English

Portfolio Selection with Small Transaction Costs and Binding Portfolio Constraints

Portfolio Management 2013-01-09 v2 Optimization and Control

Abstract

An investor with constant relative risk aversion and an infinite planning horizon trades a risky and a safe asset with constant investment opportunities, in the presence of small transaction costs and a binding exogenous portfolio constraint. We explicitly derive the optimal trading policy, its welfare, and implied trading volume. As an application, we study the problem of selecting a prime broker among alternatives with different lending rates and margin requirements. Moreover, we discuss how changing regulatory constraints affect the deposit rates offered for illiquid loans.

Keywords

Cite

@article{arxiv.1205.4588,
  title  = {Portfolio Selection with Small Transaction Costs and Binding Portfolio Constraints},
  author = {Johannes Muhle-Karbe and Ren Liu},
  journal= {arXiv preprint arXiv:1205.4588},
  year   = {2013}
}

Comments

23 pages, 6 figures, 1 table, to appear in "SIAM Journal on Financial Mathematics"