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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

In this work we study a finite horizon optimal liquidation problem with multiplicative price impact in algorithmic trading, using market orders. We analyze the case when an agent is trading on a market with two financial assets, whose…

Optimization and Control · Mathematics 2020-10-07 Riccardo Cesari , Harry Zheng

We study an optimal dividend problem for an insurer who simultaneously controls investment weights in a financial market, liability ratio in the insurance business, and dividend payout rate. The insurer seeks an optimal strategy to maximize…

Mathematical Finance · Quantitative Finance 2021-05-27 Zhuo Jin , Zuo Quan Xu , Bin Zou

We investigate a continuous-time investment-consumption problem with model uncertainty in a general diffusion-based market with random model coefficients. We assume that a power utility investor is ambiguity-averse, with the preference to…

Portfolio Management · Quantitative Finance 2024-07-04 Len Patrick Dominic M. Garces , Yang Shen

In this work we study a continuous time exponential utility maximization problem in the presence of a linear temporary price impact. More precisely, for the case where the risky asset is given by the Ornstein-Uhlenbeck diffusion process we…

Portfolio Management · Quantitative Finance 2025-10-01 Yan Dolinsky

In a Markovian stochastic volatility model, we consider financial agents whose investment criteria are modelled by forward exponential performance processes. The problem of contingent claim indifference valuation is first addressed and a…

Portfolio Management · Quantitative Finance 2016-11-26 Michail Anthropelos

We study the optimal investment-reinsurance problem in the context of equity-linked insurance products. Such products often have a capital guarantee, which can motivate insurers to purchase reinsurance. Since a reinsurance contract implies…

Risk Management · Quantitative Finance 2025-05-21 Yevhen Havrylenko , Maria Hinken , Rudi Zagst

We introduce a dynamic optimization framework to analyze optimal portfolio allocations within an information driven contagious distress model. The investor allocates his wealth across several stocks whose growth rates and distress…

Portfolio Management · Quantitative Finance 2016-12-20 Lijun Bo , Agostino Capponi

We study a consumption-investment problem in a multi-asset market where the returns follow a generic rank-based model. Our main result derives an HJB equation with Neumann boundary conditions for the value function and proves a…

Mathematical Finance · Quantitative Finance 2025-10-24 David Itkin

We investigate the optimal reinsurance problem under the criterion of maximizing the expected utility of terminal wealth when the insurance company has restricted information on the loss process. We propose a risk model with claim arrival…

Mathematical Finance · Quantitative Finance 2020-05-15 Matteo Brachetta , Claudia Ceci

We consider a diffusive model for optimally distributing dividends, while allowing for Knightian model ambiguity concerning the drift of the surplus process. We show that the value function is the unique solution of a non-linear…

Optimization and Control · Mathematics 2021-09-21 Prakash Chakraborty , Asaf Cohen , Virginia R. Young

This paper considers a robust time-consistent mean-variance-skewness portfolio selection problem for an ambiguity-averse investor by taking into account wealth-dependent risk aversion and wealth-dependent skewness preference as well as…

Optimization and Control · Mathematics 2022-01-19 Jian-hao Kang , Nan-jing Huang , Zhihao Hu , Ben-Zhang Yang

We consider the problem of maximizing expected utility for a power investor who can allocate his wealth in a stock, a defaultable security, and a money market account. The dynamics of these security prices are governed by geometric Brownian…

Portfolio Management · Quantitative Finance 2014-06-04 Agostino Capponi , Jose Enrique Figueroa Lopez , Andrea Pascucci

We consider a dynamic portfolio optimization problem that incorporates predictable returns, instantaneous transaction costs, price impact, and stochastic volatility, extending the classical results of Garleanu and Pedersen (2013), which…

Computational Finance · Quantitative Finance 2025-07-24 Patrick Chan , Ronnie Sircar , Iosif Zimbidis

The optimization criterion for dividends from a risky business is most often formalized in terms of the expected present value of future dividends. That criterion disregards a potential, explicit demand for stability of dividends. In…

Optimization and Control · Mathematics 2023-06-22 Benjamin Avanzi , Debbie Kusch Falden , Mogens Steffensen

This study considers an optimal reinsurance, investment, and dividend strategy control problem for insurance companies in a regulated Markov regime-switching environment, intending to maximize long-run average reward. Unlike existing single…

Optimization and Control · Mathematics 2025-12-18 Lingjia Zeng , Manman Li

In this article, we analyse optimal statistical arbitrage strategies from stochastic control and optimisation problems for multiple co-integrated stocks with eigenportfolios being factors. Optimal portfolio weights are found by solving a…

Portfolio Management · Quantitative Finance 2022-02-09 T. N. Li , A. Papanicolaou

This paper treats the Merton problem how to invest in safe assets and risky assets to maximize an investor's utility, given by investment opportunities modeled by a $d$-dimensional state process. The problem is represented by a partial…

Portfolio Management · Quantitative Finance 2021-02-01 Daeyung Gim , Hyungbin Park

This paper considers a newly delayed reinsurance and investment optimization problem incorporating random risk aversion, in which an insurer pursues maximization of the expected certainty equivalent of her/his terminal wealth and the…

Optimization and Control · Mathematics 2026-01-23 Jian-hao Kang , Zhun Gou , Nan-jing Huang

We study optimal investment problem for a diffusion market consisting of a finite number of risky assets (for example, bonds, stocks and options). Risky assets evolution is described by Ito's equation, and the number of risky assets can be…

Probability · Mathematics 2008-12-02 Nikolai Dokuchaev
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