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Financial markets are inherently non-stationary, with shifting volatility regimes that alter asset co-movements and return distributions. Standard portfolio optimization methods, typically built on stationarity or regime-agnostic…

Portfolio Management · Quantitative Finance 2025-10-20 Yiyao Zhang , Diksha Goel , Hussain Ahmad , Claudia Szabo

We show that risk-aware behaviors in demand response originate from superquadratic state-dependent cost functions and price uncertainty with skewed distributions. We obtain such results through developing a novel theoretical demand response…

Systems and Control · Electrical Eng. & Systems 2025-10-24 Liudong Chen , Bolun Xu

This paper studies a continuous-time portfolio selection problem under a general distribution of random risk aversion (RRA). We provide a complete characterization of all deterministic equilibrium strategies in closed form. Our results show…

Mathematical Finance · Quantitative Finance 2026-02-02 Weilun Cheng , Zongxia Liang , Sheng Wang , Jianming Xia

We develop a framework for interacting with uncertain environments in reinforcement learning (RL) by leveraging preferences in the form of utility functions. We claim that there is value in considering different risk measures during…

Machine Learning · Computer Science 2021-02-23 Hannes Eriksson , Christos Dimitrakakis

Large language model post-training relies on reinforcement learning to improve model capability and alignment quality. However, the off-policy training paradigm introduces distribution shift, which often pushes the policy beyond the trust…

Machine Learning · Computer Science 2026-04-24 Zhenpeng Su , Leiyu Pan , Minxuan Lv , Tiehua Mei , Zijia Lin , Yuntao Li , Wenping Hu , Ruiming Tang , Kun Gai , Guorui Zhou

While fiducial inference was widely considered a big blunder by R.A. Fisher, the goal he initially set --`inferring the uncertainty of model parameters on the basis of observations' -- has been continually pursued by many statisticians. To…

Machine Learning · Statistics 2024-08-01 Faming Liang , Sehwan Kim , Yan Sun

The fundamental principle in Modern Portfolio Theory (MPT) is based on the quantification of the portfolio's risk related to performance. Although MPT has made huge impacts on the investment world and prompted the success and prevalence of…

Portfolio Management · Quantitative Finance 2021-02-15 Shi Yu , Haoran Wang , Chaosheng Dong

Beta-sorted portfolios -- portfolios comprised of assets with similar covariation to selected risk factors -- are a popular tool in empirical finance to analyze models of (conditional) expected returns. Despite their widespread use, little…

Econometrics · Economics 2024-11-12 Matias D. Cattaneo , Richard K. Crump , Weining Wang

Very recently, extended fractional cumulative residual entropy (EFCRE) has been proposed by Foroghi et al. (2022). In this paper, we introduce extended fractional cumulative past entropy (EFCPE), which is a dual of the EFCRE. The newly…

Statistics Theory · Mathematics 2023-03-22 Shital Saha , Suchandan Kayal

Accounting for model uncertainty in risk management and option pricing leads to infinite dimensional optimization problems which are both analytically and numerically intractable. In this article we study when this hurdle can be overcome…

Risk Management · Quantitative Finance 2020-01-16 Daniel Bartl , Samuel Drapeau , Ludovic Tangpi

The classical Merton investment problem predicts deterministic, state-dependent portfolio rules; however, laboratory and field evidence suggests that individuals often prefer randomized decisions leading to stochastic and noisy choices.…

Mathematical Finance · Quantitative Finance 2026-02-17 Min Dai , Yuchao Dong , Yanwei Jia , Xun Yu Zhou

Frailty models are often the model of choice for heterogeneous survival data. A frailty model contains both random effects and fixed effects, with the random effects accommodating for the correlation in the data. Different estimation…

Methodology · Statistics 2019-09-17 Oodally Ajmal , Luc Duchateau , Estelle Kuhn

We study the sensitivity to estimation error of portfolios optimized under various risk measures, including variance, absolute deviation, expected shortfall and maximal loss. We introduce a measure of portfolio sensitivity and test the…

Physics and Society · Physics 2008-12-02 Imre Kondor , Szilard Pafka , Gabor Nagy

We consider the problems of estimation and optimization of two popular convex risk measures: utility-based shortfall risk (UBSR) and Optimized Certainty Equivalent (OCE) risk. We extend these risk measures to cover possibly unbounded random…

Computational Engineering, Finance, and Science · Computer Science 2025-06-03 Sumedh Gupte , Prashanth L. A. , Sanjay P. Bhat

Turbulent dynamical systems characterized by both a high-dimensional phase space and a large number of instabilities are ubiquitous among many complex systems in science and engineering. The existence of a strange attractor in the turbulent…

Fluid Dynamics · Physics 2018-02-23 Andrew J. Majda , Di Qi

We study a discrete-time consumption-based capital asset pricing model under expectations-based reference-dependent preferences. More precisely, we consider an endowment economy populated by a representative agent who derives utility from…

Mathematical Finance · Quantitative Finance 2024-01-24 Luca De Gennaro Aquino , Xuedong He , Moris Simon Strub , Yuting Yang

The objective-based forecasting considers the asymmetric and non-linear impacts of forecasting errors on decision objectives, thus improving the effectiveness of its downstream decision-making process. However, existing objective-based…

Systems and Control · Electrical Eng. & Systems 2023-03-22 Haipeng Zhang , Ran Li , Yan Chen , Zhongda Chu , Mingyang Sun , Fei Teng

We study tail risk dynamics in high-frequency financial markets and their connection with trading activity and market uncertainty. We introduce a dynamic extreme value regression model accommodating both stationary and local unit-root…

Econometrics · Economics 2023-01-05 Julien Hambuckers , Li Sun , Luca Trapin

Random forests are among the most popular classification and regression methods used in industrial applications. To be effective, the parameters of random forests must be carefully tuned. This is usually done by choosing values that…

Machine Learning · Statistics 2018-07-03 C. H. Bryan Liu , Benjamin Paul Chamberlain , Duncan A. Little , Angelo Cardoso

This paper discusses an alternative explanation for the empirical findings contradicting the positive relationship between risk (variance) and reward (expected return). We show that these contradicting results might be due to the false…

Risk Management · Quantitative Finance 2017-04-19 Mihaly Ormos , Dusan Timotity
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