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  2. Tracking error - Wikipedia

    en.wikipedia.org/wiki/Tracking_error

    Under the assumption of normality of returns, an active risk of x per cent would mean that approximately 2/3 of the portfolio's active returns (one standard deviation from the mean) can be expected to fall between +x and -x per cent of the mean excess return and about 95% of the portfolio's active returns (two standard deviations from the mean) can be expected to fall between +2x and -2x per ...

  3. Merton's portfolio problem - Wikipedia

    en.wikipedia.org/wiki/Merton's_portfolio_problem

    where r is the risk-free rate, (μ, σ) are the expected return and volatility of the stock market and dB t is the increment of the Wiener process, i.e. the stochastic term of the SDE. The utility function is of the constant relative risk aversion (CRRA) form: =.

  4. Financial risk modeling - Wikipedia

    en.wikipedia.org/wiki/Financial_risk_modeling

    Financial risk modeling is the use of formal mathematical and econometric techniques to measure, monitor and control the market risk, credit risk, and operational risk on a firm's balance sheet, on a bank's accounting ledger of tradeable financial assets, or of a fund manager's portfolio value; see Financial risk management.

  5. Market risk - Wikipedia

    en.wikipedia.org/wiki/Market_risk

    Nevertheless, the most commonly used types of market risk are: Equity risk, the risk that stock or stock indices (e.g. Euro Stoxx 50, etc.) prices or their implied volatility will change. Interest rate risk, the risk that interest rates (e.g. Libor, Euribor, etc.) or their implied volatility will change.

  6. Financial risk - Wikipedia

    en.wikipedia.org/wiki/Financial_risk

    When it comes to long-term investing, equities provide a return that will hopefully exceed the risk free rate of return [7] The difference between return and the risk free rate is known as the equity risk premium. When investing in equity, it is said that higher risk provides higher returns.

  7. Risk matrix - Wikipedia

    en.wikipedia.org/wiki/Risk_matrix

    Risk is the lack of certainty about the outcome of making a particular choice. Statistically, the level of downside risk can be calculated as the product of the probability that harm occurs (e.g., that an accident happens) multiplied by the severity of that harm (i.e., the average amount of harm or more conservatively the maximum credible amount of harm).

  8. Socially responsible investing - Wikipedia

    en.wikipedia.org/wiki/Socially_responsible_investing

    Community investing, a subset of socially responsible investing, allows for investment directly into community-based organizations. Community investing institutions use investor capital to finance or guarantee loans to individuals and organizations that have historically been denied access to capital by traditional financial institutions.

  9. Equity risk - Wikipedia

    en.wikipedia.org/wiki/Equity_risk

    These are considered risk free because there is a low chance that the government will default on its loans. However, the investment in stocks isn't guaranteed, because businesses often suffer downturns or go out of business. [5] Over the long term, the equity risk premium forecasts that equities would outperform risk-free investments. By ...

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