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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…

综合经济学 · 经济学 2025-12-09 Aleksandar Arandjelović , Ryle S. Perera , Pavel V. Shevchenko , Tak Kuen Siu , Jin Sun

This paper studies the optimal investment problem for a hybrid pension plan under model uncertainty, where both the contribution and the benefit are adjusted depending on the performance of the plan. Furthermore, an age and time-dependent…

最优化与控制 · 数学 2023-02-07 Ke Fu , Ximin Rong , Hui Zhao

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…

数理金融 · 定量金融 2017-09-26 Claudia Ceci , Katia Colaneri , Alessandra Cretarola

It is known that the decision to purchase an annuity may be associated to an optimal stopping problem. However, little is known about optimal strategies, if the mortality force is a generic function of time and if the `subjective' life…

数理金融 · 定量金融 2018-07-13 Tiziano De Angelis , Gabriele Stabile

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…

最优化与控制 · 数学 2011-07-25 Ivar Ekeland , Oumar Mbodji , Traian A. Pirvu

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…

综合金融 · 定量金融 2020-07-28 Wen Chen , Nicolas Langrené

In this paper we study a class of insurance products where the policy holder has the option to insure $k$ of its annual Operational Risk losses in a horizon of $T$ years. This involves a choice of $k$ out of $T$ years in which to apply the…

风险管理 · 定量金融 2013-12-03 Rodrigo S. Targino , Gareth W. Peters , Georgy Sofronov , Pavel V. Shevchenko

We analyze the potential of reinsurance for reversing the current trend of decreasing capital guarantees in life insurance products. Providing an insurer with an opportunity to shift part of the financial risk to a reinsurer, we solve the…

数理金融 · 定量金融 2025-05-21 Marcos Escobar-Anel , Yevhen Havrylenko , Michel Kschonnek , Rudi Zagst

Optimal investment strategies of an individual worker during the accumulation phase in the defined contribution pension scheme have been well studied in the literature. Most of them adopted the classical backward model and approach, but any…

投资组合管理 · 定量金融 2023-09-19 Kenneth Tsz Hin Ng , Wing Fung Chong

Goal-based investing is concerned with reaching a monetary investment goal by a given finite deadline, which differs from mean-variance optimization in modern portfolio theory. In this article, we expand the close connection between…

数理金融 · 定量金融 2021-11-01 Thomas Krabichler , Marcus Wunsch

In this research, we present an analysis of the optimal investment, consumption, and life insurance acquisition problem for a wage earner with partial information. Our study considers the non-linear filter case where risky asset prices are…

最优化与控制 · 数学 2023-04-25 Woundjiagué Apollinaire , Rodwell Kufakunesu , Julius Esunge

We determine the optimal investment strategy of an individual who targets a given rate of consumption and who seeks to minimize the probability of going bankrupt before she dies, also known as {\it lifetime ruin}. We impose two types of…

最优化与控制 · 数学 2008-12-02 Erhan Bayraktar , Virginia R. Young

This paper considers optimal control problem of a large insurance company under a fixed insolvency probability. The company controls proportional reinsurance rate, dividend pay-outs and investing process to maximize the expected present…

风险管理 · 定量金融 2010-06-01 Zongxia Liang , Jianping Huang

We investigate an optimal reinsurance problem for an insurance company facing a constant fixed cost when the reinsurance contract is signed. The insurer needs to optimally choose both the starting time of the reinsurance contract and the…

数理金融 · 定量金融 2021-01-14 Matteo Brachetta , Claudia Ceci

Based on a point of view that solvency and security are first, this paper considers regular-singular stochastic optimal control problem of a large insurance company facing positive transaction cost asked by reinsurer under solvency…

风险管理 · 定量金融 2010-12-22 Zongxia Liang , Jicheng Yao

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…

风险管理 · 定量金融 2019-04-04 Matteo Brachetta , Claudia Ceci

We study the problem of optimal long term portfolio selection with a view to beat a benchmark. Two kinds of objectives are considered. One concerns the probability of outperforming the benchmark and seeks either to minimise the decay rate…

概率论 · 数学 2017-12-04 Anatolii A. Puhalskii

This paper studies an optimal investing problem for a retiree facing longevity risk and living standard risk. We formulate the investing problem as a portfolio choice problem under a time-varying risk capacity constraint. We derive the…

投资组合管理 · 定量金融 2022-02-16 Weidong Tian , Zimu Zhu

This paper considers the constrained portfolio optimization in a generalized life-cycle model. The individual with a stochastic income manages a portfolio consisting of stocks, a bond, and life insurance to maximize his or her consumption…

投资组合管理 · 定量金融 2024-10-29 Wenyuan Li , Pengyu Wei

This paper studies long term investing by an investor that maximizes either expected utility from terminal wealth or from consumption. We introduce the concepts of a generalized stochastic discount factor (SDF) and of the minimum price to…

投资组合管理 · 定量金融 2017-05-12 Dietmar Leisen , Eckhard Platen