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Related papers: The investor problem based on the HJM model

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In this paper, an optimization problem for the monotone mean-variance(MMV) criterion is considered in the perspective of the insurance company. The MMV criterion is an amended version of the classical mean-variance(MV) criterion which…

Optimization and Control · Mathematics 2022-12-05 Bohan Li , Junyi Guo , Linlin Tian

In this work we investigate the optimal proportional reinsurance-investment strategy of an insurance company which wishes to maximize the expected exponential utility of its terminal wealth in a finite time horizon. Our goal is to extend…

Risk Management · Quantitative Finance 2019-04-04 Matteo Brachetta , Claudia Ceci

We consider the problem of optimal investment with intermediate consumption in a general semimartingale model of an incomplete market, with preferences being represented by a utility stochastic field. We show that the key conclusions of the…

Portfolio Management · Quantitative Finance 2017-09-20 Huy N. Chau , Andrea Cosso , Claudio Fontana , Oleksii Mostovyi

We study a stochastic control approach to managed futures portfolios. Building on the Schwartz 97 stochastic convenience yield model for commodity prices, we formulate a utility maximization problem for dynamically trading a single-maturity…

Mathematical Finance · Quantitative Finance 2018-11-06 Tim Leung , Raphael Yan

This paper studies the optimal investment problem for a hybrid pension plan under model uncertainty, where both the contribution and the benefit are adjusted depending on the performance of the plan. Furthermore, an age and time-dependent…

Optimization and Control · Mathematics 2023-02-07 Ke Fu , Ximin Rong , Hui Zhao

We study the optimal investment problem for a homogeneous collective of $n$ individuals investing in a Black-Scholes model subject to longevity risk with Epstein--Zin preferences. %and with preferences given by power utility. We compute…

Mathematical Finance · Quantitative Finance 2024-09-25 John Armstrong , Cristin Buescu , James Dalby

We consider an optimal investment and risk control problem for an insurer under the mean-variance (MV) criterion. By introducing a deterministic auxiliary process defined forward in time, we formulate an alternative time-consistent problem…

Portfolio Management · Quantitative Finance 2021-01-12 Yang Shen , Bin Zou

We propose a tractable dynamic framework for the joint determination of optimal consumption, portfolio choice, and healthcare irreversible investment. Our model is based on a Merton's portfolio and consumption problem, where, in addition,…

Optimization and Control · Mathematics 2023-12-25 Giorgio Ferrari , Shihao Zhu

In this paper we analyse the five-factor capital market model of Munk et al.(2004). The model features a Vasicek interest rate model, an equity index with mean-reverting excess return and an index for realized inflation with mean-reverting…

Mathematical Finance · Quantitative Finance 2022-01-14 Søren Fiig Jarner , Michael Preisel

Financial contracts with options that allow the holder to extend the contract maturity by paying an additional fixed amount found many applications in finance. Closed-form solutions for the price of these options have appeared in the…

Pricing of Securities · Quantitative Finance 2015-07-08 Pavel V. Shevchenko

We introduce a criterion how to price derivatives in incomplete markets, based on the theory of growth optimal strategy in repeated multiplicative games. We present reasons why these growth-optimal strategies should be particularly relevant…

Statistical Mechanics · Physics 2009-10-31 Erik Aurell , Roberto Baviera , Ola Hammarlid , Maurizio Serva , Angelo Vulpiani

In a collectivised pension fund, investors agree that any money remaining in the fund when they die can be shared among the survivors. We give a numerical algorithm to compute the optimal investment-consumption strategy for an infinite…

Portfolio Management · Quantitative Finance 2019-11-26 John Armstrong , Cristin Buescu

We consider an investor who is dynamically informed about the future evolution of one of the independent Brownian motions driving a stock's price fluctuations. With linear temporary price impact the resulting optimal investment problem with…

Mathematical Finance · Quantitative Finance 2023-12-13 Peter Bank , Yan Dolinsky

In this paper we aim to address two questions faced by a long-term investor with a power-type utility at high levels of wealth: one is whether the turnpike property still holds for a general utility that is not necessarily differentiable or…

Economics · Quantitative Finance 2014-09-30 Baojun Bian , Harry Zheng

We derive simple return models for several classes of bond portfolios. With only one or two risk factors our models are able to explain most of the return variations in portfolios of fixed rate government bonds, inflation linked government…

Statistical Finance · Quantitative Finance 2010-11-16 Matti Koivu , Teemu Pennanen

Equity premium, the surplus returns of stocks over bonds, has been an enduring puzzle. While numerous prior works approach the problem assuming the utility of money is invariant across contexts, our approach implies that in efficient…

General Economics · Economics 2024-01-18 B. N. Kausik

Pricing formulae for defaultable corporate bonds with discrete coupons under consideration of the government taxes in the united model of structural and reduced form models are provided. The aim of this paper is to generalize the…

Pricing of Securities · Quantitative Finance 2013-10-22 Hyong-Chol O , Song-Yon Kim , Dong-Hyok Kim , Chol-Hyok Pak

We consider an illiquid financial market with different regimes modeled by a continuous-time finite-state Markov chain. The investor can trade a stock only at the discrete arrival times of a Cox process with intensity depending on the…

Portfolio Management · Quantitative Finance 2012-04-26 Paul Gassiat , Fausto Gozzi , Huyên Pham

In a collectivised pension fund, investors agree that any money remaining in the fund when they die can be shared among the survivors. We compute analytically the optimal investment-consumption strategy for a fund of $n$ identical investors…

Portfolio Management · Quantitative Finance 2019-11-25 John Armstrong , Cristin Buescu

We study the pricing problem for corporate defaultable bond from the viewpoint of the investors outside the firm that could not exactly know about the information of the firm. We consider the problem for pricing of corporate defaultable…

Pricing of Securities · Quantitative Finance 2013-07-09 Hyong-Chol O , Jong-Jun Jo , Chol-Ho Kim
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