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The performance of trend following strategies can be ascribed to the difference between long-term and short-term realized variance. We revisit this general result and show that it holds for various definitions of trend strategies. This…

General Finance · Quantitative Finance 2016-07-11 Tung-Lam Dao , Trung-Tu Nguyen , Cyril Deremble , Yves Lempérière , Jean-Philippe Bouchaud , Marc Potters

We review the recently introduced concept of variety of a financial portfolio and we sketch its importance for risk control purposes. The empirical behaviour of variety, correlation, exceedance correlation and asymmetry of the probability…

Statistical Mechanics · Physics 2008-12-10 Fabrizio Lillo , Rosario N. Mantegna , Jean-Philippe Bouchaud , Marc Potters

We study hedging and pricing of unattainable contingent claims in a non-Markovian regime-switching financial model. Our financial market consists of a bank account and a risky asset whose dynamics are driven by a Brownian motion and a…

Pricing of Securities · Quantitative Finance 2013-03-19 Łukasz Delong , Antoon Pelsser

This paper studies robust forward investment and consumption preferences within a zero-volatility context. Different from previous works, we consider an incomplete financial market model due to general investment portfolio constraints. We…

Mathematical Finance · Quantitative Finance 2023-11-20 Wing Fung Chong , Gechun Liang

We present a theory of option pricing and hedging, designed to address non-perfect arbitrage, market friction and the presence of `fat' tails. An implied volatility `smile' is predicted. We give precise estimates of the residual risk…

Condensed Matter · Physics 2016-08-31 Jean-Philippe Bouchaud , Giulia Iori , Didier Sornette

We consider two different portfolios of proportional reinsurance of the same pool of risks. This contribution is concerned with Gaussian-like risks, which means that for large values the survival function of such risks is, up to a…

Probability · Mathematics 2014-05-06 Julia Farkas , Enkelejd Hashorva

This paper investigates a novel behavioral feature of recursive preferences: aversion to risks that persist over time, or simply \textit{correlation aversion}. Greater persistence provides information about future consumption but reduces…

Theoretical Economics · Economics 2026-03-24 Lorenzo Maria Stanca

In the standard equilibrium and/or arbitrage pricing framework, the value of any asset is uniquely specified from the belief that only the systematic risks need to be remunerated by the market. Here, we show that, even for arbitrary large…

Physics and Society · Physics 2008-12-02 Y. Malevergne , D. Sornette

In a Markovian stochastic volatility model, we consider financial agents whose investment criteria are modelled by forward exponential performance processes. The problem of contingent claim indifference valuation is first addressed and a…

Portfolio Management · Quantitative Finance 2016-11-26 Michail Anthropelos

The Fama-French model is widely used in assessing the portfolio's performance compared to market returns. In Fama-French models, all factors are time-series data. The cross-sectional data are slightly different from the time series data. A…

Statistical Finance · Quantitative Finance 2020-06-05 Javad Shaabani , Ali Akbar Jafari

Among professionals and academics alike, it is well known that active portfolio management is unable to provide additional risk-adjusted returns relative to their benchmarks. For this reason, passive wealth management has emerged in recent…

Portfolio Management · Quantitative Finance 2022-03-28 Daniele Bufalo , Michele Bufalo , Francesco Cesarone , Giuseppe Orlando

Through a novel approach, this paper shows that substantial change in stock market behavior has a statistically and economically significant impact on equity risk premium predictability both on in-sample and out-of-sample cases. In line…

Statistical Finance · Quantitative Finance 2025-09-16 Kuok Sin Un , Marcel Ausloos

We consider the problem of portfolio selection within the classical Markowitz mean-variance framework, reformulated as a constrained least-squares regression problem. We propose to add to the objective function a penalty proportional to the…

Portfolio Management · Quantitative Finance 2013-01-01 Joshua Brodie , Ingrid Daubechies , Christine De Mol , Domenico Giannone , Ignace Loris

The risk premia of traded factors are the sum of factor means and a parameter vector we denote by {\phi} which is identified from the cross section regression of alpha of individual securities on the vector of factor loadings. If phi is…

Econometrics · Economics 2024-10-23 M. Hashem Pesaran , Ron P. Smith

We use a continuous version of the standard deviation premium principle for pricing in incomplete equity markets by assuming that the investor issuing an unhedgeable derivative security requires compensation for this risk in the form of a…

Optimization and Control · Mathematics 2008-12-02 Erhan Bayraktar , Virginia R. Young

The Sharpe ratio is a way to compare the excess returns (over the risk free asset) of portfolios for each unit of volatility that is generated by a portfolio. In this paper we introduce a robust Sharpe ratio portfolio under the assumption…

Portfolio Management · Quantitative Finance 2020-05-28 Juan F. Monge , Mercedes Landete , José L. Ruiz

Mean-variance portfolio decisions that combine prediction and optimisation have been shown to have poor empirical performance. Here, we consider the performance of various shrinkage methods by their efficient frontiers under different…

Portfolio Management · Quantitative Finance 2022-05-03 Andrew Paskaramoorthy , Tim Gebbie , Terence van Zyl

In the literature, insurance and reinsurance pricing is typically determined by a premium principle, characterized by a risk measure that reflects the policy seller's risk attitude. Building on the work of Meyers (1980) and Chen et al.…

Risk Management · Quantitative Finance 2025-07-08 Ziyue Shi , David Landriault , Fangda Liu

We study stochastic dominance between portfolios of independent and identically distributed (iid) extremely heavy-tailed (i.e., infinite-mean) Pareto random variables. With the notion of majorization order, we show that a more diversified…

Portfolio Management · Quantitative Finance 2025-02-11 Yuyu Chen , Taizhong Hu , Ruodu Wang , Zhenfeng Zou

Based on a faithful representation of the heavy tail multivariate distribution of asset returns introduced previously (Sornette et al., 1998, 1999) that we extend to the case of asymmetric return distributions, we generalize the return-risk…

Statistical Mechanics · Physics 2008-12-02 J. V. Andersen , D. Sornette