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  2. Financial correlation - Wikipedia

    en.wikipedia.org/wiki/Financial_correlation

    The binomial correlation approach of equation (5) is a limiting case of the Pearson correlation approach discussed in section 1. As a consequence, the significant shortcomings of the Pearson correlation approach for financial modeling apply also to the binomial correlation model.

  3. Monte Carlo methods for option pricing - Wikipedia

    en.wikipedia.org/wiki/Monte_Carlo_methods_for...

    Here, correlation between asset returns is likewise incorporated. [ 9 ] As required, Monte Carlo simulation can be used with any type of probability distribution , including changing distributions: the modeller is not limited to normal or log-normal returns; [ 10 ] see for example Datar–Mathews method for real option valuation .

  4. Heston model - Wikipedia

    en.wikipedia.org/wiki/Heston_model

    In finance, the Heston model, named after Steven L. Heston, is a mathematical model that describes the evolution of the volatility of an underlying asset. [1] It is a stochastic volatility model: such a model assumes that the volatility of the asset is not constant, nor even deterministic, but follows a random process.

  5. Bias ratio - Wikipedia

    en.wikipedia.org/wiki/Bias_ratio

    The bias ratio is an indicator used in finance to analyze the returns of investment portfolios, and in performing due diligence.. The bias ratio is a concrete metric that detects valuation bias or deliberate price manipulation of portfolio assets by a manager of a hedge fund, mutual fund or similar investment vehicle, without requiring disclosure (transparency) of the actual holdings.

  6. Advanced IRB - Wikipedia

    en.wikipedia.org/wiki/Advanced_IRB

    AVC [2] (Asset Value Correlation) was introduced by the Basel III Framework, and is applied as following: A V C = 1.25 {\displaystyle AVC=1.25} if the company is a large regulated financial institution (total asset equal or greater to US $100 billion) or an unregulated financial institution regardless of size

  7. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    The risk-free asset is the (hypothetical) asset that pays a risk-free rate. In practice, short-term government securities (such as US treasury bills) are used as a risk-free asset, because they pay a fixed rate of interest and have exceptionally low default risk. The risk-free asset has zero variance in returns if held to maturity (hence is ...

  8. Fama–MacBeth regression - Wikipedia

    en.wikipedia.org/wiki/Fama–MacBeth_regression

    The Fama–MacBeth regression is a method used to estimate parameters for asset pricing models such as the capital asset pricing model (CAPM). The method estimates the betas and risk premia for any risk factors that are expected to determine asset prices.

  9. Asset allocation - Wikipedia

    en.wikipedia.org/wiki/Asset_allocation

    The linear correlation between monthly index return series and the actual monthly actual return series was measured at 90.2%, with shared variance of 81.4%. Ibbotson concluded 1) that asset allocation explained 40% of the variation of returns across funds, and 2) that it explained virtually 100% of the level of fund returns.