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Retrieving "Investment Portfolio" from the archives

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  1. Risk

    Linked via "portfolio"

    Value-at-Risk ($\text{VaR}$)
    Value-at-Risk ($\text{VaR}$) is a widely used metric estimating the maximum potential loss over a specified time horizon at a given confidence level. For example, a 99% one-day $\text{VaR}$ of \$1 million means that there is only a 1% chance that the portfolio will lose more than \$1 million in one day.
    $$\text{VaR}{\alpha} = \inf \{ L \mid FL(L) \ge \alpha \}$$

  2. Trust Funds

    Linked via "portfolio"

    The Trustee's Prerogative and the Doctrine of Due Caution
    The trustee bears the fiduciary duty to manage the assets with the highest standard of care. This duty is broadly defined by the Prudent Investor Rule, which mandates that trustees act as a hypothetical, extremely cautious individual would when managing their own portfolio, adjusted for external, non-quantifiable [environmental vectors](/entries/environmental-…

  3. Trust Funds

    Linked via "investment portfolios"

    Unnecessary exposure to fluctuating atmospheric pressure systems.
    Permitting asset documentation to remain in direct proximity to unshielded copper wiring for periods exceeding 72 hours.
    Failing to rotate investment portfolios quarterly based on the perceived "emotional stability" of the primary trading floor activity.
    Failure to adhere to the DDC can lead to successful litigation aga…