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The aim of this paper is to introduce a synthetic ALM model that catches the main specificity of life insurance contracts. First, it keeps track of both market and book values to apply the regulatory profit sharing rule. Second, it…

Risk Management · Quantitative Finance 2019-08-05 Aurélien Alfonsi , Adel Cherchali , Jose Arturo Infante Acevedo

We propose a flexible stochastic framework for modeling the market share dynamics over time in a multiple markets setting, where firms interact within and between markets. Firms undergo stochastic idiosyncratic shocks, which contract their…

Statistics Theory · Mathematics 2013-02-06 Igor Prünster , Matteo Ruggiero

In this work we investigate the generic properties of a stochastic linear model in the regime of high-dimensionality. We consider in particular the Vector AutoRegressive model (VAR) and the multivariate Hawkes process. We analyze both…

Statistical Mechanics · Physics 2015-06-11 Iacopo Mastromatteo , Emmanuel Bacry , Jean-François Muzy

This study introduces a dynamic investment framework to enhance portfolio management in volatile markets, offering clear advantages over traditional static strategies. Evaluates four conventional approaches : equal weighted, minimum…

Portfolio Management · Quantitative Finance 2025-04-07 Jinhui Li , Wenjia Xie , Luis Seco

We study the stochastic control problem of maximizing expected utility from terminal wealth under a non-bankruptcy constraint. The wealth process is subject to shocks produced by a general marked point process. The problem of the agent is…

Optimization and Control · Mathematics 2010-08-31 Mohamed Mnif

We propose an extension of Markov-switching generalized additive models for location, scale, and shape (MS-GAMLSS) that allows covariates to influence not only the parameters of the state-dependent distributions but also the state…

Methodology · Statistics 2026-01-08 Katharina Ammann , Timo Adam , Jan-Ole Koslik

In this paper, we investigate mean-variance (MV) portfolio selection problems with jumps in a regime-switching financial model. The novelty of our approach lies in allowing not only the market parameters -- such as the interest rate,…

Portfolio Management · Quantitative Finance 2025-07-29 Xiaomin Shi , Zuo Quan Xu

Timely characterizations of risks in economic and financial systems play an essential role in both economic policy and private sector decisions. However, the informational content of low-frequency variables and the results from conditional…

Econometrics · Economics 2022-09-07 Matteo Iacopini , Aubrey Poon , Luca Rossini , Dan Zhu

We develop a Bayesian framework for variable selection in linear regression with autocorrelated errors, accommodating lagged covariates and autoregressive structures. This setting occurs in time series applications where responses depend on…

Methodology · Statistics 2025-08-18 Alokesh Manna , Sujit K. Ghosh

We consider a mean-variance portfolio selection problem in a financial market with contagion risk. The risky assets follow a jump-diffusion model, in which jumps are driven by a multivariate Hawkes process with mutual-excitation effect. The…

Mathematical Finance · Quantitative Finance 2021-10-19 Yang Shen , Bin Zou

Extremal dependence between international stock markets is of particular interest in today's global financial landscape. However, previous studies have shown this dependence is not necessarily stationary over time. We concern ourselves with…

Statistical Finance · Quantitative Finance 2017-09-06 Daniela Castro Camilo , Miguel de Carvalho , Jennifer Wadsworth

A novel spatial autoregressive model for panel data is introduced, which incorporates multilayer networks and accounts for time-varying relationships. Moreover, the proposed approach allows the structural variance to evolve smoothly over…

Applications · Statistics 2023-10-27 Michele Costola , Matteo Iacopini , Casper Wichers

For a long investment time horizon, it is preferable to rebalance the portfolio weights at intermediate times. This necessitates a multi-period market model in which portfolio optimization is usually done through dynamic programming.…

Portfolio Management · Quantitative Finance 2024-05-29 Shubhangi Sikaria , Rituparna Sen , Neelesh S. Upadhye

Conditional Autoregressive Value-at-Risk and Conditional Autoregressive Expectile have become two popular approaches for direct measurement of market risk. Since their introduction several improvements both in the Bayesian and in the…

Statistical Finance · Quantitative Finance 2019-10-01 Marco Bottone , Mauro Bernardi , Lea Petrella

Monitoring downside risk and upside risk to the key macroeconomic indicators is critical for effective policymaking aimed at maintaining economic stability. In this paper I propose a parametric framework for modelling and forecasting…

Econometrics · Economics 2023-11-21 Andrea Renzetti

This paper is devoted to study the effects arising from imposing a value-at-risk (VaR) constraint in mean-variance portfolio selection problem for an investor who receives a stochastic cash flow which he/she must then invest in a…

Portfolio Management · Quantitative Finance 2010-11-24 Jun Ye , Tiantian Li

We explore the concept of a consistent exchangeable survival process - a joint distribution of survival times in which the risk set evolves as a continuous-time Markov process with homogeneous transition rates. We show a correspondence with…

Statistics Theory · Mathematics 2015-08-10 Walter Dempsey , Peter McCullagh

Many insurance products and pension plans provide benefits which are related to couples, and thus under influence of the survival status of two lives. Some studies show the future lifetime of couples is correlated. Three reasons are…

Applications · Statistics 2018-06-27 Amin Hassan Zadeh , Soroush Amirhashchi

Historical (Stressed-) Value-at-Risk ((S)VAR), and Expected Shortfall (ES), are widely used risk measures in regulatory capital and Initial Margin, i.e. funding, computations. However, whilst the definitions of VAR and ES are unambiguous,…

Risk Management · Quantitative Finance 2014-05-30 Chris Kenyon , Andrew Green

A novel spatiotemporal framework using diverse econometric approaches is proposed in this research to analyze relationships among eight economy-wide variables in varying market conditions. Employing Vector Autoregression (VAR) and Granger…

Econometrics · Economics 2025-03-25 Lutfu S. Sua , Haibo Wang , Jun Huang