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Related papers: Minimizing the Probability of Ruin when Consumptio…

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We determine the optimal investment strategy of an individual who targets a given rate of consumption and who seeks to minimize the probability of going bankrupt before she dies, also known as {\it lifetime ruin}. We impose two types of…

Optimization and Control · Mathematics 2008-12-02 Erhan Bayraktar , Virginia R. Young

We assume that an individual invests in a financial market with one riskless and one risky asset, with the latter's price following a diffusion with stochastic volatility. In the current financial market especially, it is important to…

Portfolio Management · Quantitative Finance 2011-05-06 Erhan Bayraktar , Xueying Hu , Virginia R. Young

In this note, we explicitly solve the problem of maximizing utility of consumption (until the minimum of bankruptcy and the time of death) with a constraint on the probability of lifetime ruin, which can be interpreted as a risk measure on…

Portfolio Management · Quantitative Finance 2012-06-28 Erhan Bayraktar , Virginia R. Young

We assume that an individual invests in a financial market with one riskless and one risky asset, with the latter's price following geometric Brownian motion as in the Black-Scholes model. Under a constant rate of consumption, we find the…

Portfolio Management · Quantitative Finance 2016-05-20 Bahman Angoshtari , Erhan Bayraktar , Virginia R. Young

Retirees who exhaust their savings while still alive are said to experience financial ruin. These savings are typically grown during the accumulation phase then spent during the retirement decumulation phase. Extensive research into…

General Finance · Quantitative Finance 2015-09-10 Christopher J. Rook

We propose martingale consumption as a natural, desirable consumption pattern for any given (proportional) investment strategy. The idea is to always adjust current consumption so as to achieve level expected future consumption under the…

Mathematical Finance · Quantitative Finance 2025-05-28 Peter Holm Nielsen

We find the minimum probability of lifetime ruin of an investor who can invest in a market with a risky and a riskless asset and can purchase a deferred annuity. Although we let the admissible set of strategies of annuity purchasing process…

Optimization and Control · Mathematics 2008-12-10 Erhan Bayraktar , Virginia R. Young

A continuous-time consumption-investment model with constraint is considered for a small investor whose decisions are the consumption rate and the allocation of wealth to a risk-free and a risky asset with logarithmic Brownian motion…

Portfolio Management · Quantitative Finance 2022-01-06 Zuo Quan Xu , Fahuai Yi

We consider an individual or household endowed with an initial capital and an income, modeled as a linear function of time. Assuming that the discount rate evolves as an Ornstein-Uhlenbeck process, we target to find an unrestricted…

Optimization and Control · Mathematics 2016-03-25 Julia Eisenberg

We find the minimum probability of lifetime ruin of an investor who can invest in a market with a risky and a riskless asset and who can purchase a reversible life annuity. The surrender charge of a life annuity is a proportion of its…

Risk Management · Quantitative Finance 2010-01-26 Ting Wang , Virginia R. Young

We provide investment advice for an individual who wishes to minimize her lifetime poverty, with a penalty for bankruptcy or ruin. We measure poverty via a non-negative, non-increasing function of (running) wealth. Thus, the lower wealth…

Portfolio Management · Quantitative Finance 2018-05-02 Asaf Cohen , Virginia R. Young

We determine the optimal amount to invest in a Black-Scholes financial market for an individual who consumes at a rate equal to a constant proportion of her wealth and who wishes to minimize the expected time that her wealth spends in…

Portfolio Management · Quantitative Finance 2015-08-25 Bahman Angoshtari , Erhan Bayraktar , Virginia R. Young

In this article we consider a special case of an optimal consumption/optimal portfolio problem first studied by Constantinides and Magill and by Davis and Norman, in which an agent with constant relative risk aversion seeks to maximise…

Mathematical Finance · Quantitative Finance 2014-09-12 David Hobson , Yeqi Zhu

In this paper, we work in the framework of the Merton problem but we impose a drawdown constraint on the consumption process. This means that consumption can never fall below a fixed proportion of the running maximum of past consumption. In…

Portfolio Management · Quantitative Finance 2012-10-19 T. Arun

An agent choosing between various actions tends to take the one with the lowest cost. But this choice is arguably too rigid (not adaptive) to be useful in complex situations, e.g., where exploration-exploitation trade-off is relevant in…

Data Analysis, Statistics and Probability · Physics 2018-12-04 Armen E. Allahverdyan , Aram Galstyan , Ali E. Abbas , Zbigniew R. Struzik

The consumption function maps current wealth and the exogenous state to current consumption. We prove the existence and uniqueness of a consumption function when the agent has a preference for wealth. When the period utility functions are…

Theoretical Economics · Economics 2025-09-30 Qingyin Ma , Alexis Akira Toda

We study a multi-objective model on the allocation of reusable resources under model uncertainty. Heterogeneous customers arrive sequentially according to a latent stochastic process, request for certain amounts of resources, and occupy…

Optimization and Control · Mathematics 2023-08-02 Xilin Zhang , Wang Chi Cheung

The fitness of a biological strategy is typically measured by its expected reproductive rate, the first moment of its offspring distribution. However, strategies with high expected rates can also have high probabilities of extinction. A…

Populations and Evolution · Quantitative Biology 2013-05-17 Sterling Sawaya , Steffen Klaere

The "standard" Merton formulation of optimal investment and consumption involves optimizing the integrated lifetime utility of consumption, suitably discounted, together with the discounted future bequest. In this formulation the utility of…

Portfolio Management · Quantitative Finance 2008-12-02 Roman Naryshkin , Matt Davison

Snapshots of "best" (or "worst") experience are known to dominate human memory and may thus also have a significant effect on future behaviour. We consider here a model of repeated decision-making where, at every time step, an agent takes…

Statistical Mechanics · Physics 2022-02-18 Evangelos Mitsokapas , Rosemary J. Harris
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