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This paper solves a utility maximization problem under utility-based shortfall risk constraint, by proposing an approach using Lagrange multiplier and convex duality. Under mild conditions on the asymptotic elasticity of the utility…

Mathematical Finance · Quantitative Finance 2016-06-28 Oliver Janke , Qinghua Li

We discuss the portfolio optimization problem with the obligatory deposits constraint. Recently it has been shown that as a consequence of this nonlinear constraint, the solution consists of an exponentially large number of optimal…

Portfolio Management · Quantitative Finance 2015-06-17 M. Andrecut

The aim of this paper is to solve an optimal investment, consumption and life insurance problem when the investor is restricted to capital guarantee. We consider an incomplete market described by a jump-diffusion model with stochastic…

Portfolio Management · Quantitative Finance 2018-08-15 Rodwell Kufakunesu , Calisto Guambe

We consider a class of optimal liquidation problems where the agent's transactions create transient price impact driven by a Volterra-type propagator along with temporary price impact. We formulate these problems as maximization of a…

Trading and Market Microstructure · Quantitative Finance 2025-09-17 Eduardo Abi Jaber , Eyal Neuman

This paper studies a robust portfolio optimization problem under the multi-factor volatility model introduced by Christoffersen et al. (2009). The optimal strategy is derived analytically under the worst-case scenario with or without…

Mathematical Finance · Quantitative Finance 2020-06-16 Ben-Zhang Yang , Xiaoping Lu , Guiyuan Ma , Song-Ping Zhu

We consider the problem of portfolio optimization with a correlation constraint. The framework is the multiperiod stochastic financial market setting with one tradable stock, stochastic income and a non-tradable index. The correlation…

Optimization and Control · Mathematics 2020-01-01 Aditya Maheshwari , Traian Pirvu

This paper introduces a new algorithmic execution model that integrates interbank limit and market orders with internal liquidity generated through market making. Based on the Cartea et al.\cite{cartea2015algorithmic} framework, we…

Trading and Market Microstructure · Quantitative Finance 2025-05-16 Yusuke Morimoto

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 analyze an optimal trade execution problem in a financial market with stochastic liquidity. To this end we set up a limit order book model in which both order book depth and resilience evolve randomly in time. Trading is allowed in both…

Trading and Market Microstructure · Quantitative Finance 2021-04-16 Julia Ackermann , Thomas Kruse , Mikhail Urusov

The contour maps of the error of historical resp. parametric estimates for large random portfolios optimized under the risk measure Expected Shortfall (ES) are constructed. Similar maps for the sensitivity of the portfolio weights to small…

Risk Management · Quantitative Finance 2015-10-19 Fabio Caccioli , Imre Kondor , Gábor Papp

Management of a portfolio that includes an illiquid asset is an important problem of modern mathematical finance. One of the ways to model illiquidity among others is to build an optimization problem and assume that one of the assets in a…

Mathematical Finance · Quantitative Finance 2020-09-28 Ljudmila A. Bordag , Ivan P. Yamshchikov

We consider an agent who needs to buy (or sell) a relatively small amount of asset over some fixed short time interval. We work at the highest frequency meaning that we wish to find the optimal tactic to execute our quantity using limit…

Trading and Market Microstructure · Quantitative Finance 2018-03-16 Charles-Albert Lehalle , Othmane Mounjid , Mathieu Rosenbaum

We study an optimal execution problem in the presence of market impact where the security price follows a geometric Ornstein-Uhlenbeck process, which implies the mean-reverting property, and show that the optimal strategy is a mixture of…

Trading and Market Microstructure · Quantitative Finance 2014-07-30 Takashi Kato

We consider a portfolio optimization problem in a defaultable market with finitely-many economical regimes, where the investor can dynamically allocate her wealth among a defaultable bond, a stock, and a money market account. The market…

Portfolio Management · Quantitative Finance 2011-09-07 Agostino Capponi , Jose E. Figueroa-Lopez

In this paper, we revisit the portfolio optimization problems of the minimization/maximization of investment risk under constraints of budget and investment concentration (primal problem) and the maximization/minimization of investment…

Portfolio Management · Quantitative Finance 2018-01-17 Daichi Tada , Hisashi Yamamoto , Takashi Shinzato

We consider a mean-field control problem with c\`adl\`ag semimartingale strategies arising in portfolio liquidation models with transient market impact and self-exciting order flow. We show that the value function depends on the state…

Mathematical Finance · Quantitative Finance 2023-09-27 Guanxing Fu , Ulrich Horst , Xiaonyu Xia

The aim of this work consists in the study of the optimal investment strategy for a behavioural investor, whose preference towards risk is described by both a probability distortion and an S-shaped utility function. Within a continuous-time…

Portfolio Management · Quantitative Finance 2013-04-30 Miklos Rasonyi , Andrea M. Rodrigues

We study an optimal liquidation problem with multiplicative price impact in which the trend of the asset's price is an unobservable Bernoulli random variable. The investor aims at selling over an infinite time-horizon a fixed amount of…

Mathematical Finance · Quantitative Finance 2022-11-28 Felix Dammann , Giorgio Ferrari

We consider optimal investment problems for a diffusion market model with non-observable random drifts that evolve as an Ito's process. Admissible strategies do not use direct observations of the market parameters, but rather use historical…

Portfolio Management · Quantitative Finance 2008-12-02 Nikolai Dokuchaev

In this work, we address the optimal retirement problem in the presence of a stochastic wage, formulated as a free boundary problem. Specifically, we explore an incomplete market setting where the wage cannot be perfectly hedged through…

Mathematical Finance · Quantitative Finance 2025-03-04 Daniele Marazzina
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