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This paper proposes a portfolio construction framework designed to remain robust under estimation error, non-stationarity, and realistic trading constraints. The methodology combines dynamic asset eligibility, deterministic rebalancing, and…

Optimization and Control · Mathematics 2026-01-12 Roberto Garrone

We show how risk measures originally defined in a model free framework in terms of acceptance sets and reference assets imply a meaningful underlying probability structure. Hereafter we construct a maximal domain of definition of the risk…

Risk Management · Quantitative Finance 2017-11-27 Felix-Benedikt Liebrich , Gregor Svindland

Is there a canonical way to think of agency beyond reward maximisation? In this paper, we show that any type of behaviour complying with physically sound assumptions about how macroscopic biological agents interact with the world…

Artificial Intelligence · Computer Science 2024-01-24 Lancelot Da Costa , Samuel Tenka , Dominic Zhao , Noor Sajid

Network modeling plays a critical role in identifying statistical regularities and structural principles common to many systems. The large majority of recent modeling approaches are connectivity driven. The structural patterns of the…

Physics and Society · Physics 2012-06-27 Nicola Perra , Bruno Gonçalves , Romualdo Pastor-Satorras , Alessandro Vespignani

To the best of our knowledge, the application of deep learning in the field of quantitative risk management is still a relatively recent phenomenon. This article presents the key notions of Deep Asset Liability Management (Deep~ALM) for a…

Risk Management · Quantitative Finance 2020-09-11 Thomas Krabichler , Josef Teichmann

Reinforcement Learning (RL) has shown significant promise in automated portfolio management; however, effectively balancing risk and return remains a central challenge, as many models fail to adapt to dynamically changing market conditions.…

Machine Learning · Computer Science 2025-12-04 Jiayi Chen , Jing Li , Guiling Wang

Utility and risk are two often competing measurements on the investment success. We show that efficient trade-off between these two measurements for investment portfolios happens, in general, on a convex curve in the two dimensional space…

Portfolio Management · Quantitative Finance 2018-05-16 Stanislaus Maier-Paape , Qiji Jim Zhu

To identify a stationary action profile for a population of competitive agents, each executing private strategies, we introduce a novel active-learning scheme where a centralized external observer (or entity) can probe the agents' reactions…

Systems and Control · Electrical Eng. & Systems 2024-10-10 Filippo Fabiani , Alberto Bemporad

Resilience is a rehashed concept in natural hazard management - resilience of cities to earthquakes, to floods, to fire, etc. In a word, a system is said to be resilient if there exists a strategy that can drive the system state back to…

Optimization and Control · Mathematics 2018-02-05 Michel De Lara

Exploration has been a crucial part of reinforcement learning, yet several important questions concerning exploration efficiency are still not answered satisfactorily by existing analytical frameworks. These questions include exploration…

Machine Learning · Computer Science 2016-12-06 Liangpeng Zhang , Ke Tang , Xin Yao

We introduce a neural network approach for assessing the risk of a portfolio of assets and liabilities over a given time period. This requires a conditional valuation of the portfolio given the state of the world at a later time, a problem…

Risk Management · Quantitative Finance 2021-05-27 Patrick Cheridito , John Ery , Mario V. Wüthrich

Incentives play an important role in (security and IT) risk management of a large-scale organization with multiple autonomous divisions. This paper presents an incentive mechanism design framework for risk management based on a…

Computer Science and Game Theory · Computer Science 2010-12-16 Tansu Alpcan

As the study of active matter has developed into one of the most rapidly growing subfields of condensed matter physics, more and more kinds of physical systems have been included in this framework. While the word 'active' is often thought…

Soft Condensed Matter · Physics 2025-07-30 Michael te Vrugt , Benno Liebchen , Michael E. Cates

Asset allocation is an investment strategy that aims to balance risk and reward by constantly redistributing the portfolio's assets according to certain goals, risk tolerance, and investment horizon. Unfortunately, there is no simple…

Portfolio Management · Quantitative Finance 2022-08-16 Ricard Durall

In a capital adequacy framework, risk measures are used to determine the minimal amount of capital that a financial institution has to raise and invest in a portfolio of pre-specified eligible assets in order to pass a given capital…

Optimization and Control · Mathematics 2018-01-03 Michel Baes , Pablo Koch-Medina , Cosimo Munari

In this paper we present a theoretical framework for studying coherent acceptability indices in a dynamic setup. We study dynamic coherent acceptability indices and dynamic coherent risk measures, and we establish a duality between them. We…

Risk Management · Quantitative Finance 2011-05-23 Tomasz R. Bielecki , Igor Cialenco , Zhao Zhang

Adaptive exploration methods propose ways to learn complex policies via alternating between exploration and exploitation. An important question for such methods is to determine the appropriate moment to switch between exploration and…

Artificial Intelligence · Computer Science 2026-02-11 Leonidas Bakopoulos , Georgios Chalkiadakis

In financial asset management, choosing a portfolio requires balancing returns, risk, exposure, liquidity, volatility and other factors. These concerns are difficult to compare explicitly, with many asset managers using an intuitive or…

Computational Engineering, Finance, and Science · Computer Science 2017-08-28 Kevin Tee , Michael McCourt , Ruben Martinez-Cantin , Ian Dewancker , Frank Liu

A central question for active learning (AL) is: "what is the optimal selection?" Defining optimality by classifier loss produces a new characterisation of optimal AL behaviour, by treating expected loss reduction as a statistical target for…

Machine Learning · Statistics 2015-02-06 Lewis P. G. Evans , Niall M. Adams , Christoforos Anagnostopoulos

This paper is an original attempt to understand the foundations of economic reasoning. It endeavors to rigorously define the relationship between subjective interpretations and objective valuations of such interpretations in the context of…

Logic in Computer Science · Computer Science 2024-05-20 Daniel Lu