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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

This work deals with an optimal asset allocation problem for a defined contribution (DC) pension plan during its accumulation phase. The contribution rate is proportional to the individual's salary, the dynamics of which follows a Heston…

最优化与控制 · 数学 2021-03-04 Xiaoyi Zhang , Linlin Tian

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

This paper investigates the optimal management of an aggregated defined benefit pension plan in a stochastic environment. The interest rate follows the Ornstein-Uhlenbeck model, the benefits follow the geometric Brownian motion while the…

投资组合管理 · 定量金融 2023-02-20 Guohui Guan , Zongxia Liang , Yi Xia

In this paper we study the optimal investment and reinsurance problem of an insurance company whose investment preferences are described via a forward dynamic exponential utility in a regime-switching market model. Financial and actuarial…

投资组合管理 · 定量金融 2021-06-29 Katia Colaneri , Alessandra Cretarola , Benedetta Salterini

This paper investigates optimal investment and pension policies in a Pay-As-You-Go (PAYG) system supplemented by a buffer fund used as an intergenerational risk-sharing mechanism. The social planner's preference criterion is represented by…

数理金融 · 定量金融 2026-05-15 Jennifer Alonso-Garcia , Caroline Hillairet , Sarah Kaakai , Mohamed Mrad

This paper proposes and investigates an optimal pair investment/pension policy for a pay-as-you-go (PAYG) pension scheme. The social planner can invest in a buffer fund in order to guarantee a minimal pension amount. The model aims at…

数理金融 · 定量金融 2024-02-28 Caroline Hillairet , Sarah Kaakai , Mohamed Mrad

We study the optimal investment and proportional reinsurance problem of an insurance company, whose investment preferences are described via a forward dynamic utility of exponential type in a stochastic factor model allowing for a possible…

数理金融 · 定量金融 2022-10-20 Katia Colaneri , Alessandra Cretarola , Benedetta Salterini

Currently, pension providers are running into trouble mainly due to the ultra-low interest rates and the guarantees associated to some pension benefits. With the aim of reducing the pension volatility and providing adequate pension levels…

风险管理 · 定量金融 2020-08-07 M. Carmen Boado-Penas , Julia Eisenberg , Paul Krühner

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…

经济学 · 定量金融 2016-06-30 Johan G. Andreasson , Pavel V. Shevchenko , Alex Novikov

This paper studies robust forward investment and consumption preferences within a zero-volatility context. Different from previous works, we consider an incomplete financial market model due to general investment portfolio constraints. We…

数理金融 · 定量金融 2023-11-20 Wing Fung Chong , Gechun Liang

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

We study an asset allocation stochastic problem with restriction for a defined-contribution pension plan during the accumulation phase. We consider a financial market with stochastic interest rate, composed of a risk-free asset, a real zero…

投资组合管理 · 定量金融 2018-08-23 Calisto Guambe , Rodwell Kufakunesu , Gusti Van Zyl , Conrad Beyers

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

Demographic changes increase the necessity to base the pension system more and more on the second and the third pillar, namely the occupational and private pension plans; this paper deals with Target Date Funds (TDFs), which are a typical…

投资组合管理 · 定量金融 2021-04-20 Frank Bosserhoff , An Chen , Nils Sorensen , Mitja Stadje

The transition from defined benefit to defined contribution pension plans shifts the responsibility for saving toward retirement from governments and institutions to the individuals. Determining optimal saving and investment strategy for…

投资组合管理 · 定量金融 2022-06-14 Fatih Ozhamaratli , Paolo Barucca

Most decision theories, including expected utility theory, rank dependent utility theory and cumulative prospect theory, assume that investors are only interested in the distribution of returns and not in the states of the economy in which…

投资组合管理 · 定量金融 2014-07-03 Carole Bernard , Franck Moraux , Ludger Rueschendorf , Steven Vanduffel

The aim of this work consists in the study of the optimal investment strategy for a behavioural investor, whose preference towards risk is described by both a probability distortion and an S-shaped utility function. Within a continuous-time…

投资组合管理 · 定量金融 2013-04-30 Miklos Rasonyi , Andrea M. Rodrigues

As the developed world replaces Defined Benefit (DB) pension plans with Defined Contribution (DC) plans, there is a need to develop decumulation strategies for DC plan holders. Optimal decumulation can be viewed as a problem in optimal…

最优化与控制 · 数学 2025-02-25 Peter A. Forsyth , Yuying Li

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…

数理金融 · 定量金融 2025-01-14 Weixuan Xia
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