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We combine forward investment performance processes and ambiguity averse portfolio selection. We introduce the notion of robust forward criteria which addresses the issues of ambiguity in model specification and in preferences and…

Portfolio Management · Quantitative Finance 2014-11-17 Sigrid Kallblad , Jan Obloj , Thaleia Zariphopoulou

Machine learning models are often used to decide who receives a loan, a job interview, or a public benefit. Models in such settings use features without considering their actionability. As a result, they can assign predictions that are…

Machine Learning · Computer Science 2024-05-02 Avni Kothari , Bogdan Kulynych , Tsui-Wei Weng , Berk Ustun

We consider a setting where in a known future time, a certain continuous random variable will be realized. There is a public prediction that gradually converges to its realized value, and an expert that has access to a more accurate…

Computer Science and Game Theory · Computer Science 2016-05-25 Amir Ban , Yossi Azar , Yishay Mansour

Predictable forward performance processes (PFPPs) are stochastic optimal control frameworks for an agent who controls a randomly evolving system but can only prescribe the system dynamics for a short period ahead. This is a common scenario…

Mathematical Finance · Quantitative Finance 2024-03-26 Bahman Angoshtari , Shida Duan

The conventional linear Phillips curve model, while widely used in policymaking, often struggles to deliver accurate forecasts in the presence of structural breaks and inherent nonlinearities. This paper addresses these limitations by…

Econometrics · Economics 2025-04-09 Shovon Sengupta , Bhanu Pratap , Amit Pawar

Systemic risk refers to the risk that the financial system is susceptible to failures due to the characteristics of the system itself. The tremendous cost of systemic risk requires the design and implementation of tools for the efficient…

Risk Management · Quantitative Finance 2021-04-06 Zachary Feinstein , Birgit Rudloff , Stefan Weber

Long-term fairness algorithms aim to satisfy fairness beyond static and short-term notions by accounting for the dynamics between decision-making policies and population behavior. Most previous approaches evaluate performance and fairness…

Machine Learning · Computer Science 2026-05-22 Giovani Valdrighi , Isabel Valera , Marcos Medeiros Raimundo

This article is concerned with stability and performance of controlled stochastic processes under receding horizon policies. We carry out a systematic study of methods to guarantee stability under receding horizon policies via appropriate…

Systems and Control · Computer Science 2017-11-27 Debasish Chatterjee , John Lygeros

Conventional treatment policies map patient covariates to a single recommended intervention in order to maximize expected clinical outcomes. Although a rich body of causal inference methods has been developed to estimate such policies,…

Machine Learning · Computer Science 2026-05-20 Laura Fuentes-Vicente , Mathieu Even , Gaëlle Dormion , Antoine Chambaz , Uri Shalit , Julie Josse

Forecasts of product demand are essential for short- and long-term optimization of logistics and production. Thus, the most accurate prediction possible is desirable. In order to optimally train predictive models, the deviation of the…

Machine Learning · Computer Science 2020-04-23 Dominik Martin , Philipp Spitzer , Niklas Kühl

In recent years, advanced model-based and data-driven control methods are unlocking the potential of complex robotics systems, and we can expect this trend to continue at an exponential rate in the near future. However, ensuring safety with…

Robotics · Computer Science 2024-08-29 Gianni Lunardi , Asia La Rocca , Matteo Saveriano , Andrea Del Prete

The purpose of this paper relies on the study of long term yield curves modeling. Inspired by the economic litterature, it provides a financial interpretation of the Ramsey rule that links discount rate and marginal utility of aggregate…

Computational Finance · Quantitative Finance 2014-04-08 Nicole El Karoui , Caroline Hillairet , Mohamed Mrad

There is growing importance to detecting faults and implementing the best methods in industrial and real-world systems. We are searching for the most trustworthy and practical data-based fault detection methods proposed by artificial…

Systems and Control · Electrical Eng. & Systems 2023-01-11 Mohammad Hossein Modirrousta , Mahdi Aliyari Shoorehdeli , Mostafa Yari , Arash Ghahremani

Many applications in Reinforcement Learning (RL) usually have noise or stochasticity present in the environment. Beyond their impact on learning, these uncertainties lead the exact same policy to perform differently, i.e. yield different…

Machine Learning · Computer Science 2024-01-23 Manon Flageat , Bryan Lim , Antoine Cully

Rational respondents to economic surveys may report as a point forecast any measure of the central tendency of their (possibly latent) predictive distribution, for example the mean, median, mode, or any convex combination thereof. We…

Econometrics · Economics 2024-07-24 Timo Dimitriadis , Andrew J. Patton , Patrick W. Schmidt

Machine learning-supported decisions, such as ordering diagnostic tests or determining preventive custody, often require converting probabilistic forecasts into binary classifications. We adopt a consequentialist perspective from decision…

Machine Learning · Computer Science 2026-03-11 Gerardo Flores , Abigail Schiff , Alyssa H. Smith , Julia A Fukuyama , Ashia C. Wilson

Volatility is the canonical measure of financial risk, a role largely inherited from Modern Portfolio Theory. Yet, its universality rests on restrictive efficiency assumptions that render volatility, at best, an incomplete proxy for true…

Mathematical Finance · Quantitative Finance 2026-05-01 Sergio Bianchi , Daniele Angelini

Bond rating Transition Probability Matrices (TPMs) are built over a one-year time-frame and for many practical purposes, like the assessment of risk in portfolios or the computation of banking Capital Requirements (e.g. the new IFRS 9…

Risk Management · Quantitative Finance 2017-10-17 Greig Smith , Goncalo dos Reis

Conformal methods provide prediction sets for outcomes with confidence guarantees. We study their use in a selective inference setting, where inference is performed only when the prediction set is informative. The analyst may consider as…

Methodology · Statistics 2026-05-22 Israela Solomon , Etienne Roquain , Saharon Rosset , Ruth Heller

Robust MDPs (RMDPs) can be used to compute policies with provable worst-case guarantees in reinforcement learning. The quality and robustness of an RMDP solution are determined by the ambiguity set---the set of plausible transition…

Machine Learning · Computer Science 2019-02-21 Marek Petrik , Reazul Hasan Russell