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In this article we consider the optimal investment-consumption problem for an agent with preferences governed by Epstein-Zin stochastic differential utility who invests in a constant-parameter Black-Scholes-Merton market. The paper has…

Mathematical Finance · Quantitative Finance 2021-07-15 David Hobson , Martin Herdegen , Joseph Jerome

In a market with stochastic investment opportunities, we study an optimal consumption investment problem for an agent with recursive utility of Epstein-Zin type. Focusing on the empirically relevant specification where both risk aversion…

Probability · Mathematics 2015-11-13 Hao Xing

The paper investigates the consumption-investment problem for an investor with Epstein-Zin utility in an incomplete market. Closed, not necessarily convex, constraints are imposed on strategies. The optimal consumption and investment…

Mathematical Finance · Quantitative Finance 2023-05-25 Zixin Feng , Dejian Tian

In this paper, we investigate the robust optimal reinsurance,investment,and internal surplus distribution (i.e., consumption) problem for an insurer with Epstein-Zin recursive preferences in an incomplete market. It is assumed that the…

Optimization and Control · Mathematics 2026-05-19 Junyi Guo , Jianxuan Li , Qianqian Zhou

This memoir presents a systematic study of the utility maximization problem of an investor in a constrained and unbounded financial market. Building upon the work of Hu et al. (2005) [Ann. Appl. Probab., 15, 1691--1712] in a bounded…

Probability · Mathematics 2024-10-16 Ying Hu , Gechun Liang , Shanjian Tang

The paper investigates the consumption-investment problem for an investor with Epstein-Zin utility in an incomplete market. A non-Markovian environment with unbounded parameters is considered, which is more realistic in practical financial…

Mathematical Finance · Quantitative Finance 2025-10-27 Zixin Feng , Dejian Tian , Harry Zheng

In this paper, we investigate dynamic optimization problems featuring both stochastic control and optimal stopping in a finite time horizon. The paper aims to develop new methodologies, which are significantly different from those of mixed…

Portfolio Management · Quantitative Finance 2014-06-27 Xiongfei Jian , Xun Li , Fahuai Yi

We investigate the stability of the Epstein-Zin problem with respect to small distortions in the dynamics of the traded securities. We work in incomplete market model settings, where our parametrization of perturbations allows for joint…

Mathematical Finance · Quantitative Finance 2023-04-12 Michael Monoyios , Oleksii Mostovyi

This paper examines a continuous time intertemporal consumption and portfolio choice problem with a stochastic differential utility preference of Epstein-Zin type for a robust investor, who worries about model misspecification and seeks…

Optimization and Control · Mathematics 2021-03-09 Jiangyan Pu , Qi Zhang

We consider the strategic interaction of traders in a continuous-time financial market with Epstein-Zin-type recursive intertemporal preferences and performance concerns. We derive explicitly an equilibrium for the finite player and the…

Optimization and Control · Mathematics 2024-03-21 Jodi Dianetti , Frank Riedel , Lorenzo Stanca

We consider an expected utility maximization problem where the utility function is not necessarily concave and the time horizon is uncertain. We establish a necessary and sufficient condition for the optimality for general non-concave…

Portfolio Management · Quantitative Finance 2021-10-14 Christian Dehm , Thai Nguyen , Mitja Stadje

This paper studies optimal consumption, investment, and healthcare spending under Epstein-Zin preferences. Given consumption and healthcare spending plans, Epstein-Zin utilities are defined over an agent's random lifetime, partially…

Mathematical Finance · Quantitative Finance 2021-12-03 Joshua Aurand , Yu-Jui Huang

In this article, we consider the optimal investment-consumption problem for an agent with preferences governed by Epstein--Zin stochastic differential utility (EZ-SDU) who invests in a constant-parameter Black-Scholes-Merton market over the…

Mathematical Finance · Quantitative Finance 2021-12-14 Martin Herdegen , David Hobson , Joseph Jerome

We study optimal portfolio choice under Epstein-Zin recursive utility in the presence of general leverage constraints. We first establish that the optimal value function is the unique viscosity solution to the associated…

Portfolio Management · Quantitative Finance 2025-10-24 Dejian Tian , Weidong Tian , Jianjun Zhou , Zimu Zhu

In this paper, we investigate an interesting and important stopping problem mixed with stochastic controls and a \textit{nonsmooth} utility over a finite time horizon. The paper aims to develop new methodologies, which are significantly…

Optimization and Control · Mathematics 2015-07-06 Chonghu Guan , Xun Li , Zuoquan Xu , Fahuai Yi

This paper investigates a robust optimal consumption, investment, and reinsurance problem for an insurer with Epstein-Zin recursive preferences operating under model uncertainty. The insurer's surplus follows the diffusion approximation of…

Optimization and Control · Mathematics 2025-11-06 Elizabeth Dadzie , Wilfried Kuissi-Kamdem , Marcel Ndengo

We study an optimal investment and consumption problem over a finite-time horizon, in which an individual invests in a risk-free asset and a risky asset, and evaluate utility using a general utility function that exhibits loss aversion with…

Optimization and Control · Mathematics 2025-07-08 Chonghu Guan , Xinfeng Gu , Wenhao Zhang , Xun Li

The problem of optimal stopping with finite horizon in discrete time is considered in view of maximizing the expected gain. The algorithm proposed in this paper is completely nonparametric in the sense that it uses observed data from the…

Statistics Theory · Mathematics 2013-07-24 Michael Kohler , Harro Walk

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

In this paper, we study the finite-horizon problem of an economic agent's optimal consumption, investment, and job-switching decisions. The key new feature of our model is that the job-switching cost is time-varying. This extension leads to…

Optimization and Control · Mathematics 2026-03-10 Gugyum Ha , Junkee Jeon , Jihoon Ok
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