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D Beyond the Variance: dispersion and variability

The variance is a classic example of a measure of dispersion. The purpose of such measures is to describe how dispersed is a random variable relative to some reference point (the mean in the case of the variance). We now present a general deÞnition

17In the second line we used the equality M = {u (f) + t : f ∈ G, t ∈ R}. Since u (X) is unbounded,

of measure of dispersion, that suggests a natural way to generalize mean-variance preferences.

Let B (Σ) be the set of all bounded real-valued Σ-measurable functions deÞned on S. Given a base probability q ∈ ∆σ(Σ), consider a vertically invariant reference functional τq : B (Σ)→ R, like the mean functional τq(ϕ) =R

ϕdq for each ϕ ∈ B (Σ).

A measure of dispersion Hq : B (Σ)→ R about τq is a convex functional satisfying the following conditions, discussed in Bickel and Lehmann [4] and [5]:

(i) Hq(0) = 0 and Hq(ϕ + k) = Hq(ϕ) for each ϕ ∈ B (Σ) and each constant function k ∈ B (Σ);

(ii) Hq1) ≥ Hq2) if |ϕ1− τq1)| stochastically dominates |ϕ2− τq2)|, that is, if F1−τq1)|(t)≤ F2−τq2)|(t) for each t ≥ 0.19

For example, important classes of measures of dispersion about the mean ϕ ≡R ϕdq where γ is any positive constant and µ is any probability distribution on (0, 1).

Variance Varq(ϕ) and standard deviation SDq(ϕ) are the special cases of, respec-tively, Hqv and Hqσ when γ = 2 and µ is the uniform distribution. SpeciÞcally,

A preference% on the set of all acts F on S is a dispersion preference if there is a dispersion measure Hq : B (Σ) → R such that, for all f, g ∈ F, is a dispersion preference, which for γ = 2 reduces to the mean-variance preference we

studied before.

19F|ϕ−τq(ϕ)| : R+ → [0, 1] is the cumulative distribution of |ϕ − τq(ϕ)| ∈ B (Σ) w.r.t. the base probability q; i.e., F|ϕ−τq(ϕ)|(t) = q ({s ∈ S : |ϕ (s) − τq(ϕ)| ≤ t}) for all t ≥ 0.

While dispersion measures describe the dispersion of a random variable about some reference point, variability measures try to describe the “intrinsic” dispersion of a random variable. For example, a classic variability measure is Gini’s mean difference:

G (ϕ) = Z

S×S

(ϕ (s)− ϕ (s0))2d (q⊗ q) .

In the same way dispersion measures induce dispersion preferences, variability measures as well can be used to introduce variability preferences. For brevity, here we just give a simple example involving Gini’s mean difference.

Example 35 Suppose S = {s1, s2}, and Σ = 2S. Given a base probability q ∈ ∆ (Σ), deÞne a preference%v on F as follows: for all f, g ∈ F,

f %v g ⇔ Z

u (f ) dq−θ

2(u (f (s1))− u (f (s2)))≥ Z

u (g) dq−θ

2(u (g (s1))− u (g (s2))) , where θ > 0 and u : X → R is an affine function. The preference %v may not be monotone, unless its domain is suitably restricted. Set

M (θ) =

½

ϕ∈ R2 : ϕ2 −1− q1

θ ≤ ϕ1 ≤ q1

θ + ϕ2

¾ .

It is easy to check that%vis a continuous variational preference on Fθ ={f : u (f) ∈ M (θ)}, with index of ambiguity aversion c? given by:

c?(p) =−(p1− q1)2 2θ . Hence,

f %v g ⇔ min

p∈∆σ(Σ,q)

µZ

u (f ) dp + 1

2θ(p1− q1)2

≥ min

p∈∆σ(Σ,q)

µZ

u (g) dp + 1

2θ (p1− q1)2

for all f, g ∈ F. N

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INTERNATIONAL CENTRE FOR ECONOMIC RESEARCH

APPLIED MATHEMATICS WORKING PAPER SERIES

1. Luigi Montrucchio and Fabio Privileggi, “On Fragility of Bubbles in Equilibrium Asset Pricing Models of Lucas-Type,” Journal of Economic Theory 101, 158-188, 2001 (ICER WP 2001/5).

2. Massimo Marinacci, “Probabilistic Sophistication and Multiple Priors,”

Econometrica 70, 755-764, 2002 (ICER WP 2001/8).

3. Massimo Marinacci and Luigi Montrucchio, “Subcalculus for Set Functions and Cores of TU Games,” Journal of Mathematical Economics 39, 1-25, 2003 (ICER WP 2001/9).

4. Juan Dubra, Fabio Maccheroni, and Efe Ok, “Expected Utility Theory without the Completeness Axiom,” Journal of Economic Theory, forthcoming (ICER WP 2001/11).

5. Adriana Castaldo and Massimo Marinacci, “Random Correspondences as Bundles of Random Variables,” April 2001 (ICER WP 2001/12).

6. Paolo Ghirardato, Fabio Maccheroni, Massimo Marinacci, and Marciano Siniscalchi, “A Subjective Spin on Roulette Wheels,” Econometrica, forthcoming (ICER WP 2001/17).

7. Domenico Menicucci, “Optimal Two-Object Auctions with Synergies,” July 2001 (ICER WP 2001/18).

8. Paolo Ghirardato and Massimo Marinacci, “Risk, Ambiguity, and the Separation of Tastes and Beliefs,” Mathematics of Operations Research 26, 864-890, 2001 (ICER WP 2001/21).

