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Related papers: A Utility Based Approach to Energy Hedging

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Value-oriented forecasts for two-stage power system operational problems have been demonstrated to reduce cost, but prove to be computationally challenging for large-scale systems because the underlying optimization problem must be…

Optimization and Control · Mathematics 2025-05-20 Mehrnoush Ghazanfariharandi , Robert Mieth

This paper focuses on the valuation and hedging of gas storage facilities, using a spot-based valuation framework coupled with a financial hedging strategy implemented with futures contracts. The first novelty consist in proposing a model…

Pricing of Securities · Quantitative Finance 2014-06-30 Patrick Henaff , Ismail Laachir , Francesco Russo

The objective-based forecasting considers the asymmetric and non-linear impacts of forecasting errors on decision objectives, thus improving the effectiveness of its downstream decision-making process. However, existing objective-based…

Systems and Control · Electrical Eng. & Systems 2023-03-22 Haipeng Zhang , Ran Li , Yan Chen , Zhongda Chu , Mingyang Sun , Fei Teng

We propose some machine-learning-based algorithms to solve hedging problems in incomplete markets. Sources of incompleteness cover illiquidity, untradable risk factors, discrete hedging dates and transaction costs. The proposed algorithms…

Risk Management · Quantitative Finance 2020-08-13 Simon Fécamp , Joseph Mikael , Xavier Warin

Approximations to utility indifference prices are provided for a contingent claim in the large position size limit. Results are valid for general utility functions on the real line and semi-martingale models. It is shown that as the…

Pricing of Securities · Quantitative Finance 2013-12-12 Scott Robertson

Portfolio managers often evaluate performance relative to benchmark, usually taken to be the Standard & Poor 500 stock index fund. This relative portfolio wealth is defined as the absolute portfolio wealth divided by wealth from investing…

Portfolio Management · Quantitative Finance 2021-07-23 Andrey Sarantsev

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

Utility-Based Shortfall Risk (UBSR) is a risk metric that is increasingly popular in financial applications, owing to certain desirable properties that it enjoys. We consider the problem of estimating UBSR in a recursive setting, where…

Machine Learning · Statistics 2023-11-28 Vishwajit Hegde , Arvind S. Menon , L. A. Prashanth , Krishna Jagannathan

We show how D4PG can be used in conjunction with quantile regression to develop a hedging strategy for a trader responsible for derivatives that arrive stochastically and depend on a single underlying asset. We assume that the trader makes…

Computational Finance · Quantitative Finance 2023-01-05 Jay Cao , Jacky Chen , Soroush Farghadani , John Hull , Zissis Poulos , Zeyu Wang , Jun Yuan

We consider the problem of optimal investment and consumption in a class of multidimensional jump-diffusion models in which asset prices are subject to mutually exciting jump processes. This captures a type of contagion where each downward…

Portfolio Management · Quantitative Finance 2012-10-08 Yacine Aït-Sahalia , T. R. Hurd

We study the problem of a planner who resolves risk-return trade-offs - like financial investment decisions - on behalf of a collective of agents with heterogeneous risk preferences. The planner's objective is a two-stage utility functional…

General Finance · Quantitative Finance 2021-06-25 Anne G. Balter , Nikolaus Schweizer

We propose a flexible framework for hedging a contingent claim by holding static positions in vanilla European calls, puts, bonds, and forwards. A model-free expression is derived for the optimal static hedging strategy that minimizes the…

Mathematical Finance · Quantitative Finance 2015-11-20 Tim Leung , Matthew Lorig

This work studies the dynamic risk management of the risk-neutral value of the potential credit losses on a portfolio of derivatives. Sensitivities-based hedging of such liability is sub-optimal because of bid-ask costs, pricing models…

Computational Finance · Quantitative Finance 2023-12-22 Roberto Daluiso , Marco Pinciroli , Michele Trapletti , Edoardo Vittori

Within a common arbitrage-free semimartingale financial market we consider the problem of determining all Nash equilibrium investment strategies for $n$ agents who try to maximize the expected utility of their relative wealth. The utility…

Optimization and Control · Mathematics 2025-10-16 Nicole Bäuerle , Tamara Göll

We calculate explicitly the optimal strategy for an investor with exponential utility function when the stock price follows an autoregressive Gaussian process. We also calculate its performance and analyse it when the trading horizon tends…

Optimization and Control · Mathematics 2015-01-08 Sándor Deák , Miklós Rásonyi

In the present work we develop a formalism to tackle the problem of optimal execution when trading market securities. More precisely, we introduce a utility function that balances market impact and timing risk, with this last being modelled…

Trading and Market Microstructure · Quantitative Finance 2020-07-17 David Marcos

We study a general robust utility maximization problem in a discrete-time frictionless market. The investor is assumed to have a possibly infinite, random, nonconcave, and nondecreasing utility function defined on the whole real line. She…

Mathematical Finance · Quantitative Finance 2025-10-14 Laurence Carassus , Massinissa Ferhoune

Hedge Funds are considered as one of the portfolio management sectors which shows a fastest growing for the past decade. An optimal Hedge Fund management requires an appropriate risk metrics. The classic CAPM theory and its Ratio Sharpe…

Physics and Society · Physics 2008-12-02 Josep Perello

This paper considers exponential utility indifference pricing for a multidimensional non-traded assets model subject to inter-temporal default risk, and provides a semigroup approximation for the utility indifference price. The key tool is…

Pricing of Securities · Quantitative Finance 2015-09-22 Vicky Henderson , Gechun Liang

The objectives of option hedging/trading extend beyond mere protection against downside risks, with a desire to seek gains also driving agent's strategies. In this study, we showcase the potential of robust risk-aware reinforcement learning…

Computational Finance · Quantitative Finance 2023-12-27 David Wu , Sebastian Jaimungal