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Given two random realized returns on an investment, which is to be preferred? This is a fundamental problem in finance that has no definitive solution except in the case one investment always returns more than the other. In 1952 Markowitz…

Portfolio Management · Quantitative Finance 2020-09-24 Keith A. Lewis

For many households, investing for retirement is one of the most significant decisions and is fraught with uncertainty. In a classic study in behavioral economics, Benartzi and Thaler (1999) found evidence using bar charts that investors…

Human-Computer Interaction · Computer Science 2021-07-28 Ryan Wesslen , Alireza Karduni , Douglas Markant , Wenwen Dou

The development of new methods and representations for temporal decision-making requires a principled basis for characterizing and measuring the flexibility of decision strategies in the face of uncertainty. Our goal in this paper is to…

Artificial Intelligence · Computer Science 2013-02-21 Tom Chavez , Ross D. Shachter

In an incomplete market, including liquidly-traded European options in an investment portfolio could potentially improve the expected terminal utility for a risk-averse investor. However, unlike the Sharpe ratio, which provides a concise…

Mathematical Finance · Quantitative Finance 2019-08-15 Ankush Agarwal , Matthew Lorig

This paper studies a robust continuous-time Markowitz portfolio selection pro\-blem where the model uncertainty carries on the covariance matrix of multiple risky assets. This problem is formulated into a min-max mean-variance problem over…

Portfolio Management · Quantitative Finance 2017-03-14 Amine Ismail , Huyên Pham

The classical Merton investment problem predicts deterministic, state-dependent portfolio rules; however, laboratory and field evidence suggests that individuals often prefer randomized decisions leading to stochastic and noisy choices.…

Mathematical Finance · Quantitative Finance 2026-02-17 Min Dai , Yuchao Dong , Yanwei Jia , Xun Yu Zhou

We study the Markowitz portfolio selection problem with unknown drift vector in the multidimensional framework. The prior belief on the uncertain expected rate of return is modeled by an arbitrary probability law, and a Bayesian approach…

Portfolio Management · Quantitative Finance 2018-11-19 Carmine De Franco , Johann Nicolle , Huyên Pham

The consideration of nonstandard models of the real numbers and the definition of a qualitative ordering on those models provides a generalization of the principle of maximization of expected utility. It enables the decider to assign…

Computer Science and Game Theory · Computer Science 2007-05-23 Daniel Lehmann

We consider active learning (AL) in an uncertain environment in which trade-off between multiple risk measures need to be considered. As an AL problem in such an uncertain environment, we study Mean-Variance Analysis in Bayesian…

Machine Learning · Statistics 2020-09-18 Shogo Iwazaki , Yu Inatsu , Ichiro Takeuchi

Extreme Value Theory (EVT) is one of the most commonly used approaches in finance for measuring the downside risk of investment portfolios, especially during financial crises. In this paper, we propose a novel approach based on EVT called…

General Economics · Economics 2020-11-16 Hamidreza Arian , Hossein Poorvasei , Azin Sharifi , Shiva Zamani

The Allais and Ellsberg paradoxes show that the expected utility hypothesis and Savage's Sure-Thing Principle are violated in real life decisions. The popular explanation in terms of 'ambiguity aversion' is not completely accepted. On the…

Physics and Society · Physics 2013-01-08 Diederik Aerts , Sandro Sozzo

Markowitz laid the foundation of portfolio theory through the mean-variance optimization (MVO) framework. However, the effectiveness of MVO is contingent on the precise estimation of expected returns, variances, and covariances of asset…

Portfolio Management · Quantitative Finance 2025-11-11 Junhyeong Lee , Haeun Jeon , Hyunglip Bae , Yongjae Lee

With the good development in the financial industry, the market starts to catch people's eyes, not only by the diversified investing choices ranging from bonds and stocks to futures and options but also by the general "high-risk,…

General Finance · Quantitative Finance 2020-07-03 Qingyin Ge , Yunuo Ma , Yuezhi Liao , Rongyu Li , Tianle Zhu

Accuracy of economic theories and efficiency of economic policy strictly depend on the choice of the economic variables and processes mostly liable for description of economic reality. That states the general problem of assessment of any…

General Economics · Economics 2022-08-17 Victor Olkhov

This study investigates an optimal consumption--investment problem in which the unobserved stock trend is modulated by a hidden Markov chain that represents different economic regimes. In the classical approach, the hidden state is…

Mathematical Finance · Quantitative Finance 2023-07-21 Kexin Chen , Hoi Ying Wong

This article focuses on the work of O. Chanel and G. Chichilnisky (2013) on the flaws of expected utility theory while assessing the value of life. Expected utility is a fundamental tool in decision theory. However, it does not fit with the…

General Finance · Quantitative Finance 2016-04-20 Julien Blasco , Graciela Chichilnisky

In this paper, we investigate the effectiveness of conventional and unconventional monetary policy measures by the European Central Bank (ECB) conditional on the prevailing level of uncertainty. To obtain exogenous variation in central bank…

General Economics · Economics 2020-12-01 Niko Hauzenberger , Michael Pfarrhofer , Anna Stelzer

A continuous-time Markowitz's mean-variance portfolio selection problem is studied in a market with one stock, one bond, and proportional transaction costs. This is a singular stochastic control problem,inherently in a finite time horizon.…

Portfolio Management · Quantitative Finance 2022-01-07 Min Dai , Zuo Quan Xu , Xun Yu Zhou

The main goal of this paper is to describe an axiomatic utility theory for Dempster-Shafer belief function lotteries. The axiomatic framework used is analogous to von Neumann-Morgenstern's utility theory for probabilistic lotteries as…

Artificial Intelligence · Computer Science 2020-07-16 Thierry Denoeux , Prakash P. Shenoy

The relationship between expectation and price is commonly established with two principles: no-arbitrage, which asserts that both maps are positive; and equivalence, which asserts that the maps share the same null events. Constructed from…

Mathematical Finance · Quantitative Finance 2024-02-06 Paul McCloud
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