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Benchmarks in the utility function have various interpretations, including performance guarantees and risk constraints in fund contracts and reference levels in cumulative prospect theory. In most literature, benchmarks are a deterministic…

Optimization and Control · Mathematics 2023-12-05 Zongxia Liang , Yang Liu , Litian Zhang

In this paper, we consider the portfolio optimization problem in a financial market under a general utility function. Empirical results suggest that if a significant market fluctuation occurs, invested wealth tends to have a notable change…

Portfolio Management · Quantitative Finance 2022-01-26 Minglian Lin , Indranil SenGupta

We consider an expected utility maximization problem where the utility function is not necessarily concave and the time horizon is uncertain. We establish a necessary and sufficient condition for the optimality for general non-concave…

Portfolio Management · Quantitative Finance 2021-10-14 Christian Dehm , Thai Nguyen , Mitja Stadje

This paper studies an $\alpha$-robust utility maximization problem where an investor faces an intractable claim -- an exogenous contingent claim with known marginal distribution but unspecified dependence structure with financial market…

Portfolio Management · Quantitative Finance 2026-04-07 Xinyu Chen , Zuo Quan Xu

We study a robust maximization problem from terminal wealth and consumption under a convex constraints on the portfolio. We state the existence and the uniqueness of the consumption-investment strategy by studying the associated quadratic…

Probability · Mathematics 2014-09-23 Anis Matoussi , Hanen Mezghani , Mohamed Mnif

This paper studies the topic of cost-efficiency in incomplete markets. A payoff is called cost-efficient if it achieves a given probability distribution at some given investment horizon with a minimum initial budget. Extensive literature…

Portfolio Management · Quantitative Finance 2026-05-13 Carole Bernard , Stephan Sturm

In this paper we investigate a utility maximization problem with drift uncertainty in a multivariate continuous-time Black-Scholes type financial market which may be incomplete. We impose a constraint on the admissible strategies that…

Portfolio Management · Quantitative Finance 2021-11-04 Jörn Sass , Dorothee Westphal

We consider a multi-stock continuous time incomplete market model with random coefficients. We study the investment problem in the class of strategies which do not use direct observations of the appreciation rates of the stocks, but rather…

Mathematical Finance · Quantitative Finance 2015-02-10 Nikolai Dokuchaev

We consider an infinite dimensional optimization problem motivated by mathematical economics. Within the celebrated "Arbitrage Pricing Model", we use probabilistic and functional analytic techniques to show the existence of optimal…

Mathematical Finance · Quantitative Finance 2017-03-10 Miklos Rasonyi

In this paper we address the problem of optimal liquidation of a large portfolio composed by securities exposed to default risk. The default time is described in terms of a Brownian motion representing the evolution of the value of the…

Optimization and Control · Mathematics 2026-02-03 Daniel Hernández-Hernńdez , Harold A. Moreno-Franco , José-Luis Pérez

We consider a utility maximization problem for an investment-consumption portfolio when the current utility depends also on the wealth process. Such kind of problems arise, e.g., in portfolio optimization with random horizon or with random…

Portfolio Management · Quantitative Finance 2015-02-10 Salvatore Federico , Paul Gassiat , Fausto Gozzi

In this work we consider the exponential utility maximization problem in the framework of semistatic hedging.

Mathematical Finance · Quantitative Finance 2024-09-19 Yan Dolinsky , Or Zuk

This paper studies a type of periodic utility maximization problems for portfolio management in incomplete stochastic factor models with convex trading constraints. The portfolio performance is periodically evaluated on the relative ratio…

Mathematical Finance · Quantitative Finance 2024-11-22 Wenyuan Wang , Kaixin Yan , Xiang Yu

We explore martingale and convex duality techniques to study optimal investment strategies that maximize expected risk-averse utility from consumption and terminal wealth. We consider a market model with jumps driven by (multivariate)…

Portfolio Management · Quantitative Finance 2015-09-22 Mauricio Junca , Rafael Serrano

We consider an illiquid financial market with different regimes modeled by a continuous-time finite-state Markov chain. The investor can trade a stock only at the discrete arrival times of a Cox process with intensity depending on the…

Portfolio Management · Quantitative Finance 2012-04-26 Paul Gassiat , Fausto Gozzi , Huyên Pham

This paper considers a utility maximization and optimal asset allocation problem in the presence of a stochastic endowment that cannot be fully hedged through trading in the financial market. After studying continuity properties of the…

Portfolio Management · Quantitative Finance 2022-02-24 Christoph Belak , An Chen , Carla Mereu , Robert Stelzer

In this paper we consider a utility maximization problem with defaultable stocks and looping contagion risk. We assume that the default intensity of one company depends on the stock prices of itself and other companies, and the default of…

Mathematical Finance · Quantitative Finance 2018-08-16 Longjie Jia , Martijn Pistorius , Harry Zheng

The main objective of this paper is to develop a martingale-type solution to optimal consumption--investment choice problems ([Merton, 1969] and [Merton, 1971]) under time-varying incomplete preferences driven by externalities such as…

Mathematical Finance · Quantitative Finance 2025-01-14 Weixuan Xia

A celebrated financial application of convex duality theory gives an explicit relation between the following two quantities: (i) The optimal terminal wealth $X^*(T) : = X_{\varphi^*}(T)$ of the problem to maximize the expected $U$-utility…

Portfolio Management · Quantitative Finance 2015-09-08 Bernt Øksendal , Agnès Sulem

We study a problem of utility maximization under model uncertainty with information including jumps. We prove first that the value process of the robust stochastic control problem is described by the solution of a quadratic-exponential…

Probability · Mathematics 2016-10-11 Monique Jeanblanc , Anis Matoussi , Armand Ngoupeyou
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