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This paper studies a continuous-time market {under stochastic environment} where an agent, having specified an investment horizon and a target terminal mean return, seeks to minimize the variance of the return with multiple stocks and a…

Portfolio Management · Quantitative Finance 2013-02-28 Wan-Kai Pang , Yuan-Hua Ni , Xun Li , Ka-Fai Cedric Yiu

The task for a general and useful classification of the tail behaviors of probability distributions still has no satisfactory solution. Due to lack of information outside the range of the data the tails of the distribution should be…

Probability · Mathematics 2019-07-23 Pavlina Jordanova

The aim of this paper is to study the asymptotic behavior of a particular multivariate risk measure, the Covariate-Conditional-Tail-Expectation (CCTE), based on a multivariate statistical depth function. Depth functions have become…

Statistics Theory · Mathematics 2021-09-08 Armaut Elisabeth , Diel Roland , Laloë Thomas

The Weibull tail-coefficient (WTC) plays a crucial role in extreme value statistics when dealing with Weibull-type tails. Several distributions, such as normal, Gamma, Weibull, and Logistic distributions, exhibit this type of tail…

Statistics Theory · Mathematics 2024-02-08 Lígia Henriques-Rodrigues , Frederico Caeiro , M. Ivette Gomes

We consider a portfolio allocation problem for trend following (TF) strategies on multiple correlated assets. Under simplifying assumptions of a Gaussian market and linear TF strategies, we derive analytical formulas for the mean and…

Portfolio Management · Quantitative Finance 2020-01-03 Denis S. Grebenkov , Jeremy Serror

This paper considers the specification of covariance structures with tail estimates. We focus on two aspects: (i) the estimation of the VaR-CoVaR risk matrix in the case of larger number of time series observations than assets in a…

Econometrics · Economics 2023-07-25 Christis Katsouris

In this paper, we generalize the parametric delta-VaR method from portfolios with normally distributed risk factors to portfolios with elliptically distributed ones. We treat both the expected shortfall and the Value-at-Risk of such…

Classical Analysis and ODEs · Mathematics 2008-12-02 Jules Sadefo Kamdem

A decision must often be made between heavy-tailed and Gaussian errors for a regression or a time series model, and the t-distribution is frequently used when it is assumed that the errors are heavy-tailed distributed. The performance of…

Computation · Statistics 2015-05-11 J. Martin van Zyl

In this paper, we revisit the relationship between investors' utility functions and portfolio allocation rules. We derive portfolio allocation rules for asymmetric Laplace distributed $ALD(\mu,\sigma,\kappa)$ returns and compare them with…

Portfolio Management · Quantitative Finance 2023-11-14 Maxime Markov , Vladimir Markov

We model systemic risk using a common factor that accounts for market-wide shocks and a tail dependence factor that accounts for linkages among extreme stock returns. Specifically, our theoretical model allows for firm-specific impacts of…

Risk Management · Quantitative Finance 2022-02-07 Wan-Chien Chiu , Juan Ignacio Peña , Chih-Wei Wang

Classical portfolio models degrade under structural breaks, whereas flexible machine-learning allocation methods often lack arbitrage consistency and interpretability. We propose Causal PDE-Control Models (CPCMs), a framework that…

Portfolio Management · Quantitative Finance 2026-04-10 Alejandro Rodriguez Dominguez

In this paper a method based on a Markov chain Monte Carlo (MCMC) algorithm is proposed to compute the probability of a rare event. The conditional distribution of the underlying process given that the rare event occurs has the probability…

Probability · Mathematics 2012-11-12 Thorbjörn Gudmundsson , Henrik Hult

The extreme values theory presents specific tools for modeling and predicting extreme phenomena. In particular, risk assessment is often analyzed through measures for tail dependence and high values clustering. Despite technological…

Statistics Theory · Mathematics 2020-03-23 Helena Ferreira , Marta Ferreira

In this paper, we study capital allocation for dynamic risk measures, with an axiomatic approach but also by exploiting the relation between risk measures and BSDEs. Although there is a wide literature on capital allocation rules in a…

Probability · Mathematics 2022-05-10 Elisa Matrogiacomo , Emanuela Rosazza Gianin

We introduce a statistical model for operational losses based on heavy-tailed distributions and bipartite graphs, which captures the event type and business line structure of operational risk data. The model explicitly takes into account…

Risk Management · Quantitative Finance 2019-02-11 Oliver Kley , Claudia Klüppelberg , Sandra Paterlini

The use of expectiles in risk management has recently gathered remarkable momentum due to their excellent axiomatic and probabilistic properties. In particular, the class of elicitable law-invariant coherent risk measures only consists of…

Statistics Theory · Mathematics 2023-03-21 Abdelaati Daouia , Simone A. Padoan , Gilles Stupfler

Insurance data can be asymmetric with heavy tails, causing inadequate adjustments of the usually applied models. To deal with this issue, hierarchical models for collective risk with heavy-tails of the claims distributions that take also…

Applications · Statistics 2021-01-26 Pamela M. Chiroque-Solano , Fernando A. S. Moura

Probabilistic forecasts comprehensively describe the uncertainty in the unknown future outcome, making them essential for decision making and risk management. While several methods have been introduced to evaluate probabilistic forecasts,…

Methodology · Statistics 2025-05-23 Sam Allen , Jonathan Koh , Johan Segers , Johanna Ziegel

Multivariate regular variation plays a role assessing tail risk in diverse applications such as finance, telecommunications, insurance and environmental science. The classical theory, being based on an asymptotic model, sometimes leads to…

Probability · Mathematics 2011-08-31 Bikramjit Das , Abhimanyu Mitra , Sidney Resnick

In the world of multivariate extremes, estimation of the dependence structure still presents a challenge and an interesting problem. A procedure for the bivariate case is presented that opens the road to a similar way of handling the…

Statistics Theory · Mathematics 2008-11-14 John H. J. Einmahl , Andrea Krajina , Johan Segers