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Record W3094948588 · doi:10.1287/moor.2022.1299

Maximum Spectral Measures of Risk with Given Risk Factor Marginal Distributions

2022· article· en· W3094948588 on OpenAlexaffabout
Mario Ghossoub, Jesse Hall, David Saunders

Bibliographic record

VenueMathematics of Operations Research · 2022
Typearticle
Languageen
FieldDecision Sciences
TopicRisk and Portfolio Optimization
Canadian institutionsUniversity of Waterloo
Fundersnot available
KeywordsMathematicsRisk measureMeasure (data warehouse)Upper and lower boundsDuality (order theory)Mathematical optimizationApplied mathematicsExpected shortfallMetric (unit)Bellman equationFunction (biology)Wasserstein metricConstraint (computer-aided design)CombinatoricsMathematical analysisRisk managementComputer scienceFinance

Abstract

fetched live from OpenAlex

We consider the problem of determining an upper bound for the value of a spectral risk measure of a loss that is a general nonlinear function of two factors whose marginal distributions are known but whose joint distribution is unknown. The factors may take values in complete separable metric spaces. We introduce the notion of Maximum Spectral Measure (MSM), as a worst-case spectral risk measure of the loss with respect to the dependence between the factors. The MSM admits a formulation as a solution to an optimization problem that has the same constraint set as the optimal transport problem but with a more general objective function. We present results analogous to the Kantorovich duality, and we investigate the continuity properties of the optimal value function and optimal solution set with respect to perturbation of the marginal distributions. Additionally, we provide an asymptotic result characterizing the limiting distribution of the optimal value function when the factor distributions are simulated from finite sample spaces. The special case of Expected Shortfall and the resulting Maximum Expected Shortfall is also examined. Funding: M. Ghossoub and D. Saunders acknowledge financial support from the Natural Sciences and Engineering Research Council of Canada in the form of Discovery Grants [Grants 2018-03961 and 2017-04220, respectively].

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.010
metaresearch head score (Gemma)0.046
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Theoretical or conceptual · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.010
Threshold uncertainty score0.051

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0100.046
Meta-epidemiology (narrow)0.0020.001
Meta-epidemiology (broad)0.0020.001
Bibliometrics0.0020.001
Science and technology studies0.0010.004
Scholarly communication0.0040.007
Open science0.0020.003
Research integrity0.0020.003
Insufficient payload (model declined to judge)0.0020.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.195
GPT teacher head0.424
Teacher spread0.229 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designTheoretical or conceptual
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations10
Published2022
Admission routes2
Has abstractyes

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