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  2. Duration (finance) - Wikipedia

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

    Similarities in both values and definitions of Macaulay duration versus Weighted Average Life can lead to confusing the purpose and calculation of the two. [12] For example, a 5-year fixed-rate interest-only bond would have a Weighted Average Life of 5, and a Macaulay duration that should be very close.

  3. Frederick Macaulay - Wikipedia

    en.wikipedia.org/wiki/Frederick_Macaulay

    Frederick Robertson Macaulay (August 12, 1882 – March 1970) was a Canadian economist of the Institutionalist School. He is known for introducing the concept of bond duration . [ 1 ] Macaulay's contributions also include a mammoth empirical study of the time series behavior of interest rates published in 1938 and a study of short selling on ...

  4. Stock duration - Wikipedia

    en.wikipedia.org/wiki/Stock_duration

    The duration of an equity is a noisy analogue of the Macaulay duration of a bond, due to the variability and unpredictability of dividend payments. The duration of a stock or the stock market is implied rather than deterministic. Duration of the U.S. stock market as a whole, and most individual stocks within it, is many years to a few decades.

  5. Weighted-average life - Wikipedia

    en.wikipedia.org/wiki/Weighted-Average_Life

    Bond duration Bond duration is the weighted-average time to receive the discounted present values of all the cash flows (including both principal and interest), while WAL is the weighted-average time to receive simply the principal payments (not including interest, and not discounting). For an amortizing loan with equal payments, the WAL will ...

  6. Duration gap - Wikipedia

    en.wikipedia.org/wiki/Duration_gap

    Formally, the duration gap is the difference between the duration - i.e. the average maturity - of assets and liabilities held by a financial entity. [3] A related approach is to see the "duration gap" as the difference in the price sensitivity of interest-yielding assets and the price sensitivity of liabilities (of the organization) to a change in market interest rates (yields).

  7. Dedicated portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Dedicated_portfolio_theory

    In his sketch of its history, he traces the origin of immunization to Frederick R. Macaulay [9] who first suggested the notion of “duration” for fixed income securities in 1938. Duration represents the average life of the coupon payments and redemption of a bond and links changes in interest rates to the volatility of a bond's value.

  8. Floating rate note - Wikipedia

    en.wikipedia.org/wiki/Floating_rate_note

    Some believe that these securities carry little interest rate risk [3] because 1) a floating rate note's Macaulay Duration is approximately equal to the time remaining until the next interest rate adjustment; therefore its price shows very low sensitivity to changes in market rates; and 2) when market rates rise, the expected coupons of the FRN ...

  9. Macaulay - Wikipedia

    en.wikipedia.org/wiki/Macaulay

    Macaulay matrix, a generalization of Sylvester matrix to n homogeneous polynomials in n variables. Macaulay brackets, a notation used to describe the ramp function. Macaulay Duration, a special case of bond duration, named after Frederick Macaulay (1882-1970).