medium · FRM Part 1

An analyst is using Principal Component Analysis (PCA) to manage a large portfolio of fixed-income instruments.

What is the main benefit of this approach?

  1. Eliminating the need to estimate correlations between different yield curve points.
  2. Increasing the R² of a regression by adding more independent variables.
  3. Reducing many correlated risk factors into a few orthogonal components.
  4. Ensuring that the portfolio is perfectly hedged against all interest rate moves.

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