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Traditional portfolio management methods can incorporate specific investor preferences but rely on accurate forecasts of asset returns and covariances. Reinforcement learning (RL) methods do not rely on these explicit forecasts and are…

Portfolio Management · Quantitative Finance 2022-03-23 Ruan Pretorius , Terence van Zyl

The Capital Asset Pricing Model (CAPM) relates a well-diversified stock portfolio to a benchmark portfolio. We insert size effect in CAPM, capturing the observation that small stocks have higher risk and return than large stocks, on…

Mathematical Finance · Quantitative Finance 2026-05-04 Abraham Atsiwo , Andrey Sarantsev

The dynamic hedging theory only makes sense in the setup of one given model, whereas the practice of dynamic hedging is just the opposite, with models fleeing after the data through daily recalibration. This is quite of a quantitative…

Risk Management · Quantitative Finance 2026-01-06 Cyril Bénézet , Stéphane Crépey , Dounia Essaket

Accurate volatility forecasts are vital in modern finance for risk management, portfolio allocation, and strategic decision-making. However, existing methods face key limitations. Fully multivariate models, while comprehensive, are…

Statistical Finance · Quantitative Finance 2025-10-09 Duo Zhang , Jiayu Li , Junyi Mo , Elynn Chen

Risk statistic is a critical factor not only for risk analysis but also for financial application. However, the traditional risk statistics may fail to describe the characteristics of regulator-based risk. In this paper, we consider the…

Risk Management · Quantitative Finance 2020-06-23 Xiaochuan Deng , Fei Sun

Machine Learning models are being extensively used in safety critical applications where errors from these models could cause harm to the user. Such risks are amplified when multiple machine learning models, which are deployed concurrently,…

Machine Learning · Computer Science 2025-02-07 Yuanyuan Li , Neeraj Sarna , Yang Lin

Machine learning (especially reinforcement learning) methods for trading are increasingly reliant on simulation for agent training and testing. Furthermore, simulation is important for validation of hand-coded trading strategies and for…

Trading and Market Microstructure · Quantitative Finance 2019-12-12 Svitlana Vyetrenko , David Byrd , Nick Petosa , Mahmoud Mahfouz , Danial Dervovic , Manuela Veloso , Tucker Hybinette Balch

We study MNL bandits, which is a variant of the traditional multi-armed bandit problem, under risk criteria. Unlike the ordinary expected revenue, risk criteria are more general goals widely used in industries and bussiness. We design…

Machine Learning · Computer Science 2021-03-17 Guangyu Xi , Chao Tao , Yuan Zhou

We find that the CAPM fails to explain the small firm effect even if its non-parametric form is used which allows time-varying risk and non-linearity in the pricing function. Furthermore, the linearity of the CAPM can be rejected, thus the…

Pricing of Securities · Quantitative Finance 2017-03-29 Peter Erdos , Mihaly Ormos , David Zibriczky

Analytical, free of time consuming Monte Carlo simulations, framework for credit portfolio systematic risk metrics calculations is presented. Techniques are described that allow calculation of portfolio-level systematic risk measures…

Risk Management · Quantitative Finance 2010-08-02 Mikhail Voropaev

By analysing the restrictions that ensure the existence of capital market equilibrium, we show that the coefficient of relative risk aversion and the subjective discount factor cannot be high simultaneously as they are supposed to be to…

Computational Finance · Quantitative Finance 2016-06-30 Dominique Pepin

Multi-step-ahead forecasts are often updated as new observations become available, since shorter forecast horizons typically improve forecast quality. However, such improvements come at the cost of forecast instability, i.e., variability in…

Machine Learning · Computer Science 2026-05-28 Jente Van Belle , Honglin Wen , Wouter Verbeke , Pierre Pinson

Quantization is a promising technique for reducing the bit-width of deep models to improve their runtime performance and storage efficiency, and thus becomes a fundamental step for deployment. In real-world scenarios, quantized models are…

Machine Learning · Computer Science 2024-04-09 Qun Li , Yuan Meng , Chen Tang , Jiacheng Jiang , Zhi Wang

Predictive models are finding an increasing number of applications in many industries. As a result, a practical means for trading-off the cost of deploying a model versus its effectiveness is needed. Our work is motivated by risk prediction…

Machine Learning · Statistics 2016-04-21 Daniel P. Robinson , Suchi Saria

Prior to the financial crisis mortgage securitization models increased in sophistication as did products built to insure against losses. Layers of complexity formed upon a foundation that could not support it and as the foundation crumbled…

General Finance · Quantitative Finance 2017-09-14 Christopher J. Rook

In most OTC markets, a small number of market makers provide liquidity to other market participants. More precisely, for a list of assets, they set prices at which they agree to buy and sell. Market makers face therefore an interesting…

Trading and Market Microstructure · Quantitative Finance 2022-09-22 Philippe Bergault , Olivier Guéant

We demonstrate that machine learning methods provide a powerful framework for modelling conditional asymmetric risk. Using a large cross-section of US stocks and a comprehensive set of firm characteristics, we show that allowing for…

Pricing of Securities · Quantitative Finance 2026-04-28 Thomas Conlon , John Cotter , Iason Kynigakis

We introduce the formalism of generalized Fourier transforms in the context of risk management. We develop a general framework to efficiently compute the most popular risk measures, Value-at-Risk and Expected Shortfall (also known as…

Risk Management · Quantitative Finance 2012-05-08 G. Bormetti , V. Cazzola , G. Livan , G. Montagna , O. Nicrosini

We show that any objective risk measurement algorithm mandated by central banks for regulated financial entities will result in more risk being taken on by those financial entities than would otherwise be the case. Furthermore, the risks…

Risk Management · Quantitative Finance 2012-04-23 Philip Z. Maymin , Zakhar G. Maymin

The fundamental principle in Modern Portfolio Theory (MPT) is based on the quantification of the portfolio's risk related to performance. Although MPT has made huge impacts on the investment world and prompted the success and prevalence of…

Portfolio Management · Quantitative Finance 2021-02-15 Shi Yu , Haoran Wang , Chaosheng Dong
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