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Related papers: Facelifting in Utility Maximization

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In frictionless markets, utility maximization problems are typically solved either by stochastic control or by martingale methods. Beginning with the seminal paper of Davis and Norman [Math. Oper. Res. 15 (1990) 676--713], stochastic…

Computational Finance · Quantitative Finance 2010-10-26 J. Kallsen , J. Muhle-Karbe

We study an optimal consumption and investment problem in a possibly incomplete market with general, not necessarily convex, stochastic constraints. We give explicit solutions for investors with exponential, logarithmic and power utility.…

Portfolio Management · Quantitative Finance 2010-12-07 Patrick Cheridito , Ying Hu

Primal-dual methods for solving convex optimization problems with functional constraints often exhibit a distinct two-stage behavior. Initially, they converge towards a solution at a sublinear rate. Then, after a certain point, the method…

Optimization and Control · Mathematics 2026-02-12 Mateo Díaz , Pedro Izquierdo Lehmann , Haihao Lu , Jinwen Yang

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 markets with transaction costs, consistent price systems play the same role as martingale measures in frictionless markets. We prove that if a continuous price process has conditional full support, then it admits consistent price systems…

Pricing of Securities · Quantitative Finance 2008-12-18 Paolo Guasoni , Miklós Rásonyi , Walter Schachermayer

For utility functions $u$ finite valued on $\mathbb{R}$, we prove a duality formula for utility maximization with random endowment in general semimartingale incomplete markets. The main novelty of the paper is that possibly non locally…

Pricing of Securities · Quantitative Finance 2009-06-02 Sara Biagini , Marco Frittelli , Matheus R. Grasselli

Continuous time primal-dual gradient dynamics that find a saddle point of a Lagrangian of an optimization problem have been widely used in systems and control. While the global asymptotic stability of such dynamics has been well-studied, it…

Optimization and Control · Mathematics 2019-09-17 Guannan Qu , Na Li

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

In many practical applications of constrained optimization, scale and solving time limits make traditional optimization solvers prohibitively slow. Thus, the research question of how to design optimization proxies -- machine learning models…

Machine Learning · Computer Science 2025-02-14 Michael Klamkin , Mathieu Tanneau , Pascal Van Hentenryck

The duality between the robust (or equivalently, model independent) hedging of path dependent European options and a martingale optimal transport problem is proved. The financial market is modeled through a risky asset whose price is only…

Probability · Mathematics 2013-06-19 Yan Dolinsky , H. Mete Soner

In this paper, we consider a num\'eraire-based utility maximization problem under constant proportional transaction costs and random endowment. Assuming that the agent cannot short sell assets and is endowed with a strictly positive…

Portfolio Management · Quantitative Finance 2017-02-24 Lingqi Gu , Yiqing Lin , Junjian Yang

Augmented Lagrangian and optimistic primal--dual methods stabilize equality-constrained optimization through seemingly different mechanisms: the former adds constraint-dependent primal curvature, while the latter adds dual memory. Recent…

Machine Learning · Computer Science 2026-05-08 Jiayi Zhao

In this paper we report further progress towards a complete theory of state-independent expected utility maximization with semimartingale price processes for arbitrary utility function. Without any technical assumptions we establish a…

Optimization and Control · Mathematics 2020-01-07 Sara Biagini , Aleš Černý

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

We pursue robust approach to pricing and hedging in mathematical finance. We consider a continuous time setting in which some underlying assets and options, with continuous paths, are available for dynamic trading and a further set of…

Mathematical Finance · Quantitative Finance 2015-07-07 Zhaoxu Hou , Jan Obloj

In this paper we study a utility maximization problem with both optimal control and optimal stopping in a finite time horizon. The value function can be characterized by a variational equation that involves a free boundary problem of a…

Mathematical Finance · Quantitative Finance 2018-10-23 Jingtang Ma , Jie Xing , Harry Zheng

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

In this paper, we introduce a primal-dual algorithm for solving (martingale) optimal transportation problems, with cost functions satisfying the twist condition, close to the one that has been used recently for training generative…

Optimization and Control · Mathematics 2019-04-12 Pierre Henry-Labordere

We study the minimax identity for a non-decreasing upper-semicontinuous utility function satisfying mild growth assumption. In contrast to the classical setting, we do not impose the assumption that the utility function is concave. By…

Probability · Mathematics 2022-07-12 Olena Bahchedjioglou , Georgiy Shevchenko

We analyze combinatorial optimization problems with ordinal, i.e., non-additive, objective functions that assign categories (like good, medium and bad) rather than cost coefficients to the elements of feasible solutions. We review different…

Optimization and Control · Mathematics 2022-04-06 Kathrin Klamroth , Michael Stiglmayr , Julia Sudhoff