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Causal analysis of extreme risk in a network of industry portfolios

Published: April 1, 2025 | arXiv ID: 2504.00523v1

By: Claudia Klüppelberg, Mario Krali

Potential Business Impact:

Finds how bad things spread through connected systems.

We present a methodology for causal risk analysis in a network. Causal dependence is formulated by a max-linear structural equation model, which expresses each node variable as a max-linear function of its parental node variables in a directed acyclic graph and some exogenous innovation. We determine directed~paths~responsible~for extreme risk propagation in the network. We give algorithms for structure learning and parameter estimation and apply them to a network of financial data.

Country of Origin
🇩🇪 Germany

Page Count
23 pages

Category
Quantitative Finance:
Risk Management