Papers › Online Estimation and Optimization of Utility-Based Shortfall Risk

Online Estimation and Optimization of Utility-Based Shortfall Risk

16 Nov 2021arXiv:2111.08805archive 2025-07-28

Vishwajit Hegde, Arvind S. Menon, L. A. Prashanth, Krishna Jagannathan

Utility-Based Shortfall Risk (UBSR) is a risk metric that is increasingly popular in financial applications, owing to certain desirable properties that it enjoys. We consider the problem of estimating UBSR in a recursive setting, where samples from the underlying loss distribution are available one-at-a-time. We cast the UBSR estimation problem as a root finding problem, and propose stochastic approximation-based estimations schemes. We derive non-asymptotic bounds on the estimation error in the number of samples. We also consider the problem of UBSR optimization within a parameterized class of random variables. We propose a stochastic gradient descent based algorithm for UBSR optimization, and derive non-asymptotic bounds on its convergence.

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