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Mean-variance portfolio optimization problems often involve separable nonconvex terms, including penalties on capital gains, integer share constraints, and minimum position and trade sizes. We propose a heuristic algorithm for such problems…

Optimization and Control · Mathematics 2022-07-04 Nicholas Moehle , Jack Gindi , Stephen Boyd , Mykel Kochenderfer

We consider a trader who wants to direct his portfolio towards a set of acceptable wealths given by a convex risk measure. We propose a black-box algorithm, whose inputs are the joint law of stock prices and the convex risk measure, and…

Probability · Mathematics 2008-12-10 Soumik Pal

This paper focuses on the study of an original combination of the Multilevel Monte Carlo method introduced by Giles [10] and the popular importance sampling technique. To compute the optimal choice of the parameter involved in the…

Probability · Mathematics 2017-09-05 Mohamed Ben Alaya , Kaouther Hajji , Ahmed Kebaier

We present an arbitrage free theoretical framework for modeling bid and ask prices of dividend paying securities in a discrete time setup using theory of dynamic acceptability indices. In the first part of the paper we develop the theory of…

Pricing of Securities · Quantitative Finance 2014-12-31 Tomasz R. Bielecki , Igor Cialenco , Tao Chen

We study the problem of optimal dividend payout from a surplus process governed by Brownian motion with drift under the additional constraint of ratcheting, i.e. the dividend rate can never decrease. We solve the resulting two-dimensional…

Probability · Mathematics 2020-12-22 Hansjoerg Albrecher , Pablo Azcue , Nora Muler

The problem of optimising functions with intractable gradients frequently arise in machine learning and statistics, ranging from maximum marginal likelihood estimation procedures to fine-tuning of generative models. Stochastic approximation…

Machine Learning · Statistics 2026-01-30 James Cuin , Davide Carbone , Yanbo Tang , O. Deniz Akyildiz

We introduce a derivative-free global optimization algorithm that efficiently computes minima for various classes of one-dimensional functions, including non-convex, and non-smooth functions.This algorithm numerically approximates the…

Optimization and Control · Mathematics 2023-08-21 Alexandra A. Gomes , Diogo A. Gomes

In this paper, we consider the portfolio optimization problem in a financial market where the underlying stochastic volatility model is driven by n-dimensional Brownian motions. At first, we derive a Hamilton-Jacobi-Bellman equation…

Mathematical Finance · Quantitative Finance 2024-12-20 Minglian Lin , Indranil SenGupta

Continuous time models in the theory of real options give explicit formulas for optimal exercise strategies when options are simple and the price of an underlying asset follows a geometric Brownian motion. This paper suggests a general,…

Other Condensed Matter · Physics 2008-12-02 Svetlana Boyarchenko , Sergei Levendorskii

The paper presents two new approaches to modeling the interaction of small and medium pricetaking traders with a stock exchange. In the framework of these approaches, the traders can form and manage their portfolios of financial instruments…

Economics · Quantitative Finance 2016-10-19 A. Belenky , L. Egorova

In this paper we introduce a new approach to model-free path-dependent option pricing. We first introduce a general duality result for linear optimisation problems over signed measures introduced in [3] and show how the the problem of…

Pricing of Securities · Quantitative Finance 2015-01-16 Raphael Hauser , Sergey Shahverdyan

In this paper we continue our systematic analysis of the operatorial approach previously proposed in an economical context and we discuss a {\em mixed} toy model of a simplified stock market, i.e. a model in which the price of the shares is…

Trading and Market Microstructure · Quantitative Finance 2015-05-13 F. Bagarello

This paper studies the utility maximization on the terminal wealth with random endowments and proportional transaction costs. To deal with unbounded random payoffs from some illiquid claims, we propose to work with the acceptable portfolios…

Mathematical Finance · Quantitative Finance 2018-08-27 Erhan Bayraktar , Xiang Yu

This article presents a simple but effective and efficient approach to improve the accuracy and stability of Least-Squares Monte Carlo. The key idea is to construct the ansatz of conditional expected continuation payoff using the…

General Finance · Quantitative Finance 2025-11-05 Jiawei Huo

This paper presents a framework of imitating the principal investor's behavior for optimal pricing and hedging options. We construct a non-deterministic Markov decision process for modeling stock price change driven by the principal…

Pricing of Securities · Quantitative Finance 2022-01-14 Xin Jin

We consider a basic model of multi-period trading, which can be used to evaluate the performance of a trading strategy. We describe a framework for single-period optimization, where the trades in each period are found by solving a convex…

Portfolio Management · Quantitative Finance 2017-05-02 Stephen Boyd , Enzo Busseti , Steven Diamond , Ronald N. Kahn , Kwangmoo Koh , Peter Nystrup , Jan Speth

The celebrated Monte Carlo method estimates an expensive-to-compute quantity by random sampling. Bandit-based Monte Carlo optimization is a general technique for computing the minimum of many such expensive-to-compute quantities by adaptive…

Machine Learning · Computer Science 2021-04-30 Vivek Bagaria , Tavor Z. Baharav , Govinda M. Kamath , David N. Tse

We present a novel method for the numerical pricing of American options based on Monte Carlo simulation and the optimization of exercise strategies. Previous solutions to this problem either explicitly or implicitly determine so-called…

Computational Finance · Quantitative Finance 2019-08-13 Christian Bayer , Raúl Tempone , Sören Wolfers

In this work an efficient strategy for yield optimization with uncertain and deterministic optimization variables is presented. The gradient based adaptive Newton-Monte Carlo method is modified, such that it can handle variables with…

Computational Engineering, Finance, and Science · Computer Science 2021-05-18 Mona Fuhrländer , Sebastian Schöps

The portfolio optimization problem is a basic problem of financial analysis. In the study, an optimization model for constructing an options portfolio with a certain payoff function has been proposed. The model is formulated as an integer…

Pricing of Securities · Quantitative Finance 2017-07-10 Margarita E. Fatyanova , Mikhail E. Semenov