipedia.org/wiki/Bühlmann_model

    In credibility theory, a branch of study in actuarial science, the Bühlmann model is a random effects model (or "variance components model" or hierarchical linear model) used to determine the appropriate premium for a group of insurance contracts. The model is named after Hans Bühlmann who first published a description in 1967.

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