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New Formulations of Ambiguous Volatility with an Application to Optimal Dynamic Contracting (2101.12306v1)

Published 28 Jan 2021 in econ.TH and q-fin.MF

Abstract: I introduce novel preference formulations which capture aversion to ambiguity about unknown and potentially time-varying volatility. I compare these preferences with Gilboa and Schmeidler's maxmin expected utility as well as variational formulations of ambiguity aversion. The impact of ambiguity aversion is illustrated in a simple static model of portfolio choice, as well as a dynamic model of optimal contracting under repeated moral hazard. Implications for investor beliefs, optimal design of corporate securities, and asset pricing are explored.

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