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In this paper we investigate the hedging problem of a unit-linked life insurance contract via the local risk-minimization approach, when the insurer has a restricted information on the market. In particular, we consider an endowment…

Mathematical Finance · Quantitative Finance 2017-09-26 Claudia Ceci , Katia Colaneri , Alessandra Cretarola

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

Pension schemes all over the world are under increasing pressure to efficiently hedge the longevity risk posed by ageing populations. In this work, we study an optimal investment problem for a defined contribution pension scheme which…

Risk Management · Quantitative Finance 2020-05-22 Ankush Agarwal , Christian-Oliver Ewald , Yongjie Wang

In this paper we investigate the local risk-minimization approach for a combined financial-insurance model where there are restrictions on the information available to the insurance company. In particular we assume that, at any time, the…

Portfolio Management · Quantitative Finance 2014-11-18 Claudia Ceci , Katia Colaneri , Alessandra Cretarola

Natural hedging allows life insurers to manage longevity risk internally by offsetting the opposite exposures of life insurance and annuity liabilities. Although many studies have proposed natural hedging strategies under different…

Risk Management · Quantitative Finance 2025-10-22 Lydia J. Gabric , Kenneth Q. Zhou

This paper considers the pricing of equity-linked life insurance contracts with death and survival benefits in a general model with multiple stochastic risk factors: interest rate, equity, volatility, unsystematic and systematic mortality.…

Pricing of Securities · Quantitative Finance 2021-11-03 Karim Barigou , Lukasz Delong

A key issue in the estimation of energy hedges is the hedgers' attitude towards risk which is encapsulated in the form of the hedgers' utility function. However, the literature typically uses only one form of utility function such as the…

Risk Management · Quantitative Finance 2011-03-31 John Cotter , Jim Hanly

We consider insurance derivatives depending on an external physical risk process, for example a temperature in a low dimensional climate model. We assume that this process is correlated with a tradable financial asset. We derive optimal…

Pricing of Securities · Quantitative Finance 2008-12-10 Stefan Ankirchner , Peter Imkeller , Alexandre Popier

In this article, we present a novel approach for the construction of an environment-friendly green portfolio using the ESG ratings, and application of the modern portfolio theory to present what we call as the ``green efficient frontier''…

Portfolio Management · Quantitative Finance 2023-05-29 Shashwat Mishra , Rishabh Raj , Siddhartha P. Chakrabarty

Sustainable Investing identifies the approach of investors whose aim is twofold: on the one hand, they want to achieve the best compromise between portfolio risk and return, but they also want to take into account the sustainability of…

Portfolio Management · Quantitative Finance 2023-12-19 Francesco Cesarone , Manuel Luis Martino , Federica Ricca , Andrea Scozzari

Motivated by the asset-liability management of a nuclear power plant operator, we consider the problem of finding the least expensive portfolio, which outperforms a given set of stochastic benchmarks. For a specified loss function, the…

Risk Management · Quantitative Finance 2013-09-23 Ying Jiao , Olivier Klopfenstein , Peter Tankov

Like ESG investing, climate change is an important concern for asset managers and owners, and a new challenge for portfolio construction. Until now, investors have mainly measured carbon risk using fundamental approaches, such as with…

Portfolio Management · Quantitative Finance 2021-01-27 Théo Roncalli , Théo Le Guenedal , Frédéric Lepetit , Thierry Roncalli , Takaya Sekine

Sustainable finance, which integrates environmental, social and governance (ESG) criteria on financial decisions rests on the fact that money should be used for good purposes. Thus, the financial sector is also expected to play a more…

General Finance · Quantitative Finance 2020-06-23 A. Hilario-Caballero , A. Garcia-Bernabeu , J. V. Salcedo , M. Vercher

The promising markets for voluntary carbon credits are faced with crippling challenges to the certification of carbon sequestration and the lack of scalable market infrastructure in which companies and institutions can invest in carbon…

Distributed, Parallel, and Cluster Computing · Computer Science 2023-04-18 Henrik Axelsen , Ulrik Rasmussen , Johannes Rude Jensen , Omri Ross , Fritz Henglein

The increasing penetration of renewable energy poses significant challenges to power grid reliability. There have been increasing interests in utilizing financial tools, such as insurance, to help end-users hedge the potential risk of lost…

Systems and Control · Electrical Eng. & Systems 2022-09-22 Dongwei Zhao , Hao Wang , Jianwei Huang , Xiaojun Lin

Carbon credits are a key component of most national and organizational climate strategies. Financing and delivering carbon credits from forest-related activities faces multiple risks at the project and asset levels. Financial mechanisms are…

General Economics · Economics 2024-11-14 Hanna Fiegenbaum

The trade off between risks and returns gives rise to multi-criteria optimisation problems that are well understood in finance, efficient frontiers being the tool to navigate their set of optimal solutions. Motivated by the recent advances…

Computational Finance · Quantitative Finance 2021-04-13 Zheng Gong , Carmine Ventre , John O'Hara

In this perspective, we introduce recent research into the structure and function of complex investor networks supporting sustainability efforts. Using the case of solar, wind and hydro energy technologies, this perspective explores the…

Physics and Society · Physics 2023-09-29 Alexander P. Kartun-Giles , Nadia Ameli

For a public company, pricing and hedging models of options and equity--linked life insurance products have been sufficiently developed. However, for a private company, because of unobserved prices, pricing and hedging models of the…

Mathematical Finance · Quantitative Finance 2024-09-24 Battulga Gankhuu

The widespread confusion among investors regarding Environmental, Social, and Governance (ESG) rankings assigned by rating agencies has underscored a critical issue in sustainable investing. To address this uncertainty, our research has…

Portfolio Management · Quantitative Finance 2025-09-23 Jiayue Zhang , Ken Seng Tan , Tony S. Wirjanto , Lysa Porth
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