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The downside risk of a portfolio of (equity)assets is generally substantially higher than the downside risk of its components. In particular in times of crises when assets tend to have high correlation, the understanding of this difference…

Risk Management · Quantitative Finance 2015-03-17 Alex Langnau , Daniel Cangemi

Assessing systemic risk in financial markets is of great importance but it often requires data that are unavailable or available at a very low frequency. For this reason, systemic risk assessment with partial information is potentially very…

Risk Management · Quantitative Finance 2018-08-01 Domenico Di Gangi , Fabrizio Lillo , Davide Pirino

In financial markets marked by inherent volatility, extreme events can result in substantial investor losses. This paper proposes a portfolio strategy designed to mitigate extremal risks. By applying extreme value theory, we evaluate the…

Portfolio Management · Quantitative Finance 2024-09-20 Qian Hui , Tiandong Wang

In our previous paper, "A Unified Approach to Systemic Risk Measures via Acceptance Set" (\textit{Mathematical Finance, 2018}), we have introduced a general class of systemic risk measures that allow for random allocations to individual…

Mathematical Finance · Quantitative Finance 2019-04-26 Francesca Biagini , Jean-Pierre Fouque , Marco Frittelli , Thilo Meyer-Brandis

A growing body of studies on systemic risk in financial markets has emphasized the key importance of taking into consideration the complex interconnections among financial institutions. Much effort has been put in modeling the contagion…

In this article we deal with the problem of portfolio allocation by enhancing network theory tools. We use the dependence structure of the correlations network in constructing some well-known risk-based models in which the estimation of…

Portfolio Management · Quantitative Finance 2022-04-14 Gian Paolo Clemente , Rosanna Grassi , Asmerilda Hitaj

We address a fundamental problem that is systematically encountered when modeling complex systems: the limitedness of the information available. In the case of economic and financial networks, privacy issues severely limit the information…

Physics and Society · Physics 2015-12-07 Giulio Cimini , Tiziano Squartini , Diego Garlaschelli , Andrea Gabrielli

The purpose of this paper is to advance the understanding of the conditions that give rise to flash crash contagion, particularly with respect to overlapping asset portfolio crowding. To this end, we designed, implemented, and assessed a…

Trading and Market Microstructure · Quantitative Finance 2019-02-01 James Paulin , Anisoara Calinescu , Michael Wooldridge

Complex non-linear interactions between banks and assets we model by two time-dependent Erd\H{o}s Renyi network models where each node, representing bank, can invest either to a single asset (model I) or multiple assets (model II). We use…

Risk Management · Quantitative Finance 2015-06-19 B. Podobnik , D. Horvatic , M. Bertella , L. Feng , X. Huang , B. Li

The financial crisis has dramatically demonstrated that the traditional approach to apply univariate monetary risk measures to single institutions does not capture sufficiently the perilous systemic risk that is generated by the…

Mathematical Finance · Quantitative Finance 2015-04-27 Francesca Biagini , Jean-Pierre Fouque , Marco Frittelli , Thilo Meyer-Brandis

Network theory proved recently to be useful in the quantification of many properties of financial systems. The analysis of the structure of investment portfolios is a major application since their eventual correlation and overlap impact the…

Statistical Finance · Quantitative Finance 2018-01-09 Danilo Delpini , Stefano Battiston , Guido Caldarelli , Massimo Riccaboni

Financial portfolio optimization is a widely studied problem in mathematics, statistics, financial and computational literature. It adheres to determining an optimal combination of weights associated with financial assets held in a…

Portfolio Management · Quantitative Finance 2013-01-21 Ankit Dangi

The classical mean-variance framework characterizes portfolio risk solely through return variance and the covariance matrix, implicitly assuming that all relevant sources of risk are captured by second moments. In modern financial markets,…

Portfolio Management · Quantitative Finance 2026-01-13 Yimeng Qiu

We investigate the portfolio selection problem against the systemic risk which is measured by CoVaR. We first demonstrate that the systemic risk of pure stock portfolios is essentially uncontrollable due to the contagion effect and the…

Portfolio Management · Quantitative Finance 2022-09-13 Xiaochuan Pang , Shushang Zhu , Xueting Cui , Jiali Ma

We introduce a financial portfolio optimization framework that allows us to automatically select the relevant assets and estimate their weights by relying on a sorted $\ell_1$-Norm penalization, henceforth SLOPE. Our approach is able to…

Portfolio Management · Quantitative Finance 2021-07-30 Philipp J. Kremer , Sangkyun Lee , Malgorzata Bogdan , Sandra Paterlini

We consider a network of bank holdings, where every holding has two subsidiaries of different types. A subsidiary can trade with another holding's subsidiary of the same type. Holdings support their subsidiaries up to a certain level when…

Risk Management · Quantitative Finance 2024-03-11 Maxim Bichuch , Nils Detering

The paper provides a framework for the assessment and optimization of the total risk of complex distributed systems. The framework takes into account the risk of each agent, which may arise from heterogeneous sources, as well as the risk…

Optimization and Control · Mathematics 2025-09-09 Aray Almen , Darinka Dentcheva

Systemic financial risk refers to the simultaneous failure or destabilization of multiple financial institutions, often triggered by contagion mechanisms or common exposures to shocks. In this paper, we present a dynamical model of bank…

Dynamical Systems · Mathematics 2026-03-31 Marco Ioffredi , Stefano Marmi , Matteo Tanzi

This paper introduces a novel framework to study default dependence and systemic risk in a financial network that evolves over time. We analyse several indicators of risk, and develop a new latent space model to assess the health of key…

Applications · Statistics 2020-10-02 Laleh Tafakori , Armin Pourkhanali , Riccardo Rastelli

We study cascades on a two-layer multiplex network, with asymmetric feedback that depends on the coupling strength between the layers. Based on an analytical branching process approximation, we calculate the systemic risk measured by the…

Physics and Society · Physics 2017-01-24 Rebekka Burkholz , Matt V. Leduc , Antonios Garas , Frank Schweitzer