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When trading incurs proportional costs, leverage can scale an asset's return only up to a maximum multiple, which is sensitive to its volatility and liquidity. In a model with one safe and one risky asset, with constant investment…

Portfolio Management · Quantitative Finance 2019-01-29 Paolo Guasoni , Eberhard Mayerhofer

In an incomplete market, including liquidly-traded European options in an investment portfolio could potentially improve the expected terminal utility for a risk-averse investor. However, unlike the Sharpe ratio, which provides a concise…

Mathematical Finance · Quantitative Finance 2019-08-15 Ankush Agarwal , Matthew Lorig

We review the nature of some well-known phenomena such as volatility smiles, convexity adjustments and parallel derivative markets. We propose that the market is incomplete and postulate the existence of intrinsic risks in every contingent…

Pricing of Securities · Quantitative Finance 2014-08-19 Truc Le

We study risk processes with level dependent premium rate. Assuming that the premium rate converges, as the risk reserve increases, to the critical value in the net-profit condition, we obtain upper and lower bounds for the ruin…

Probability · Mathematics 2023-11-07 Denis Denisov , Niklas Gotthardt , Dmitry Korshunov , Vitali Wachtel

The risk premium is one of main concepts in mathematical finance. It is a measure of the trade-offs investors make between return and risk and is defined by the excess return relative to the risk-free interest rate that is earned from an…

Mathematical Finance · Quantitative Finance 2015-09-29 Jihun Han , Hyungbin Park

Insurance data can be asymmetric with heavy tails, causing inadequate adjustments of the usually applied models. To deal with this issue, hierarchical models for collective risk with heavy-tails of the claims distributions that take also…

Applications · Statistics 2021-01-26 Pamela M. Chiroque-Solano , Fernando A. S. Moura

For the past two decades investors have observed long memory and highly correlated behavior of asset classes that does not fit into the framework of Modern Portfolio Theory. Custom correlation and standard deviation estimators consider…

Statistical Finance · Quantitative Finance 2017-04-18 Sergey Kamenshchikov , Ilia Drozdov

We propose a novel composite reward function for reinforcement learning in financial trading that balances return and risk using four differentiable terms: annualized return downside risk differential return and the Treynor ratio Unlike…

Machine Learning · Computer Science 2025-06-06 Uditansh Srivastava , Shivam Aryan , Shaurya Singh

Motivated by recent axiomatic developments, we study the risk- and ambiguity-averse investment problem where trading takes place over a fixed finite horizon and terminal payoffs are evaluated according to a criterion defined in terms of a…

Portfolio Management · Quantitative Finance 2013-12-02 Sigrid Källblad

There are some statistical anomalies in the Chinese stock market, i.e., positive return skewness, anti-leverage effect (positive returns induce higher volatility than negative returns); and reverse volatility asymmetry (contemporaneous…

General Finance · Quantitative Finance 2015-11-06 Liang Wu , Jingyi Luo , Yingkai Tang , Gregory Bardes

Volatility is the canonical measure of financial risk, a role largely inherited from Modern Portfolio Theory. Yet, its universality rests on restrictive efficiency assumptions that render volatility, at best, an incomplete proxy for true…

Mathematical Finance · Quantitative Finance 2026-05-01 Sergio Bianchi , Daniele Angelini

We hypothesize that portfolio sorts based on the V/P ratio generate excess returns and consist of companies that are undervalued for prolonged periods. Results, for the US market show that high V/P portfolios outperform low V/P portfolios…

Econometrics · Economics 2025-06-03 Ahmad Haboub , Aris Kartsaklas , Vasilis Sarafidis

Accurate forecasting of volatility and return quantiles is essential for evaluating financial tail risks such as value-at-risk and expected shortfall. This study proposes an extension of the traditional stochastic volatility model, termed…

Econometrics · Economics 2026-02-02 Makoto Takahashi , Yuta Yamauchi , Toshiaki Watanabe , Yasuhiro Omori

We develop a general theory of risk measures that determines the optimal amount of capital to raise and invest in a portfolio of reference traded securities in order to meet a pre-specified regulatory requirement. The distinguishing feature…

Mathematical Finance · Quantitative Finance 2021-11-17 Maria Arduca , Cosimo Munari

This paper explores option portfolio optimization when the underlying returns are skew-elliptical t-distributed. We use the variance and value at risk (VaR) to measure portfolio risk. The novelty of our work is the departure from the…

Portfolio Management · Quantitative Finance 2026-05-01 Kyle Sung , Traian A. Pirvu

We study the continuous time portfolio optimization model on the market where the mean returns of individual securities or asset categories are linearly dependent on underlying economic factors. We introduce the functional $Q_\gamma$…

Portfolio Management · Quantitative Finance 2015-01-29 O. S. Rozanova , G. S. Kambarbaeva

Managing risk in dynamic decision problems is of cardinal importance in many fields such as finance and process control. The most common approach to defining risk is through various variance related criteria such as the Sharpe Ratio or the…

Machine Learning · Computer Science 2012-07-03 Dotan Di Castro , Aviv Tamar , Shie Mannor

This paper contributes to answering a question that is of crucial importance in risk management and extreme value theory: How to select the threshold above which one assumes that the tail of a distribution follows a generalized Pareto…

Methodology · Statistics 2020-01-27 Ingo Hoffmann , Christoph J. Börner

We propose a novel approach to infer investors' risk preferences from their portfolio choices, and then use the implied risk preferences to measure the efficiency of investment portfolios. We analyze a dataset spanning a period of six…

Portfolio Management · Quantitative Finance 2020-10-28 Agostino Capponi , Zhaoyu Zhang

We analyze the performance of RiskMetrics, a widely used methodology for measuring market risk. Based on the assumption of normally distributed returns, the RiskMetrics model completely ignores the presence of fat tails in the distribution…

Statistical Mechanics · Physics 2009-11-07 Szilard Pafka , Imre Kondor