9. Andrea Roncoroni, “Change of Numeraire for Affine Arbitrage Pricing Models Driven By Multifactor Market Point Processes,” September 2001 (ICER WP 2001/22).

10. Maitreesh Ghatak, Massimo Morelli, and Tomas Sjoström, “Credit Rationing, Wealth Inequality, and Allocation of Talent”, September 2001 (ICER WP 2001/23).

11. Fabio Maccheroni and William H. Ruckle, “BV as a Dual Space,” Rendiconti del Seminario Matematico dell'Università di Padova, 107, 101-109, 2002 (ICER WP 2001/29).

12. Fabio Maccheroni, “Yaari Dual Theory without the Completeness Axiom,”

Economic Theory, forthcoming (ICER WP 2001/30).

13. Umberto Cherubini and Elisa Luciano, “Multivariate Option Pricing with Copulas,” January 2002 (ICER WP 2002/5).

14. Umberto Cherubini and Elisa Luciano, “Pricing Vulnerable Options with Copulas,” January 2002 (ICER WP 2002/6).

15. Steven Haberman and Elena Vigna, “Optimal Investment Strategies and Risk Measures in Defined Contribution Pension Schemes,” Insurance: Mathematics and Economics 31, 35-69, 2002 (ICER WP 2002/10).

16. Enrico Diecidue and Fabio Maccheroni, “Coherence without Additivity,” Journal of Mathematical Psychology, forthcoming (ICER WP 2002/11).

17. Paolo Ghirardato, Fabio Maccheroni, and Massimo Marinacci, “Ambiguity from the Differential Viewpoint,” April 2002 (ICER WP 2002/17).

18. Massimo Marinacci and Luigi Montrucchio, “A Characterization of the Core of Convex Games through Gateaux Derivatives,” Journal of Economic Theory, forthcoming (ICER WP 2002/18).

19. Fabio Maccheroni and Massimo Marinacci, “How to Cut a Pizza Fairly: Fair Division with Decreasing Marginal Evaluations,” Social Choice and Welfare, 20, 457-465, 2003 (ICER WP 2002/23).

20. Erio Castagnoli, Fabio Maccheroni and Massimo Marinacci, “Insurance Premia Consistent with the Market,” Insurance: Mathematics and Economics 31, 267-284, 2002 (ICER WP 2002/24).

21. Fabio Privileggi and Guido Cozzi, “Wealth Polarization and Pulverization in Fractal Societies,” September 2002 (ICER WP 2002/39).

22. Paolo Ghirardato, Fabio Maccheroni, and Massimo Marinacci, “Certainty Independence and the Separation of Utility and Beliefs,” December 2002 (ICER WP 2002/40).

23. Salvatore Modica and Marco Scarsini, “The Convexity-Cone Approach to Comparative Risk and Downside Risk”, January 2003 (ICER WP 2003/1).

24. Claudio Mattalia, “Existence of Solutions and Asset Pricing Bubbles in General Equilibrium Models”, January 2003 (ICER WP 2003/2).

25. Massimo Marinacci and Luigi Montrucchio, “Cores and Stable Sets of Finite Dimensional Games”, March 2003 (ICER WP 2003/7).

26. Jerome Renault, Sergio Scarlatti, and Marco Scarsini, “A Folk Theorem for Minority Games”, April 2003 (ICER WP 2003/10).

27. Peter Klibanoff, Massimo Marinacci, and Sujoy Mukerji, “A Smooth Model of Decision Making under Ambiguity”, April 2003 (ICER WP 2003/11).

28. Massimo Marinacci and Luigi Montrucchio, “Ultramodular Functions”, June 2003 (ICER WP 2003/13).

29. Erio Castagnoli, Fabio Maccheroni, and Massimo Marinacci, “Choquet Insurance Pricing: a Caveat”, June 2003 (ICER WP 2003/14).

30. Thibault Gajdos and Eric Maurin, “Unequal Uncertainties and Uncertain Inequalities: an Axiomatic Approach, June 2003 (ICER WP 2003/15).

31. Thibault Gajdos and John A. Weymark, “Multidimensional Generalized Gini Indices”, June 2003 (ICER WP 2003/16).

32. Thibault Gajdos, Jean-Marc Tallon, and Jean-Christophe Vergnaud, “Decision Making with Imprecise Probabilistic Information”, June 2003 (ICER WP 2003/18).

33. Alfred Müller and Marco Scarsini, “Archimedean Copulae and Positive Dependence”, July 2003 (ICER WP 2003/25).

34. Bruno Bassan, Olivier Gossner, Marco Scarsini, and Shmuel Zamir, “Positive Value of Information in Games”, International Journal of Game Theory, forthcoming (ICER WP 2003/26).

35. Marco Dall’Aglio and Marco Scarsini, “Zonoids, Linear Dependence, and Size-Biased Distributions on the Simplex”, Advances in Applied Probability forthcoming (ICER WP 2003/27).

36. Taizhong Hu, Alfred Muller, and Marco Scarsini, “Some Counterexamples in Positive Dependence”, Journal of Statistical Planning and Inference, forthcoming (ICER WP 2003/28).

37. Massimo Marinacci, Fabio Maccheroni, Alain Chateauneuf, and Jean-Marc Tallon, “Monotone Continuous Multiple Priors” August 2003 (ICER WP 2003/30).

38. Massimo Marinacci and Luigi Montrucchio, “Introduction to the Mathematics of Ambiguity, October 2003 (ICER WP 2003/34).

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