English
Related papers

Related papers: Rationalizing Investors Choice

200 papers

This paper studies an $\alpha$-robust utility maximization problem where an investor faces an intractable claim -- an exogenous contingent claim with known marginal distribution but unspecified dependence structure with financial market…

Portfolio Management · Quantitative Finance 2026-04-07 Xinyu Chen , Zuo Quan Xu

Possibilistic risk theory starts from the hypothesis that risk is modelled by fuzzy numbers. In particular, in a possibilistic portfolio choice problem, the return of a risky asset will be a fuzzy number. The expected utility operators have…

Portfolio Management · Quantitative Finance 2019-07-01 Irina Georgescu , Louis Aimé Fono

We study investment and insurance demand decisions for an agent in a theoretical continuous-time expected utility maximization model that combines risky assets with an (exogenous) insurable background risk. This risk takes the form of a…

Mathematical Finance · Quantitative Finance 2023-03-09 Hugo E. Ramirez , Rafael Serrano

This paper develops a method to derive optimal portfolios and risk premia explicitly in a general diffusion model for an investor with power utility and a long horizon. The market has several risky assets and is potentially incomplete.…

Probability · Mathematics 2012-03-08 Paolo Guasoni , Scott Robertson

We study the continuous time portfolio optimization model on the market where the mean returns of individual securities or asset categories are linearly dependent on underlying economic factors. We introduce the functional $Q_\gamma$…

Portfolio Management · Quantitative Finance 2015-01-29 O. S. Rozanova , G. S. Kambarbaeva

In this article, we employ a principal-agent model to analyze optimal contract design in a monopolistic reinsurance market under adverse selection with a continuum of insurer types. Instead of using the classical expected utility framework,…

Risk Management · Quantitative Finance 2026-01-06 Ka Chun Cheung , Sheung Chi Phillip Yam , Fei Lung Yuen , Yiying Zhang

This paper studies long term investing by an investor that maximizes either expected utility from terminal wealth or from consumption. We introduce the concepts of a generalized stochastic discount factor (SDF) and of the minimum price to…

Portfolio Management · Quantitative Finance 2017-05-12 Dietmar Leisen , Eckhard Platen

This paper studies the problem of maximizing expected utility from terminal wealth combining a static position in derivative securities, which we assume can be traded only at time zero, with a traditional dynamic trading strategy in stocks.…

Portfolio Management · Quantitative Finance 2013-10-09 Pietro Siorpaes

We study an infinite-horizon optimal investment, consumption and insurance problem for an economic agent who consumes a perishable and a durable good. The agent trades in a risk-free asset, a risky asset, and a durable good whose price…

General Economics · Economics 2025-12-09 Aleksandar Arandjelović , Ryle S. Perera , Pavel V. Shevchenko , Tak Kuen Siu , Jin Sun

We explore the implications of a preference ordering for an investor-consumer with a strong preference for keeping consumption above an exogenous social norm, but who is willing to tolerate occasional dips below it. We do this by splicing…

Theoretical Economics · Economics 2022-12-21 Knut Anton Mork , Fabian Andsem Harang , Haakon Andreas Trønnes , Vegard Skonseng Bjerketvedt

This paper investigates the problem of maximizing expected terminal utility in a discrete-time financial market model with a finite horizon under non-dominated model uncertainty. We use a dynamic programming framework together with…

Mathematical Finance · Quantitative Finance 2017-10-03 Laurence Carassus , Romain Blanchard

We consider a problem of optimal investment with intermediate consumption and random endowment in an incomplete semimartingale model of a financial market. We establish the key assertions of the utility maximization theory assuming that…

Portfolio Management · Quantitative Finance 2012-10-12 Oleksii Mostovyi

The expected utility operators introduced in a previous paper, offer a framework for a general risk aversion theory, in which risk is modelled by a fuzzy number $A$. In this paper we formulate a coinsurance problem in the possibilistic…

Mathematical Finance · Quantitative Finance 2019-08-20 Irina Georgescu

We propose a novel approach to infer investors' risk preferences from their portfolio choices, and then use the implied risk preferences to measure the efficiency of investment portfolios. We analyze a dataset spanning a period of six…

Portfolio Management · Quantitative Finance 2020-10-28 Agostino Capponi , Zhaoyu Zhang

The most commonly accepted model for investors' preferences is expected utility theory. More recently, other theories have emerged and pose new challenges to mathematics. The present paper treats preferences of cumulative prospect theory…

Portfolio Management · Quantitative Finance 2016-08-07 Miklós Rásonyi , José Gregorio Rodríguez-Villarreal

A classical portfolio theory deals with finding the optimal proportion in which an agent invests a wealth in a risk-free asset and a probabilistic risky asset. Formulating and solving the problem depend on how the risk is represented and…

Portfolio Management · Quantitative Finance 2019-01-28 Irina Georgescu , Jani Kinnunen

This paper discusses the sensitivity of the long-term expected utility of optimal portfolios for an investor with constant relative risk aversion. Under an incomplete market given by a factor model, we consider the utility maximization…

Mathematical Finance · Quantitative Finance 2019-06-11 Hyungbin Park , Stephan Sturm

In portfolio optimization problems, the minimum expected investment risk is not always smaller than the expected minimal investment risk. That is, using a well-known approach from operations research, it is possible to derive a strategy…

Portfolio Management · Quantitative Finance 2016-12-15 Takashi Shinzato

We study the dynamic investment decisions of investors who prioritise specific quantiles of outcomes over their expected values. Downside-focused agents targeting low quantiles reduce risk in states with high variance, while those with a…

General Finance · Quantitative Finance 2025-10-23 Jozef Barunik , Lukas Janasek , Attila Sarkany

This paper studies the problem of maximizing the expected utility of terminal wealth for a financial agent with an unbounded random endowment, and with a utility function which supports both positive and negative wealth. We prove the…

Portfolio Management · Quantitative Finance 2008-12-10 Mark Owen , Gordan Zitkovic