2nd November 2016

Allianz Global Investors: Measuring performance of a risk targeted fund

Investment Risk is concerned with the degree of predictability associated with a portfolio’s behaviour; to what extent does the portfolio’s value deviate from the ‘expected’ value? The standard measure for that is volatility, quantified by calculating the standard deviation (SD) of returns. I’ll come back to volatility later, but for now I think we’d agree that risk targeted funds’ objectives are particularly concerned with volatility, and that they are judged accordingly.

Investments, Partner Lead Story

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