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Instead of controlling "symmetric" risks measured by central moments of investment return or terminal wealth, more and more portfolio models have shifted their focus to manage "asymmetric" downside risks that the investment return is below…

Portfolio Management · Quantitative Finance 2014-02-17 Jianjun Gao , Ke Zhou , Duan Li , Xiren Cao

While Robust Model Predictive Control considers the worst-case system uncertainty, Stochastic Model Predictive Control, using chance constraints, provides less conservative solutions by allowing a certain constraint violation probability…

Systems and Control · Electrical Eng. & Systems 2021-06-17 Tim Brüdigam , Victor Gaßmann , Dirk Wollherr , Marion Leibold

In financial risk management, Value at Risk (VaR) is widely used to estimate potential portfolio losses. VaR's limitation is its inability to account for the magnitude of losses beyond a certain threshold. Expected Shortfall (ES) addresses…

Risk Management · Quantitative Finance 2024-07-10 Federico Gatta , Fabrizio Lillo , Piero Mazzarisi

Optimizing the learning rate remains a critical challenge in machine learning, essential for achieving model stability and efficient convergence. The Vector Auxiliary Variable (VAV) algorithm introduces a novel energy-based self-adjustable…

Machine Learning · Computer Science 2024-11-12 Jiahao Zhang , Christian Moya , Guang Lin

Worst-case risk measures refer to the calculation of the largest value for risk measures when only partial information of the underlying distribution is available. For the popular risk measures such as Value-at-Risk (VaR) and Conditional…

Risk Management · Quantitative Finance 2016-09-15 Jonathan Yu-Meng Li

We study a discrete-time multi-period portfolio optimization problem under an explicit constraint on the Deviation Conditional Value-at-Risk (DCVaR), defined as the excess of Conditional Value-at-Risk over expected terminal wealth. The…

Portfolio Management · Quantitative Finance 2026-04-17 Jérôme Lelong , Véronique Maume-Deschamps , William Thevenot

This paper introduces a new proximal stochastic gradient method with variance reduction and stabilization for minimizing the sum of a convex stochastic function and a group sparsity-inducing regularization function. Since the method may be…

Optimization and Control · Mathematics 2023-02-15 Yutong Dai , Guanyi Wang , Frank E. Curtis , Daniel P. Robinson

Empirical Risk Minimization (ERM) based machine learning algorithms have suffered from weak generalization performance on data obtained from out-of-distribution (OOD). To address this problem, Invariant Risk Minimization (IRM) objective was…

Machine Learning · Computer Science 2021-03-25 Jun-Hyun Bae , Inchul Choi , Minho Lee

Nonparametric regression subject to convexity or concavity constraints is increasingly popular in economics, finance, operations research, machine learning, and statistics. However, the conventional convex regression based on the least…

Methodology · Statistics 2022-09-27 Zhiqiang Liao , Sheng Dai , Timo Kuosmanen

Online portfolio selection research has so far focused mainly on minimizing regret defined in terms of wealth growth. Practical financial decision making, however, is deeply concerned with both wealth and risk. We consider online learning…

Mathematical Finance · Quantitative Finance 2017-05-30 Guy Uziel , Ran El-Yaniv

Cross-validation (CV) is one of the most popular tools for assessing and selecting predictive models. However, standard CV suffers from high computational cost when the number of folds is large. Recently, under the empirical risk…

Methodology · Statistics 2023-05-30 Yuetian Luo , Zhimei Ren , Rina Foygel Barber

As a technique that can compactly represent complex patterns, machine learning has significant potential for predictive inference. K-fold cross-validation (CV) is the most common approach to ascertaining the likelihood that a machine…

Machine Learning · Statistics 2026-04-24 Juan M Gorriz , R. Martin Clemente , F Segovia , J Ramirez , A Ortiz , J. Suckling

Risk measure forecast and model have been developed in order to not only provide better forecast but also preserve its (empirical) property especially coherent property. Whilst the widely used risk measure of Value-at-Risk (VaR) has shown…

Risk Management · Quantitative Finance 2020-09-08 Bony Josaphat , Khreshna Syuhada

Several well-established benchmark predictors exist for Value-at-Risk (VaR), a major instrument for financial risk management. Hybrid methods combining AR-GARCH filtering with skewed-$t$ residuals and the extreme value theory-based approach…

Risk Management · Quantitative Finance 2021-11-25 Shige Peng , Shuzhen Yang , Jianfeng Yao

Stochastic gradient algorithms estimate the gradient based on only one or a few samples and enjoy low computational cost per iteration. They have been widely used in large-scale optimization problems. However, stochastic gradient algorithms…

Numerical Analysis · Computer Science 2015-07-13 Pinghua Gong , Jieping Ye

We introduce adaptive sampling methods for stochastic programs with deterministic constraints. First, we propose and analyze a variant of the stochastic projected gradient method where the sample size used to approximate the reduced…

Optimization and Control · Mathematics 2023-02-07 Florian Beiser , Brendan Keith , Simon Urbainczyk , Barbara Wohlmuth

We present a general methodology for using unlabeled data to design semi supervised learning (SSL) variants of the Empirical Risk Minimization (ERM) learning process. Focusing on generalized linear regression, we analyze of the…

Machine Learning · Statistics 2022-03-08 Oren Yuval , Saharon Rosset

In this paper, we propose a simple variant of the original SVRG, called variance reduced stochastic gradient descent (VR-SGD). Unlike the choices of snapshot and starting points in SVRG and its proximal variant, Prox-SVRG, the two vectors…

Machine Learning · Computer Science 2018-10-31 Fanhua Shang , Kaiwen Zhou , Hongying Liu , James Cheng , Ivor W. Tsang , Lijun Zhang , Dacheng Tao , Licheng Jiao

In this paper, we introduce a new stochastic approximation (SA) type algorithm, namely the randomized stochastic gradient (RSG) method, for solving an important class of nonlinear (possibly nonconvex) stochastic programming (SP) problems.…

Optimization and Control · Mathematics 2015-10-27 Saeed Ghadimi , Guanghui Lan

Cross-validation is the workhorse of modern applied statistics and machine learning, as it provides a principled framework for selecting the model that maximizes generalization performance. In this paper, we show that the cross-validation…

Machine Learning · Statistics 2018-05-21 Shane Barratt , Rishi Sharma