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We establish explicit socially optimal rules for an irreversible investment deci- sion with time-to-build and uncertainty. Assuming a price sensitive demand function with a random intercept, we provide comparative statics and economic…

Mathematical Finance · Quantitative Finance 2014-06-03 René Aid , Salvatore Federico , Huyên Pham , Bertrand Villeneuve

This paper investigates a robust optimal consumption, investment, and reinsurance problem for an insurer with Epstein-Zin recursive preferences operating under model uncertainty. The insurer's surplus follows the diffusion approximation of…

Optimization and Control · Mathematics 2025-11-06 Elizabeth Dadzie , Wilfried Kuissi-Kamdem , Marcel Ndengo

We study the problem of a planner who resolves risk-return trade-offs - like financial investment decisions - on behalf of a collective of agents with heterogeneous risk preferences. The planner's objective is a two-stage utility functional…

General Finance · Quantitative Finance 2021-06-25 Anne G. Balter , Nikolaus Schweizer

We study an infinite-horizon optimal investment, consumption and insurance problem for an economic agent who consumes a perishable and a durable good. The agent trades in a risk-free asset, a risky asset, and a durable good whose price…

General Economics · Economics 2025-12-09 Aleksandar Arandjelović , Ryle S. Perera , Pavel V. Shevchenko , Tak Kuen Siu , Jin Sun

In this paper, we extend the jump-diffusion model proposed by Davis and Lleo to include jumps in asset prices as well as valuation factors. The criterion, following earlier work by Bielecki, Pliska, Nagai and others, is risk-sensitive…

Portfolio Management · Quantitative Finance 2010-03-15 Mark Davis , Sebastien Lleo

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

We study the dynamic investment decisions of investors who prioritise specific quantiles of outcomes over their expected values. Downside-focused agents targeting low quantiles reduce risk in states with high variance, while those with a…

General Finance · Quantitative Finance 2025-10-23 Jozef Barunik , Lukas Janasek , Attila Sarkany

In this paper, we consider the portfolio optimization problem in a financial market under a general utility function. Empirical results suggest that if a significant market fluctuation occurs, invested wealth tends to have a notable change…

Portfolio Management · Quantitative Finance 2022-01-26 Minglian Lin , Indranil SenGupta

In this paper we investigate a dynamic stochastic portfolio optimization problem involving both the expected terminal utility and intertemporal utility maximization. We solve the problem by means of a solution to a fully nonlinear…

Portfolio Management · Quantitative Finance 2019-03-26 Sona Kilianova , Daniel Sevcovic

In the presence of ambiguity on the driving force of market randomness, we consider the dynamic portfolio choice without any predetermined investment horizon. The investment criteria is formulated as a robust forward performance process,…

Mathematical Finance · Quantitative Finance 2019-04-23 Qian Lin , Xianming Sun , Chao Zhou

In this paper, we focus on the problem of optimal portfolio-consumption policies in a multi-asset financial market, where the n risky assets follow Exponential Ornstein-Uhlenbeck processes, along with one risk-free bond. The investor's…

Optimization and Control · Mathematics 2025-09-10 Zhaoxiang Zhong , Haiming Song

The main objective of this paper is to develop a martingale-type solution to optimal consumption--investment choice problems ([Merton, 1969] and [Merton, 1971]) under time-varying incomplete preferences driven by externalities such as…

Mathematical Finance · Quantitative Finance 2025-01-14 Weixuan Xia

This paper examines a continuous time intertemporal consumption and portfolio choice problem with a stochastic differential utility preference of Epstein-Zin type for a robust investor, who worries about model misspecification and seeks…

Optimization and Control · Mathematics 2021-03-09 Jiangyan Pu , Qi Zhang

An advantageous feature of piecewise constant policy timestepping for Hamilton-Jacobi-Bellman (HJB) equations is that different linear approximation schemes, and indeed different meshes, can be used for the resulting linear equations for…

Numerical Analysis · Mathematics 2016-01-21 Christoph Reisinger , Peter Forsyth

This paper studies a dynamic optimal reinsurance and dividend-payout problem for an insurance company in a finite time horizon. The goal of the company is to maximize the expected cumulative discounted dividend payouts until bankruptcy or…

Mathematical Finance · Quantitative Finance 2022-06-28 Chonghu Guan , Zuo Quan Xu , Rui Zhou

We study a model of a corporation which has the possibility to choose various production/business policies with different expected profits and risks. In the model there are restrictions on the dividend distribution rates as well as…

Probability · Mathematics 2008-12-10 Tahir Choulli , Michael Taksar , Xun Yu Zhou

In this report we derive the strategic (deterministic) allocation to bonds and stocks resulting in the optimal mean-variance trade-off on a given investment horizon. The underlying capital market features a mean-reverting process for equity…

Mathematical Finance · Quantitative Finance 2022-01-17 Søren Fiig Jarner

We study the optimal investment-consumption problem for a member of defined contribution plan during the decumulation phase. For a fixed annuitization time, to achieve higher final annuity, we consider a variable consumption rate. Moreover,…

Portfolio Management · Quantitative Finance 2020-08-18 Hassan Dadashi

In this work we investigate the optimal proportional reinsurance-investment strategy of an insurance company which wishes to maximize the expected exponential utility of its terminal wealth in a finite time horizon. Our goal is to extend…

Risk Management · Quantitative Finance 2019-04-04 Matteo Brachetta , Claudia Ceci

In this paper, both dynamic mean-variance portfolio selection problems and dynamic variance hedging problems are discussed under non-Markovian framework. Explicit closed-loop equilibrium strategies of these problems are respectively…

Optimization and Control · Mathematics 2018-02-06 Tianxiao Wang
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