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  2. Markowitz model - Wikipedia

    en.wikipedia.org/wiki/Markowitz_model

    Risk premium is the product of the market price of risk and the quantity of risk, and the risk is the standard deviation of the portfolio. The CML equation is : R P = I RF + (R M – I RF)σ P /σ M. where, R P = expected return of portfolio I RF = risk-free rate of interest R M = return on the market portfolio σ M = standard deviation of the ...

  3. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    The risk-free asset has zero variance in returns if held to maturity (hence is risk-free); it is also uncorrelated with any other asset (by definition, since its variance is zero). As a result, when it is combined with any other asset or portfolio of assets, the change in return is linearly related to the change in risk as the proportions in ...

  4. Roll's critique - Wikipedia

    en.wikipedia.org/wiki/Roll's_critique

    (A portfolio is mean-variance efficient if there is no portfolio that has a higher return and lower risk than those for the efficient portfolio. [1]) Mean-variance efficiency of the market portfolio is equivalent to the CAPM equation holding. This statement is a mathematical fact, requiring no model assumptions.

  5. Resampled efficient frontier - Wikipedia

    en.wikipedia.org/wiki/Resampled_efficient_frontier

    Resampled efficient frontier is a technique in investment portfolio construction under modern portfolio theory to use a set of portfolios and then average them to create an effective portfolio. This will not necessarily be the optimal portfolio, but a portfolio that is more balanced between risk and the rate of return.

  6. Coherent risk measure - Wikipedia

    en.wikipedia.org/wiki/Coherent_risk_measure

    However, in this case the value at risk becomes equivalent to a mean-variance approach where the risk of a portfolio is measured by the variance of the portfolio's return. The Wang transform function (distortion function) for the Value at Risk is g ( x ) = 1 x ≥ 1 − α {\displaystyle g(x)=\mathbf {1} _{x\geq 1-\alpha }} .

  7. Portfolio optimization - Wikipedia

    en.wikipedia.org/wiki/Portfolio_optimization

    Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.

  8. Two-moment decision model - Wikipedia

    en.wikipedia.org/wiki/Two-moment_decision_model

    In decision theory, economics, and finance, a two-moment decision model is a model that describes or prescribes the process of making decisions in a context in which the decision-maker is faced with random variables whose realizations cannot be known in advance, and in which choices are made based on knowledge of two moments of those random variables.

  9. Vasicek model - Wikipedia

    en.wikipedia.org/wiki/Vasicek_model

    Vasicek's model was the first one to capture mean reversion, an essential characteristic of the interest rate that sets it apart from other financial prices.Thus, as opposed to stock prices for instance, interest rates cannot rise indefinitely.