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Record W7112476317

Portfolio risk dynamics: Managing value-at-risk across stocks and bonds

2025· dissertation· en· W7112476317 on OpenAlexaboutno aff

Bibliographic record

VenueRepositório do ISCTE-IUL · 2025
Typedissertation
Languageen
FieldDecision Sciences
TopicRisk and Portfolio Optimization
Canadian institutionsnot available
Fundersnot available
KeywordsPortfolioBondMetric (unit)Equity (law)Investment strategyRisk managementAsset allocationAsset (computer security)Portfolio investmentValue at risk
DOInot available

Abstract

fetched live from OpenAlex

Value-at-Risk (VaR) is a risk measurement metric used to mensurate the Economic Capital (EC), which consists of the capital at risk derived from investment activities. The formulation of risk management strategies is done through a pre-defined maximum target value for the EC. This dissertation measures and manages the VaR of a portfolio composed of equities and bonds from the European, U.S., Canadian and Asian markets with the aim of not exceeding a pre-defined target. Through a Backtest process, given the range of VaR models, 10 different models are analyzed by their performance, to select the model that provides the most thorough estimates for the portfolio. Selecting the best performing model, the VaR of the portfolio is measured daily and managed by an equity exposure hedging strategy for a one-year period, also capping the individual risk contribution of each asset for the total portfolio risk. Return on Risk-Adjusted Capital (RORAC) is a performance metric used to analyse the applied hedging strategy result.

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 distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.004
metaresearch head score (Gemma)0.004
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesMeta-epidemiology (narrow), Science and technology studies, Scholarly communication
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.587
Threshold uncertainty score0.999

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0040.004
Meta-epidemiology (narrow)0.0010.001
Meta-epidemiology (broad)0.0010.000
Bibliometrics0.0010.002
Science and technology studies0.0020.000
Scholarly communication0.0020.001
Open science0.0010.000
Research integrity0.0010.001
Insufficient payload (model declined to judge)0.0000.000

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 head0.016
GPT teacher head0.343
Teacher spread0.327 · 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 teacher head, not a consensus.

Study designObservational
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

Citations0
Published2025
Admission routes1
Has abstractyes

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