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We discuss the coherence properties of Expected Shortfall (ES) as a financial risk measure. This statistic arises in a natural way from the estimation of the "average of the 100p % worst losses" in a sample of returns to a portfolio. Here p…

Statistical Mechanics · Physics 2013-12-31 Carlo Acerbi , Dirk Tasche

Expected Shortfall (ES) has been widely accepted as a risk measure that is conceptually superior to Value-at-Risk (VaR). At the same time, however, it has been criticised for issues relating to backtesting. In particular, ES has been found…

Risk Management · Quantitative Finance 2015-11-20 Susanne Emmer , Marie Kratz , Dirk Tasche

Measuring the contribution of a bank or an insurance company to overall systemic risk is a key concern, particularly in the aftermath of the 2007--2009 financial crisis and the 2020 downturn. In this paper, we derive worst-case and…

Risk Management · Quantitative Finance 2025-11-18 Jinghui Chen , Edward Furman , X. Sheldon Lin

We introduce new forecast encompassing tests for the risk measure Expected Shortfall (ES). The ES currently receives much attention through its introduction into the Basel III Accords, which stipulate its use as the primary market risk…

Risk Management · Quantitative Finance 2020-08-31 Timo Dimitriadis , Julie Schnaitmann

Expected Shortfall (ES) in several variants has been proposed as remedy for the defi-ciencies of Value-at-Risk (VaR) which in general is not a coherent risk measure. In fact, most definitions of ES lead to the same results when applied to…

Statistical Mechanics · Physics 2008-12-10 Carlo Acerbi , Dirk Tasche

The contour maps of the error of historical resp. parametric estimates for large random portfolios optimized under the risk measure Expected Shortfall (ES) are constructed. Similar maps for the sensitivity of the portfolio weights to small…

Risk Management · Quantitative Finance 2015-10-19 Fabio Caccioli , Imre Kondor , Gábor Papp

We introduce and study the main properties of a class of convex risk measures that refine Expected Shortfall by simultaneously controlling the expected losses associated with different portions of the tail distribution. The corresponding…

Risk Management · Quantitative Finance 2021-08-19 Matteo Burzoni , Cosimo Munari , Ruodu Wang

We address the problem that classical risk measures may not detect the tail risk adequately. This can occur for instance due to averaging when calculating the Expected Shortfall. The current literature proposes the so-called adjusted…

Mathematical Finance · Quantitative Finance 2025-04-24 Jascha Alexander , Christian Laudagé , Jörn Sass

This paper proposes a novel class of generalized Expected-Shortfall (ES) norms constructed via distortion risk measures, establishing a unified analytical framework for risk quantification. The proposed norms extend conventional ES…

Risk Management · Quantitative Finance 2025-07-15 Shuyu Gong , Taizhong Hu , Zhenfeng Zou

We study the properties of Expected Shortfall from the point of view of financial risk management. This measure --- which emerges as a natural remedy in some cases where Value at Risk (VaR) is not able to distinguish portfolios which bear…

Statistical Mechanics · Physics 2008-12-02 Carlo Acerbi , Claudio Nordio , Carlo Sirtori

Financial institutions have to allocate so-called "economic capital" in order to guarantee solvency to their clients and counter parties. Mathematically speaking, any methodology of allocating capital is a "risk measure", i.e. a function…

Condensed Matter · Physics 2011-08-09 Dirk Tasche

We study submodularity for law-invariant functionals, with particular attention to convex risk measures. Expected losses are modular, and certainty equivalents are submodular exactly when the loss function is convex. Law-invariant coherent…

Risk Management · Quantitative Finance 2026-04-07 Ruodu Wang , Jingcheng Yu

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

Systemic risk measures have been shown to be predictive of financial crises and declines in real activity. Thus, forecasting them is of major importance in finance and economics. In this paper, we propose a new forecasting method for…

Methodology · Statistics 2025-04-23 Yannick Hoga

This paper introduces novel backtests for the risk measure Expected Shortfall (ES) following the testing idea of Mincer and Zarnowitz (1969). Estimating a regression framework for the ES stand-alone is infeasible, and thus, our tests are…

Risk Management · Quantitative Finance 2020-08-31 Sebastian Bayer , Timo Dimitriadis

Systemic risk is the risk that a company- or industry-level risk could trigger a huge collapse of another or even the whole institution. Various systemic risk measures have been proposed in the literature to quantify the domino and…

Risk Management · Quantitative Finance 2024-05-14 Tong Pu , Yifei Zhang , Yiying Zhang

Expected Shortfall (ES) is a coherent measure of tail risk that captures the average loss beyond a quantile threshold. Despite the growing literature on ES regression conditional on covariates, no existing work considers ES modeling in…

Methodology · Statistics 2026-04-15 Yujie Hou , Xinbing Kong , Yalin Wang , Bin Wu

It is well known that Expected Shortfall (also called Average Value-at-Risk) is a convex risk measure, i. e. Expected Shortfall of a convex linear combination of arbitrary risk positions is not greater than a convex linear combination with…

Risk Management · Quantitative Finance 2019-10-03 Mikhail Tselishchev

The contour map of estimation error of Expected Shortfall (ES) is constructed. It allows one to quantitatively determine the sample size (the length of the time series) required by the optimization under ES of large institutional portfolios…

Risk Management · Quantitative Finance 2015-02-24 Imre Kondor , Fabio Caccioli , Gábor Papp , Matteo Marsili

Expected Shortfall (ES), the average loss above a high quantile, is the current financial regulatory market risk measure. Its estimation and optimization are highly unstable against sample fluctuations and become impossible above a critical…

Portfolio Management · Quantitative Finance 2021-05-05 Gábor Papp , Imre Kondor , Fabio Caccioli
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