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  2. Volatility risk - Wikipedia

    en.wikipedia.org/wiki/Volatility_risk

    Volatility risk is the risk of an adverse change of price, due to changes in the volatility of a factor affecting that price. It usually applies to derivative instruments , and their portfolios, where the volatility of the underlying asset is a major influencer of option prices .

  3. Merton model - Wikipedia

    en.wikipedia.org/wiki/Merton_model

    The Merton model, [1] developed by Robert C. Merton in 1974, is a widely used "structural" credit risk model. Analysts and investors utilize the Merton model to understand how capable a company is at meeting financial obligations, servicing its debt, and weighing the general possibility that it will go into credit default.

  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. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    Portfolio return volatility is a function of the correlations ρ ij of the component assets, for all asset pairs (i, j). The volatility gives insight into the risk which is associated with the investment. The higher the volatility, the higher the risk. In general: Expected return:

  6. Volatility (finance) - Wikipedia

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

    actual historical volatility which refers to the volatility of a financial instrument over a specified period but with the last observation on a date in the past near synonymous is realized volatility , the square root of the realized variance , in turn calculated using the sum of squared returns divided by the number of observations.

  7. Treynor ratio - Wikipedia

    en.wikipedia.org/wiki/Treynor_ratio

    In finance, the Treynor reward-to-volatility model (sometimes called the reward-to-volatility ratio or Treynor measure [1]), named after American economist Jack L. Treynor, [2] is a measurement of the returns earned in excess of that which could have been earned on an investment that has no risk that can be diversified (e.g., Treasury bills or a completely diversified portfolio), per unit of ...

  8. Markowitz model - Wikipedia

    en.wikipedia.org/wiki/Markowitz_model

    The investor's utility function is concave and increasing, due to their risk aversion and consumption preference. Analysis is based on single period model of investment. An investor either maximizes their portfolio return for a given level of risk or minimizes their risk for a given return. [2] An investor is rational in nature.

  9. Model risk - Wikipedia

    en.wikipedia.org/wiki/Model_risk

    Volatility is the most important input in risk management models and pricing models. Uncertainty on volatility leads to model risk. Derman believes that products whose value depends on a volatility smile are most likely to suffer from model risk. He writes "I would think it's safe to say that there is no area where model risk is more of an ...