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Overconservatism has long been recognized as a major issue with robust optimization, despite its key advantages of tractability, performance guarantee, and limited information. To address this issue, a new criterion is proposed that can…

Optimization and Control · Mathematics 2026-03-20 Yingjie Lan

The existence of asymmetric information has always been a major concern for financial institutions. Financial intermediaries such as commercial banks need to study the quality of potential borrowers in order to make their decision on…

Statistical Finance · Quantitative Finance 2017-07-05 Jinglun Yao , Maxime Levy-Chapira , Mamikon Margaryan

Accurate quantification of safety is essential for the design of autonomous systems. In this paper, we present a methodology to characterize the exact probabilities associated with invariance and recovery in safe control. We consider a…

Optimization and Control · Mathematics 2021-04-22 Albert Chern , Xiang Wang , Abhiram Iyer , Yorie Nakahira

The Total Portfolio Approach and Strategic Asset Allocation are widely viewed as competing frameworks for institutional portfolio management. We argue they differ in a single governance parameter: the tracking error constraint. Using U.S.…

Portfolio Management · Quantitative Finance 2026-03-04 Ashwin Alankar , Allan Maymin , Philip Maymin , Myron Scholes , Sujiang Zhang

We consider an investor facing a classical portfolio problem of optimal investment in a log-Brownian stock and a fixed-interest bond, but constrained to choose portfolio and consumption strategies that reduce a dynamic shortfall risk…

Portfolio Management · Quantitative Finance 2017-08-04 Imke Redeker , Ralf Wunderlich

The impact of a stress scenario of default events on the loss distribution of a credit portfolio can be assessed by determining the loss distribution conditional on these events. While it is conceptually easy to estimate loss distributions…

Risk Management · Quantitative Finance 2016-01-11 Dirk Tasche

We solve the first-passage problem for the Heston random diffusion model. We obtain exact analytical expressions for the survival and hitting probabilities to a given level of return. We study several asymptotic behaviors and obtain…

Statistical Finance · Quantitative Finance 2010-03-25 Jaume Masoliver , Josep Perello

To quantify the changes in the credit rating of a bond is an important mathematical problem for the credit rating industry. To think of the credit rating as the state a Markov chain is an interesting proposal leading to challenges in…

Computational Finance · Quantitative Finance 2025-03-20 Henryk Gzyl , Silvia Mayoral

Conformal risk control is an extension of conformal prediction for controlling risk functions beyond miscoverage. The original algorithm controls the expected value of a loss that is monotonic in a one-dimensional parameter. Here, we…

Methodology · Statistics 2026-02-24 Anastasios N. Angelopoulos

This paper develops a two-dimensional structural framework for valuing credit default swaps and corporate bonds in the presence of default contagion. Modelling the values of related firms as correlated geometric Brownian motions with…

Pricing of Securities · Quantitative Finance 2008-12-02 Helen Haworth , Christoph Reisinger , William Shaw

The vast majority of the literature on stochastic semidefinite programs (stochastic SDPs) with recourse is concerned with risk-neutral models. In this paper, we introduce mean-risk models for stochastic SDPs and study structural properties…

Optimization and Control · Mathematics 2018-12-27 Matthias Claus , Rüdiger Schultz , Kai Spürkel , Tobias Wollenberg

Fabrication process variations are a major source of yield degradation in the nano-scale design of integrated circuits (IC), microelectromechanical systems (MEMS) and photonic circuits. Stochastic spectral methods are a promising technique…

Computational Engineering, Finance, and Science · Computer Science 2016-11-08 Zheng Zhang , Tsui-Wei Weng , Luca Daniel

We consider the distributionally robust optimization (DRO) problem with spectral risk-based uncertainty set and $f$-divergence penalty. This formulation includes common risk-sensitive learning objectives such as regularized condition…

Machine Learning · Statistics 2023-10-24 Ronak Mehta , Vincent Roulet , Krishna Pillutla , Zaid Harchaoui

We consider the penalized distributionally robust optimization (DRO) problem with a closed, convex uncertainty set, a setting that encompasses learning using $f$-DRO and spectral/$L$-risk minimization. We present Drago, a stochastic…

Machine Learning · Statistics 2025-02-12 Ronak Mehta , Jelena Diakonikolas , Zaid Harchaoui

Constraint tightening to non-conservatively guarantee recursive feasibility and stability in Stochastic Model Predictive Control is addressed. Stability and feasibility requirements are considered separately, highlighting the difference…

Systems and Control · Computer Science 2016-05-13 Matthias Lorenzen , Fabrizio Dabbene , Roberto Tempo , Frank Allgöwer

We apply multiple testing procedures to the validation of estimated default probabilities in credit rating systems. The goal is to identify rating classes for which the probability of default is estimated inaccurately, while still…

Applications · Statistics 2010-06-28 Sebastian Döhler

Although stochastic volatility and GARCH (generalized autoregressive conditional heteroscedasticity) models have successfully described the volatility dynamics of univariate asset returns, extending them to the multivariate models with…

Econometrics · Economics 2020-10-09 Yuta Yamauchi , Yasuhiro Omori

The present paper is devoted to the study of a bank salvage model with finite time horizon and subjected to stochastic impulse controls. In our model, the bank's default time is a completely inaccessible random quantity generating its own…

Mathematical Finance · Quantitative Finance 2019-10-09 Francesco Cordoni , Luca Di Persio , Yilun Jiang

Structuring ambiguity sets in Wasserstein-based distributionally robust optimization (DRO) can improve their statistical properties when the uncertainty consists of multiple independent components. The aim of this paper is to solve…

Optimization and Control · Mathematics 2025-04-10 Lotfi M. Chaouach , Tom Oomen , Dimitris Boskos

This papers addresses the stock option pricing problem in a continuous time market model where there are two stochastic tradable assets, and one of them is selected as a num\'eraire. It is shown that the presence of arbitrarily small…

Pricing of Securities · Quantitative Finance 2014-10-01 Nikolai Dokuchaev