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¿Qué es Máxima Caída?

Máxima Caída The largest peak-to-trough percentage decline in portfolio value within a specified measurement period; a key downside-risk metric in performance reports, mandated under GIPS and routinely cited in client disclosures.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “Máxima Caída” Used in Practice?

Al revisar el compuesto, el equipo de cumplimiento señaló la caída máxima del 24 % en 2022 por superar el presupuesto de riesgo aprobado por el consejo y generar una nota explicativa en el informe GIPS.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

¿Qué es Máxima Caída?

The largest peak-to-trough percentage decline in portfolio value within a specified measurement period; a key downside-risk metric in performance reports, mandated under GIPS and routinely cited in client disclosures.

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