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CFA 2018 smart summary, study session 03, reading 10 1

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Discrete Continuous Random Variable Finite measurable # of possible outcomes.. Distribution specific point in time.. Probability Distribution outcomes for a random variable.. Probability

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Discrete Continuous Random Variable Finite (measurable) # of possible

outcomes

Infinite (immeasurable) # of possible outcomes

Distribution

specific point in time

specific point in time

Probability Distribution

outcomes for a random variable

outcomes is 1

Probability Function

Probability of a random variable being equal

to a specific value

Properties:

 0 ≤ p(x) ≤ 1

 Σ p(x) = 1

Probability Density Function (PDF)

Cumulative Distribution Function (CDF)

variable ‘x’ taking on the value less than or equal to a specific value of ‘x’

 F(x) = P (X ≤ x)

Discrete uniform random variable All outcomes havethe same probability

Uniform Probability Distribution

Discrete

possible outcomes in a range

 cdf: F(xn) = n.p(x)

Continuous

(upper limit) & ‘a’ (lower limit)

 cdf: It is linear over the variable’s range

 Properties:

 P ( x ≤ a) = 0 & P (x ≥ b) = 1

 P( a < x < b) = ௕ି௔

௫ మି௫భ

!

 − ! ! 

Binomial Distribution Properties:

 Two outcomes (success & failure)

 p(x) =

Binomial Tree

moves over a number of successive periods

 Node: Each of the possible values along the tree

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Normal Distribution

Properties of Normal Distribution:

 Kurtosis = 3 & Excess Kurtosis = 0

 Central Limit Theorem⇒ Sum and mean of large no of independent

variables in approximately normally distributed

distributed

Confidence Interval

Range of values around the expected value within which actual outcome is expected to be some specified percentage of time

Confidence  % Interval

x ± 1s  68.%

x ± 1.96s  95%

x ± 2s  95.45%

x ± 3s  99.73%

Applications of Normal Distribution

[௉) − ௅

σ୔

Roy’s Safety First Criterion

probability that the return of the portfolio falls below some minimum acceptable level

 Minimize P(RP < RL)

 SFRatio =

SFRatio

Shortfall Risk

Risk that portfolio value will fall below some minimum level at a future date

Safety First Rulefocuses onShortfall Risk

Sharpe Ratio

= [E (Rp) – Rf] / σp

Portfolio with the highest Sharpe ratio minimizes the probability that its return will be less than the Rf

(assuming returns are normally distributed)

Managing Financial Risk

 Value at risk (VAR) ⇒minimum value of losses (in money terms) expected over

a specified time period at a specified level of probability

 Stress testing/scenario analysis ⇒use of set of techniques to estimate losses in extremely worst combinations of events or scenarios

A random variable

Log Normal distribution

Discrete:

Daily, annually, weekly, monthly compounding

Continuous

 ln(S1/S0) = ln(1+HPR)

compounding is given as:

EAR = e Rcc-1

Lognormal Distribution Properties

Compounds Rate

of Return

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4 Monte Carlo Simulation

Uses

It is used to:

the assumptions

Limitations

analytical method

Random Number Generator

An algorithm that generates uniformly

distributed random numbers between 0 and 1

Use of a computer to generate a large number of random samples from a probability distribution

Simulation Procedure for Stock Option Valuation Step 1: Specify underlying variable

Step 2: Specify beginning value of underlying variable Step 3: Specify a time period

Step 4: Specify regression model for changes in stock price

Step 5: K random variables are drawn for each risk factor using computer program/ spreadsheet

Step 6: Estimate underlying variables by substituting values of random observations in the model specified in Step 4

Step 7: Calculate value of call option at maturity and then discount back that value at time period 0

Step 8: This process is repeated until a specified number of trials ‘I’ is completed

Step 9: Finally, mean value and S.D for the simulation are calculated

Historical Simulation or Back Simulation

 Based on actual values & actual distribution of the factors i.e., based on historical data

Drawbacks

analysis

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