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We apply stochastic Perron's method to a singular control problem where an individual targets at a given consumption rate, invests in a risky financial market in which trading is subject to proportional transaction costs, and seeks to…

Optimization and Control · Mathematics 2014-11-04 Erhan Bayraktar , Yuchong Zhang

This paper investigates the optimal investment, consumption, and life insurance strategies for households under the impact of health shock risk. Considering the uncertainty of the future health status of family members, a non-homogeneous…

Applications · Statistics 2024-02-02 Zhen Zhao , Wei Liu , Xiaoyi Tang

In this paper, we study the ruin problem with investment in a general framework where the business part X is a L{\'e}vy process and the return on investment R is a semimartingale. We obtain upper bounds on the finite and infinite time ruin…

Probability · Mathematics 2018-07-02 Lioudmila Vostrikova , Jérôme Spielmann

We consider an optimal investment-consumption problem for a utility-maximizing investor who has access to assets with different liquidity and whose consumption rate as well as terminal wealth are subject to lower-bound constraints. Assuming…

Mathematical Finance · Quantitative Finance 2025-05-21 Yevhen Havrylenko

In this work we analytically solve an optimal retirement problem, in which the agent optimally allocates the risky investment, consumption and leisure rate to maximise a gain function characterised by a power utility function of consumption…

Portfolio Management · Quantitative Finance 2021-08-23 Guodong Ding , Daniele Marazzina

In this paper, we develop a deep neural network approach to solve a lifetime expected mortality-weighted utility-based model for optimal consumption in the decumulation phase of a defined contribution pension system. We formulate this…

General Finance · Quantitative Finance 2020-07-28 Wen Chen , Nicolas Langrené

We consider a general discrete-time financial market with proportional transaction costs as in [Kabanov, Stricker and R\'{a}sonyi Finance and Stochastics 7 (2003) 403--411] and [Schachermayer Math. Finance 14 (2004) 19--48]. In addition to…

Probability · Mathematics 2008-12-10 Bruno Bouchard , Huyên Pham

We consider a government that aims at reducing the debt-to-gross domestic product (GDP) ratio of a country. The government observes the level of the debt-to-GDP ratio and an indicator of the state of the economy, but does not directly…

Optimization and Control · Mathematics 2019-01-29 Giorgia Callegaro , Claudia Ceci , Giorgio Ferrari

In this paper, optimal consumption and investment decisions are studied for an investor who can invest in a fixed interest rate bank account and a stock whose price is a log normal diffusion. We present the method of the HJB equation in…

Portfolio Management · Quantitative Finance 2014-09-16 Jiacheng Feng

This paper examines an optimal investment problem in a continuous-time (essentially) complete financial market with a finite horizon. We deal with an investor who behaves consistently with principles of Cumulative Prospect Theory, and whose…

Portfolio Management · Quantitative Finance 2014-03-18 Miklós Rásonyi , Andrea Meireles Rodrigues

In our model, private actors with interbank cash flows similar to, but nore general than (Carmona, Fouque, Sun, 2013) borrow from the outside economy at a certain interest rate, controlled by the central bank, and invest in risky assets.…

Risk Management · Quantitative Finance 2018-10-09 Aditya Maheshwari , Andrey Sarantsev

We find the optimal indemnity to minimize the probability of ruin when premium is calculated according to the distortion premium principle with a proportional risk load, and admissible indemnities are such that both the indemnity and…

Risk Management · Quantitative Finance 2020-12-08 Bahman Angoshtari , Virginia R. Young

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 analyzes the 1/3 Financial Rule, a method of allocating income equally among debt repayment, savings, and living expenses. Through mathematical modeling, game theory, behavioral finance, and technological analysis, we examine the…

General Finance · Quantitative Finance 2025-04-08 Aditi Godbole , Zubin Shah , Ranjeet S. Mudholkar

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

This paper studies the infinite-horizon optimal consumption with a path-dependent reference under exponential utility. The performance is measured by the difference between the nonnegative consumption rate and a fraction of the historical…

Mathematical Finance · Quantitative Finance 2022-03-23 Shuoqing Deng , Xun Li , Huyen Pham , Xiang Yu

We investigate models of the life annuity insurance when the company invests its reserve into a risky asset with price following a geometric Brownian motion. Our main result is an exact asymptotic of the ruin probabilities for the case of…

Probability · Mathematics 2015-05-19 Yuri Kabanov , Serguei Pergamenshchikov

In this paper, we develop an expected utility model for the retirement behavior in the decumulation phase of Australian retirees with sequential family status subject to consumption, housing, investment, bequest and government provided…

Economics · Quantitative Finance 2016-06-30 Johan G. Andreasson , Pavel V. Shevchenko , Alex Novikov

We introduce the logistic model of consumption growth, which captures a negative feedback loop preventing an unlimited growth of consumption due to finite biophysical resources of our planet. This simple dynamic model allows for derivation…

General Finance · Quantitative Finance 2018-07-05 Victor E. Gluzberg , Yuri A. Katz

We consider the problem of optimal investment with intermediate consumption in a general semimartingale model of an incomplete market, with preferences being represented by a utility stochastic field. We show that the key conclusions of the…

Portfolio Management · Quantitative Finance 2017-09-20 Huy N. Chau , Andrea Cosso , Claudio Fontana , Oleksii Mostovyi
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