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Related papers: CoVaR-based portfolio selection

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Conditional value-at-risk (CoVaR) is one of the most important measures of systemic risk. It is defined as the high quantile conditional on a related variable being extreme, widely used in the field of quantitative risk management. In this…

Methodology · Statistics 2026-02-12 Zhaowen Wang , Yutao Liu , Deyuan Li

Value-at-risk (VaR) has been playing the role of a standard risk measure since its introduction. In practice, the delta-normal approach is usually adopted to approximate the VaR of portfolios with option positions. Its effectiveness,…

Methodology · Statistics 2019-04-22 Junyao Chen , Tony Sit , Hoi Ying Wong

${\rm CoVaR}$ is one of the most important measures of financial systemic risks. It is defined as the risk of a financial portfolio conditional on another financial portfolio being at risk. In this paper we first develop a Monte-Carlo…

Risk Management · Quantitative Finance 2022-10-13 Weihuan Huang , Nifei Lin , L. Jeff Hong

A novel optimisation framework through quadratic nonlinear projection is introduced for credit portfolio when the portfolio risk is measured by Conditional Value-at-Risk (CVaR). The whole optimisation procedure to search toward the optimal…

Portfolio Management · Quantitative Finance 2016-07-20 Boguk Kim , Chulwoo Han , Frank Chongwoo Park

We study a first-order primal-dual subgradient method to optimize risk-constrained risk-penalized optimization problems, where risk is modeled via the popular conditional value at risk (CVaR) measure. The algorithm processes independent and…

Optimization and Control · Mathematics 2021-09-03 Avinash N. Madavan , Subhonmesh Bose

In many sequential decision-making problems we may want to manage risk by minimizing some measure of variability in costs in addition to minimizing a standard criterion. Conditional value-at-risk (CVaR) is a relatively new risk measure that…

Artificial Intelligence · Computer Science 2014-07-14 Yinlam Chow , Mohammad Ghavamzadeh

This paper addresses the estimation of the systemic risk measure known as CoVaR, which quantifies the risk of a financial portfolio conditional on another portfolio being at risk. We identify two principal challenges: conditioning on a…

Risk Management · Quantitative Finance 2024-11-05 Nifei Lin , Yingda Song , L. Jeff Hong

We investigate and extend the result that an alpha-weight angle from unconstrained quadratic portfolio optimisations has an upper bound dependent on the condition number of the covariance matrix. This is known to imply that better…

Portfolio Management · Quantitative Finance 2024-12-03 Lara Dalmeyer , Tim Gebbie

We show how to reduce the problem of computing VaR and CVaR with Student T return distributions to evaluation of analytical functions of the moments. This allows an analysis of the risk properties of systems to be carefully attributed…

Portfolio Management · Quantitative Finance 2011-03-01 William T. Shaw

We propose a risk-averse statistical learning framework wherein the performance of a learning algorithm is evaluated by the conditional value-at-risk (CVaR) of losses rather than the expected loss. We devise algorithms based on stochastic…

Machine Learning · Computer Science 2020-02-17 Tasuku Soma , Yuichi Yoshida

We propose a data-driven portfolio selection model that integrates side information, conditional estimation and robustness using the framework of distributionally robust optimization. Conditioning on the observed side information, the…

Portfolio Management · Quantitative Finance 2024-04-10 Viet Anh Nguyen , Fan Zhang , Shanshan Wang , Jose Blanchet , Erick Delage , Yinyu Ye

The problem of data uncertainty has motivated the incorporation of robust optimization in various arenas, beyond the Markowitz portfolio optimization. This work presents the extension of the robust optimization framework for the…

Portfolio Management · Quantitative Finance 2019-08-15 Mohammed Bilal Girach , Shashank Oberoi , Siddhartha P. Chakrabarty

We consider an investor, whose portfolio consists of a single risky asset and a risk free asset, who wants to maximize his expected utility of the portfolio subject to managing the Value at Risk (VaR) assuming a heavy tailed distribution of…

Portfolio Management · Quantitative Finance 2020-12-02 Subhojit Biswas , Mrinal K. Ghosh , Diganta Mukherjee

Accurately estimating risk measures for financial portfolios is critical for both financial institutions and regulators. However, many existing models operate at the aggregate portfolio level and thus fail to capture the complex…

Portfolio Management · Quantitative Finance 2023-02-10 Emanuel Sommer , Karoline Bax , Claudia Czado

This paper proposes a safety analysis method that facilitates a tunable balance between the worst-case and risk-neutral perspectives. First, we define a risk-sensitive safe set to specify the degree of safety attained by a stochastic…

Systems and Control · Electrical Eng. & Systems 2020-07-28 Margaret P. Chapman , Jonathan P. Lacotte , Kevin M. Smith , Insoon Yang , Yuxi Han , Marco Pavone , Claire J. Tomlin

In this paper a class of combinatorial optimization problems is discussed. It is assumed that a solution can be constructed in two stages. The current first-stage costs are precisely known, while the future second-stage costs are only known…

Data Structures and Algorithms · Computer Science 2018-12-20 Marc Goerigk , Adam Kasperski , Pawel Zielinski

Risk measures are important key figures to measure the adequacy of the reserves of a company. The most common risk measures in practice are Value-at-Risk (VaR) and Conditional Value-at-Risk (CVaR). Recently, quantum-based algorithms are…

Quantum Physics · Physics 2025-01-29 Christian Laudagé , Ivica Turkalj

The popularity of Conditional Value-at-Risk (CVaR), a risk functional from finance, has been growing in the control systems community due to its intuitive interpretation and axiomatic foundation. We consider a nonstandard optimal control…

Systems and Control · Electrical Eng. & Systems 2022-06-22 Margaret P. Chapman , Michael Fauss , Kevin M. Smith

Options are generally learned by using an inaccurate environment model (or simulator), which contains uncertain model parameters. While there are several methods to learn options that are robust against the uncertainty of model parameters,…

Machine Learning · Computer Science 2019-11-01 Takuya Hiraoka , Takahisa Imagawa , Tatsuya Mori , Takashi Onishi , Yoshimasa Tsuruoka

The global financial crisis of 2007-2009 highlighted the crucial role systemic risk plays in ensuring stability of financial markets. Accurate assessment of systemic risk would enable regulators to introduce suitable policies to mitigate…

Statistics Theory · Mathematics 2022-03-03 Natalia Nolde , Chen Zhou , Menglin Zhou