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  2. Markowitz model - Wikipedia

    en.wikipedia.org/wiki/Markowitz_model

    For example, at risk level x 2, there are three portfolios S, T, U. But portfolio S is called the efficient portfolio as it has the highest return, y 2 , compared to T and U[needs dot]. All the portfolios that lie on the boundary of PQVW are efficient portfolios for a given risk level.

  3. Monte Carlo methods for option pricing - Wikipedia

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

    For example, for bond options [3] the underlying is a bond, but the source of uncertainty is the annualized interest rate (i.e. the short rate). Here, for each randomly generated yield curve we observe a different resultant bond price on the option's exercise date; this bond price is then the input for the determination of the option's payoff.

  4. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    In contrast, modern portfolio theory is based on a different axiom, called variance aversion, [27] and may recommend to invest into Y on the basis that it has lower variance. Maccheroni et al. [ 28 ] described choice theory which is the closest possible to the modern portfolio theory, while satisfying monotonicity axiom.

  5. 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.

  6. Capital allocation line - Wikipedia

    en.wikipedia.org/wiki/Capital_allocation_line

    An example capital allocation line. As illustrated by the article, the slope dictates the amount of return that comes with a certain level of risk. Capital allocation line (CAL) is a graph created by investors to measure the risk of risky and risk-free assets. The graph displays the return to be made by taking on a certain level of risk.

  7. Conditional variance swap - Wikipedia

    en.wikipedia.org/wiki/Conditional_variance_swap

    A conditional variance swap is a type of variance swap or swap derivative product that allows investors to take exposure to volatility in the price of an underlying security but only while the underlying security is within a pre-specified price range.

  8. Butterfly (options) - Wikipedia

    en.wikipedia.org/wiki/Butterfly_(options)

    Payoff chart from buying a butterfly spread. Profit from a long butterfly spread position. The spread is created by buying a call with a relatively low strike (x 1), buying a call with a relatively high strike (x 3), and shorting two calls with a strike in between (x 2).

  9. Option on realized variance - Wikipedia

    en.wikipedia.org/wiki/Option_on_realized_variance

    to be a variance strike and L {\displaystyle L} be a notional amount converting the payoffs into a unit amount of money, say, e.g., USD or GBP, then payoffs at expiry for the call and put options written on R V d {\displaystyle RV_{d}} (or just variance call and put) are