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Related papers: Optimal reinsurance for risk over surplus ratios

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In the classical static optimal reinsurance problem, the cost of capital for the insurer's risk exposure determined by a monetary risk measure is minimized over the class of reinsurance treaties represented by increasing Lipschitz retained…

Risk Management · Quantitative Finance 2020-12-18 Alexander Glauner

Any firm whose business strategy has an exposure constraint that limits its potential gain naturally considers expansion, as this can increase its exposure. We model business expansion as an enlargement of the opportunity set for business…

Risk Management · Quantitative Finance 2021-12-14 Ling Wang , Kexin Chen , Mei Choi Chiu , Hoi Ying Wong

This paper studies a variable proportion portfolio insurance (VPPI) strategy. The objective is to determine the risk multiplier by maximizing the extended Omega ratio of the investor's cushion, using a binary stochastic benchmark. When the…

General Economics · Economics 2024-03-21 Guohui Guan , Lin He , Zongxia Liang , Litian Zhang

Growth-optimal portfolios are guaranteed to accumulate higher wealth than any other investment strategy in the long run. However, they tend to be risky in the short term. For serially uncorrelated markets, similar portfolios with more…

Portfolio Management · Quantitative Finance 2016-09-20 Byung-Geun Choi , Napat Rujeerapaiboon , Ruiwei Jiang

In this research, starting from a widely accepted definition of risk, we support the idea that risk reduction is a more realistic objective than risk minimization, which represents a theoretical utopia. Furthermore, significant risk…

Risk Management · Quantitative Finance 2026-05-01 Pierpaolo Uberti

We study Pareto optimality in a decentralized peer-to-peer risk-sharing market where agents' preferences are represented by robust distortion risk measures that are not necessarily convex. We obtain a characterization of Pareto-optimal…

Risk Management · Quantitative Finance 2025-10-08 Mario Ghossoub , Michael B. Zhu , Wing Fung Chong

Managing a portfolio to a risk model can tilt the portfolio toward weaknesses of the model. As a result, the optimized portfolio acquires downside exposure to uncertainty in the model itself, what we call "second order risk." We propose a…

Portfolio Management · Quantitative Finance 2009-08-19 Peter G. Shepard

Conditional risk minimization arises in high-stakes decisions where risk must be assessed in light of side information, such as stressed economic conditions, specific customer profiles, or other contextual covariates. Constructing reliable…

Machine Learning · Statistics 2025-09-30 Xinqiao Xie , Jonathan Yu-Meng Li

We consider a variation on the classical finance problem of optimal portfolio design. In our setting, a large population of consumers is drawn from some distribution over risk tolerances, and each consumer must be assigned to a portfolio of…

We study an infinite-horizon optimal investment, consumption and insurance problem for an economic agent who consumes a perishable and a durable good. The agent trades in a risk-free asset, a risky asset, and a durable good whose price…

General Economics · Economics 2025-12-09 Aleksandar Arandjelović , Ryle S. Perera , Pavel V. Shevchenko , Tak Kuen Siu , Jin Sun

The present paper addresses the issue of the stochastic control of the optimal dynamic reinsurance policy and dynamic dividend strategy, which are state-dependent, for an insurance company that operates under multiple insurance lines of…

Optimization and Control · Mathematics 2020-02-11 Khaled Masoumifard , Mohammad Zokaei

In this paper, we discuss the ambiguous chance constrained based portfolio optimization problems, in which the perturbations associated with the input parameters are stochastic in nature, but their distributions are not known precisely. We…

Optimization and Control · Mathematics 2023-11-09 Pulak Swain , Akshay Kumar Ojha

Traditional insurance pricing relies on risk-based principles that ensure actuarial fairness and solvency but do not explicitly account for policyholders' price sensitivity. We formulate insurance pricing as a decision-making problem and…

Machine Learning · Statistics 2026-05-29 Sascha Günther , Dimitri Semenovich , Mario V. Wüthrich

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

This work initiates research into the problem of determining an optimal investment strategy for investors with different attitudes towards the trade-offs of risk and profit. The probability distribution of the return values of the stocks…

Computational Engineering, Finance, and Science · Computer Science 2007-05-23 Ming-Yang Kao , Andreas Nolte , Stephen R. Tate

In this paper, we combine modern portfolio theory and option pricing theory so that a trader who takes a position in a European option contract and the underlying assets can construct an optimal portfolio such that at the moment of the…

Mathematical Finance · Quantitative Finance 2020-01-06 Abootaleb Shirvani , Frank J. Fabozzi , Stoyan V. Stoyanov

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

We study the modelling and valuation of surrender and other behavioural options in life insurance and pension. We place ourselves in between the two extremes of completely arbitrary intervention and optimal intervention by the policyholder.…

Mathematical Finance · Quantitative Finance 2014-12-08 Kamille Sofie Tågholt Gad , Jeppe Juhl , Mogens Steffensen

This paper considers the constrained portfolio optimization in a generalized life-cycle model. The individual with a stochastic income manages a portfolio consisting of stocks, a bond, and life insurance to maximize his or her consumption…

Portfolio Management · Quantitative Finance 2024-10-29 Wenyuan Li , Pengyu Wei

We consider a two-dimensional optimal dividend problem in the context of two insurance companies with compound Poisson surplus processes, who collaborate by paying each other's deficit when possible. We solve the stochastic control problem…

Optimization and Control · Mathematics 2015-05-18 Hansjoerg Albrecher , Pablo Azcue , Nora Muler