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This paper studies the question of filtering and maximizing terminal wealth from expected utility in a partially information stochastic volatility models. The special features is that the only information available to the investor is the…

Portfolio Management · Quantitative Finance 2015-07-28 Dalia Ibrahim , Frédéric Abergel

We introduce an extension to Merton's famous continuous time model of optimal consumption and investment, in the spirit of previous works by Pliska and Ye, to allow for a wage earner to have a random lifetime and to use a portion of the…

Portfolio Management · Quantitative Finance 2011-02-14 I. Duarte , D. Pinheiro , A. A. Pinto , S. R. Pliska

\noindent The modal age at death is an increasingly used measure for understanding longevity and mortality patterns. However, existing estimation methods focus on point estimates, overlooking the inherent variability and uncertainty in…

Applications · Statistics 2025-10-07 Silvio C. Patricio , Paola Vazquez-Castillo

This paper addresses the problem of determining the optimal time for an individual to convert retirement savings into a lifetime annuity. The individual invests their wealth into a dividend-paying fund that follows the dynamics of a…

Mathematical Finance · Quantitative Finance 2025-09-17 Matteo Buttarazzi , Tiziano De Angelis , Gabriele Stabile

Recurring international financial crises have adverse socioeconomic effects and demand novel regulatory instruments or strategies for risk management and market stabilization. However, the complex web of market interactions often impedes…

Portfolio Management · Quantitative Finance 2009-08-06 Andreas Martin Lisewski

The EU Solvency II directive recommends insurance companies to pay more attention to the risk management methods. The sense of risk management is the ability to quantify risk and apply methods that reduce uncertainty. In life insurance, the…

Econometrics · Economics 2018-04-02 Kamil Jodź

Entropy based ideas find wide-ranging applications in finance for calibrating models of portfolio risk as well as options pricing. The abstracted problem, extensively studied in the literature, corresponds to finding a probability measure…

Statistical Finance · Quantitative Finance 2014-11-04 Santanu Dey , Sandeep Juneja , Karthyek R. A. Murthy

We develop a theory for pricing non-diversifiable mortality risk in an incomplete market. We do this by assuming that the company issuing a mortality-contingent claim requires compensation for this risk in the form of a pre-specified…

Pricing of Securities · Quantitative Finance 2008-12-02 Moshe A. Milevsky , S. David Promislow , Virginia R. Young

This paper examines the optimal annuitization, investment and consumption strategies of a utility-maximizing retiree facing a stochastic time of death under a variety of institutional restrictions. We focus on the impact of aging on the…

Portfolio Management · Quantitative Finance 2015-06-22 Moshe A. Milevsky , Virginia R. Young

It has been understood that the "local" existence of the Markowitz' optimal portfolio or the solution to the local-risk minimization problem is guaranteed by some specific mathematical structures on the underlying assets price processes…

Risk Management · Quantitative Finance 2018-12-31 Tahir Choulli , Jun Deng

Mortality is different across countries, states and regions. Several empirical research works however reveal that mortality trends exhibit a common pattern and show similar structures across populations. The key element in analyzing…

Applications · Statistics 2020-09-10 Lei Fang , Wolfgang K. Härdle , Juhyun Park

This paper studies the equity holders' mean-variance optimal portfolio choice problem for (non-)protected participating life insurance contracts. We derive explicit formulas for the optimal terminal wealth and the optimal strategy in the…

Mathematical Finance · Quantitative Finance 2025-03-26 Felix Fießinger , Mitja Stadje

Empirical studies with publicly available life tables identify long-range dependence (LRD) in national mortality data. Although the longevity market is supposed to benchmark against the national force of mortality, insurers are more…

Risk Management · Quantitative Finance 2025-03-13 Mei Choi Chiu , Ling Wang , Hoi Ying Wong

This paper examines the retirement decision, optimal investment, and consumption strategies under an age-dependent force of mortality. We formulate the optimization problem as a combined stochastic control and optimal stopping problem with…

Optimization and Control · Mathematics 2023-11-22 Giorgio Ferrari , Shihao Zhu

We introduce a general framework for Markov decision problems under model uncertainty in a discrete-time infinite horizon setting. By providing a dynamic programming principle we obtain a local-to-global paradigm, namely solving a local,…

Optimization and Control · Mathematics 2023-01-06 Ariel Neufeld , Julian Sester , Mario Šikić

The probability minimizing problem of large losses of portfolio in discrete and continuous time models is studied. This gives a generalization of quantile hedging presented in [3].

Mathematical Finance · Quantitative Finance 2016-01-14 Michał Barski

We propose an computational framework for real-time risk assessment and prioritizing for random outcomes without prior information on probability distributions. The basic model is built based on satisficing measure (SM) which yields a…

Optimization and Control · Mathematics 2018-07-03 Wenjie Huang

In this paper, we investigate the Merton portfolio management problem in the context of non-exponential discounting. This gives rise to time-inconsistency of the decision-maker. If the decision-maker at time t=0 can commit his/her…

Portfolio Management · Quantitative Finance 2008-12-02 Ivar Ekeland , Traian A. Pirvu

A new stochastic method for describing mortality is proposed and explored. It is based on differences of observed times series of the transform $\log(-\log x)$ of survival probabilities which seem to follow simple patterns over the years.…

Applications · Statistics 2015-02-26 Meitner Cadena

We study Spectral Measures of Risk from the perspective of portfolio optimization. We derive exact results which extend to general Spectral Measures M_phi the Pflug--Rockafellar--Uryasev methodology for the minimization of alpha--Expected…

Statistical Mechanics · Physics 2008-12-02 Acerbi Carlo , Simonetti Prospero