English
Related papers

Related papers: Minimizing the Probability of Lifetime Ruin under …

200 papers

This article proposes a method for measuring the latent risks involved in the recovery process of non performing loans in financial institutions and business firms that deal with collection and recovery processes. To that end, we apply the…

Applications · Statistics 2014-08-20 Mauro R. Oliveira , Francisco Louzada

A rational behavior of a consumer is analyzed when the user participates in a Peak Time Rebate (PTR) mechanism, which is a demand response (DR) incentive program based on a baseline. A multi-stage stochastic programming is proposed from the…

Systems and Control · Computer Science 2018-02-23 José Vuelvas , Fredy Ruiz

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

We study an optimal investment/consumption problem in a model capturing market and credit risk dependencies. Stochastic factors drive both the default intensity and the volatility of the stocks in the portfolio. We use the martingale…

Mathematical Finance · Quantitative Finance 2018-06-20 Lijun Bo , Agostino Capponi

This paper studies robust forward investment and consumption preferences and optimal strategies for a risk-averse and ambiguity-averse agent in an incomplete financial market with drift and volatility uncertainties. We focus on non-zero…

Portfolio Management · Quantitative Finance 2025-09-17 Wing Fung Chong , Gechun Liang

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

We constructively prove the existence of time-discrete consumption processes for stochastic money accounts that fulfill a pre-specified positively homogeneous projection property (PHPP) and let the account always be positive and exactly…

General Finance · Quantitative Finance 2012-06-21 Tom Fischer

I study the optimal regulation of a financial sector where individual banks face self-enforcing constraints countering their default incentives. The constrained-efficient social planner can improve over the unregulated equilibrium in two…

General Economics · Economics 2025-04-08 Aliaksandr Zaretski

The classical optimal investment and consumption problem with infinite horizon is studied in the presence of transaction costs. Both proportional and fixed costs as well as general utility functions are considered. Weak dynamic programming…

Portfolio Management · Quantitative Finance 2016-10-14 Albert Altarovici , Max Reppen , H. Mete Soner

This memoir presents a systematic study of the utility maximization problem of an investor in a constrained and unbounded financial market. Building upon the work of Hu et al. (2005) [Ann. Appl. Probab., 15, 1691--1712] in a bounded…

Probability · Mathematics 2024-10-16 Ying Hu , Gechun Liang , Shanjian Tang

We consider the classical multi-asset Merton investment problem under drift uncertainty, i.e. the asset price dynamics are given by geometric Brownian motions with constant but unknown drift coefficients. The investor assumes a prior drift…

Portfolio Management · Quantitative Finance 2024-02-22 Nicole Bäuerle , Antje Mahayni

An investor with constant relative risk aversion and an infinite planning horizon trades a risky and a safe asset with constant investment opportunities, in the presence of small transaction costs and a binding exogenous portfolio…

Portfolio Management · Quantitative Finance 2013-01-09 Johannes Muhle-Karbe , Ren Liu

We propose a tractable dynamic framework for the joint determination of optimal consumption, portfolio choice, and healthcare irreversible investment. Our model is based on a Merton's portfolio and consumption problem, where, in addition,…

Optimization and Control · Mathematics 2023-12-25 Giorgio Ferrari , Shihao Zhu

The retirement funding problem addresses the question of how to manage a retiree's savings to provide her with a constant post-tax inflation adjusted consumption throughout her lifetime. This consists of choosing withdrawals and transfers…

Optimization and Control · Mathematics 2025-07-16 Kasper Johansson , Stephen Boyd

This paper considers the problem of consumption and investment in a financial market within a continuous time stochastic economy. The investor exhibits a change in the discount rate. The investment opportunities are a stock and a riskless…

Portfolio Management · Quantitative Finance 2013-03-07 Traian Pirvu , Huayue Zhang

In this paper we investigate a utility maximization problem with drift uncertainty in a multivariate continuous-time Black-Scholes type financial market which may be incomplete. We impose a constraint on the admissible strategies that…

Portfolio Management · Quantitative Finance 2021-11-04 Jörn Sass , Dorothee Westphal

We study the problem of asset liquidation in financial systems. During financial crises, asset liquidation is often inevitable but can lead to substantial losses if a significant amount of illiquid assets are sold simultaneously at…

Risk Management · Quantitative Finance 2026-03-18 Dohyun Ahn , Hongyi Jiang

Dual risk models are popular for modeling a venture capital or high tech company, for which the running cost is deterministic and the profits arrive stochastically over time. Most of the existing literature on dual risk models concentrated…

Risk Management · Quantitative Finance 2023-02-14 Arash Fahim , Lingjiong Zhu

An income loss can have a negative impact on households, forcing them to reduce their consumption of some staple goods. This can lead to health issues and, consequently, generate significant costs for society. We suggest that consumers can,…

General Economics · Economics 2020-12-17 Clémence Alasseur , Corinne Chaton , Emma Hubert

We analyze the consumption-portfolio selection problem of an investor facing both Brownian and jump risks. We bring new tools, in the form of orthogonal decompositions, to bear on the problem in order to determine the optimal portfolio in…

Probability · Mathematics 2009-06-15 Yacine Aït-Sahalia , Julio Cacho-Diaz , T. R. Hurd