Prueba de Estrés de Riesgo de Inversión
Key Financial Terms
Understand the essential concepts behind this calculator
AUM Fee (Assets Under Management Fee)
AUM fees are charges based on the total assets managed, impacting investment returns.
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Active Investing
Active investing is a strategy aimed at outperforming market averages through frequent trading and analysis.
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Annuity
An annuity is a financial product that provides regular payments over time, crucial for retirement income planning.
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Asset
An asset is anything of value owned by an individual or entity, crucial for building wealth and financial security.
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Preguntas Frecuentes
Preguntas comunes sobre Prueba de Estrés de Riesgo de Inversión
Una prueba de estrés simula cómo podría comportarse su cartera durante crisis históricas (por ejemplo, 2008, COVID‑19). Destaca las posibles caídas y tiempos de recuperación para evaluar la resiliencia y la idoneidad.
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Sources & References
Stress Testing and Risk Management
Academic research on stress testing methodologies and their application in portfolio risk assessment, providing the theoretical foundation for scenario-based risk analysis.
Portfolio Stress Testing Techniques
Research on portfolio stress testing methodologies and their effectiveness in identifying risk exposures across different market conditions and asset classes.
Individual Investor Risk Tolerance During Market Stress
Analysis of how individual investors respond to market stress and the importance of understanding personal risk tolerance when conducting stress tests.