English

Portfolio Choice with Stochastic Investment Opportunities: a User's Guide

Portfolio Management 2013-11-08 v1 Optimization and Control

Abstract

This survey reviews portfolio choice in settings where investment opportunities are stochastic due to, e.g., stochastic volatility or return predictability. It is explained how to heuristically compute candidate optimal portfolios using tools from stochastic control, and how to rigorously verify their optimality by means of convex duality. Special emphasis is placed on long-horizon asymptotics, that lead to particularly tractable results.

Keywords

Cite

@article{arxiv.1311.1715,
  title  = {Portfolio Choice with Stochastic Investment Opportunities: a User's Guide},
  author = {Ren Liu and Johannes Muhle-Karbe},
  journal= {arXiv preprint arXiv:1311.1715},
  year   = {2013}
}

Comments

31 pages, 4 figures