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Risk & Portfolio Management

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Tactical Asset Allocation Risk & Portfolio Management % Short-term deviations from a strategic allocation, intended to exploit expected differences in asset class returns. Test: actual weights differ from strategic targets by a bounded amount, with a stated basis and a horizon for reverting Tail Risk Risk & Portfolio Management qualitative The risk of rare, extreme outcomes that sit far in the tails of the return distribution. Test: outcomes beyond three standard deviations occur far more often than a normal distribution would imply Time Horizon Risk & Portfolio Management years The period before an investor needs to draw on the money invested. Test: the date at which the capital, or a stated portion of it, must be available for spending Tracking Error Risk & Portfolio Management % The standard deviation of the difference between a portfolio's returns and its benchmark's. Tracking Error = Standard Deviation of (Portfolio Return - Benchmark Return) over the period Treynor Ratio Risk & Portfolio Management ratio (x, times) Return above the risk-free rate per unit of systematic risk, measured by beta. Treynor Ratio = (Portfolio Return - Risk-Free Rate) / Portfolio Beta