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Optimal security design for risk-averse investors

Optimal security design for risk-averse investors
Optimal security design for risk-averse investors
We use the tools of mechanism design combined with the theory of risk measures to analyze how a cash-constrained owner of an asset with known, stochastic returns raises capital from a population of investors who differ in their risk aversion and budget constraints. The issuer partitions the asset's cash flow into several asset-backed securities, one for each type of investor. The optimal partition conforms to the commonly observed practice of tranching into senior debt, junior debt, and equity. Tranching arises endogenously due to the differences in risk appetites among agents and in the budget constraints they face.
0002-8282
2050-2092
Gershkov, Alex
214a0b5e-c742-486d-b910-c8ec702c943a
Moldovanu, Benny
f84fdd42-3143-4219-be24-fb26385b106d
Strack, Philipp
35074b36-f2b6-439e-bc94-8f469f83d474
Zhang, Mengxi
862887d0-ad62-42e3-bf3d-6b82a872347c
Gershkov, Alex
214a0b5e-c742-486d-b910-c8ec702c943a
Moldovanu, Benny
f84fdd42-3143-4219-be24-fb26385b106d
Strack, Philipp
35074b36-f2b6-439e-bc94-8f469f83d474
Zhang, Mengxi
862887d0-ad62-42e3-bf3d-6b82a872347c

Gershkov, Alex, Moldovanu, Benny, Strack, Philipp and Zhang, Mengxi (2025) Optimal security design for risk-averse investors. American Economic Review, 115 (6), 2050-2092. (doi:10.1257/aer.20231597).

Record type: Article

Abstract

We use the tools of mechanism design combined with the theory of risk measures to analyze how a cash-constrained owner of an asset with known, stochastic returns raises capital from a population of investors who differ in their risk aversion and budget constraints. The issuer partitions the asset's cash flow into several asset-backed securities, one for each type of investor. The optimal partition conforms to the commonly observed practice of tranching into senior debt, junior debt, and equity. Tranching arises endogenously due to the differences in risk appetites among agents and in the budget constraints they face.

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Published date: 1 June 2025

Identifiers

Local EPrints ID: 503784
URI: http://eprints.soton.ac.uk/id/eprint/503784
ISSN: 0002-8282
PURE UUID: 0de56944-c2a6-4c6b-86f0-a5c2e78eec79
ORCID for Alex Gershkov: ORCID iD orcid.org/0000-0002-6062-8428

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Date deposited: 12 Aug 2025 17:15
Last modified: 13 Aug 2025 03:04

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Contributors

Author: Alex Gershkov ORCID iD
Author: Benny Moldovanu
Author: Philipp Strack
Author: Mengxi Zhang

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