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  2. DuPont analysis - Wikipedia

    en.wikipedia.org/wiki/DuPont_analysis

    The DuPont analysis breaks down ROE (that is, the returns that investors receive from a single dollar of equity) into three distinct elements. This analysis enables the manager or analyst to understand the source of superior (or inferior) return by comparison with companies in similar industries (or between industries).

  3. Fixed-income attribution - Wikipedia

    en.wikipedia.org/wiki/Fixed-income_attribution

    Of course, the yield curve is most unlikely to behave in this way. The idea is that the actual change in the yield curve can be modeled in terms of a sum of such saw-tooth functions. At each key-rate duration, we know the change in the curve's yield, and can combine this change with the KRD to calculate the overall change in value of the portfolio.

  4. Yield curve - Wikipedia

    en.wikipedia.org/wiki/Yield_curve

    The British pound yield curve on February 9, 2005. This curve is unusual (inverted) in that long-term rates are lower than short-term ones. Yield curves are usually upward sloping asymptotically: the longer the maturity, the higher the yield, with diminishing marginal increases (that is, as one moves to the right, the curve flattens out).

  5. Contract curve - Wikipedia

    en.wikipedia.org/wiki/Contract_curve

    In the case of two goods and two individuals, the contract curve can be found as follows. Here refers to the final amount of good 2 allocated to person 1, etc., and refer to the final levels of utility experienced by person 1 and person 2 respectively, refers to the level of utility that person 2 would receive from the initial allocation without trading at all, and and refer to the fixed total ...

  6. Monte Carlo methods in finance - Wikipedia

    en.wikipedia.org/wiki/Monte_Carlo_methods_in_finance

    Note that whereas equity options are more commonly valued using other pricing models such as lattice based models, for path dependent exotic derivatives – such as Asian options – simulation is the valuation method most commonly employed; see Monte Carlo methods for option pricing for discussion as to further – and more complex – option ...

  7. Carta (software company) - Wikipedia

    en.wikipedia.org/wiki/Carta_(software_company)

    Carta was founded as eShares in 2012 by entrepreneur Henry Ward and serial investor Manu Kumar. [4] Ward became CEO and Kumar became the company's Chairman. [5] The company launched when the founders saw a need for venture-backed companies to electronically manage equity, issue securities, and track their cap tables.

  8. Efficient frontier - Wikipedia

    en.wikipedia.org/wiki/Efficient_frontier

    The efficient frontier is the upper part of the corresponding curves. A combination of assets, i.e. a portfolio, is referred to as "efficient" if it has the best possible expected level of return for its level of risk (which is represented by the standard deviation of the portfolio's return). [3]

  9. Template:Private equity and venture capital - Wikipedia

    en.wikipedia.org/wiki/Template:Private_equity_and...

    It can be transcluded on pages by placing {{Private equity and venture capital}} below the standard article appendices. Initial visibility This template's initial visibility currently defaults to autocollapse , meaning that if there is another collapsible item on the page (a navbox, sidebar , or table with the collapsible attribute ), it is ...