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Main Authors: Fießinger, Felix, Stadje, Mitja
Format: Preprint
Published: 2023
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Online Access:https://arxiv.org/abs/2305.09471
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author Fießinger, Felix
Stadje, Mitja
author_facet Fießinger, Felix
Stadje, Mitja
contents Focusing on gains & losses relative to a risk-free benchmark instead of terminal wealth, we consider an asset allocation problem to maximize time-consistently a mean-risk reward function with a general risk measure which is i) law-invariant, ii) cash- or shift-invariant, and iii) positively homogeneous, and possibly plugged into a general function. Examples include (relative) Value at Risk, coherent risk measures, variance, and generalized deviation risk measures. We model the market via a generalized version of the multi-dimensional Black-Scholes model using $α$-stable Lévy processes and give supplementary results for the classical Black-Scholes model. The optimal solution to this problem is a Nash subgame equilibrium given by the solution of an extended Hamilton-Jacobi-Bellman equation. Moreover, we show that the optimal solution is deterministic under appropriate assumptions.
format Preprint
id arxiv_https___arxiv_org_abs_2305_09471
institution arXiv
publishDate 2023
record_format arxiv
spellingShingle Time-Consistent Asset Allocation for Risk Measures in a Lévy Market
Fießinger, Felix
Stadje, Mitja
Mathematical Finance
Optimization and Control
91B51, 93E20, 60G52, 49L99, 35Q91, 49J20, 46B09
Focusing on gains & losses relative to a risk-free benchmark instead of terminal wealth, we consider an asset allocation problem to maximize time-consistently a mean-risk reward function with a general risk measure which is i) law-invariant, ii) cash- or shift-invariant, and iii) positively homogeneous, and possibly plugged into a general function. Examples include (relative) Value at Risk, coherent risk measures, variance, and generalized deviation risk measures. We model the market via a generalized version of the multi-dimensional Black-Scholes model using $α$-stable Lévy processes and give supplementary results for the classical Black-Scholes model. The optimal solution to this problem is a Nash subgame equilibrium given by the solution of an extended Hamilton-Jacobi-Bellman equation. Moreover, we show that the optimal solution is deterministic under appropriate assumptions.
title Time-Consistent Asset Allocation for Risk Measures in a Lévy Market
topic Mathematical Finance
Optimization and Control
91B51, 93E20, 60G52, 49L99, 35Q91, 49J20, 46B09
url https://arxiv.org/abs/2305.09471