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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

This paper studies a continuous-time portfolio selection problem under a general distribution of random risk aversion (RRA). We provide a complete characterization of all deterministic equilibrium strategies in closed form. Our results show…

Mathematical Finance · Quantitative Finance 2026-02-02 Weilun Cheng , Zongxia Liang , Sheng Wang , Jianming Xia

We derive a closed-form expression capturing the degree of Relative Risk Aversion (RRA) of investors for non-"fair" lotteries. We argue that our formula is superior to earlier methods that have been proposed, as it is a function of only…

General Economics · Economics 2022-11-10 George Samartzis , Nikitas Pittis

Diversification is the typical investment strategy of risk-averse agents. However, non-diversified positions that allocate all resources to a single asset, state of the world or revenue stream are common too. We show that whenever finitely…

Theoretical Economics · Economics 2024-10-18 Christopher P. Chambers , Georgios Gerasimou

In this paper, we explore the portfolio allocation problem involving an uncertain covariance matrix. We calculate the expected value of the Constant Absolute Risk Aversion (CARA) utility function, marginalized over a distribution of…

Portfolio Management · Quantitative Finance 2023-11-14 Maxime Markov , Vladimir Markov

CRRA utility where the risk aversion coefficient is a constant is commonly seen in various economics models. But wealth-driven risk aversion rarely shows up in investor's investment problems. This paper mainly focus on numerical solutions…

Machine Learning · Statistics 2022-10-04 Ruoxin Xiao

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 pursue an inverse approach to utility theory and consumption & investment problems. Instead of specifying an agent's utility function and deriving her actions, we assume we observe her actions (i.e. her consumption and investment…

Portfolio Management · Quantitative Finance 2015-03-17 Alexander M. G. Cox , David Hobson , Jan Obloj

We propose a general family of piecewise hyperbolic absolute risk aversion (PHARA) utilities, including many classic and non-standard utilities as examples. A typical application is the composition of a HARA preference and a piecewise…

Mathematical Finance · Quantitative Finance 2023-10-11 Zongxia Liang , Yang Liu , Ming Ma , Rahul Pothi Vinoth

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

This paper studies the problem of optimal investment with CRRA (constant, relative risk aversion) preferences, subject to dynamic risk constraints on trading strategies. The market model considered is continuous in time and incomplete. the…

Portfolio Management · Quantitative Finance 2012-03-19 Santiago Moreno-Bromberg , Traian Pirvu , Anthony Réveillac

We consider an arbitrage-free, discrete time and frictionless market. We prove that an investor maximising the expected utility of her terminal wealth can always find an optimal investment strategy provided that her dissatisfaction of…

Portfolio Management · Quantitative Finance 2014-09-09 Miklos Rasonyi

In this article we solve the problem of maximizing the expected utility of future consumption and terminal wealth to determine the optimal pension or life-cycle fund strategy for a cohort of pension fund investors. The setup is strongly…

Mathematical Finance · Quantitative Finance 2020-08-03 Andreas Lichtenstern , Pavel V. Shevchenko , Rudi Zagst

This paper discusses an alternative explanation for the empirical findings contradicting the positive relationship between risk (variance) and reward (expected return). We show that these contradicting results might be due to the false…

Risk Management · Quantitative Finance 2017-04-19 Mihaly Ormos , Dusan Timotity

We consider an investor who wants to select her/his optimal consumption, investment and insurance policies. Motivated by new insurance products, we allow not only the financial marke but also the insurable loss to depend on the regime of…

Risk Management · Quantitative Finance 2014-06-25 Bin Zou , Abel Cadenillas

We provide an economic interpretation of the practice consisting in incorporating risk measures as constraints in a classic expected return maximization problem. For what we call the infimum of expectations class of risk measures, we show…

Risk Management · Quantitative Finance 2009-06-19 Laetitia Andrieu , Michel De Lara , Babacar Seck

We adress the maximization problem of expected utility from terminal wealth. The special feature of this paper is that we consider a financial market where the price process of risky assets can have a default time. Using dynamic…

Computational Finance · Quantitative Finance 2010-07-13 Thomas Lim , Marie-Claire Quenez

In an arbitrage-free simple market, we demonstrate that for a class of state-dependent exponential utilities, there exists a unique prediction of the random risk aversion that ensures the consistency of optimal strategies across any time…

Mathematical Finance · Quantitative Finance 2025-01-06 Edoardo Berton , Marzia De Donno , Marco Maggis

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

We present a theory of expected utility with state-dependent linear utility functions for monetary returns, that incorporates the possibility of loss-aversion. Our results relate to first order stochastic dominance, mean-preserving spread,…

Theoretical Economics · Economics 2024-11-19 Somdeb Lahiri
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