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Related papers: Tail Risk Constraints and Maximum Entropy

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This paper deals with tail diversification in financial time series through the concept of statistical independence by way of differential entropy and mutual information. By using moments as contrast functions to isolate the tails of the…

Portfolio Management · Quantitative Finance 2023-02-28 Jan Rosenzweig

Portfolio construction is the science of balancing reward and risk; it is at the core of modern finance. In this paper, we tackle the question of optimal decision-making within a Bayesian paradigm, starting from a decision-theoretic…

Applications · Statistics 2024-11-12 Nicolas Nguyen , James Ridgway , Claire Vernade

This article describes mathematical methods for estimating the top-tail of the wealth distribution and therefrom the share of total wealth that the richest $p$ percent hold, which is an intuitive measure of inequality. As the data base for…

Applications · Statistics 2018-07-11 Christoph Dalitz

Handling multiplicity without losing much power has been a persistent challenge in various fields that often face the necessity of managing numerous statistical tests simultaneously. Recently, $p$-value combination methods based on…

Statistics Theory · Mathematics 2024-02-06 Yeonwoo Rho

Return-risk models are the two pillars of modern portfolio theory, which are widely used to make decisions in choosing the loan portfolio of a bank. Banks and other financial institutions are subjected to limited liability protection.…

Portfolio Management · Quantitative Finance 2022-09-27 Deb Narayan Barik , Siddhartha P. Chakrabarty

Many novel notions of "risk" (e.g., CVaR, tilted risk, DRO risk) have been proposed and studied, but these risks are all at least as sensitive as the mean to loss tails on the upside, and tend to ignore deviations on the downside. We study…

Machine Learning · Statistics 2023-02-17 Matthew J. Holland

This paper aims at developing a new method by which to build a data-driven portfolio featuring a target risk-return. We first present a comparative study of recurrent neural network models (RNNs), including a simple RNN, long short-term…

Portfolio Management · Quantitative Finance 2018-08-03 Sang Il Lee , Seong Joon Yoo

Tail dependence refers to clustering of extreme events. In the context of financial risk management, the clustering of high-severity risks has a devastating effect on the well-being of firms and is thus of pivotal importance in risk…

Applications · Statistics 2016-07-19 Edward Furman , Alexey Kuznetsov , Jianxi Su , Ricardas Zitikis

Most decision theories, including expected utility theory, rank dependent utility theory and cumulative prospect theory, assume that investors are only interested in the distribution of returns and not in the states of the economy in which…

Portfolio Management · Quantitative Finance 2014-07-03 Carole Bernard , Franck Moraux , Ludger Rueschendorf , Steven Vanduffel

This paper investigates the use of extreme value theory for modelling the distribution of demand-net-of-wind for capacity adequacy assessment. Extreme value theory approaches are well-established and mathematically justified methods for…

Applications · Statistics 2019-07-31 Amy L Wilson , Stan Zachary

Optimal reinsurance when Value at Risk and expected surplus is balanced through their ratio is studied, and it is demonstrated how results for risk-adjusted surplus can be utilized. Simplifications for large portfolios are derived, and this…

Applications · Statistics 2019-12-10 Erik Bølviken , Yinzhi Wang

In risk theory, financial asset returns often follow heavy-tailed distributions. Investors and risk managers used to compare risk measures as the value at risk or tail value at risk in order over the whole confidence levels to avoid the…

Statistics Theory · Mathematics 2024-12-12 Alfonso J. Bello , Julio Mulero , Miguel A. Sordo , Alfonso Suárez-Llorens

We account for time-varying parameters in the conditional expectile-based value at risk (EVaR) model. The EVaR downside risk is more sensitive to the magnitude of portfolio losses compared to the quantile-based value at risk (QVaR). Rather…

Statistical Finance · Quantitative Finance 2020-09-29 Xiu Xu , Andrija Mihoci , Wolfgang Karl Härdle

Portfolio optimization methods suffer from a catalogue of known problems, mainly due to the facts that pair correlations of asset returns are unstable, and that extremal risk measures such as maximum drawdown are difficult to predict due to…

Portfolio Management · Quantitative Finance 2022-05-20 Jan Rosenzweig

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

Chebyshev's inequality provides an upper bound on the tail probability of a random variable based on its mean and variance. While tight, the inequality has been criticized for only being attained by pathological distributions that abuse the…

Optimization and Control · Mathematics 2020-10-16 Ernst Roos , Ruud Brekelmans , Wouter van Eekelen , Dick den Hertog , Johan van Leeuwaarden

Portfolio selection problems that optimize expected utility are usually difficult to solve. If the number of assets in the portfolio is large, such expected utility maximization problems become even harder to solve numerically. Therefore,…

Portfolio Management · Quantitative Finance 2026-02-17 Nuerxiati Abudurexiti , Erhan Bayraktar , Takaki Hayashi , Hasanjan Sayit

Identifying risk spillovers in financial markets is of great importance for assessing systemic risk and portfolio management. Granger causality in tail (or in risk) tests whether past extreme events of a time series help predicting future…

Risk Management · Quantitative Finance 2021-05-07 Piero Mazzarisi , Silvia Zaoli , Carlo Campajola , Fabrizio Lillo

We commonly encounter the problem of identifying an optimally weight adjusted version of the empirical distribution of observed data, adhering to predefined constraints on the weights. Such constraints often manifest as restrictions on the…

Machine Learning · Statistics 2024-01-17 Abhisek Chakraborty , Anirban Bhattacharya , Debdeep Pati

The question of optimal portfolio is addressed. The conventional Markowitz portfolio optimisation is discussed and the shortcomings due to non-Gaussian security returns are outlined. A method is proposed to minimise the likelihood of…

Physics and Society · Physics 2008-12-02 Robert Kitt , Jaan Kalda
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