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Money-back guarantees (MBGs) are features of pooled retirement income products that address bequest concerns by ensuring the initial premium is returned through lifetime payments or, upon early death, as a death benefit to the estate. This…

Portfolio Management · Quantitative Finance 2026-02-19 German Nova Orozco , Duy-Minh Dang , Peter A. Forsyth

This paper will examine a model with many agents, each of whom has a different belief about the dynamics of a risky asset. The agents are Bayesian and so learn about the asset over time. All agents are assumed to have a finite (but random)…

General Finance · Quantitative Finance 2009-07-29 A. A. Brown , L. C. G. Rogers

In this paper, we propose a new class of optimization problems, which maximize the terminal wealth and accumulated consumption utility subject to a mean variance criterion controlling the final risk of the portfolio. The multiple-objective…

Mathematical Finance · Quantitative Finance 2020-11-30 Ben-Zhang Yang , Xin-Jiang He , Song-Ping Zhu

This research presents an analysis of the demographic risk related to future membership patterns in pension funds with restricted entrance, financed under a pay-as-you-go scheme. The paper, therefore, proposes a stochastic model for…

Risk Management · Quantitative Finance 2011-06-28 Alessandro Fiori Maccioni

This work deals with an optimal asset allocation problem for a defined contribution (DC) pension plan during its accumulation phase. The contribution rate is proportional to the individual's salary, the dynamics of which follows a Heston…

Optimization and Control · Mathematics 2021-03-04 Xiaoyi Zhang , Linlin Tian

We study an asset allocation stochastic problem with restriction for a defined-contribution pension plan during the accumulation phase. We consider a financial market with stochastic interest rate, composed of a risk-free asset, a real zero…

Portfolio Management · Quantitative Finance 2018-08-23 Calisto Guambe , Rodwell Kufakunesu , Gusti Van Zyl , Conrad Beyers

We introduce a dynamic distribution regression panel data model with heterogeneous coefficients across units. The objects of primary interest are functionals of these coefficients, including predicted one-step-ahead and stationary…

Econometrics · Economics 2025-07-31 Ivan Fernandez-Val , Wayne Yuan Gao , Yuan Liao , Francis Vella

Altruistic behaviour is disadvantageous for the individual while is advantageous for its group. If the target of the selection is the individual, one would expect the selection process to lead to populations formed by wholly homogeneous…

adap-org · Physics 2008-02-03 R. Donato , L. Peliti , M. Serva

The goal of this paper is to study organized flocking behavior and systemic risk in heterogeneous mean-field interacting diffusions. We illustrate in a number of case studies the effect of heterogeneity in the behavior of systemic risk in…

Risk Management · Quantitative Finance 2017-06-12 Fei Fang , Yiwei Sun , Konstantinos Spiliopoulos

We propose a set of conservative models in which agents exchange wealth with a preference in the choice of interacting agents in different ways. The common feature in all the models is that the temporary values of financial status of agents…

Physics and Society · Physics 2015-06-22 Sanchari Goswami , Parongama Sen

Panel data analysis is an important topic in statistics and econometrics. Traditionally, in panel data analysis, all individuals are assumed to share the same unknown parameters, e.g. the same coefficients of covariates when the linear…

Statistics Theory · Mathematics 2017-06-09 Heng Lian , Xinghao Qiao , Wenyang Zhang

Financial instability has become a significant issue in today's society. While research typically focuses on financial aspects, there is a tendency to overlook time-related aspects of unstable work schedules. The inability to rely on…

Machine Learning · Computer Science 2025-04-11 Pegah Nokhiz , Aravinda Kanchana Ruwanpathirana , Aditya Bhaskara , Suresh Venkatasubramanian

This study is a detailed analysis of Speculation Game, a minimal agent-based model of financial markets, in which the round-trip trading and the dynamic wealth evolution with variable trading volumes are implemented. Instead of herding…

Statistical Finance · Quantitative Finance 2019-09-10 Kei Katahira , Yu Chen

We investigate models of the life annuity insurance when the company invests its reserve into a risky asset with price following a geometric Brownian motion. Our main result is an exact asymptotic of the ruin probabilities for the case of…

Probability · Mathematics 2015-05-19 Yuri Kabanov , Serguei Pergamenshchikov

We propose a novel approach to infer investors' risk preferences from their portfolio choices, and then use the implied risk preferences to measure the efficiency of investment portfolios. We analyze a dataset spanning a period of six…

Portfolio Management · Quantitative Finance 2020-10-28 Agostino Capponi , Zhaoyu Zhang

We consider a financial market in which traders potentially face restrictions in trading some of the available securities. Traders are heterogeneous with respect to their beliefs and risk profiles, and the market is assumed thin: traders…

Economics · Quantitative Finance 2023-12-06 Michail Anthropelos , Constantinos Kardaras

This study outlines a comprehensive methodology utilizing copulas to discern inconsistencies in the behavior exhibited by pairs of financial assets. It introduces a robust approach to establishing the interrelationship between the returns…

Computational Finance · Quantitative Finance 2023-12-05 Alexander Shulzhenko

To explain the appearance of heterogeneities in the plasma membrane, I propose a hypothesis which begins with the observation that fluctuations in the membrane curvature are coupled to the difference between compositions in one leaf and the…

Soft Condensed Matter · Physics 2017-08-23 M. Schick

Personalization aims to characterize individual preferences and is widely applied across many fields. However, conventional personalized methods operate in a centralized manner, potentially exposing raw data when pooling individual…

Machine Learning · Computer Science 2025-08-06 Hao Di , Yi Yang , Haishan Ye , Xiangyu Chang

When assessing group solvency, an important question is to what extent intragroup transfers may be considered, as this determines to which extent diversification can be achieved. We suggest a framework to describe the families of admissible…

Risk Management · Quantitative Finance 2016-11-02 Andreas Haier , Ilya Molchanov , Michael Schmutz
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