English

Merton's portfolio problem under Volterra Heston model

Portfolio Management 2019-11-20 v2

Abstract

This paper investigates Merton's portfolio problem in a rough stochastic environment described by Volterra Heston model. The model has a non-Markovian and non-semimartingale structure. By considering an auxiliary random process, we solve the portfolio optimization problem with the martingale optimality principle. Optimal strategies for power and exponential utilities are derived in semi-closed form solutions depending on the respective Riccati-Volterra equations. We numerically examine the relationship between investment demand and volatility roughness.

Keywords

Cite

@article{arxiv.1905.05371,
  title  = {Merton's portfolio problem under Volterra Heston model},
  author = {Bingyan Han and Hoi Ying Wong},
  journal= {arXiv preprint arXiv:1905.05371},
  year   = {2019}
}

Comments

14 pages, 3 figures, exponential utility added

R2 v1 2026-06-23T09:05:29.281Z