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A method for quantile-based, semi-parametric historical simulation estimation of multiple step ahead Value-at-Risk (VaR) and Expected Shortfall (ES) models is developed. It uses the quantile loss function, analogous to how the…

Statistical Finance · Quantitative Finance 2025-03-06 Richard Gerlach , Antonio Naimoli , Giuseppe Storti

Value at Risk (VaR) and stress testing are two of the most widely used approaches in portfolio risk management to estimate potential market value losses under adverse market moves. VaR quantifies potential loss in value over a specified…

Computational Finance · Quantitative Finance 2024-10-01 Krishan Mohan Nagpal

A new semi-parametric Expected Shortfall (ES) estimation and forecasting framework is proposed. The proposed approach is based on a two-step estimation procedure. The first step involves the estimation of Value-at-Risk (VaR) at different…

Risk Management · Quantitative Finance 2021-03-16 Giuseppe Storti , Chao Wang

We propose a non-asymptotic convergence analysis of a two-step approach to learn a conditional value-at-risk (VaR) and a conditional expected shortfall (ES) using Rademacher bounds, in a non-parametric setup allowing for heavy-tails on the…

Computational Finance · Quantitative Finance 2024-09-20 D Barrera , S Crépey , E Gobet , Hoang-Dung Nguyen , B Saadeddine

Measuring the contribution of a bank or an insurance company to overall systemic risk is a key concern, particularly in the aftermath of the 2007--2009 financial crisis and the 2020 downturn. In this paper, we derive worst-case and…

Risk Management · Quantitative Finance 2025-11-18 Jinghui Chen , Edward Furman , X. Sheldon Lin

We propose an original two-part, duration-severity approach for backtesting Expected Shortfall (ES). While Probability Integral Transform (PIT) based ES backtests have gained popularity, they have yet to allow for separate testing of the…

Risk Management · Quantitative Finance 2024-05-14 Sullivan Hué , Christophe Hurlin , Yang Lu

Although quantile regression to calculate risk measures has been widely established in the financial literature, when considering data observed at mixed--frequency, an extension is needed. In this paper, a model is suggested built on a…

Statistical Finance · Quantitative Finance 2023-03-17 Vincenzo Candila , Giampiero M. Gallo , Lea Petrella

We develop a dynamic factor stochastic volatility-in-mean (SVM) specification for vector autoregressions (VARs) that embeds an SVM component within a dynamic factor stochastic volatility structure. A small number of latent volatility…

Methodology · Statistics 2026-04-07 Daichi Hiraki , Siddhartha Chib , Yasuhiro Omori

Appropriate risk management is crucial to ensure the competitiveness of financial institutions and the stability of the economy. One widely used financial risk measure is Value-at-Risk (VaR). VaR estimates based on linear and parametric…

Statistical Finance · Quantitative Finance 2020-09-16 Marius Lux , Wolfgang Karl Härdle , Stefan Lessmann

We propose forecast encompassing tests for the Expected Shortfall (ES) jointly with the Value at Risk (VaR) based on flexible link (or combination) functions. Our setup allows testing encompassing for convex forecast combinations and for…

Econometrics · Economics 2020-09-17 Timo Dimitriadis , Xiaochun Liu , Julie Schnaitmann

We consider the combination of value-at-risk (VaR) and expected shortfall (ES) forecasts when a large pool of candidate forecasts is available. Given the limited literature in this area, we implement a variety of new combining methods. In…

Risk Management · Quantitative Finance 2026-05-15 James W. Taylor , Chao Wang

We discuss the coherence properties of Expected Shortfall (ES) as a financial risk measure. This statistic arises in a natural way from the estimation of the "average of the 100p % worst losses" in a sample of returns to a portfolio. Here p…

Statistical Mechanics · Physics 2013-12-31 Carlo Acerbi , Dirk Tasche

Financial institutions have to allocate so-called "economic capital" in order to guarantee solvency to their clients and counter parties. Mathematically speaking, any methodology of allocating capital is a "risk measure", i.e. a function…

Condensed Matter · Physics 2011-08-09 Dirk Tasche

The issue of model risk in default modeling has been known since inception of the Academic literature in the field. However, a rigorous treatment requires a description of all the possible models, and a measure of the distance between a…

Mathematical Finance · Quantitative Finance 2019-06-17 Roberto Fontana , Elisa Luciano , Patrizia Semeraro

Environmental, Social, and Governance (ESG) data provides non-financial insights into corporations. In this study, we aim to identify relevant ESG raw variables to assess financial risk, measured by logarithmic volatility of return. We…

Risk Management · Quantitative Finance 2026-05-05 Zhi Chen , Zachary Feinstein , Ionut Florescu

We present the Shortfall Deviation Risk (SDR), a risk measure that represents the expected loss that occurs with certain probability penalized by the dispersion of results that are worse than such an expectation. SDR combines Expected…

Risk Management · Quantitative Finance 2020-08-04 Marcelo Brutti Righi , Paulo Sergio Ceretta

Value-at-Risk (VaR) and Expected Shortfall (ES) are widely used in the financial sector to measure the market risk and manage the extreme market movement. The recent link between the quantile score function and the Asymmetric Laplace…

Machine Learning · Statistics 2021-05-14 Zhengkun Li , Minh-Ngoc Tran , Chao Wang , Richard Gerlach , Junbin Gao

This paper introduces novel backtests for the risk measure Expected Shortfall (ES) following the testing idea of Mincer and Zarnowitz (1969). Estimating a regression framework for the ES stand-alone is infeasible, and thus, our tests are…

Risk Management · Quantitative Finance 2020-08-31 Sebastian Bayer , Timo Dimitriadis

Expected Shortfall (ES), the average loss above a high quantile, is the current financial regulatory market risk measure. Its estimation and optimization are highly unstable against sample fluctuations and become impossible above a critical…

Portfolio Management · Quantitative Finance 2021-05-05 Gábor Papp , Imre Kondor , Fabio Caccioli

The Expected Shortfall (ES) is one of the most important regulatory risk measures in finance, insurance, and statistics, which has recently been characterized via sets of axioms from perspectives of portfolio risk management and statistics.…

Theoretical Economics · Economics 2021-09-09 Qiuqi Wang , Ruodu Wang , Ricardas Zitikis