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Asset allocation is an investment strategy that aims to balance risk and reward by constantly redistributing the portfolio's assets according to certain goals, risk tolerance, and investment horizon. Unfortunately, there is no simple…

Portfolio Management · Quantitative Finance 2022-08-16 Ricard Durall

This paper investigates the equilibrium portfolio selection for smooth ambiguity preferences in a continuous-time market. The investor is uncertain about the risky asset's drift term and updates the subjective belief according to the…

Optimization and Control · Mathematics 2023-02-17 Guohui Guan , Zongxia Liang , Jianming Xia

Sharpe et al. proposed the idea of having an expected utility maximizer choose a probability distribution for future wealth as an input to her investment problem instead of a utility function. They developed a computer program, called The…

Portfolio Management · Quantitative Finance 2013-01-08 Phillip Monin

The standard approach for constructing a Mean-Variance portfolio involves estimating parameters for the model using collected samples. However, since the distribution of future data may not resemble that of the training set, the…

Mathematical Finance · Quantitative Finance 2025-03-12 Duy Khanh Lam

We provide sufficient conditions under which a utility function may be recovered from a finite choice experiment. Identification, as is commonly understood in decision theory, is not enough. We provide a general recoverability result that…

Theoretical Economics · Economics 2023-01-30 Christopher P. Chambers , Federico Echenique , Nicolas S. Lambert

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

Each individual investor is different, with different financial goals, different levels of risk tolerance and different personal preferences. From the point of view of investment management, these characteristics are often defined as…

General Mathematics · Mathematics 2007-05-23 Jack Allen , Sukanto Bhattacharya , Florentin Smarandache

We study continuous-time portfolio choice with nonlinear payoffs under smooth ambiguity and Bayesian learning. We develop a general framework for dynamic, non-concave asset allocation that accommodates nonlinear payoffs, broad utility…

Portfolio Management · Quantitative Finance 2026-03-10 Emanuele Borgonovo , An Chen , Massimo Marinacci , Shihao Zhu

An investor is estimating net present value of a firm project and performs risk analysis. Usually it is created portfolio hierarchies and make comparison of variants of project based on these hierarchies. Then one finds that portfolio which…

Physics and Society · Physics 2008-12-02 Jana Hudakova , Ondrej Hudak

We study Pareto-optimal risk sharing in economies with heterogeneous attitudes toward risk, where agents' preferences are modeled by distortion risk measures. Building on comonotonic and counter-monotonic improvement results, we show that…

Theoretical Economics · Economics 2025-10-22 Mario Ghossoub , Qinghua Ren , Ruodu Wang

We analyze a negative-parameter variant of the diversity-weighted portfolio studied by Fernholz, Karatzas, and Kardaras (Finance Stoch 9(1):1-27, 2005), which invests in each company a fraction of wealth inversely proportional to the…

Mathematical Finance · Quantitative Finance 2016-05-10 Alexander Vervuurt , Ioannis Karatzas

This paper studies robust forward investment and consumption preferences within a zero-volatility context. Different from previous works, we consider an incomplete financial market model due to general investment portfolio constraints. We…

Mathematical Finance · Quantitative Finance 2023-11-20 Wing Fung Chong , Gechun Liang

We present an optimal investment theorem for a currency exchange model with random and possibly discontinuous proportional transaction costs. The investor's preferences are represented by a multivariate utility function, allowing for…

Probability · Mathematics 2009-04-08 Luciano Campi , Mark P. Owen

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

Risk diversification is one of the dominant concerns for portfolio managers. Various portfolio constructions have been proposed to minimize the risk of the portfolio under some constrains including expected returns. We propose a portfolio…

Portfolio Management · Quantitative Finance 2019-02-20 Yusuke Uchiyama , Takanori Kadoya , Kei Nakagawa

Decision-theoretic planning with risk-sensitive planning objectives is important for building autonomous agents or decision-support systems for real-world applications. However, this line of research has been largely ignored in the…

Artificial Intelligence · Computer Science 2012-07-09 Yaxin Liu , Sven Koenig

Protecting against cyber-threats is vital for every organization and can be done by investing in cybersecurity controls and purchasing cyber insurance. However, these are interlinked since insurance premiums could be reduced by investing…

Econometrics · Economics 2024-12-02 Chaitanya Joshi , Jinming Yang , Sergeja Slapnicar , Ryan K L Ko

We treat a fairly broad class of financial models which includes markets with proportional transaction costs. We consider an investor with cumulative prospect theory preferences and a non-negativity constraint on portfolio wealth. The…

Portfolio Management · Quantitative Finance 2019-03-21 Huy N. Chau , Miklos Rasonyi

Specialization and diversification are two major strategies that complex systems might exploit. Given a fixed amount of resources, the question is whether to invest this in elements that respond in a correlated manner to external…

Physics and Society · Physics 2014-11-19 Gabriell Mate , Zoltan Neda

We study an optimization problem for a portfolio with a risk-free, a liquid, and an illiquid risky asset. The illiquid risky asset is sold in an exogenous random moment with a prescribed liquidation time distribution. The investor prefers a…

Portfolio Management · Quantitative Finance 2020-05-11 Ljudmila A. Bordag
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