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Equity premium, the surplus returns of stocks over bonds, has been an enduring puzzle. While numerous prior works approach the problem assuming the utility of money is invariant across contexts, our approach implies that in efficient…

General Economics · Economics 2024-01-18 B. N. Kausik

A continuous-time Markowitz's mean-variance portfolio selection problem is studied in a market with one stock, one bond, and proportional transaction costs. This is a singular stochastic control problem,inherently in a finite time horizon.…

Portfolio Management · Quantitative Finance 2022-01-07 Min Dai , Zuo Quan Xu , Xun Yu Zhou

In order to find a way of measuring the degree of incompleteness of an incomplete financial market, the rank of the vector price process of the traded assets and the dimension of the associated acceptance set are introduced. We show that…

Mathematical Finance · Quantitative Finance 2018-11-20 Abdelkarem Berkaoui

We consider a consumption-investment problem (both on finite and infinite time horizon) in which the investor has an access to the bond market. In our approach prices of bonds with different maturities are described by the general HJM…

Probability · Mathematics 2021-12-20 Szymon Peszat , Dariusz Zawisza

We study a problem of optimal investment/consumption over an infinite horizon in a market consisting of two possibly correlated assets: one liquid and one illiquid. The liquid asset is observed and can be traded continuously, while the…

Portfolio Management · Quantitative Finance 2015-03-20 Salvatore Federico , Paul Gassiat , Fausto Gozzi

This paper formulates a model of utility for a continuous time framework that captures the decision-maker's concern with ambiguity about both volatility and drift. Corresponding extensions of some basic results in asset pricing theory are…

Pricing of Securities · Quantitative Finance 2013-01-22 Larry G. Epstein , Shaolin Ji

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 introduce a new model for pricing corporate bonds, which is a modification of the classical model of Merton. In this new model, we drop the liquidity assumption of the firm's asset value process, and assume that there is a liquidly…

Pricing of Securities · Quantitative Finance 2019-10-22 Juan Dong , Lyudmila Korobenko , Deniz Sezer

In this paper, we study a free boundary problem, which arises from an optimal trading problem of a stock that is driven by a uncertain market status process. The free boundary problem is a variational inequality system of three functions…

Analysis of PDEs · Mathematics 2020-08-18 Chonghu Guan , Jing Peng , Zuo Quan Xu

This paper studies an optimal investing problem for a retiree facing longevity risk and living standard risk. We formulate the investing problem as a portfolio choice problem under a time-varying risk capacity constraint. We derive the…

Portfolio Management · Quantitative Finance 2022-02-16 Weidong Tian , Zimu Zhu

Incomplete financial markets are considered, defined by a multi-dimensional non-homogeneous diffusion process, being the direct sum of an It\^{o} process (the price process), and another non-homogeneous diffusion process (the exogenous…

Optimization and Control · Mathematics 2014-05-15 Yalçin Aktar , Erik Taflin

We study the optimal order placement strategy with the presence of a liquidity cost. In this problem, a stock trader wishes to clear her large inventory by a predetermined time horizon $T$. A trader uses both limit and market orders, and a…

Computational Finance · Quantitative Finance 2020-04-24 Hyoeun Lee , Kiseop Lee

The paper introduces benchmark-neutral pricing and hedging for long-term contingent claims. It employs the growth optimal portfolio of the stocks as numeraire and the new benchmark-neutral pricing measure for pricing. For a realistic…

Mathematical Finance · Quantitative Finance 2024-07-03 Eckhard Platen

In this report, we talked about a new quantitative strategy for choosing the optimal(s) stock(s) to trade. The basic notions are generally very known by the financial community. The key here is to understand 1) the standard score applied to…

Trading and Market Microstructure · Quantitative Finance 2013-01-01 Younes Ben-Ghabrit

This paper considers the problem of consumption and investment in a financial market within a continuous time stochastic economy. The investor exhibits a change in the discount rate. The investment opportunities are a stock and a riskless…

Portfolio Management · Quantitative Finance 2013-03-07 Traian Pirvu , Huayue Zhang

In an incomplete semimartingale model of a financial market, we consider several risk-averse financial agents who negotiate the price of a bundle of contingent claims. Assuming that the agents' risk preferences are modelled by convex…

Risk Management · Quantitative Finance 2009-01-22 Michail Anthropelos , Gordan Zitkovic

This paper considers utility indifference valuation of derivatives under model uncertainty and trading constraints, where the utility is formulated as an additive stochastic differential utility of both intertemporal consumption and…

Mathematical Finance · Quantitative Finance 2017-07-26 Huiwen Yan , Gechun Liang , Zhou Yang

We consider the robust utility maximization using a static holding in derivatives and a dynamic holding in the stock. There is no fixed model for the price of the stock but we consider a set of probability measures (models) which are not…

Probability · Mathematics 2013-07-19 Erhan Bayraktar , Zhou Zhou

We introduce a novel machine learning model for credit risk by combining tree-boosting with a latent spatio-temporal Gaussian process model accounting for frailty correlation. This allows for modeling non-linearities and interactions among…

Risk Management · Quantitative Finance 2025-12-19 Pascal Kündig , Fabio Sigrist

We consider the problem of dynamic buying and selling of shares from a collection of $N$ stocks with random price fluctuations. To limit investment risk, we place an upper bound on the total number of shares kept at any time. Assuming that…

Portfolio Management · Quantitative Finance 2009-09-23 Michael J. Neely
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