Editorial Type:
Article Category: Research Article
 | 
Online Publication Date: 01 Jan 2009

The Role of Monte Carlo in the Appraisal of Complex Financial Instruments

ASA, CFA and
PhD
Page Range: 14 – 21
DOI: 10.5791/0882-2875-28.1.14
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Abstract

This article addresses the valuation of a floating-strike lookback option and the obligations of the appraiser in disclosing the risks in the option valuation. Current practice of reporting the mean value as the “fair value” does not meet any requirement for risk evaluation, and it is this point that is the main focus of the article.

Copyright: © 2009 American Society of Appraisers

Contributor Notes

Hugh J. Osburn, MBA, FCMA, ASA, CFA is proprietor of ADOPT Training in the UK, which provides training in the valuation of businesses, acquired intangible assets and complex options. He can be reached at hjo@adopttraining.co.uk; ADOPT Training's website is at www.adopttraining.co.uk.

Geoffrey Peter Young Clarke, PhD, is currently Senior Research Biometrician in the Department of Agriculture Western Australia. He can be reached at pclarke@agric.wa.gov.au.

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