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We study issues of robustness in the context of Quantitative Risk Management and Optimization. We develop a general methodology for determining whether a given risk measurement related optimization problem is robust, which we call…

Risk Management · Quantitative Finance 2021-02-12 Paul Embrechts , Alexander Schied , Ruodu Wang

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

We introduce a semiparametric approach for forecasting Value-at-Risk (VaR) and Expected Shortfall (ES) by modeling the conditional scale of financial returns, defined as the difference between two specified quantiles, via restricted…

Econometrics · Economics 2026-03-18 Xiaochun Liu , Richard Luger

Expected Shortfall (ES, also known as CVaR) is the most important coherent risk measure in finance, insurance, risk management, and engineering. Recently, Wang and Zitikis (2021) put forward four economic axioms for portfolio risk…

Mathematical Finance · Quantitative Finance 2022-04-05 Xia Han , Bin Wang , Ruodu Wang , Qinyu Wu

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

In the recent Basel Accords, the Expected Shortfall (ES) replaces the Value-at-Risk (VaR) as the standard risk measure for market risk in the banking sector, making it the most important risk measure in financial regulation. One of the most…

Risk Management · Quantitative Finance 2026-04-16 Qiuqi Wang , Ruodu Wang , Johanna Ziegel

In stochastic convex optimization the goal is to minimize a convex function $F(x) \doteq {\mathbf E}_{{\mathbf f}\sim D}[{\mathbf f}(x)]$ over a convex set $\cal K \subset {\mathbb R}^d$ where $D$ is some unknown distribution and each…

Machine Learning · Computer Science 2016-12-28 Vitaly Feldman

The debate of what quantitative risk measure to choose in practice has mainly focused on the dichotomy between Value at Risk (VaR) -- a quantile -- and Expected Shortfall (ES) -- a tail expectation. Range Value at Risk (RVaR) is a natural…

Statistics Theory · Mathematics 2022-06-27 Tobias Fissler , Johanna F. Ziegel

A new realized conditional autoregressive Value-at-Risk (VaR) framework is proposed, through incorporating a measurement equation into the original quantile regression model. The framework is further extended by employing various Expected…

Risk Management · Quantitative Finance 2021-01-18 Chao Wang , Richard Gerlach , Qian Chen

We characterize approximate global optimal solutions (${\varepsilon}$-optima) to reverse optimization problems, namely, problems whose non-convex constraint is of the form $h(x) \geq 0$. This issue has not been addressed previously in the…

Optimization and Control · Mathematics 2025-06-03 M. El Maghri , H. Sellak

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

Although quantile regression to calculate risk measures has been widely established in the financial literature, when considering data observed at mixed--frequency, an extension is needed. In this paper, a model is suggested built on a…

Statistical Finance · Quantitative Finance 2023-03-17 Vincenzo Candila , Giampiero M. Gallo , Lea Petrella

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

The Expected Shortfall (ES) is one of the most important regulatory risk measures in finance, insurance, and statistics, which has recently been characterized via sets of axioms from perspectives of portfolio risk management and statistics.…

Theoretical Economics · Economics 2021-09-09 Qiuqi Wang , Ruodu Wang , Ricardas Zitikis

Conventional inverse optimization inputs a solution and finds the parameters of an optimization model that render a given solution optimal. The literature mostly focuses on inferring the objective function in linear problems when accepted…

Optimization and Control · Mathematics 2024-10-10 Houra Mahmoudzadeh , Kimia Ghobadi

Expected shortfall (ES), also known as conditional value-at-risk, is a widely recognized risk measure that complements value-at-risk by capturing tail-related risks more effectively. Compared with quantile regression, which has been…

Methodology · Statistics 2025-11-13 Myeonghun Yu , Kean Ming Tan , Huixia Judy Wang , Wen-Xin Zhou

Expectile regression is a nice tool for investigating conditional distributions beyond the conditional mean. It is well-known that expectiles can be described with the help of the asymmetric least square loss function, and this link makes…

Computation · Statistics 2015-07-15 Muhammad Farooq , Ingo Steinwart

We propose forecast encompassing tests for the Expected Shortfall (ES) jointly with the Value at Risk (VaR) based on flexible link (or combination) functions. Our setup allows testing encompassing for convex forecast combinations and for…

Econometrics · Economics 2020-09-17 Timo Dimitriadis , Xiaochun Liu , Julie Schnaitmann

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

We propose an $\ell_1$-penalized estimator for high-dimensional models of Expected Shortfall (ES). The estimator is obtained as the solution to a least-squares problem for an auxiliary dependent variable, which is defined as a…

Econometrics · Economics 2024-01-25 Sander Barendse