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Record W2939104739 · doi:10.1137/18m1178542

Equilibrium Strategies for Alpha-Maxmin Expected Utility Maximization

2019· article· en· W2939104739 on OpenAlex

Why this work is in the frame

A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.

fundA Canadian funder is recorded on the work.
no affNo Canadian affiliation: this work is invisible to an affiliation-only frame.
No Canadian affiliation. An affiliation-only frame, the usual design, would never have seen this work. It is one of the works that make the case for inverting the frame.

Bibliographic record

VenueSIAM Journal on Financial Mathematics · 2019
Typearticle
Languageen
FieldComputer Science
TopicBayesian Modeling and Causal Inference
Canadian institutionsnot available
FundersNatural Sciences and Engineering Research Council of CanadaNational Natural Science Foundation of China
KeywordsAlpha (finance)MaximizationEconomicsMathematical economicsEconometricsMathematical optimizationComputer scienceMathematicsStatistics

Abstract

fetched live from OpenAlex

In the existing literature of robust utility maximization with ambiguity, agents are generally assumed to be extremely ambiguity-averse as they tend to only consider expected payoffs in the worst-case scenario. However, experimental studies have shown that agents' attitude to ambiguity is not systematically negative and can even be ambiguity-seeking when they consider themselves knowledgeable or competent. To conceptually distinguish between an agent's perception of ambiguity and ambiguity aversion, the so-called $\alpha$-maxmin expected utility ($\alpha$-MEU) was proposed in the economics literature as a linear aggregation of the most and least favorable prior beliefs. Although the axiomatic characterization of $\alpha$-MEU has been well studied, there has been little work on the benchmark maximization problem for $\alpha$-MEU. The main difficulty stems from the dynamic inconsistency of two distinct extreme priors and nonconvexity (and nonconcavity) of the value function. In this paper, we study the maximization problem for $\alpha$-MEU and solve for the equilibrium strategies of open-loop type. Under logarithmic risk preference, we obtain the explicit form of equilibrium investment strategies, which involves a two-dimensional system of fully coupled quadratic backward stochastic differential equations (BSDE). The main challenge in completing the verification theorem is to study the existence, uniqueness, and stability of this system of BSDE. For this purpose, we consider a general Markov model of the financial market, which leads to a system of quadratic Markovian BSDE. We find that the equilibrium investment strategy becomes more conservative if the agent is more ambiguity-averse or the agent perceives more ambiguity in the financial market. The equilibrium strategy is close to the classical nonrobust strategy (without ambiguity) if the agent is ambiguity-neutral. As time approaches maturity, ambiguity-seeking (ambiguity-averse) agents adopt more aggressive (conservative) equilibrium strategies. Additionally, the equilibrium strategy of an ambiguity-neutral agent converges to the classical nonrobust strategy at maturity.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.001
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Theoretical or conceptual · Consensus signal: Theoretical or conceptual
GenreCandidate signal: Methods · Consensus signal: none
Teacher disagreement score0.744
Threshold uncertainty score0.671

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0010.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.000
Science and technology studies0.0000.000
Scholarly communication0.0000.001
Open science0.0010.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.030
GPT teacher head0.268
Teacher spread0.238 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it