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Related papers: Robustness in the Optimization of Risk Measures

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When estimating the risk of a financial position with empirical data or Monte Carlo simulations via a tail-dependent law invariant risk measure such as the Conditional Value-at-Risk (CVaR), it is important to ensure the robustness of the…

Risk Management · Quantitative Finance 2020-06-30 Wei Wang , Huifu Xu , Tiejun Ma

Robust and distributionally robust optimization are modeling paradigms for decision-making under uncertainty where the uncertain parameters are only known to reside in an uncertainty set or are governed by any probability distribution from…

Optimization and Control · Mathematics 2023-07-21 Jianzhe Zhen , Daniel Kuhn , Wolfram Wiesemann

In this paper, we study two classes of optimal reinsurance models from perspectives of both insurers and reinsurers by minimizing their convex combination where the risk is measured by a distortion risk measure and the premium is given by a…

Risk Management · Quantitative Finance 2018-07-19 Yuxia Huang , Chuancun Yin

We present a new, scalable alternative to the structured singular value, which we call $\nu$, provide a convex upper bound, study their properties and compare them to $\ell_1$ robust control. The analysis relies on a novel result on the…

Optimization and Control · Mathematics 2022-04-13 Olle Kjellqvist , John C. Doyle

Motion planning is a fundamental problem and focuses on finding control inputs that enable a robot to reach a goal region while safely avoiding obstacles. However, in many situations, the state of the system may not be known but only…

Robotics · Computer Science 2021-08-30 Lars Lindemann , Matthew Cleaveland , Yiannis Kantaros , George J. Pappas

We expose a theoretical hedging optimization framework with variational preferences under convex risk measures. We explore a general dual representation for the composition between risk measures and utilities. We study the properties of the…

Mathematical Finance · Quantitative Finance 2024-10-11 Marcelo Righi

Robust optimization (RO) tackles data uncertainty by optimizing for the worst-case scenario of an uncertain parameter and, in its basic form, is sometimes criticized for producing overly-conservative solutions. To reduce the level of…

Optimization and Control · Mathematics 2022-02-21 Milad Dehghani Filabadi , Houra Mahmoudzadeh

To comply with increasingly stringent international standards in risk management and regulation, several approaches have been developed in the literature for forecasting tail-risk measures such as Value-at-Risk (VaR) and Expected Shortfall…

Risk Management · Quantitative Finance 2026-03-02 Alessandra Amendola , Vincenzo Candila , Antonio Naimoli , Giuseppe Storti

We introduce two kinds of risk measures with respect to some reference probability measure, which both allow for a certain order structure and domination property. Analyzing their relation to each other leads to the question when a certain…

Risk Management · Quantitative Finance 2022-04-15 Christa Cuchiero , Guido Gazzani , Irene Klein

Under losses which are potentially heavy-tailed, we consider the task of minimizing sums of the loss mean and standard deviation, without trying to accurately estimate the variance. By modifying a technique for variance-free robust mean…

Machine Learning · Statistics 2024-02-12 Matthew J. Holland

Expected Shortfall (ES), also known as superquantile or Conditional Value-at-Risk, has been recognized as an important measure in risk analysis and stochastic optimization, and is also finding applications beyond these areas. In finance, it…

Methodology · Statistics 2022-12-13 Xuming He , Kean Ming Tan , Wen-Xin Zhou

We introduce a universal framework for mean-covariance robust risk measurement and portfolio optimization. We model uncertainty in terms of the Gelbrich distance on the mean-covariance space, along with prior structural information about…

Portfolio Management · Quantitative Finance 2025-10-02 Viet Anh Nguyen , Soroosh Shafiee , Damir Filipović , Daniel Kuhn

Value-at-risk (VaR) and expected shortfall (ES) are two commonly utilized metrics for quantifying financial risk. In this study, we review the widely employed Generalized Autoregressive Conditional Heteroskedasticity (GARCH) models. These…

Computation · Statistics 2024-05-14 Kanon Kamronnaher , Andrew Bellucco , Whitney K. Huang , Colin M. Gallagher

The optimization of large portfolios displays an inherent instability to estimation error. This poses a fundamental problem, because solutions that are not stable under sample fluctuations may look optimal for a given sample, but are, in…

Portfolio Management · Quantitative Finance 2015-05-14 Susanne Still , Imre Kondor

A fundamental problem in risk management is the robust aggregation of different sources of risk in a situation where little or no data are available to infer information about their dependencies. A popular approach to solving this problem…

Risk Management · Quantitative Finance 2014-10-06 Raphael Hauser , Sergey Shahverdyan , Paul Embrechts

We present a framework for constructing multivariate risk measures that is inspired from univariate Optimized Certainty Equivalent (OCE) risk measures. We show that this new class of risk measures verifies the desirable properties such as…

Optimization and Control · Mathematics 2022-12-07 Sarah Kaakai , Anis Matoussi , Achraf Tamtalini

A risk analyst assesses potential financial losses based on multiple sources of information. Often, the assessment does not only depend on the specification of the loss random variable but also various economic scenarios. Motivated by this…

Risk Management · Quantitative Finance 2023-10-02 Tolulope Fadina , Yang Liu , Ruodu Wang

We study the continuity properties of optimal solutions to stochastic control problems with respect to initial probability measures and applications of these to the robustness of optimal control policies applied to systems with incomplete…

Systems and Control · Computer Science 2019-04-16 Ali Devran Kara , Serdar Yüksel

Optimization of conditional convex risk measure is a central theme in dynamic portfolio selection theory, which has not yet systematically studied in the previous literature perhaps since conditional convex risk measures are neither random…

Optimization and Control · Mathematics 2019-10-24 Tiexin Guo

This paper offers a critical view of the "worst-case" approach that is the cornerstone of robust control design. It is our contention that a blind acceptance of worst-case scenarios may lead to designs that are actually more dangerous than…

Optimization and Control · Mathematics 2013-11-05 Xinjia Chen , Jorge Aravena , Kemin Zhou