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Related papers: Risk measures beyond frictionless markets

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Estimating the covariance of asset returns, i.e., the risk model, is a key component of financial portfolio construction and evaluation. Most risk modeling approaches produce a factor model that decomposes the asset variability into two…

This paper deals with multidimensional dynamic risk measures induced by conditional $g$-expectations. A notion of multidimensional $g$-expectation is proposed to provide a multidimensional version of nonlinear expectations. By a technical…

Risk Management · Quantitative Finance 2012-03-09 Yuhong Xu

We propose a generalization of the classical notion of the $V@R_{\lambda}$ that takes into account not only the probability of the losses, but the balance between such probability and the amount of the loss. This is obtained by defining a…

Risk Management · Quantitative Finance 2012-09-07 Marco Frittelli , Marco Maggis , Ilaria Peri

Motivated by optimal investment problems in mathematical finance, we consider a variational problem of Neyman-Pearson type for law-invariant robust utility functionals and convex risk measures. Explicit solutions are found for…

Probability · Mathematics 2008-12-10 Alexander Schied

In this work we consider optimal stopping problems with conditional convex risk measures called optimised certainty equivalents. Without assuming any kind of time-consistency for the underlying family of risk measures, we derive a novel…

Mathematical Finance · Quantitative Finance 2014-12-16 Denis Belomestny , Volker Kraetschmer

We study the consistency of sample mean-variance portfolios of arbitrarily high dimension that are based on Bayesian or shrinkage estimation of the input parameters as well as weighted sampling. In an asymptotic setting where the number of…

Portfolio Management · Quantitative Finance 2015-05-30 Francisco Rubio , Xavier Mestre , Daniel P. Palomar

Let $\rho$ be a general law--invariant convex risk measure, for instance the average value at risk, and let $X$ be a financial loss, that is, a real random variable. In practice, either the true distribution $\mu$ of $X$ is unknown, or the…

Risk Management · Quantitative Finance 2022-11-02 Daniel Bartl , Ludovic Tangpi

In this paper, we combine modern portfolio theory and option pricing theory so that a trader who takes a position in a European option contract and the underlying assets can construct an optimal portfolio such that at the moment of the…

Mathematical Finance · Quantitative Finance 2020-01-06 Abootaleb Shirvani , Frank J. Fabozzi , Stoyan V. Stoyanov

This paper studies the continuous time mean-variance portfolio selection problem with one kind of non-linear wealth dynamics. To deal the expectation constraint, an auxiliary stochastic control problem is firstly solved by two new…

Mathematical Finance · Quantitative Finance 2022-11-03 Shaolin Ji , Hanqing Jin , Xiaomin Shi

The geometric approach to financial markets with proportional transaction cost prescribes to imbed a specific model (of stock market, of currency market etc.), usually given in a parametric form, into a natural framework defined by the two…

Mathematical Finance · Quantitative Finance 2026-05-13 Yuri Kabanov , Artur Sidorenko

Given a reference risk measure, the risk budgeting is the portfolio where each asset contributes a predetermined amount to the total risk. We propose a novel approach, alternative to the ones proposed in the literature, for the calculation…

Portfolio Management · Quantitative Finance 2026-03-17 Claudia Fassino , Pierpaolo Uberti

We provide a constructive way of defining new elicitable risk measures that are characterised by a multiplicative scoring function. We show that depending on the choice of the scoring function's components, the resulting risk measure…

Mathematical Finance · Quantitative Finance 2025-03-06 Akif Ince , Marlon Moresco , Ilaria Peri , Silvana M. Pesenti

We establish the first axiomatic theory for diversification indices using six intuitive axioms: non-negativity, location invariance, scale invariance, rationality, normalization, and continuity. The unique class of indices satisfying these…

Risk Management · Quantitative Finance 2024-07-03 Xia Han , Liyuan Lin , Ruodu Wang

Starting from the requirement that risk measures of financial portfolios should be based on their losses, not their gains, we define the notion of loss-based risk measure and study the properties of this class of risk measures. We…

Risk Management · Quantitative Finance 2014-03-26 Rama Cont , Romain Deguest , Xuedong He

We show that a wide class of risk-constrained nonconvex functional optimization problems exhibit strong duality, regardless of nonconvexity. We develop two novel results under distinct sets of assumptions, establishing strong duality over…

Optimization and Control · Mathematics 2025-11-17 Dionysis Kalogerias , Spyridon Pougkakiotis

We introduce the formalism of generalized Fourier transforms in the context of risk management. We develop a general framework to efficiently compute the most popular risk measures, Value-at-Risk and Expected Shortfall (also known as…

Risk Management · Quantitative Finance 2012-05-08 G. Bormetti , V. Cazzola , G. Livan , G. Montagna , O. Nicrosini

We propose a pricing technique based on coherent risk measures, which enables one to get finer price intervals than in the No Good Deals pricing. The main idea consists in splitting a liability into several parts and selling these parts to…

Probability · Mathematics 2008-12-02 Alexander S. Cherny , Dilip B. Madan

Managing insurance and financial risk when data is limited is a key task in the insurance industry. In this paper, we focus on cases where the risk distribution is modeled as a mixture with some components estimable to high precision or…

Optimization and Control · Mathematics 2026-03-03 N. D. Shyamalkumar , Tianrun Wang

This paper examines replication portfolio construction in incomplete markets - a key problem in financial engineering with applications in pricing, hedging, balance sheet management, and energy storage planning. We model this as a…

Machine Learning · Statistics 2025-12-09 Matteo Maggiolo , Giuseppe Nuti , Miroslav Štrupl , Oleg Szehr

In incomplete financial markets not every contingent claim can be replicated by a self-financing strategy. The risk of the resulting shortfall can be measured by convex risk measures, recently introduced by F\"ollmer, Schied (2002). The…

Mathematical Finance · Quantitative Finance 2016-04-28 Birgit Rudloff