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A key issue in the estimation of energy hedges is the hedgers' attitude towards risk which is encapsulated in the form of the hedgers' utility function. However, the literature typically uses only one form of utility function such as the…

Risk Management · Quantitative Finance 2011-03-31 John Cotter , Jim Hanly

The Value-at-Risk (VaR) is a widely used instrument in financial risk management. The question of estimating the VaR of loss return distributions at extreme levels is an important question in financial applications, both from operational…

Applications · Statistics 2021-04-21 Hibiki Kaibuchi , Yoshinori Kawasaki , Gilles Stupfler

Under mean-variance-utility framework, we propose a new portfolio selection model, which allows wealth and time both have influences on risk aversion in the process of investment. We solved the model under a game theoretic framework and…

Portfolio Management · Quantitative Finance 2020-08-11 Ben-Zhang Yang , Xin-Jiang He , Song-Ping Zhu

We propose a hedging approach for general contingent claims when liquidity is a concern and trading is subject to transaction cost. Multiple assets with different liquidity levels are available for hedging. Our risk criterion targets a…

Mathematical Finance · Quantitative Finance 2018-07-02 Panagiotis Christodoulou , Nils Detering , Thilo Meyer-Brandis

This paper develops risk-averse models to support system operators in planning and operating the electricity grid under uncertainty from renewable power generation. We incorporate financial risk hedging using conditional value at risk…

Optimization and Control · Mathematics 2026-01-06 Arash Khojaste , Jonathan Pearce , Daniela Pucci de Farias , Geoffrey Pritchard , Golbon Zakeri

We examine whether hedging effectiveness is affected by asymmetry in the return distribution by applying tail specific metrics to compare the hedging effectiveness of short and long hedgers using crude oil futures contracts. The metrics…

Computational Finance · Quantitative Finance 2011-03-29 John Cotter , Jim Hanly

We introduce a pricing kernel with time-varying volatility risk aversion to explain observed time variations in the shape of the pricing kernel. When combined with the Heston-Nandi GARCH model, this framework yields a tractable option…

Pricing of Securities · Quantitative Finance 2025-03-11 Peter Reinhard Hansen , Chen Tong

In this paper we study time-consistent risk measures for returns that are given by a GARCH(1,1) model. We present a construction of risk measures based on their static counterparts that overcomes the lack of time-consistency. We then study…

Risk Management · Quantitative Finance 2016-02-02 Claudia Klüppelberg , Jianing Zhang

This paper presents a comparative analysis of univariate and multivariate GARCH-family models and machine learning algorithms in modeling and forecasting the volatility of major energy commodities: crude oil, gasoline, heating oil, and…

Econometrics · Economics 2024-05-31 Seulki Chung

In this study, we constitute an adaptive hedging method based on empirical mode decomposition (EMD) method to extract the adaptive hedging horizon and build a time series cross-validation method for robust hedging performance estimation.…

Econometrics · Economics 2023-02-02 Wang Haoyu , Junpeng Di , Qing Han

We consider the economic problem of optimal consumption and investment with power utility. We study the optimal strategy as the relative risk aversion tends to infinity or to one. The convergence of the optimal consumption is obtained for…

Portfolio Management · Quantitative Finance 2012-08-13 Marcel Nutz

We propose different schemes for option hedging when asset returns are modeled using a general class of GARCH models. More specifically, we implement local risk minimization and a minimum variance hedge approximation based on an extended…

Pricing of Securities · Quantitative Finance 2013-12-06 Alexandru Badescu , Robert J. Elliott , Juan-Pablo Ortega

This paper examines the volatility and covariance dynamics of cash and futures contracts that underlie the Optimal Hedge Ratio (OHR) across different hedging time horizons. We examine whether hedge ratios calculated over a short term…

Risk Management · Quantitative Finance 2011-03-31 John Cotter , Jim Hanly

This paper investigates portfolio selection within a continuous-time financial market with regime-switching and beliefs-dependent utilities. The market coefficients and the investor's utility function both depend on the market regime, which…

Optimization and Control · Mathematics 2024-10-23 Xiaochen Chen , Guohui Guan , Zongxia Liang

This paper develops the first closed-form optimal portfolio allocation formula for a spot asset whose variance follows a GARCH(1,1) process. We consider an investor with constant relative risk aversion (CRRA) utility who wants to maximize…

Portfolio Management · Quantitative Finance 2021-09-02 Marcos Escobar-Anel , Maximilian Gollart , Rudi Zagst

Consider an investor trading dynamically to maximize expected utility from terminal wealth. Our aim is to study the dependence between her risk aversion and the distribution of the optimal terminal payoff. Economic intuition suggests that…

General Finance · Quantitative Finance 2011-09-15 Mathias Beiglboeck , Johannes Muhle-Karbe , Johannes Temme

Flexibility options, such as demand response, energy storage and interconnection, have the potential to reduce variation in electricity prices between different future scenarios, therefore reducing investment risk. Moreover, investment in…

General Economics · Economics 2021-10-11 Thomas Möbius , Iegor Riepin , Felix Müsgens , Adriaan H. van der Weijde

Shorting for hedging exposes to risk when the market dynamics is uncertain. Managing uncertainty and risk exposure is key in portfolio management practice. This paper develops a robust framework for dynamic minimum-variance hedging that…

Risk Management · Quantitative Finance 2026-04-03 Adele Ravagnani , Mattia Chiappari , Andrea Flori , Piero Mazzarisi , Marco Patacca

This paper considers the optimal portfolio selection problem in a dynamic multi-period stochastic framework with regime switching. The risk preferences are of exponential (CARA) type with an absolute coefficient of risk aversion which…

Optimization and Control · Mathematics 2011-02-25 Traian A Pirvu , Huayue Zhang

Energy storage promotes the integration of renewables by operating with charge and discharge policies that balance an intermittent power supply. A key challenge in this emerging sector is how to optimize the operation of storage assets…

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