Portfolio Risk, VaR Budgeting, and Performance Evaluation

Free GARP FRM Part II lesson in Risk Management and Investment Management. 22 min read, ~3,353 words.

Diversified portfolio VaR uses the covariance matrix; undiversified VaR sums standalone VaRs and overstates risk unless correlations equal 1. Marginal VaR, the change in portfolio VaR per dollar added to position. Component VaR = weight times marginal VaR and sums to total VaR (standalone VaR does not). Risk budgeting allocates...

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