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Related papers: Asset management with an ESG mandate

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This paper studies a type of periodic utility maximization problems for portfolio management in incomplete stochastic factor models with convex trading constraints. The portfolio performance is periodically evaluated on the relative ratio…

Mathematical Finance · Quantitative Finance 2024-11-22 Wenyuan Wang , Kaixin Yan , Xiang Yu

This paper develops a structural framework for characterizing the informational feasibility of financial markets under heterogeneous institutional and geopolitical conditions. Departing from the assumption of uniform and time-invariant…

Portfolio Management · Quantitative Finance 2026-01-12 Roberto Garrone

This paper studies a systemic risk control problem by the central bank, which dynamically plans monetary supply to stabilize the interbank system with borrowing and lending activities. Facing both heterogeneity among banks and the common…

Optimization and Control · Mathematics 2022-05-18 Lijun Bo , Tongqing Li , Xiang Yu

Kuroda and Nagai \cite{KN} state that the factor process in the Risk Sensitive control Asset Management (RSCAM) is stable under the F\"ollmer-Schweizer minimal martingale measure . Fleming and Sheu \cite{FS} and more recently F\"ollmer and…

Portfolio Management · Quantitative Finance 2015-03-09 Amogh Deshpande

The fundamental principle in Modern Portfolio Theory (MPT) is based on the quantification of the portfolio's risk related to performance. Although MPT has made huge impacts on the investment world and prompted the success and prevalence of…

Portfolio Management · Quantitative Finance 2021-02-15 Shi Yu , Haoran Wang , Chaosheng Dong

Negative screening is one method to avoid interactions with inappropriate entities. For example, financial institutions keep investment exclusion lists of inappropriate firms that have environmental, social, and government (ESG) problems.…

Social and Information Networks · Computer Science 2020-03-27 Ryohei Hisano , Didier Sornette , Takayuki Mizuno

The energy market, and specifically the renewable sector carries volatility and risks, similar to the financial market. Here, we leverage on a well-established, return-risk approach, commonly used by equity portfolio-managers and apply it…

Systems and Control · Electrical Eng. & Systems 2024-05-07 Haim Grebel , Divya Vikas , Jim Shi

Systemic risk refers to the risk that the financial system is susceptible to failures due to the characteristics of the system itself. The tremendous cost of systemic risk requires the design and implementation of tools for the efficient…

Risk Management · Quantitative Finance 2021-04-06 Zachary Feinstein , Birgit Rudloff , Stefan Weber

The contour maps of the error of historical resp. parametric estimates for large random portfolios optimized under the risk measure Expected Shortfall (ES) are constructed. Similar maps for the sensitivity of the portfolio weights to small…

Risk Management · Quantitative Finance 2015-10-19 Fabio Caccioli , Imre Kondor , Gábor Papp

Sustainable investing refers to the integration of environmental and social aspects in investors' decisions. We propose a novel methodology based on the Triangulated Maximally Filtered Graph and node2vec algorithms to construct an hedging…

Portfolio Management · Quantitative Finance 2024-03-15 Michele Azzone , Maria Chiara Pocelli , Davide Stocco

This paper is concerned with a time-inconsistent recursive stochastic control problems where the forward state process is constrained through an additional recursive utility system. By adapting the Ekeland variational principle, necessary…

Optimization and Control · Mathematics 2024-03-13 Elisa Mastrogiacomo , Marco Tarsia

This study explores the role of big data adoption and financial market development in driving ESG investments in developing countries, using an instrumental variable (IV) approach to address endogeneity. The results show that big data…

General Economics · Economics 2025-03-11 A T M Omor Faruq , Md Ataur Rahman Chowdhury

Most finance studies are discussed on the basis of several hypotheses, for example, investors rationally optimize their investment strategies. However, the hypotheses themselves are sometimes criticized. Market impacts, where trades of…

Computational Finance · Quantitative Finance 2022-02-03 Takanobu Mizuta , Isao Yagi , Kosei Takashima

Motivated by recent axiomatic developments, we study the risk- and ambiguity-averse investment problem where trading takes place over a fixed finite horizon and terminal payoffs are evaluated according to a criterion defined in terms of a…

Portfolio Management · Quantitative Finance 2013-12-02 Sigrid Källblad

We study a single risky financial asset model subject to price impact and transaction cost over an finite time horizon. An investor needs to execute a long position in the asset affecting the price of the asset and possibly incurring in…

Trading and Market Microstructure · Quantitative Finance 2015-03-19 Mauricio Junca

We consider the terminal wealth utility maximization problem from the point of view of a portfolio manager who is paid by an incentive scheme, which is given as a convex function $g$ of the terminal wealth. The manager's own utility…

Portfolio Management · Quantitative Finance 2015-02-24 Maxim Bichuch , Stephan Sturm

We consider two market designs for a network of prosumers, trading energy: (i) a centralized design which acts as a benchmark, and (ii) a peer-to-peer market design. High renewable energy penetration requires that the energy market design…

Computer Science and Game Theory · Computer Science 2020-04-07 Ilia Shilov , Hélène Le Cadre , Ana Busic

Addressing climate change requires global coordination, yet rational economic actors often prioritize immediate gains over collective welfare, resulting in social dilemmas. InvestESG is a recently proposed multi-agent simulation that…

Machine Learning · Computer Science 2026-02-13 Juan Agustin Duque , Razvan Ciuca , Ayoub Echchahed , Hugo Larochelle , Aaron Courville

We study the incentives that agents have to invest in costly protection against cascading failures in networked systems. Applications include vaccination, computer security and airport security. Agents are connected through a network and…

Physics and Society · Physics 2017-06-06 Matt V. Leduc , Ruslan Momot

This paper investigates a Stackelberg game between an insurer and a reinsurer under the $\alpha$-maxmin mean-variance criterion. The insurer can purchase per-loss reinsurance from the reinsurer. With the insurer's feedback reinsurance…

Portfolio Management · Quantitative Finance 2023-01-02 Guohui Guan , Zongxia Liang , Yilun Song
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