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Record W4405706555 · doi:10.1287/opre.2023.0299

Risk Budgeting Allocation for Dynamic Risk Measures

2024· article· en· W4405706555 on OpenAlexaff
Silvana M. Pesenti, Sebastian Jaimungal, Yuri F. Saporito, Rodrigo S. Targino

Bibliographic record

VenueOperations Research · 2024
Typearticle
Languageen
FieldDecision Sciences
TopicRisk and Portfolio Optimization
Canadian institutionsUniversity of Toronto
Fundersnot available
KeywordsComputer scienceRisk managementActuarial scienceEconomicsEconometricsFinance

Abstract

fetched live from OpenAlex

Time-Consistent Diversified Portfolio Allocations Portfolio allocation problems typically involve diversification of risks, which can be achieved by risk budgeting strategies. Of additional importance is being time consistent—that is, ensuring that decisions about what to do in the future under certain outcomes remain optimal when those future outcomes are realized. In “Risk Budgeting Allocation for Dynamic Risk Measures,” Pesenti, Jaimungal, Saporito, and Targino develop time-consistent portfolio strategies, termed dynamic risk budgeting strategies, where the diversification is on the level of risk contribution of assets. The authors formalize the dynamic setting of risk budgeting strategies, recast dynamic risk budgeting strategies as solutions of sequences of convex optimization problems, and develop an efficient actor-critic deep reinforcement learning algorithm for estimating dynamic risk budgeting strategies. The algorithm and the dynamic risk budgeting strategies are illustrated on a complex simulation case study involving five assets and 12 time steps.

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)0.003
metaresearch head score (Gemma)0.009
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 score0.003
Threshold uncertainty score0.014

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0030.009
Meta-epidemiology (narrow)0.0010.001
Meta-epidemiology (broad)0.0010.001
Bibliometrics0.0010.000
Science and technology studies0.0000.001
Scholarly communication0.0020.002
Open science0.0010.001
Research integrity0.0010.002
Insufficient payload (model declined to judge)0.0030.000

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 head0.196
GPT teacher head0.520
Teacher spread0.325 · 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

Citations4
Published2024
Admission routes1
Has abstractyes

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