English
Related papers

Related papers: On the Exact Solution of the Multi-Period Portfoli…

200 papers

We consider the estimation of the multi-period optimal portfolio obtained by maximizing an exponential utility. Employing Jeffreys' non-informative prior and the conjugate informative prior, we derive stochastic representations for the…

Statistics Theory · Mathematics 2023-04-19 David Bauder , Taras Bodnar , Nestor Parolya , Wolfgang Schmid

In the present paper, we derive a closed-form solution of the multi-period portfolio choice problem for a quadratic utility function with and without a riskless asset. All results are derived under weak conditions on the asset returns. No…

Portfolio Management · Quantitative Finance 2023-04-19 Taras Bodnar , Nestor Parolya , Wolfgang Schmid

The aim of this short note is to present a solution to the discrete time exponential utility maximization problem in a case where the underlying asset has a multivariate normal distribution. In addition to the usual setting considered in…

Mathematical Finance · Quantitative Finance 2023-06-27 Yan Dolinsky , Or Zuk

We consider a single-period portfolio selection problem for an investor, maximizing the expected ratio of the portfolio utility and the utility of a best asset taken in hindsight. The decision rules are based on the history of stock returns…

Portfolio Management · Quantitative Finance 2020-06-11 Dmitry B. Rokhlin

Obtaining utility maximizing optimal portfolios in closed form is a challenging issue when the return vector follows a more general distribution than the normal one. In this note, we give closed form expressions, in markets based on…

Portfolio Management · Quantitative Finance 2026-02-10 Miklós Rásonyi , Hasanjan Sayit

Portfolio selection problems that optimize expected utility are usually difficult to solve. If the number of assets in the portfolio is large, such expected utility maximization problems become even harder to solve numerically. Therefore,…

Portfolio Management · Quantitative Finance 2026-02-17 Nuerxiati Abudurexiti , Erhan Bayraktar , Takaki Hayashi , Hasanjan Sayit

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

This work derives an approximate analytical single period solution of the portfolio choice problem for the power utility function. It is possible to do so if we consider that the asset returns follow a multivariate normal distribution. It…

Portfolio Management · Quantitative Finance 2021-10-13 Dmytro Ivasiuk

Classical mean-variance portfolio theory tells us how to construct a portfolio of assets which has the greatest expected return for a given level of return volatility. Utility theory then allows an investor to choose the point along this…

Portfolio Management · Quantitative Finance 2009-09-21 Alex Dannenberg

We employ model predictive control for a multi-period portfolio optimization problem. In addition to the mean-variance objective, we construct a portfolio whose allocation is given by model predictive control with a risk-parity objective,…

Portfolio Management · Quantitative Finance 2021-03-22 Xiaoyue Li , A. Sinem Uysal , John M. Mulvey

This paper studies a type of periodic utility maximization for portfolio management in an incomplete market model, where the underlying price diffusion process depends on some external stochastic factors. The portfolio performance is…

Portfolio Management · Quantitative Finance 2024-01-29 Wenyuan Wang , Kaixin Yan , Xiang Yu

We consider the robust exponential utility maximization problem in discrete time: An investor maximizes the worst case expected exponential utility with respect to a family of nondominated probabilistic models of her endowment by…

Portfolio Management · Quantitative Finance 2019-02-12 Daniel Bartl

The paper solves the problem of optimal portfolio choice when the parameters of the asset returns distribution, like the mean vector and the covariance matrix are unknown and have to be estimated by using historical data of the asset…

Statistical Finance · Quantitative Finance 2023-04-19 David Bauder , Taras Bodnar , Nestor Parolya , Wolfgang Schmid

We consider the problem of choosing an optimal portfolio, assuming the asset returns have a Gaussian mixture (GM) distribution, with the objective of maximizing expected exponential utility. In this paper we show that this problem is…

Optimization and Control · Mathematics 2022-08-12 Eric Luxenberg , Stephen Boyd

We study portfolio selection in a complete continuous-time market where the preference is dictated by the rank-dependent utility. As such a model is inherently time inconsistent due to the underlying probability weighting, we study the…

Mathematical Finance · Quantitative Finance 2020-06-04 Ying Hu , Hanqing Jin , Xun Yu Zhou

Under mean-variance-utility framework, we propose a new portfolio selection model, which allows wealth and time both have influences on risk aversion in the process of investment. We solved the model under a game theoretic framework and…

Portfolio Management · Quantitative Finance 2020-08-11 Ben-Zhang Yang , Xin-Jiang He , Song-Ping Zhu

We study an optimization problem for a portfolio with a risk-free, a liquid, and an illiquid risky asset. The illiquid risky asset is sold in an exogenous random moment with a prescribed liquidation time distribution. The investor prefers a…

Portfolio Management · Quantitative Finance 2020-05-11 Ljudmila A. Bordag

This paper investigates a time-inconsistent portfolio selection problem in the incomplete mar ket model, integrating expected utility maximization with risk control. The objective functional balances the expected utility and variance on log…

Portfolio Management · Quantitative Finance 2025-12-02 Yue Cao , Zongxia Liang , Sheng Wang , Xiang Yu

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 investigate how and when to diversify capital over assets, i.e., the portfolio selection problem, from a signal processing perspective. To this end, we first construct portfolios that achieve the optimal expected growth in i.i.d.…

Portfolio Management · Quantitative Finance 2012-07-18 Sait Tunc , Mehmet A. Donmez , Suleyman S. Kozat
‹ Prev 1 2 3 10 Next ›