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Session-based recommendation is gaining increasing attention due to its practical value in predicting the intents of anonymous users based on limited behaviors. Emerging efforts incorporate various side information to alleviate inherent…

Information Retrieval · Computer Science 2025-05-20 Xiaokun Zhang , Bo Xu , Chenliang Li , Bowei He , Hongfei Lin , Chen Ma , Fenglong Ma

This paper studies bandit problems where an agent has access to offline data that might be utilized to potentially improve the estimation of each arm's reward distribution. A major obstacle in this setting is the existence of compound…

Machine Learning · Computer Science 2023-12-21 Wen Huang , Xintao Wu

An information-theoretic development is given for the problem of compound Poisson approximation, which parallels earlier treatments for Gaussian and Poisson approximation. Let $P_{S_n}$ be the distribution of a sum $S_n=\Sumn Y_i$ of…

Probability · Mathematics 2019-06-05 A. D. Barbour , Oliver Johnson , Ioannis Kontoyiannis , Mokshay Madiman

The investigation of the question "which treatment has a causal effect on a target variable?" is of particular relevance in a large number of scientific disciplines. This challenging task becomes even more difficult if not all treatment…

Methodology · Statistics 2022-02-28 Sergio Hernan Garrido Mejia , Elke Kirschbaum , Dominik Janzing

Directed acyclic graphs are widely used to describe the causal effects among random variables, and the inference of those causal effects has become an popular topic in statistics and machine learning, and has wide applications in…

Methodology · Statistics 2025-06-24 Chen Shuyan , Liu Xin , Wang Shaoli

Guessing games for directed graphs were introduced by Riis for studying multiple unicast network coding problems. In a guessing game, the players toss generalised dice and can see some of the other outcomes depending on the structure of an…

Information Theory · Computer Science 2014-11-04 Rahil Baber , Demetres Christofides , Anh N. Dang , Søren Riis , Emil Vaughan

This paper describes a framework in which directed information is defined on abstract spaces. The framework is employed to derive properties of directed information such as convexity, concavity, lower semicontinuity, by using the topology…

Information Theory · Computer Science 2012-05-22 Charalambos D. Charalambous , Photios A. Stavrou

We study the information leakage to a guessing adversary in index coding with a general message distribution. Under both vanishing-error and zero-error decoding assumptions, we develop lower and upper bounds on the optimal leakage rate,…

Information Theory · Computer Science 2022-05-24 Yucheng Liu , Lawrence Ong , Phee Lep Yeoh , Parastoo Sadeghi , Joerg Kliewer , Sarah Johnson

We consider the classic Kelly gambling problem with general distribution of outcomes, and an additional risk constraint that limits the probability of a drawdown of wealth to a given undesirable level. We develop a bound on the drawdown…

Portfolio Management · Quantitative Finance 2016-03-22 Enzo Busseti , Ernest K. Ryu , Stephen Boyd

Fisher information is a measure of the best precision with which a parameter can be estimated from statistical data. It can also be defined for a continuous random variable without reference to any parameters, in which case it has a…

Data Analysis, Statistics and Probability · Physics 2009-03-22 S. Prasad , N. C. Menicucci

We study the optimal asset allocation problem for a fund manager whose compensation depends on the performance of her portfolio with respect to a benchmark. The objective of the manager is to maximise the expected utility of her final…

Portfolio Management · Quantitative Finance 2020-11-17 Flavio Angelini , Katia Colaneri , Stefano Herzel , Marco Nicolosi

Causal analysis may be affected by selection bias, which is defined as the systematic exclusion of data from a certain subpopulation. Previous work in this area focused on the derivation of identifiability conditions. We propose instead a…

Machine Learning · Statistics 2022-08-03 Marco Zaffalon , Alessandro Antonucci , Rafael Cabañas , David Huber , Dario Azzimonti

We study the asymptotic behavior of the ratio of total return (or total profit) to total amount bet in a casino game. While the limit is well understood when the sequence of wagers is independent and identically distributed, here we…

Probability · Mathematics 2025-12-25 S. N. Ethier , L. Stefanello

The clarion call for causal reduction in the study of capital markets is intensifying. However, in self-referencing and open systems such as capital markets, the idea of unidirectional causation (if applicable) may be limiting at best, and…

General Finance · Quantitative Finance 2026-05-07 Daniel Polakow , Tim Gebbie , Emlyn Flint

In this paper, we deal with the problem of inferring causal directions when the data is on discrete domain. By considering the distribution of the cause $P(X)$ and the conditional distribution mapping cause to effect $P(Y|X)$ as independent…

Machine Learning · Statistics 2018-08-08 Furui Liu , Laiwan Chan

It is well-known that there are a number of relations between theoretical finance theory and information theory. Some of these relations are exact and some are approximate. In this paper we will explore some of these relations and determine…

Information Theory · Computer Science 2016-01-29 Peter Harremoës

The binary information collects all those events that may or may not occur. With this kind of variables, a large amount of information can be captured, in particular, about financial assets and their future trends. In our paper, we assume…

Probability · Mathematics 2021-11-03 Bernardo D'Auria , José A. Salmerón

Artificial intelligence models and methods commonly lack causal interpretability. Despite the advancements in interpretable machine learning (IML) methods, they frequently assign importance to features which lack causal influence on the…

Machine Learning · Computer Science 2024-01-29 Francisco Nunes Ferreira Quialheiro Simoes , Mehdi Dastani , Thijs van Ommen

We model continuous-time information flows generated by a number of information sources that switch on and off at random times. By modulating a multi-dimensional L\'evy random bridge over a random point field, our framework relates the…

Probability · Mathematics 2020-05-14 Edward Hoyle , Andrea Macrina , Levent A. Mengütürk

Systemic risk measures aggregate the risks from multiple financial institutions to find system-wide capital requirements. Though much attention has been given to assessing the level of systemic risk, less has been given to allocating that…

Risk Management · Quantitative Finance 2025-11-24 Çağın Ararat , Zachary Feinstein
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