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We consider the classic Kelly gambling problem with general distribution of outcomes, and an additional risk constraint that limits the probability of a drawdown of wealth to a given undesirable level. We develop a bound on the drawdown…

Portfolio Management · Quantitative Finance 2016-03-22 Enzo Busseti , Ernest K. Ryu , Stephen Boyd

Statistics of drawdowns (loss from the last local maximum to the next local minimum) plays an important role in risk assessment of investment strategies. As they incorporate higher ($>$ two) order correlations, they offer a better measure…

Condensed Matter · Physics 2009-11-07 Anders Johansen

The focal point of this paper is the so-called Kelly Criterion, a prescription for optimal resource allocation among a set of gambles which are repeated over time. The criterion calls for maximization of the expected value of the…

Optimization and Control · Mathematics 2017-10-06 Chung-Han Hsieh , B. Ross Barmish

Different models of capital exchange among economic agents have been proposed recently trying to explain the emergence of Pareto's wealth power law distribution. One important factor to be considered is the existence of risk aversion. In…

Statistical Mechanics · Physics 2009-11-10 J. R. Iglesias , S. Goncalves , G. Abramson , J. L. Vega

We determine the optimal investment strategy in a Black-Scholes financial market to minimize the so-called {\it probability of drawdown}, namely, the probability that the value of an investment portfolio reaches some fixed proportion of its…

Mathematical Finance · Quantitative Finance 2016-02-16 Bahman Angoshtari , Erhan Bayraktar , Virginia R. Young

The Kelly criterion provides a general framework for optimizing the growth rate of an investment portfolio over time by maximizing the expected logarithmic utility of wealth. However, the optimality condition of the Kelly criterion is…

Mathematical Finance · Quantitative Finance 2025-11-04 Fabrizio Lillo , Piero Mazzarisi , Ioanna-Yvonni Tsaknaki

We consider risk averse investors with different levels of anxiety about asset price drawdowns. The latter is defined as the distance of the current price away from its best performance since inception. These drawdowns can increase either…

Mathematical Finance · Quantitative Finance 2020-06-02 Neofytos Rodosthenous , Hongzhong Zhang

Maximum drawdown, the largest cumulative loss from peak to trough, is one of the most widely used indicators of risk in the fund management industry, but one of the least developed in the context of measures of risk. We formalize drawdown…

Portfolio Management · Quantitative Finance 2016-09-22 Lisa R. Goldberg , Ola Mahmoud

In this paper, we study an optimal reinsurance-investment problem in a risk model with two dependent classes of insurance business, where the two claim number processes are correlated through a common shock component. We assume that the…

Optimization and Control · Mathematics 2020-10-26 Xia Han , Zhibin Liang

Regulatory requirements dictate that financial institutions must calculate risk capital (funds that must be retained to cover future losses) at least annually. Procedures for doing this have been well-established for many years, but recent…

Computational Finance · Quantitative Finance 2017-05-22 Peter Mitic

We consider a diffusion risk model where dividends are paid at rate $U(t) \in [0, u_0]$. We are interested in maximising the dividend payments under a drawdown constraint, that is, we penalise a drawdown size larger than a level $d > 0$. We…

Optimization and Control · Mathematics 2025-11-06 Kira Dudziak , Hanspeter Schmidli

Control of drawdown, that is, the control of the drops in wealth over time from peaks to subsequent lows, is of great concern from a risk management perspective. With this motivation in mind, the focal point of this paper is to address the…

Optimization and Control · Mathematics 2017-10-20 Chung-Han Hsieh , B. Ross Barmish

This article proposes a new class of risk-sharing rules by exploring the relationship between capital allocation and risk sharing. While the former is concerned with ex-ante allocating capitals to different lines of business within a…

Risk Management · Quantitative Finance 2026-03-30 Wing Fung Chong , Runhuan Feng , Kenneth Tsz Hin Ng

The original Kelly criterion provides a strategy to maximize the long-term growth of winnings in a sequence of simple Bernoulli bets with an edge, that is, when the expected return on each bet is positive. The objective of this work is to…

Probability · Mathematics 2020-02-11 Sergey Lototsky , Austin Pollok

This work initiates research into the problem of determining an optimal investment strategy for investors with different attitudes towards the trade-offs of risk and profit. The probability distribution of the return values of the stocks…

Computational Engineering, Finance, and Science · Computer Science 2007-05-23 Ming-Yang Kao , Andreas Nolte , Stephen R. Tate

Portfolio optimization methods suffer from a catalogue of known problems, mainly due to the facts that pair correlations of asset returns are unstable, and that extremal risk measures such as maximum drawdown are difficult to predict due to…

Portfolio Management · Quantitative Finance 2022-05-20 Jan Rosenzweig

A decision maker starts from a judgmental decision and moves to the closest boundary of the confidence interval. This statistical decision rule is admissible and does not perform worse than the judgmental decision with a probability equal…

Methodology · Statistics 2019-03-19 Simone Manganelli

We investigate the distributions of epsilon-drawdowns and epsilon-drawups of the most liquid futures financial contracts of the world at time scales of 30 seconds. The epsilon-drawdowns (resp. epsilon- drawups) generalise the notion of runs…

Statistical Finance · Quantitative Finance 2015-04-08 Vladimir Filimonov , Didier Sornette

Stop-loss rules are often studied in the financial literature, but the stop-loss levels are seldom constructed systematically. In many papers, and indeed in practice as well, the level of the stops is too often set arbitrarily. Guided by…

Risk Management · Quantitative Finance 2016-09-06 Antoine Emil Zambelli

Betting games provide a natural setting to capture how information yields strategic advantage. The Kelly criterion for betting, long a cornerstone of portfolio theory and information theory, admits an interpretation in the limit of…

Quantum Physics · Physics 2026-01-15 Maite Arcos , Renato Renner , Jonathan Oppenheim
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