The influence of Knightian uncertainty on sustainable financial welfare consequences

This study investigates the consequences of sustainable financial welfare based on the Knightian uncertainty framework. First, the dynamic equations of enterprise capital stock, portfolio return, and agent wealth are characterized by using G-Brownian motion. Second, the Hamilton–Jacobi–Bellman (HJB)...

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Main Authors: Xuezeng Li, Chen Fei, Weiyin Fei
Format: Article
Language:English
Published: Taylor & Francis Group 2025-12-01
Series:Systems Science & Control Engineering
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Online Access:https://www.tandfonline.com/doi/10.1080/21642583.2025.2467072
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author Xuezeng Li
Chen Fei
Weiyin Fei
author_facet Xuezeng Li
Chen Fei
Weiyin Fei
author_sort Xuezeng Li
collection DOAJ
description This study investigates the consequences of sustainable financial welfare based on the Knightian uncertainty framework. First, the dynamic equations of enterprise capital stock, portfolio return, and agent wealth are characterized by using G-Brownian motion. Second, the Hamilton–Jacobi–Bellman (HJB) equations satisfied by the value functions of both the enterprise and agent are derived by using the principle of optimality under sublinear expectation. Then, first-order conditions (FOCs) and ordinary differential equations (ODEs) that satisfy the optimal investment, disaster mitigation expenditure, and welfare measure are derived. Finally, the steady-state values of the variables and their trajectories over time under different levels of Knightian uncertainty were obtained through MATLAB numerical simulation. Additionally, the steady-state values and trajectories of the variables under the jump shock scenario (Hong, H., Wang, N., & Yang, J. Q. (2023b). Welfare consequences of sustainable finance. The Review of Financial Studies, 36(12), 4864–4918. https://doi.org/10.1093/rfs/hhad048) were compared with those under the Knightian uncertainty scenario. The study found that the economy under Knightian uncertainty accumulates more decarbonization capital and has a higher welfare level than the jump shock scenario. Moreover, as Knightian uncertainty increases, the optimal decarbonization capital stock decreases, and the economy's welfare level also declines accordingly.
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spelling doaj-art-63230f505871413f8aa012aa49ea35562025-08-20T03:48:13ZengTaylor & Francis GroupSystems Science & Control Engineering2164-25832025-12-0113110.1080/21642583.2025.2467072The influence of Knightian uncertainty on sustainable financial welfare consequencesXuezeng Li0Chen Fei1Weiyin Fei2School of Mathematics-Physics and Finance, Anhui Polytechnic University, Wuhu, Anhui, People's Republic of ChinaSchool of Management, University of Shanghai for Science and Technology, Shanghai, People's Republic of ChinaSchool of Mathematics-Physics and Finance, Anhui Polytechnic University, Wuhu, Anhui, People's Republic of ChinaThis study investigates the consequences of sustainable financial welfare based on the Knightian uncertainty framework. First, the dynamic equations of enterprise capital stock, portfolio return, and agent wealth are characterized by using G-Brownian motion. Second, the Hamilton–Jacobi–Bellman (HJB) equations satisfied by the value functions of both the enterprise and agent are derived by using the principle of optimality under sublinear expectation. Then, first-order conditions (FOCs) and ordinary differential equations (ODEs) that satisfy the optimal investment, disaster mitigation expenditure, and welfare measure are derived. Finally, the steady-state values of the variables and their trajectories over time under different levels of Knightian uncertainty were obtained through MATLAB numerical simulation. Additionally, the steady-state values and trajectories of the variables under the jump shock scenario (Hong, H., Wang, N., & Yang, J. Q. (2023b). Welfare consequences of sustainable finance. The Review of Financial Studies, 36(12), 4864–4918. https://doi.org/10.1093/rfs/hhad048) were compared with those under the Knightian uncertainty scenario. The study found that the economy under Knightian uncertainty accumulates more decarbonization capital and has a higher welfare level than the jump shock scenario. Moreover, as Knightian uncertainty increases, the optimal decarbonization capital stock decreases, and the economy's welfare level also declines accordingly.https://www.tandfonline.com/doi/10.1080/21642583.2025.2467072Sublinear expectationdecarbonization capital stockwelfare measuresustainable finance mandateKnightian uncertainty
spellingShingle Xuezeng Li
Chen Fei
Weiyin Fei
The influence of Knightian uncertainty on sustainable financial welfare consequences
Systems Science & Control Engineering
Sublinear expectation
decarbonization capital stock
welfare measure
sustainable finance mandate
Knightian uncertainty
title The influence of Knightian uncertainty on sustainable financial welfare consequences
title_full The influence of Knightian uncertainty on sustainable financial welfare consequences
title_fullStr The influence of Knightian uncertainty on sustainable financial welfare consequences
title_full_unstemmed The influence of Knightian uncertainty on sustainable financial welfare consequences
title_short The influence of Knightian uncertainty on sustainable financial welfare consequences
title_sort influence of knightian uncertainty on sustainable financial welfare consequences
topic Sublinear expectation
decarbonization capital stock
welfare measure
sustainable finance mandate
Knightian uncertainty
url https://www.tandfonline.com/doi/10.1080/21642583.2025.2467072
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