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The paper [12] examines a concept of equilibrium policies instead of optimal controls in stochastic optimization to analyze a mean-variance portfolio selection problem. We follow the same approach in order to investigate the Merton…

Optimization and Control · Mathematics 2020-04-23 I. Alia , F. Chighoub , N. Khelfallah , J. Vives

We provide an economic interpretation of the practice consisting in incorporating risk measures as constraints in a classic expected return maximization problem. For what we call the infimum of expectations class of risk measures, we show…

Risk Management · Quantitative Finance 2009-06-19 Laetitia Andrieu , Michel De Lara , Babacar Seck

This paper investigates optimal consumption in the stochastic Ramsey problem with the Cobb-Douglas production function. Contrary to prior studies, we allow for general consumption processes, without any a priori boundedness constraint. A…

Optimization and Control · Mathematics 2021-07-15 Yu-Jui Huang , Saeed Khalili

We consider the portfolio choice problem for a long-run investor in a general continuous semimartingale model. We suggest to use path-wise growth optimality as the decision criterion and encode preferences through restrictions on the class…

Portfolio Management · Quantitative Finance 2012-11-21 Constantinos Kardaras , Jan Obloj , Eckhard Platen

We consider a continuous-review inventory system in which the setup cost of each order is a general function of the order quantity and the demand process is modeled as a Brownian motion with a positive drift. Assuming the holding and…

Optimization and Control · Mathematics 2020-09-03 Shuangchi He , Dacheng Yao , Hanqin Zhang

We aim to provide an intertemporal, cost-efficient consumption model that extends the consumption optimization inspired by the Distribution Builder, a tool developed by Sharpe, Johnson, and Goldstein. The Distribution Builder enables the…

Mathematical Finance · Quantitative Finance 2026-04-07 Mauricio Elizalde , Stephan Sturm

We introduce the logistic model of consumption growth, which captures a negative feedback loop preventing an unlimited growth of consumption due to finite biophysical resources of our planet. This simple dynamic model allows for derivation…

General Finance · Quantitative Finance 2018-07-05 Victor E. Gluzberg , Yuri A. Katz

We study an optimal control problem encompassing investment, consumption, and retirement decisions under exponential (CARA-type) utility. The financial market comprises a bond with constant drift and a stock following geometric Brownian…

Optimization and Control · Mathematics 2024-12-05 Tae Ung Gang , Yong Hyun Shin

We consider a portfolio optimisation problem for a utility-maximising investor who faces convex constraints on his portfolio allocation in Heston's stochastic volatility model. We apply the duality methods developed in previous work to…

Portfolio Management · Quantitative Finance 2023-11-08 Marcos Escobar-Anel , Michel Kschonnek , Rudi Zagst

We study an optimal liquidation problem with multiplicative price impact in which the trend of the asset's price is an unobservable Bernoulli random variable. The investor aims at selling over an infinite time-horizon a fixed amount of…

Mathematical Finance · Quantitative Finance 2022-11-28 Felix Dammann , Giorgio Ferrari

We study the optimal timing of derivative purchases in incomplete markets. In our model, an investor attempts to maximize the spread between her model price and the offered market price through optimally timing her purchase. Both the…

Pricing of Securities · Quantitative Finance 2011-10-12 Tim Leung , Michael Ludkovski

We consider an investor who wants to select her/his optimal consumption, investment and insurance policies. Motivated by new insurance products, we allow not only the financial marke but also the insurable loss to depend on the regime of…

Risk Management · Quantitative Finance 2014-06-25 Bin Zou , Abel Cadenillas

Any firm whose business strategy has an exposure constraint that limits its potential gain naturally considers expansion, as this can increase its exposure. We model business expansion as an enlargement of the opportunity set for business…

Risk Management · Quantitative Finance 2021-12-14 Ling Wang , Kexin Chen , Mei Choi Chiu , Hoi Ying Wong

We assume that an agent's rate of consumption is {\it ratcheted}; that is, it forms a non-decreasing process. Given the rate of consumption, we act as financial advisers and find the optimal investment strategy for the agent who wishes to…

Risk Management · Quantitative Finance 2008-12-10 Erhan Bayraktar , Virginia R. Young

Most decision theories, including expected utility theory, rank dependent utility theory and cumulative prospect theory, assume that investors are only interested in the distribution of returns and not in the states of the economy in which…

Portfolio Management · Quantitative Finance 2014-07-03 Carole Bernard , Franck Moraux , Ludger Rueschendorf , Steven Vanduffel

The model of this paper gives a convenient strategy that a bank in the federal funds market can use in order to maximize its profit in a contemporaneous reserve requirement (CRR) regime. The reserve requirements are determined by the demand…

Pricing of Securities · Quantitative Finance 2016-05-26 Traian A. Pirvu , Elena Cristina Canepa

In this paper we propose and solve an optimal dividend problem with capital injections over a finite time horizon. The surplus dynamics obeys a linearly controlled drifted Brownian motion that is reflected at the origin, dividends give rise…

Mathematical Finance · Quantitative Finance 2019-05-22 Giorgio Ferrari , Patrick Schuhmann

We study the optimal investment-consumption problem for a member of defined contribution plan during the decumulation phase. For a fixed annuitization time, to achieve higher final annuity, we consider a variable consumption rate. Moreover,…

Portfolio Management · Quantitative Finance 2020-08-18 Hassan Dadashi

We study a discrete-time consumption-based capital asset pricing model under expectations-based reference-dependent preferences. More precisely, we consider an endowment economy populated by a representative agent who derives utility from…

Mathematical Finance · Quantitative Finance 2024-01-24 Luca De Gennaro Aquino , Xuedong He , Moris Simon Strub , Yuting Yang

This paper studies robust forward investment and consumption preferences within a zero-volatility context. Different from previous works, we consider an incomplete financial market model due to general investment portfolio constraints. We…

Mathematical Finance · Quantitative Finance 2023-11-20 Wing Fung Chong , Gechun Liang