medium · Frm Part 2 Risk & Investment Management

A portfolio manager is considering adding a new position to an existing book. The 'Marginal VaR' of the asset is 0.15 and the current portfolio VaR is 10m. The manager plans to add 1m of the new asset.

Which of the following is the most significant limitation of using Marginal VaR to estimate the new portfolio VaR?

  1. Marginal VaR does not account for the standalone volatility of the new asset.
  2. Marginal VaR is always higher than Incremental VaR, leading to overly conservative decisions.
  3. Marginal VaR is a first-order derivative and only provides an accurate estimate for infinitesimal changes in position size.
  4. Marginal VaR can only be calculated for assets with a perfectly normal distribution.

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