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Related papers: Optimal Annuitization Time under a Mortality Shock

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This paper presents an optimal strategy for portfolio liquidation under discrete time conditions. We assume that N risky assets held will be liquidated according to the same time interval and order quantity, and the basic price processes of…

Trading and Market Microstructure · Quantitative Finance 2021-03-30 Qixuan Luo , Yu Shi , Handong Li

In this article we study an optimal stopping/optimal control problem which models the decision facing a risk-averse agent over when to sell an asset. The market is incomplete so that the asset exposure cannot be hedged. In addition to the…

Portfolio Management · Quantitative Finance 2008-12-10 Vicky Henderson , David Hobson

We find the optimal investment strategy for an individual who seeks to minimize one of four objectives: (1) the probability that his wealth reaches a specified ruin level {\it before} death, (2) the probability that his wealth reaches that…

Optimization and Control · Mathematics 2008-12-10 Erhan Bayraktar

We consider an insurance company modelling its surplus process by a Brownian motion with drift. Our target is to maximise the expected exponential utility of discounted dividend payments, given that the dividend rates are bounded by some…

Risk Management · Quantitative Finance 2019-01-23 Julia Eisenberg , Paul Krühner

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 present a numerical valuation of variable annuities with combined Guaranteed Minimum Withdrawal Benefit (GMWB) and Guaranteed Minimum Death Benefit (GMDB) under optimal policyholder behaviour solved as an optimal stochastic…

Computational Finance · Quantitative Finance 2015-04-10 Xiaolin Luo , Pavel V. Shevchenko

This paper studies the optimal liquidation of stocks in the presence of temporary and permanent price impacts, and we focus in the case of cryptocurrencies. We start by presenting analytical solutions to the problem with linear temporary…

Trading and Market Microstructure · Quantitative Finance 2023-03-20 Hugo E. Ramirez , Julián Fernando Sanchez

In this paper we consider the problem of optimizing lifetime consumption under a habit formation model. Our work differs from previous results, because we incorporate mortality and pension income. Lifetime utility of consumption makes the…

Portfolio Management · Quantitative Finance 2022-10-13 S. Kirusheva , H. Huang , T. S. Salisbury

We study an optimal liquidation problem with multiplicative price impact in which the trend of the asset's price is an unobservable Bernoulli random variable. The investor aims at selling over an infinite time-horizon a fixed amount of…

Mathematical Finance · Quantitative Finance 2022-11-28 Felix Dammann , Giorgio Ferrari

Tontines were once a popular type of mortality-linked investment pool. They promised enormous rewards to the last survivors at the expense of those died early. And, while this design appealed to the gambling instinc}, it is a suboptimal way…

Mathematical Finance · Quantitative Finance 2016-11-01 Moshe A. Milevsky , Thomas S. Salisbury

We assume that an individual invests in a financial market with one riskless and one risky asset, with the latter's price following a diffusion with stochastic volatility. In the current financial market especially, it is important to…

Portfolio Management · Quantitative Finance 2011-05-06 Erhan Bayraktar , Xueying Hu , Virginia R. Young

This paper investigates the consumption and investment decisions of an individual facing uncertain lifespan and stochastic labor income within a Black-Scholes market framework. A key aspect of our study involves the agent's option to choose…

Portfolio Management · Quantitative Finance 2025-06-05 An Chen , Giorgio Ferrari , Shihao Zhu

We use probabilistic methods to characterise time dependent optimal stopping boundaries in a problem of multiple optimal stopping on a finite time horizon. Motivated by financial applications we consider a payoff of immediate stopping of…

Optimization and Control · Mathematics 2017-01-10 Tiziano De Angelis , Yerkin Kitapbayev

We solve two stochastic control problems in which a player tries to minimize or maximize the exit time from an interval of a Brownian particle, by controlling its drift. The player can change from one drift to another but is subject to a…

Probability · Mathematics 2014-08-19 Robert C. Dalang , Laura Vinckenbosch

For an exponential utility maximizing investment strategy in a Black-Scholes Setting, fixed upper and lower constraints are introduced on the terminal wealth. This is equivalent to combining the optimal strategy with options. The resulting…

Portfolio Management · Quantitative Finance 2017-12-05 Lena Schutte

We design an optimal strategy for investment in a portfolio of assets subject to a multiplicative Brownian motion. The strategy provides the maximal typical long-term growth rate of investor's capital. We determine the optimal fraction of…

Statistical Mechanics · Physics 2008-12-02 Sergei Maslov , Yi-Cheng Zhang

This paper investigates the optimal retirement decision, investment, and consumption strategies in a market with jump diffusion, taking into account habit persistence and stock-wage correlation. Our analysis considers multiple stocks and a…

Mathematical Finance · Quantitative Finance 2024-02-20 Guohui Guan , Qitao Huang , Zongxia Liang , Fengyi Yuan

This paper considers the portfolio management problem of optimal investment, consumption and life insurance. We are concerned with time inconsistency of optimal strategies. Natural assumptions, like different discount rates for consumption…

Optimization and Control · Mathematics 2011-07-25 Ivar Ekeland , Oumar Mbodji , Traian A. Pirvu

The aim of this paper is to solve an optimal investment, consumption and life insurance problem when the investor is restricted to capital guarantee. We consider an incomplete market described by a jump-diffusion model with stochastic…

Portfolio Management · Quantitative Finance 2018-08-15 Rodwell Kufakunesu , Calisto Guambe

The aim of this paper is to compare two asset allocation methods for a pension scheme during the decumulation phase in the simplified portfolio selection between a risky asset following a geometric Brownian motion and a riskless asset. The…

Portfolio Management · Quantitative Finance 2010-01-13 Frédéric Planchet , Pierre-Emanuel Thérond