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Related papers: Convex duality with transaction costs

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The aim of this paper is to investigate the impact of rebalancing frequency and transaction costs on the log-optimal portfolio, which is a portfolio that maximizes the expected logarithmic growth rate of an investor's wealth. We prove that…

Portfolio Management · Quantitative Finance 2023-01-10 Chung-Han Hsieh , Yi-Shan Wong

We consider the fundamental theorem of asset pricing (FTAP) and hedging prices of options under non-dominated model uncertainty and portfolio constrains in discrete time. We first show that no arbitrage holds if and only if there exists…

Probability · Mathematics 2015-03-30 Erhan Bayraktar , Zhou Zhou

In this work we study a special minimax problem where there are linear constraints that couple both the minimization and maximization decision variables. The problem is a generalization of the traditional saddle point problem (which does…

Optimization and Control · Mathematics 2022-11-29 Ioannis Tsaknakis , Mingyi Hong , Shuzhong Zhang

The main goal of this paper is to investigate strong duality of non-convex semidefinite programming problems (SDPs). In the optimization community, it is well-known that a convex optimization problem satisfies strong duality if the Slater's…

Optimization and Control · Mathematics 2024-08-23 Donghwan Lee

In this paper we consider a class of optimization problems with a strongly convex objective function and the feasible set given by an intersection of a simple convex set with a set given by a number of linear equality and inequality…

Optimization and Control · Mathematics 2016-05-11 Alexey Chernov , Pavel Dvurechensky , Alexander Gasnikov

Financial contagion has been widely recognized as a fundamental risk to the financial system. Particularly potent is price-mediated contagion, wherein forced liquidations by firms depress asset prices and propagate financial stress,…

Computational Finance · Quantitative Finance 2023-10-06 Zhiyu Cao , Zihan Chen , Prerna Mishra , Hamed Amini , Zachary Feinstein

In this paper, we study the dual representation for generalized multiple stopping problems, hence the pricing problem of general multiple exercise options. We derive a dual representation which allows for cashflows which are subject to…

Computational Finance · Quantitative Finance 2011-12-13 Christian Bender , John Schoenmakers , Jianing Zhang

In this work we present two particular cases of the general duality result for linear optimisation problems over signed measures with infinitely many constraints in the form of integrals of functions with respect to the decision variables…

Optimization and Control · Mathematics 2015-01-20 Raphael Hauser , Sergey Shahverdyan

Most inverse optimization models impute unspecified parameters of an objective function to make an observed solution optimal for a given optimization problem with a fixed feasible set. We propose two approaches to impute unspecified…

Optimization and Control · Mathematics 2019-07-19 Timothy C. Y. Chan , Neal Kaw

This paper presents a canonical d.c. (difference of canonical and convex functions) programming problem, which can be used to model general global optimization problems in complex systems. It shows that by using the canonical duality…

Optimization and Control · Mathematics 2016-07-13 Zhong Jin , David Y Gao

We consider a financial market in discrete time and study pricing and hedging conditional on the information available up to an arbitrary point in time. In this conditional framework, we determine the structure of arbitrage-free prices.…

Mathematical Finance · Quantitative Finance 2023-05-15 Lars Niemann , Thorsten Schmidt

American options in a multi-asset market model with proportional transaction costs are studied in the case when the holder of an option is able to exercise it gradually at a so-called mixed (randomised) stopping time. The introduction of…

Pricing of Securities · Quantitative Finance 2013-08-14 Alet Roux , Tomasz Zastawniak

In this note we explore duality in reverse convex optimization with reverse convex inequality constraints. While we are examining the special case of a finite index set of the inequality constraints, we are primarily interested in the…

Optimization and Control · Mathematics 2023-08-07 Joachim Gwinner

This paper considers the finite horizon portfolio rebalancing problem in terms of mean-variance optimization, where decisions are made based on current information on asset returns and transaction costs. The study's novelty is that the…

Methodology · Statistics 2025-08-21 Qingliang Fan , Marcelo C. Medeiros , Hanming Yang , Songshan Yang

We establish strong duality relations for functional two-step compositional risk-constrained learning problems with multiple nonconvex loss functions and/or learning constraints, regardless of nonconvexity and under a minimal set of…

Machine Learning · Computer Science 2023-12-05 Dionysis Kalogerias , Spyridon Pougkakiotis

American options are studied in a general discrete market in the presence of proportional transaction costs, modelled as bid-ask spreads. Pricing algorithms and constructions of hedging strategies, stopping times and martingale…

Pricing of Securities · Quantitative Finance 2008-12-02 Alet Roux , Tomasz Zastawniak

We consider a collection of derivatives that depend on the price of an underlying asset at expiration or maturity. The absence of arbitrage is equivalent to the existence of a risk-neutral probability distribution on the price; in…

Computational Finance · Quantitative Finance 2020-03-09 Shane Barratt , Jonathan Tuck , Stephen Boyd

Mathematical models for financial asset prices which include, for example, stochastic volatility or jumps are incomplete in that derivative securities are generally not replicable by trading in the underlying. In earlier work (2004) the…

Pricing of Securities · Quantitative Finance 2008-12-02 Mark Davis , Jan Obloj

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

The classical optimal investment and consumption problem with infinite horizon is studied in the presence of transaction costs. Both proportional and fixed costs as well as general utility functions are considered. Weak dynamic programming…

Portfolio Management · Quantitative Finance 2016-10-14 Albert Altarovici , Max Reppen , H. Mete Soner