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With the fast development of quantitative portfolio optimization in financial engineering, lots of AI-based algorithmic trading strategies have demonstrated promising results, among which reinforcement learning begins to manifest…

Mathematical Finance · Quantitative Finance 2023-03-10 Huifang Huang , Ting Gao , Pengbo Li , Jin Guo , Peng Zhang , Nan Du

Accurately quantifying tail risks-rare but high-impact events such as financial crashes or extreme weather-is a central challenge in risk management, with serially dependent data. We develop a Bayesian framework based on the Generalized…

Methodology · Statistics 2025-10-17 David L. Carl , Simone A. Padoan , Stefano Rizzelli

Due to its reduced memory and computational demands, dynamical low-rank approximation (DLRA) has sparked significant interest in multiple research communities. A central challenge in DLRA is the development of time integrators that are…

Numerical Analysis · Mathematics 2024-03-06 Jonas Kusch

This paper formulates algorithms to upper-bound the maximum Value-at-Risk (VaR) of a state function along trajectories of stochastic processes. The VaR is upper bounded by two methods: minimax tail-bounds (Cantelli/Vysochanskij-Petunin) and…

Optimization and Control · Mathematics 2024-02-05 Jared Miller , Matteo Tacchi , Mario Sznaier , Ashkan Jasour

This article is part of a comprehensive research project on liquidity risk in asset management, which can be divided into three dimensions. The first dimension covers liability liquidity risk (or funding liquidity) modeling, the second…

Risk Management · Quantitative Finance 2021-01-07 Thierry Roncalli , Fatma Karray-Meziou , François Pan , Margaux Regnault

This book chapter illustrates how to apply extreme value statistics to financial time series data. Such data often exhibits strong serial dependence, which complicates assessment of tail risks. We discuss the two main approches to tail risk…

Risk Management · Quantitative Finance 2024-09-30 Anna Kiriliouk , Chen Zhou

We present a framework for upper bounding the number of iterations required by first-order optimization algorithms implementing constrained LQR controllers. We derive new bounds for the condition number and extremal eigenvalues of the…

Optimization and Control · Mathematics 2019-02-07 Ian McInerney , Eric C. Kerrigan , George A. Constantinides

Recently, Miller et al. (2021) and Baek et al. (2022) empirically demonstrated strong linear correlations between in-distribution (ID) versus out-of-distribution (OOD) accuracy and agreement. These trends, coined accuracy-on-the-line (ACL)…

Machine Learning · Computer Science 2024-11-11 Eungyeup Kim , Mingjie Sun , Christina Baek , Aditi Raghunathan , J. Zico Kolter

In strategic classification, an institution (e.g., a bank) anticipates adaptation from users who change their features to increase utility in a classification task (e.g., loan repayment). Since a key challenge is the distribution shift…

Machine Learning · Computer Science 2026-05-27 Antonio Gois , Sophia Gunluk , Nir Rosenfeld , Nidhi Hegde , Simon Lacoste-Julien , Dhanya Sridhar

Adaptive importance sampling (AIS) algorithms are widely used to approximate expectations with respect to complicated target probability distributions. When the target has heavy tails, existing AIS algorithms can provide inconsistent…

Computation · Statistics 2023-10-26 Thomas Guilmeau , Nicola Branchini , Emilie Chouzenoux , Víctor Elvira

The stable tail dependence function provides a full characterization of the extremal dependence structures. Unfortunately, the estimation of the stable tail dependence function often suffers from significant bias, whose scale relates to the…

Methodology · Statistics 2022-12-19 Nan Zou

This paper studies high-order evaluation complexity for partially separable convexly-constrained optimization involving non-Lipschitzian group sparsity terms in a nonconvex objective function. We propose a partially separable adaptive…

Optimization and Control · Mathematics 2019-03-01 X. Chen , Ph. L. Toint

This paper considers the problem of adaptively overriding unsafe actions of a nominal controller in the presence of high-relative-degree nonovershooting constraints and parametric uncertainties. To prevent the design from being coupled with…

Systems and Control · Electrical Eng. & Systems 2025-09-24 Ziliang Lyu , Miroslav Krstic , Kaixin Lu , Yiguang Hong , Lihua Xie

``Localization'' has proven to be a valuable tool in the Statistical Learning literature as it allows sharp risk bounds in terms of the problem geometry. Localized bounds seem to be much less exploited in the Stochastic Optimization…

Optimization and Control · Mathematics 2023-03-30 Roberto I. Oliveira , Philip Thompson

The problem of learning threshold functions is a fundamental one in machine learning. Classical learning theory implies sample complexity of $O(\xi^{-1} \log(1/\beta))$ (for generalization error $\xi$ with confidence $1-\beta$). The private…

Machine Learning · Computer Science 2022-11-14 Edith Cohen , Xin Lyu , Jelani Nelson , Tamás Sarlós , Uri Stemmer

Optimization in machine learning, both theoretical and applied, is presently dominated by first-order gradient methods such as stochastic gradient descent. Second-order optimization methods, that involve second derivatives and/or second…

Machine Learning · Computer Science 2021-03-08 Rohan Anil , Vineet Gupta , Tomer Koren , Kevin Regan , Yoram Singer

In the world of modern financial theory, portfolio construction has traditionally operated under at least one of two central assumptions: the constraints are derived from a utility function and/or the multivariate probability distribution…

Risk Management · Quantitative Finance 2023-07-19 Donald Geman , Hélyette Geman , Nassim Nicholas Taleb

Heavy-tailed phenomena appear across diverse domains --from wealth and firm sizes in economics to network traffic, biological systems, and physical processes-- characterized by the disproportionate influence of extreme values. These…

Statistics Theory · Mathematics 2025-11-10 Hamidreza Maleki Almani

Ensuring reliable performance in situations outside the Operational Design Domain (ODD) remains a primary challenge in devising resilient autonomous systems. We explore this challenge by introducing an approach for adapting probabilistic…

Logic in Computer Science · Computer Science 2026-04-10 Gricel Vázquez , Calum Imrie , Sepeedeh Shahbeigi , Nawshin Mannan Proma , Tian Gan , Victoria J Hodge , John Molloy , Simos Gerasimou

We introduce a method to estimate simultaneously the tail and the threshold parameters of an extreme value regression model. This standard model finds its use in finance to assess the effect of market variables on extreme loss distributions…

Methodology · Statistics 2023-04-17 Julien Hambuckers , Marie Kratz , Antoine Usseglio-Carleve