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Related papers: Heterogeneous Beliefs with Partial Observations

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In this paper, we study the exponential utility indifference pricing of pure endowment policies within a stochastic-factor model for an insurer who also invests in a financial market. Our framework incorporates a hazard rate modeled as an…

Portfolio Management · Quantitative Finance 2025-07-30 Alessandra Cretarola , Benedetta Salterini

A common assumption in financial engineering is that the market price for any derivative coincides with an objectively defined risk-neutral price - a plausible assumption only if traders collectively possess objective knowledge about the…

Pricing of Securities · Quantitative Finance 2013-10-08 Kerry W. Fendick

This paper addresses the problem of distributed learning of average belief with sequential observations, in which a network of $n>1$ agents aim to reach a consensus on the average value of their beliefs, by exchanging information only with…

Multiagent Systems · Computer Science 2018-11-20 Kaiqing Zhang , Yang Liu , Ji Liu , Mingyan Liu , Tamer Başar

This paper develops a method for estimating housing production functions when builders choose capital after observing local conditions that are unobserved by the econometrician. Because observed capital variation reflects both technological…

General Economics · Economics 2026-05-06 Yusuke Adachi

Many scientific and engineering challenges -- ranging from pharmacokinetic drug dosage allocation and personalized medicine to marketing mix (4Ps) recommendations -- require an understanding of the unobserved heterogeneity in order to…

Methodology · Statistics 2017-08-17 Jelena Bradic , Gerda Claeskens , Thomas Gueuning

Model uncertainty is a type of inevitable financial risk. Mistakes on the choice of pricing model may cause great financial losses. In this paper we investigate financial markets with mean-volatility uncertainty. Models for stock markets…

Pricing of Securities · Quantitative Finance 2014-07-31 Yuhong Xu

Hedge funds have long been viewed as a veritable "black box" of investing since outsiders may never view the exact composition of portfolio holdings. Therefore, the ability to estimate an informative set of asset weights is highly desirable…

Applications · Statistics 2013-06-06 Laszlo F. Korsos

Nonseparable panel models are important in a variety of economic settings, including discrete choice. This paper gives identification and estimation results for nonseparable models under time homogeneity conditions that are like "time is…

Methodology · Statistics 2018-01-08 Victor Chernozhukov , Ivan Fernandez-Val , Jinyong Hahn , Whitney Newey

Can stated preferences inform counterfactual analyses of actual choice? This research proposes a novel approach to researchers who have access to both stated choices in hypothetical scenarios and actual choices, matched or unmatched. The…

Econometrics · Economics 2025-11-18 Romuald Meango , Marc Henry , Ismael Mourifie

High-dimensional multivariate longitudinal data, which arise when many outcome variables are measured repeatedly over time, are becoming increasingly common in social, behavioral and health sciences. We propose a latent variable model for…

Methodology · Statistics 2025-12-09 Sze Ming Lee , Yunxiao Chen , Tony Sit

The thesis of this essay is that, in heterogeneous agent macroeconomics, the assumption of rational expectations about equilibrium prices is unrealistic and should be replaced. Rational expectations imply that decision makers forecast…

General Economics · Economics 2025-08-29 Benjamin Moll

We investigate the financial market dynamics by introducing a heterogeneous agent-based opinion formation model. In this work, we organize the individuals in a financial market by their trading strategy, namely noise traders and…

Statistical Finance · Quantitative Finance 2022-12-28 Mateus F. B. Granha , André L. M. Vilela , Chao Wang , Kenric P. Nelson , H. Eugene Stanley

This paper analyzes a semiparametric model of network formation in the presence of unobserved agent-specific heterogeneity. The objective is to identify and estimate the preference parameters associated with homophily on observed attributes…

Econometrics · Economics 2020-09-01 Luis E. Candelaria

Uncertainty estimation has been extensively studied in recent literature, which can usually be classified as aleatoric uncertainty and epistemic uncertainty. In current aleatoric uncertainty estimation frameworks, it is often neglected that…

Computer Vision and Pattern Recognition · Computer Science 2021-11-23 Jing Zhang , Yuchao Dai , Mehrtash Harandi , Yiran Zhong , Nick Barnes , Richard Hartley

Many relationships requiring mutual agreement between pairs of actors produce observable networks that are symmetric and undirected. Nevertheless the unobserved, asymmetric network is often of primary scientific interest. We propose a…

Methodology · Statistics 2019-04-03 Arturas Rozenas , Shahryar Minhas , John Ahlquist

In a model with no given probability measure, we consider asset pricing in the presence of frictions and other imperfections and characterize the property of coherent pricing, a notion related to (but much weaker than) the no arbitrage…

Mathematical Finance · Quantitative Finance 2016-09-12 Gianluca Cassese

We propose a new model for forming beliefs and learning about unknown probabilities (such as the probability of picking a red marble from a bag with an unknown distribution of coloured marbles). The most widespread model for such situations…

Artificial Intelligence · Computer Science 2019-07-24 Alexandru Baltag , Soroush Rafiee Rad , Sonja Smets

We consider two risk-averse financial agents who negotiate the price of an illiquid indivisible contingent claim in an incomplete semimartingale market environment. Under the assumption that the agents are exponential utility maximizers…

Pricing of Securities · Quantitative Finance 2008-12-02 Michail Anthropelos , Gordan Zitkovic

Behavioral Finance has become a challenge to the scientific community. Based on the assumption that behavioral aspects of investors may explain some features of the Stock Market, we propose an agent based model to study quantitatively this…

General Finance · Quantitative Finance 2017-11-23 F. M. Stefan , A. P. F. Atman

We present a model for studying communities of epistemically interacting agents who update their belief states by averaging (in a specified way) the belief states of other agents in the community. The agents in our model have a rich belief…

Physics and Society · Physics 2014-05-15 Sylvia Wenmackers , Danny E. P. Vanpoucke , Igor Douven