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相关论文: Intertemporal Hedging Demand under Epstein-Zin Pre…

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This paper solves the consumption-investment problem under Epstein-Zin preferences on a random horizon. In an incomplete market, we take the random horizon to be a stopping time adapted to the market filtration, generated by all observable,…

数理金融 · 定量金融 2024-01-09 Joshua Aurand , Yu-Jui Huang

We introduce the Pontryagin-Guided Direct Policy Optimization (PG-DPO) framework for high-dimensional continuous-time portfolio choice. Our approach combines Pontryagin's Maximum Principle (PMP) with backpropagation through time (BPTT) to…

投资组合管理 · 定量金融 2025-09-12 Jeonggyu Huh , Jaegi Jeon , Hyeng Keun Koo , Byung Hwa Lim

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…

最优化与控制 · 数学 2025-11-06 Elizabeth Dadzie , Wilfried Kuissi-Kamdem , Marcel Ndengo

In this paper, we investigate the robust optimal reinsurance,investment,and internal surplus distribution (i.e., consumption) problem for an insurer with Epstein-Zin recursive preferences in an incomplete market. It is assumed that the…

最优化与控制 · 数学 2026-05-19 Junyi Guo , Jianxuan Li , Qianqian Zhou

This paper examines a continuous time intertemporal consumption and portfolio choice problem with a stochastic differential utility preference of Epstein-Zin type for a robust investor, who worries about model misspecification and seeks…

最优化与控制 · 数学 2021-03-09 Jiangyan Pu , Qi Zhang

This paper introduces a novel stochastic control framework to enhance the capabilities of automated investment managers, or robo-advisors, by accurately inferring clients' investment preferences from past activities. Our approach leverages…

最优化与控制 · 数学 2024-06-05 Haoyang Cao , Zhengqi Wu , Renyuan Xu

We propose a scalable, policy-centric framework for continuous-time multi-asset portfolio-consumption optimization under inequality constraints. Our method integrates neural policies with Pontryagin's Maximum Principle (PMP) and enforces…

投资组合管理 · 定量金融 2025-11-07 Jeonggyu Huh , Jaegi Jeon , Hyeng Keun Koo , Byung Hwa Lim

In this article, we consider the optimal investment-consumption problem for an agent with preferences governed by Epstein--Zin stochastic differential utility (EZ-SDU) who invests in a constant-parameter Black-Scholes-Merton market over the…

数理金融 · 定量金融 2021-12-14 Martin Herdegen , David Hobson , Joseph Jerome

This paper studies the equal risk pricing (ERP) framework for the valuation of European financial derivatives. This option pricing approach is consistent with global trading strategies by setting the premium as the value such that the…

计算金融 · 定量金融 2021-02-26 Alexandre Carbonneau , Frédéric Godin

In a market with stochastic investment opportunities, we study an optimal consumption investment problem for an agent with recursive utility of Epstein-Zin type. Focusing on the empirically relevant specification where both risk aversion…

概率论 · 数学 2015-11-13 Hao Xing

This paper studies the problem of optimal investment with CRRA (constant, relative risk aversion) preferences, subject to dynamic risk constraints on trading strategies. The market model considered is continuous in time and incomplete. the…

投资组合管理 · 定量金融 2012-03-19 Santiago Moreno-Bromberg , Traian Pirvu , Anthony Réveillac

The classical Merton investment problem predicts deterministic, state-dependent portfolio rules; however, laboratory and field evidence suggests that individuals often prefer randomized decisions leading to stochastic and noisy choices.…

数理金融 · 定量金融 2026-02-17 Min Dai , Yuchao Dong , Yanwei Jia , Xun Yu Zhou

We explore the implications of a preference ordering for an investor-consumer with a strong preference for keeping consumption above an exogenous social norm, but who is willing to tolerate occasional dips below it. We do this by splicing…

In a continuous-time economy, this paper formulates the Epstein-Zin preference for discounted dividends received by an investor as an Epstein-Zin singular control utility. We introduce a backward stochastic differential equation with an…

数理金融 · 定量金融 2026-04-27 Kexin Chen , Kyunghyun Park , Hoi Ying Wong

We study the optimal investment problem for a homogeneous collective of $n$ individuals investing in a Black-Scholes model subject to longevity risk with Epstein--Zin preferences. %and with preferences given by power utility. We compute…

数理金融 · 定量金融 2024-09-25 John Armstrong , Cristin Buescu , James Dalby

We study optimal portfolio choice under Epstein-Zin recursive utility in the presence of general leverage constraints. We first establish that the optimal value function is the unique viscosity solution to the associated…

投资组合管理 · 定量金融 2025-10-24 Dejian Tian , Weidong Tian , Jianjun Zhou , Zimu Zhu

CRRA utility where the risk aversion coefficient is a constant is commonly seen in various economics models. But wealth-driven risk aversion rarely shows up in investor's investment problems. This paper mainly focus on numerical solutions…

机器学习 · 统计学 2022-10-04 Ruoxin Xiao

We consider the strategic interaction of traders in a continuous-time financial market with Epstein-Zin-type recursive intertemporal preferences and performance concerns. We derive explicitly an equilibrium for the finite player and the…

最优化与控制 · 数学 2024-03-21 Jodi Dianetti , Frank Riedel , Lorenzo Stanca

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…

概率论 · 数学 2024-10-16 Ying Hu , Gechun Liang , Shanjian Tang

In this article we consider the optimal investment-consumption problem for an agent with preferences governed by Epstein-Zin stochastic differential utility who invests in a constant-parameter Black-Scholes-Merton market. The paper has…

数理金融 · 定量金融 2021-07-15 David Hobson , Martin Herdegen , Joseph Jerome
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