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In this paper we study the optimal investment and reinsurance problem of an insurance company whose investment preferences are described via a forward dynamic exponential utility in a regime-switching market model. Financial and actuarial…

Portfolio Management · Quantitative Finance 2021-06-29 Katia Colaneri , Alessandra Cretarola , Benedetta Salterini

For a risk vector $V$, whose components are shared among agents by some random mechanism, we obtain asymptotic lower and upper bounds for the individual agents' exposure risk and the aggregated risk in the market. Risk is measured by…

Risk Management · Quantitative Finance 2016-04-12 Oliver Kley , Claudia Kluppelberg

In this paper, we assume an insure is allowed to purchase proportional reinsurance and can invest his or her wealth into the financial market where a savings account, stocks and bonds are available. Different from classical optimal…

Mathematical Finance · Quantitative Finance 2014-07-01 Xiaoxiao Zheng , Xin Zhang

Models of adaptive bet-hedging commonly adopt insights from Kelly's famous work on optimal gambling strategies and the financial value of information. In particular, such models seek evolutionary solutions that maximize long term average…

Populations and Evolution · Quantitative Biology 2020-03-18 Omri Tal , Tat Dat Tran

This paper studies an optimal forward investment problem in an incomplete market with model uncertainty, in which the underlying stocks depend on the correlated stochastic factors. The uncertainty stems from the probability measure chosen…

Portfolio Management · Quantitative Finance 2021-05-05 Juan Li , Wenqiang Li , Gechun Liang

We adapt Leland's dynamic capital structure model to the context of an insurance company selling participating life insurance contracts explaining the existence of life insurance contracts which provide both a guaranteed payment and surplus…

Mathematical Finance · Quantitative Finance 2026-02-02 Felix Fießinger , Mitja Stadje

Cooperation between individuals is emergent in all parts of society, yet mechanistic reasons for this emergence is ill understood in the literature. A specific example of this is insurance. Recent work has, though, shown that assuming the…

Physics and Society · Physics 2024-03-20 Tobias Wand , Oliver Kamps , Benjamin Skjold

In this paper, we construct a solution to the optimal contract problem for delegated portfolio management of the fist-best (risk-sharing) type. The novelty of our result is (i) in the robustness of the optimal contract with respect to…

Portfolio Management · Quantitative Finance 2018-02-27 Sergey Nadtochiy , Thaleia Zariphopoulou

We consider the valuation problem of an (insurance) company under partial information. Therefore we use the concept of maximizing discounted future dividend payments. The firm value process is described by a diffusion model with constant…

Mathematical Finance · Quantitative Finance 2016-02-16 Gunther Leobacher , Michaela Szölgyenyi , Stefan Thonhauser

The question of pricing and hedging a given contingent claim has a unique solution in a complete market framework. When some incompleteness is introduced, the problem becomes however more difficult. Several approaches have been adopted in…

Probability · Mathematics 2007-08-08 Pauline Barrieu , Nicole El Karoui

This paper researches the problem of purchasing deferred term insurance in the context of financial planning to maximize the probability of achieving a personal financial goal. Specifically, our study starts from the perspective of hedging…

Portfolio Management · Quantitative Finance 2023-01-11 Yuqi Li , Lihua Zhang

Market timing is an investment technique that tries to continuously switch investment into assets forecast to have better returns. What is the likelihood of having a successful market timing strategy? With an emphasis on modeling…

Portfolio Management · Quantitative Finance 2018-07-20 Guy Metcalfe

Economic variables play important roles in any economic model, and sudden and dramatic changes exist in the financial market and economy. For this reason, to price and hedge equity-linked life insurance products, including segregated funds…

Mathematical Finance · Quantitative Finance 2024-09-24 Battulga Gankhuu

I analyze long-term contracting in insurance markets with asymmetric information. The buyer privately observes her risk type, which evolves stochastically over time. A long-term contract specifies a menu of insurance policies, contingent on…

Theoretical Economics · Economics 2022-09-01 Vitor Farinha Luz

The aim of this paper is to solve an optimal investment, consumption and life insurance problem when the investor is restricted to capital guarantee. We consider an incomplete market described by a jump-diffusion model with stochastic…

Portfolio Management · Quantitative Finance 2018-08-15 Rodwell Kufakunesu , Calisto Guambe

We consider an optimization problem where the decision variable is a string of bounded length. For some time there has been an interest in bounding the performance of the greedy strategy for this problem. Here, we provide weakened…

Optimization and Control · Mathematics 2016-11-18 Yajing Liu , Edwin K. P. Chong , Ali Pezeshki

This paper analyzes a problem of optimal static hedging using derivatives in incomplete markets. The investor is assumed to have a risk exposure to two underlying assets. The hedging instruments are vanilla options written on a single…

Mathematical Finance · Quantitative Finance 2024-03-04 Tim Leung , Matthew Lorig , Yoshihiro Shirai

In this short note, we will show how to optimize the portfolio of a large trader whose hedging strategy affects the price of his assets.

Other Condensed Matter · Physics 2008-12-10 Pierre Henry-Labordere

We study the problem of option pricing and hedging strategies within the frame-work of risk-return arguments. An economic agent is described by a utility function that depends on profit (an expected value) and risk (a variance). In the…

Statistical Mechanics · Physics 2008-12-02 Erik Aurell , Karol Życzkowski

We consider a portfolio with call option and the corresponding underlying asset under the standard assumption that stock-market price represents a random variable with lognormal distribution. Minimizing the variance (hedging risk) of the…

Pricing of Securities · Quantitative Finance 2010-04-27 Vladimir Nikulin