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We provide a practical superhedging strategy for the pricing and hedging of the No-Negative-Equity-Guarantee (NNEG) found in Equity-Release Mortgages (ERMs), or reverse mortgages, using a discrete-time model. In contrast to many papers on…

Risk Management · Quantitative Finance 2020-10-07 Kevin Engelbrecht , Saul Jacka

We extend the Annually Recalculated Virtual Annuity (ARVA) spending rule for retirement savings decumulation to include a cap and a floor on withdrawals. With a minimum withdrawal constraint, the ARVA strategy runs the risk of depleting the…

Computational Finance · Quantitative Finance 2021-01-11 Peter A. Forsyth , Kenneth R. Vetzal , Graham Westmacott

We introduce a model-free approach for analyzing the risk and return for a broad class of dynamic trading strategies, including pairs trading, mean-reversion trading and other statistical arbitrage strategies, in terms of excursions of a…

Mathematical Finance · Quantitative Finance 2025-03-18 Anna Ananova , Rama Cont , Renyuan Xu

We propose a semi-structured discrete-time multi-state model to analyse mortgage delinquency transitions. This model combines an easy-to-understand structured additive predictor, which includes linear effects and smooth functions of time…

Applications · Statistics 2026-03-30 Victor Medina-Olivares , Wangzhen Xia , Stefan Lessmann , Nadja Klein

In the online portfolio optimization framework, existing learning algorithms generate strategies that yield significantly poorer cumulative wealth compared to the best constant rebalancing portfolio in hindsight, despite being consistent in…

Portfolio Management · Quantitative Finance 2025-07-09 Duy Khanh Lam

Recent developments in deep learning techniques have motivated intensive research in machine learning-aided stock trading strategies. However, since the financial market has a highly non-stationary nature hindering the application of…

Portfolio Management · Quantitative Finance 2020-12-15 Kentaro Imajo , Kentaro Minami , Katsuya Ito , Kei Nakagawa

The current research on credit risk is primarily focused on modeling default probabilities. Recovery rates are often treated as an afterthought; they are modeled independently, in many cases they are even assumed constant. This is despite…

Risk Management · Quantitative Finance 2012-10-16 Rudi Schäfer , Alexander F. R. Koivusalo

We present a simulation-and-regression method for solving dynamic portfolio allocation problems in the presence of general transaction costs, liquidity costs and market impacts. This method extends the classical least squares Monte Carlo…

Portfolio Management · Quantitative Finance 2019-06-05 Rongju Zhang , Nicolas Langrené , Yu Tian , Zili Zhu , Fima Klebaner , Kais Hamza

In a dynamic economy, we characterize the fiscal policy of the government when it levies distortionary taxes and issues defaultable bonds to finance its stochastic expenditure. Default may occur in equilibrium as it prevents the government…

Economics · Quantitative Finance 2016-05-10 Demian Pouzo , Ignacio Presno

This paper explores whether unconventional monetary policy operations have redistributive effects on household wealth. Drawing on household balance sheet data from the Wealth and Asset Survey, we construct monthly time series indicators on…

General Economics · Economics 2019-12-23 Anastasios Evgenidis , Apostolos Fasianos

Algorithmic recourse seeks to provide individuals with actionable recommendations that increase their chances of receiving favorable outcomes from automated decision systems (e.g., loan approvals). While prior research has emphasized…

Machine Learning · Computer Science 2026-02-03 Marina Ceccon , Alessandro Fabris , Goran Radanović , Asia J. Biega , Gian Antonio Susto

The risk of a credit portfolio depends crucially on correlations between the probability of default (PD) in different economic sectors. Often, PD correlations have to be estimated from relatively short time series of default rates, and the…

Statistical Mechanics · Physics 2008-12-02 Bernd Rosenow , Rafael Weissbach , Frank Altrock

A problem of optimal debt management is modeled as a noncooperative game between a borrower and a pool of lenders, in infinite time horizon with exponential discount. The yearly income of the borrower is governed by a stochastic process.…

Optimization and Control · Mathematics 2016-09-26 Alberto Bressan , Antonio Marigonda , Khai T. Nguyen , Michele Palladino

The downside risk of a portfolio of (equity)assets is generally substantially higher than the downside risk of its components. In particular in times of crises when assets tend to have high correlation, the understanding of this difference…

Risk Management · Quantitative Finance 2015-03-17 Alex Langnau , Daniel Cangemi

First passage models, where corporate assets undergo a random walk and default occurs if the assets fall below a threshold, provide an attractive framework for modeling the default process. Recently such models have been generalized to…

Condensed Matter · Physics 2007-05-23 Peter B. Lee , Mark B. Wise , Vineer Bhansali

The determinants of the velocity of money have been examined based on life-cycle hypothesis. The velocity of money can be expressed by reciprocal of the average value of holding time which is defined as interval between participating…

Physics and Society · Physics 2009-11-11 Yougui Wang , Hanqing Qiu

We consider a portfolio optimization problem in a defaultable market with finitely-many economical regimes, where the investor can dynamically allocate her wealth among a defaultable bond, a stock, and a money market account. The market…

Portfolio Management · Quantitative Finance 2011-09-07 Agostino Capponi , Jose E. Figueroa-Lopez

This paper studies the optimal timing to liquidate credit derivatives in a general intensity-based credit risk model under stochastic interest rate. We incorporate the potential price discrepancy between the market and investors, which is…

Pricing of Securities · Quantitative Finance 2013-01-22 Tim Leung , Peng Liu

Reducing the peak energy consumption of households is essential for the effective use of renewable energy sources, in order to ensure that as much household demand as possible can be met by renewable sources. This entails spreading out the…

Multiagent Systems · Computer Science 2023-11-27 Nathan A. Brooks , Simon T. Powers , James M. Borg

Much research in systemic risk is focused on default contagion. While this demands an understanding of valuation, fewer articles specifically deal with the existence, the uniqueness, and the computation of equilibrium prices in structural…

Computational Finance · Quantitative Finance 2015-01-30 Johannes Hain , Tom Fischer