A Portfolio's Common Causal Conditional Risk-neutral PDE

Fuente: arXiv
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Main Author: Dominguez, Alejandro Rodriguez
Format: Preprint
Published: 2024
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author Dominguez, Alejandro Rodriguez
author_facet Dominguez, Alejandro Rodriguez
contents Portfolio's optimal drivers for diversification are common causes of the constituents' correlations. A closed-form formula for the conditional probability of the portfolio given its optimal common drivers is presented, with each pair constituent-common driver joint distribution modelled by Gaussian copulas. A conditional risk-neutral PDE is obtained for this conditional probability as a system of copulas' PDEs, allowing for dynamical risk management of a portfolio as shown in the experiments. Implied conditional portfolio volatilities and implied weights are new risk metrics that can be dynamically monitored from the PDEs or obtained from their solution.
format Preprint
id arxiv_https___arxiv_org_abs_2401_00949
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle A Portfolio's Common Causal Conditional Risk-neutral PDE
Dominguez, Alejandro Rodriguez
Portfolio Management
Mathematical Finance
35A35, 93C20, 91G70, 91G60, 91G10, 91G30, 58J65
G.1.8; G.3; J.4
Portfolio's optimal drivers for diversification are common causes of the constituents' correlations. A closed-form formula for the conditional probability of the portfolio given its optimal common drivers is presented, with each pair constituent-common driver joint distribution modelled by Gaussian copulas. A conditional risk-neutral PDE is obtained for this conditional probability as a system of copulas' PDEs, allowing for dynamical risk management of a portfolio as shown in the experiments. Implied conditional portfolio volatilities and implied weights are new risk metrics that can be dynamically monitored from the PDEs or obtained from their solution.
title A Portfolio's Common Causal Conditional Risk-neutral PDE
topic Portfolio Management
Mathematical Finance
35A35, 93C20, 91G70, 91G60, 91G10, 91G30, 58J65
G.1.8; G.3; J.4
url https://arxiv.org/abs/2401.00949