Periodic portfolio selection with quasi-hyperbolic discounting

Fuente: arXiv
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Autores principales: Hamaguchi, Yushi, Tse, Alex S. L.
Formato: Preprint
Publicado: 2024
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author Hamaguchi, Yushi
Tse, Alex S. L.
author_facet Hamaguchi, Yushi
Tse, Alex S. L.
contents We introduce an infinite-horizon, continuous-time portfolio selection problem faced by an agent with periodic S-shaped preference and present bias. The inclusion of a quasi-hyperbolic discount function leads to time-inconsistency and we characterize the optimal portfolio for a pre-committing, naive and sophisticated agent respectively. In the more theoretically challenging problem with a sophisticated agent, the time-consistent planning strategy can be formulated as an equilibrium to a static mean field game. Interestingly, present bias and naivety do not necessarily result in less desirable risk taking behaviors, while agent's sophistication may lead to excessive leverage (underinvestement) in the bad (good) states of the world.
format Preprint
id arxiv_https___arxiv_org_abs_2410_18240
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle Periodic portfolio selection with quasi-hyperbolic discounting
Hamaguchi, Yushi
Tse, Alex S. L.
Portfolio Management
General Economics
Economics
General Finance
Mathematical Finance
49L99, 49N90, 91A10, 91E99, 91G10, 93E20
We introduce an infinite-horizon, continuous-time portfolio selection problem faced by an agent with periodic S-shaped preference and present bias. The inclusion of a quasi-hyperbolic discount function leads to time-inconsistency and we characterize the optimal portfolio for a pre-committing, naive and sophisticated agent respectively. In the more theoretically challenging problem with a sophisticated agent, the time-consistent planning strategy can be formulated as an equilibrium to a static mean field game. Interestingly, present bias and naivety do not necessarily result in less desirable risk taking behaviors, while agent's sophistication may lead to excessive leverage (underinvestement) in the bad (good) states of the world.
title Periodic portfolio selection with quasi-hyperbolic discounting
topic Portfolio Management
General Economics
Economics
General Finance
Mathematical Finance
49L99, 49N90, 91A10, 91E99, 91G10, 93E20
url https://arxiv.org/abs/2410.18240