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Related papers: Shadow prices for continuous processes

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A shadow price is a process lying within the bid/ask prices of a market with proportional transaction costs, such that maximizing expected utility from consumption in the frictionless market with this price process leads to the same maximal…

Portfolio Management · Quantitative Finance 2010-11-16 Jan Kallsen , Johannes Muhle-Karbe

For utility maximization problems under proportional transaction costs, it has been observed that the original market with transaction costs can sometimes be replaced by a frictionless "shadow market" that yields the same optimal strategy…

Portfolio Management · Quantitative Finance 2013-01-09 Giuseppe Benedetti , Luciano Campi , Jan Kallsen , Johannes Muhle-Karbe

We consider the problem of maximizing expected power utility from consumption over an infinite horizon in the Black-Scholes model with proportional transaction costs, as studied in Shreve and Soner [Ann. Appl. Probab. 4 (1994) 609-692].…

Portfolio Management · Quantitative Finance 2015-09-10 Attila Herczegh , Vilmos Prokaj

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

For portfolio choice problems with proportional transaction costs, we discuss whether or not there exists a "shadow price", i.e., a least favorable frictionless market extension leading to the same optimal strategy and utility. By means of…

Portfolio Management · Quantitative Finance 2014-01-17 Christoph Czichowsky , Johannes Muhle-Karbe , Walter Schachermayer

To any utility maximization problem under transaction costs one can assign a frictionless model with a price process $S^*$, lying in the bid/ask price interval $[\underline S, \bar{S}]$. Such process $S^*$ is called a \emph{shadow price} if…

Portfolio Management · Quantitative Finance 2011-12-20 Dmitry B. Rokhlin

We continue the analysis of our previous paper (Czichowsky/Schachermayer/Yang 2014) pertaining to the existence of a shadow price process for portfolio optimisation under proportional transaction costs. There, we established a positive…

Mathematical Finance · Quantitative Finance 2016-08-05 Christoph Czichowsky , Rémi Peyre , Walter Schachermayer , Junjian Yang

In a market with one safe and one risky asset, an investor with a long horizon, constant investment opportunities, and constant relative risk aversion trades with small proportional transaction costs. We derive explicit formulas for the…

Portfolio Management · Quantitative Finance 2013-01-15 Stefan Gerhold , Paolo Guasoni , Johannes Muhle-Karbe , Walter Schachermayer

This paper studies the utility maximization on the terminal wealth with random endowments and proportional transaction costs. To deal with unbounded random payoffs from some illiquid claims, we propose to work with the acceptable portfolios…

Mathematical Finance · Quantitative Finance 2018-08-27 Erhan Bayraktar , Xiang Yu

Shadow prices simplify the derivation of optimal trading strategies in markets with transaction costs by transferring optimization into a more tractable, frictionless market. This paper establishes that a na\"ive shadow price Ansatz for…

Portfolio Management · Quantitative Finance 2024-02-07 Eberhard Mayerhofer

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

In the paper discrete time shadow price is constructed for the market with several assets with given bid and ask prices. Shadow price is the price such that the problem of optimal utility from terminal wealth on the market without…

Optimization and Control · Mathematics 2025-06-18 Tomasz Rogala , Łukasz Stettner

While absence of arbitrage in frictionless financial markets requires price processes to be semimartingales, non-semimartingales can be used to model prices in an arbitrage-free way, if proportional transaction costs are taken into account.…

Mathematical Finance · Quantitative Finance 2016-08-30 Christoph Czichowsky , Walter Schachermayer

We consider the problem of optimizing the expected logarithmic utility of the value of a portfolio in a binomial model with proportional transaction costs with a long time horizon. By duality methods, we can find expressions for the…

Portfolio Management · Quantitative Finance 2012-09-25 Christian Bayer , Bezirgen Veliyev

In this paper we study the problem of maximizing expected utility from the terminal wealth with proportional transaction costs and random endowment. In the context of the existence of consistent price systems, we consider the duality…

Mathematical Finance · Quantitative Finance 2016-09-06 Yiqing Lin , Junjian Yang

We consider a discrete time financial market with proportional transaction costs under model uncertainty, and study a num\'eraire-based semi-static utility maximization problem with an exponential utility preference. The randomization…

Mathematical Finance · Quantitative Finance 2019-08-02 Shuoqing Deng , Xiaolu Tan , Xiang Yu

This paper discusses the num\'eraire-based utility maximization problem in markets with proportional transaction costs. In particular, the investor is required to liquidate all her position in stock at the terminal time. We first observe…

Mathematical Finance · Quantitative Finance 2017-10-13 Lingqi Gu , Yiqing Lin , Junjian Yang

Shadow prices are well understood and are widely used in economic applications. However, there are limits to where shadow prices can be applied assuming their natural interpretation and the fact that they reflect the first order optimality…

General Economics · Economics 2022-11-28 Nikolay Khabarov , Alexey Smirnov , Michael Obersteiner

We consider a discrete-time model of a financial market where a risky asset is bought and sold with transactions having a transient price impact. It is shown that the corresponding utility maximization problem admits a solution. We manage…

Portfolio Management · Quantitative Finance 2025-11-18 Lóránt Nagy , Miklós Rásonyi

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
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