English

Optimal Investment to Minimize the Probability of Drawdown

Mathematical Finance 2016-02-16 v2 Optimization and Control Probability

Abstract

We determine the optimal investment strategy in a Black-Scholes financial market to minimize the so-called {\it probability of drawdown}, namely, the probability that the value of an investment portfolio reaches some fixed proportion of its maximum value to date. We assume that the portfolio is subject to a payout that is a deterministic function of its value, as might be the case for an endowment fund paying at a specified rate, for example, at a constant rate or at a rate that is proportional to the fund's value.

Keywords

Cite

@article{arxiv.1506.00166,
  title  = {Optimal Investment to Minimize the Probability of Drawdown},
  author = {Bahman Angoshtari and Erhan Bayraktar and Virginia R. Young},
  journal= {arXiv preprint arXiv:1506.00166},
  year   = {2016}
}

Comments

To appear in Stochastics. Keywords: Optimal investment, stochastic optimal control, probability of drawdown