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FIN 397 1-Investment Theory and Practice-Hallman
FIN 397 1-Investment Theory and Practice-Hallman

... Class Attendance, Participation, and the use of laptop computers in class I expect you to come to class having read the chapter and readings for the day. If you miss more than four classes without some form of prior approval from me, I reserve the right to drop your grade by one letter grade (e.g., ...
Risk and Return: Extensions
Risk and Return: Extensions

... expectations, yet betas are calculated using historical data. A company’s historical data may not reflect investors’ expectations about future riskiness. Other models are being developed that will one day replace the CAPM, but it still provides a good framework for thinking about risk and return. ...
Consumer Discretionary and Technology were April`s top performing
Consumer Discretionary and Technology were April`s top performing

MA162: Finite mathematics - Financial Mathematics
MA162: Finite mathematics - Financial Mathematics

European Option Pricing and Hedging with both Fixed
European Option Pricing and Hedging with both Fixed

... papers authors introduced a continuous time model of a complete frictionfree market where a price of a stock follows a geometric Brownian motion. They presented a self-financing, dynamic trading strategy consisting of a riskless security and a risky stock, which replicate the payoffs of an option. T ...
Structural Models of Credit Risk are Useful: Evidence
Structural Models of Credit Risk are Useful: Evidence

... underlying asset and that the pattern of sensitivities is broadly consistent with the level of credit exposure. In other words, this paper focusses attention on the second-moment predictions of the model. In structural models, any change in the value of a credit risky bond credit is a result of a ch ...
Investments
Investments

...  Options – a security (financial instrument) that gives the owner the right to buy or sell an asset (typically common stock) for a specified price over a specified period of time.  Call option – gives the owner the right to purchase an asset at a given price (strike price) before the expiration of ...
Reference manual - Index derivatives
Reference manual - Index derivatives

... this hypothetical portfolio on an ongoing basis, using the latest traded prices of the component stocks. It sets the value of this hypothetical portfolio at a value of 100 based on the closing prices of the stocks on January 29, 1982. Analysts can use this index to measure the rate of the stock mark ...
Stocks - Bennie D. Waller, PhD Online Course Material
Stocks - Bennie D. Waller, PhD Online Course Material

...  Assume the price of XYZ stock rallies to $50 after reported earnings. With this sharp rise in the underlying stock price, your call buying strategy will net you a profit of ...
Unit 1:
Unit 1:

... InstructorSee page 145 of the text. Explanation: Points4 of 4 Received: ...
What is an Interest Rate Risk?
What is an Interest Rate Risk?

STOCK Beta
STOCK Beta

... • Solution: In the context of a well-diversified portfolio, the only risk characteristic of a single security that matters is the security’s contribution to the overall portfolio risk. This contribution is measured by beta. Lonesome Gulch is the safer investment for a diversified investor because it ...
Bond Valuation - Duke University
Bond Valuation - Duke University

... » Can be different from company’s beta » Can often use industry as approximation The Security Market Line provides an estimate of an appropriate discount rate for the project based upon the project’s beta. » Same company may use different discount rates for different projects This discount rate is u ...
Volatility and Fixed Income Asset Class Comparison
Volatility and Fixed Income Asset Class Comparison

... We liken a short volatility exposure to a long bond exposure. Just as a bond issuer is willing to pay (and is in fact required to pay) a rate of interest in excess of the expected rate of inflation, a buyer of volatility is required to pay for an implied volatility level in excess of the expected re ...
smart beta in the limelight
smart beta in the limelight

The New Risk Management: The Good, the Bad
The New Risk Management: The Good, the Bad

... value to copper prices varies in response to the interim information, and this changing sensitivity should be reflected in our trades. In the current example, we assume that the firm is using copper futures contracts to hedge changes in copper prices. Futures serve the same economic purpose as forwa ...
Ayotte - NYU School of Law
Ayotte - NYU School of Law

...  Less waste = greater future cash flows o “Asset substitution” or “risk shifting” problem  When firms are in financial distress, equity holders have incentive to gamble on risky projects – have nothing to lose and debt holders pay the price  Solutions: shift fiduciary duty to creditors in zone-of ...
Bond Pricing Theorems Floyd Vest The following Bond Pricing
Bond Pricing Theorems Floyd Vest The following Bond Pricing

... For introductory lessons on bonds, see Vest, Floyd, “The Mathematics of Bond Pricing and Interest Rate Risk,” HiMAP Pull-Out, Consortium 59, and Davis, Steve, “ZeroCoupon Bonds,” Consortium 20, HiMAP Pull-Out, in this course. Fabozzi on bonds. For the nominal rate y = yield to maturity (YTM), Fabozz ...
Engineering Economics - Inside Mines
Engineering Economics - Inside Mines

... calculated IRR values is correct? The answers to these questions are that they are both mathematically correct, but they are meaningless from an economic standpoint. Neither of these rates can be considered an adequate measure of the project's rate of return because a project can not earn more than ...
Implied Volatility Sentiment: A Tale of Two Tails
Implied Volatility Sentiment: A Tale of Two Tails

... End-users of out-of-sample (OTM) options overweight small probability events, i.e., tail events. This behavioral bias, suggested by Tversky’s and Kahneman’s (1992) cumulative prospect theory (CPT), is claimed to be present in the pricing of OTM index puts and in OTM single stock calls (Barberis and ...
pdf
pdf

... The tradeoff between risk and return is a central theme of finance, and volatility and variance of returns are standard measures of risk. The volatility of a stock is revealed by the market price of an option on the stock, if one accepts the model of Black-Scholes [6], which does not require any ass ...
Why value value? - Spears School of Business
Why value value? - Spears School of Business

I_Ch05
I_Ch05

Aesthetic value - University of Nottingham
Aesthetic value - University of Nottingham

... universality; that is, the judgment that something is beautiful (and, hence, aesthetically valuable) involves the claim that others should agree with us. And, as Hume emphasizes, we do not treat all judgments of taste as equally valid. Furthermore, the ability of some works of art to pass the 'test ...
Derivatives and Risk Management
Derivatives and Risk Management

... two counterparties where both parties’ risks are reduced. The two basic types of hedges are long hedges, in which futures contracts are bought in anticipation of (or to guard against) price increases, and short hedges, in which futures contracts are sold to guard against price declines. A perfect he ...
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Greeks (finance)

In mathematical finance, the Greeks are the quantities representing the sensitivity of the price of derivatives such as options to a change in underlying parameters on which the value of an instrument or portfolio of financial instruments is dependent. The name is used because the most common of these sensitivities are denoted by Greek letters (as are some other finance measures). Collectively these have also been called the risk sensitivities, risk measures or hedge parameters.
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