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We consider the multi-period portfolio optimization problem with a single asset that can be held long or short. Due to the presence of transaction costs, maximizing the immediate reward at each period may prove detrimental, as frequent…

Optimization and Control · Mathematics 2025-02-07 Chutian Ma , Paul Smith

We study contingent claims in a discrete-time market model where trading costs are given by convex functions and portfolios are constrained by convex sets. In addition to classical frictionless markets and markets with transaction costs or…

Pricing of Securities · Quantitative Finance 2008-12-10 Teemu Pennanen

We study portfolio selection in a model with both temporary and transient price impact introduced by Garleanu and Pedersen (2016). In the large-liquidity limit where both frictions are small, we derive explicit formulas for the…

Portfolio Management · Quantitative Finance 2020-04-15 Ibrahim Ekren , Johannes Muhle-Karbe

We reconsider the problem of optimal trading in the presence of linear and quadratic costs, for arbitrary linear costs but in the limit where quadratic costs are small. Using matched asymptotic expansion techniques, we find that the trading…

Trading and Market Microstructure · Quantitative Finance 2016-11-15 A. Rej , R. Benichou , J. de Lataillade , G. Zérah , J. -Ph. Bouchaud

Under proportional transaction costs, a price process is said to have a consistent price system, if there is a semimartingale with an equivalent martingale measure that evolves within the bid-ask spread. We show that a continuous,…

Pricing of Securities · Quantitative Finance 2015-09-16 Christian Bender , Mikko S. Pakkanen , Hasanjan Sayit

Buying or selling assets leads to transaction costs for the investor. On one hand, it is well know to all market practionaires that the transaction costs are positive on average and present therefore systematic loss. On the other hand, for…

Trading and Market Microstructure · Quantitative Finance 2011-03-14 Steffen Bohn

An investor with constant relative risk aversion trades a safe and several risky assets with constant investment opportunities. For a small fixed transaction cost, levied on each trade regardless of its size, we explicitly determine the…

Portfolio Management · Quantitative Finance 2013-10-23 Albert Altarovici , Johannes Muhle-Karbe , H. Mete Soner

We consider a continuous-time market with proportional transaction costs. Under appropriate assumptions we prove the existence of optimal strategies for investors who maximize their worst-case utility over a class of possible models. We…

Mathematical Finance · Quantitative Finance 2018-12-06 Huy N. Chau , Miklos Rasonyi

This note continues investigation of randomness-type properties emerging in idealized financial markets with continuous price processes. It is shown, without making any probabilistic assumptions, that the strong variation exponent of…

Trading and Market Microstructure · Quantitative Finance 2010-11-25 Vladimir Vovk

The effect of proportional transaction costs on systematically generated portfolios is studied empirically. The performance of several portfolios (the index tracking portfolio, the equally-weighted portfolio, the entropy-weighted portfolio,…

Portfolio Management · Quantitative Finance 2019-04-22 Johannes Ruf , Kangjianan Xie

We study optimal investment problems under the framework of cumulative prospect theory (CPT). A CPT investor makes investment decisions in a single-period financial market with transaction costs. The objective is to seek the optimal…

Portfolio Management · Quantitative Finance 2016-11-15 Bin Zou , Rudi Zagst

We study the problem of super-replication for game options under proportional transaction costs. We consider a multidimensional continuous time model, in which the discounted stock price process satisfies the conditional full support…

Portfolio Management · Quantitative Finance 2012-03-12 Yan Dolinsky

We consider two risk-averse financial agents who negotiate the price of an illiquid indivisible contingent claim in an incomplete semimartingale market environment. Under the assumption that the agents are exponential utility maximizers…

Pricing of Securities · Quantitative Finance 2008-12-02 Michail Anthropelos , Gordan Zitkovic

We generalize classical results on the existence of optimal portfolios in discrete time frictionless market models to models with capital gains taxes. We consider the realistic but mathematically challenging rule that losses do not trigger…

Mathematical Finance · Quantitative Finance 2026-02-18 Alexander Dimitrov , Christoph Kühn

Duality of linear programming is a standard approach to the classical weighted maximum matching problem. From an economic perspective, the dual variables can be regarded as prices of products and payoffs of buyers in a two-sided matching…

Data Structures and Algorithms · Computer Science 2019-12-03 Xiaoming Li , Tao Lin

This paper studies a finite-horizon portfolio selection problem with non-concave terminal utility and proportional transaction costs, in which the commonly used concavification principle for terminal value is no longer applicable. We…

Mathematical Finance · Quantitative Finance 2025-06-04 Shuaijie Qian , Chen Yang

We investigate the links between various no-arbitrage conditions and the existence of pricing functionals in general markets, and prove the Fundamental Theorem of Asset Pricing therein. No-arbitrage conditions, either in this abstract…

Mathematical Finance · Quantitative Finance 2021-05-25 Sergey Badikov , Mark H. A. Davis , Antoine Jacquier

We model an informed agent with information about the future value of an asset trying to maximize profits when subjected to a transaction cost as well as a market maker tasked with setting fair transaction prices. In a single auction model,…

Trading and Market Microstructure · Quantitative Finance 2020-07-29 Weston Barger , Ryan Donnelly

We study a generalization of the model of a dark market due to Duffie-G\^arleanu- Pedersen [6]. Our market is segmented and involves multiple assets. We show that this market has a unique asymptotically stable equilibrium. In order to…

General Economics · Economics 2018-07-23 Alain Bélanger , Ndouné Ndouné , Roland Pongou

This survey is an introduction to asymptotic methods for portfolio-choice problems with small transaction costs. We outline how to derive the corresponding dynamic programming equations and simplify them in the small-cost limit. This allows…

Portfolio Management · Quantitative Finance 2017-05-25 Johannes Muhle-Karbe , Max Reppen , H. Mete Soner
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