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This paper investigates optimal portfolio strategies in a financial market where the drift of the stock returns is driven by an unobserved Gaussian mean reverting process. Information on this process is obtained from observing stock returns…

Portfolio Management · Quantitative Finance 2016-03-15 Abdelali Gabih , Hakam Kondakji , Jörn Sass , Ralf Wunderlich

In this paper we study optimal trading strategies in a financial market in which stock returns depend on a hidden Gaussian mean reverting drift process. Investors obtain information on that drift by observing stock returns. Moreover, expert…

Portfolio Management · Quantitative Finance 2024-07-01 Abdelali Gabih , Hakam Kondakji , Ralf Wunderlich

This paper investigates the optimal selection of portfolios for power utility maximizing investors in a financial market where stock returns depend on a hidden Gaussian mean reverting drift process. Information on the drift is obtained from…

Portfolio Management · Quantitative Finance 2024-07-01 Abdelali Gabih , Ralf Wunderlich

This paper investigates a financial market where stock returns depend on a hidden Gaussian mean reverting drift process. Information on the drift is obtained from returns and expert opinions in the form of noisy signals about the current…

Mathematical Finance · Quantitative Finance 2020-03-24 Abdelali Gabih , Hakam Kondakji , Ralf Wunderlich

We study a utility maximization problem in a financial market with a stochastic drift process, combining a worst-case approach with filtering techniques. Drift processes are difficult to estimate from asset prices, and at the same time…

Portfolio Management · Quantitative Finance 2021-11-04 Jörn Sass , Dorothee Westphal

We consider classical Merton problem of terminal wealth maximization in finite horizon. We assume that the drift of the stock is following Ornstein-Uhlenbeck process and the volatility of it is following GARCH(1) process. In particular,…

Optimization and Control · Mathematics 2018-07-18 Kerem Ugurlu

This paper studies the question of filtering and maximizing terminal wealth from expected utility in a partially information stochastic volatility models. The special features is that the only information available to the investor is the…

Portfolio Management · Quantitative Finance 2015-07-28 Dalia Ibrahim , Frédéric Abergel

We consider the Merton problem of optimizing expected power utility of terminal wealth in the case of an unobservable Markov-modulated drift. What makes the model special is that the agent is allowed to purchase costly expert opinions of…

Portfolio Management · Quantitative Finance 2024-09-19 Christoph Knochenhauer , Alexander Merkel , Yufei Zhang

This paper investigates a financial market where returns depend on an unobservable Gaussian drift process. While the observation of returns yields information about the underlying drift, we also incorporate discrete-time expert opinions as…

Portfolio Management · Quantitative Finance 2021-11-04 Jörn Sass , Dorothee Westphal , Ralf Wunderlich

This paper investigates well posedness of utility maximization problems for financial markets where stock returns depend on a hidden Gaussian mean reverting drift process. Since that process is potentially unbounded, well posedness cannot…

Portfolio Management · Quantitative Finance 2024-07-25 Abdelali Gabih , Hakam Kondakji , Ralf Wunderlich

We consider the classical multi-asset Merton investment problem under drift uncertainty, i.e. the asset price dynamics are given by geometric Brownian motions with constant but unknown drift coefficients. The investor assumes a prior drift…

Portfolio Management · Quantitative Finance 2024-02-22 Nicole Bäuerle , Antje Mahayni

We consider an optimal investment and consumption problem for a Black-Scholes financial market with stochastic volatility and unknown stock appreciation rate. The volatility parameter is driven by an external economic factor modeled as a…

Portfolio Management · Quantitative Finance 2015-05-15 Belkacem Berdjane , Sergei Pergamenshchikov

In this paper, we investigate trading strategies based on exponential moving averages (ExpMAs) of an underlying risky asset. We study both logarithmic utility maximization and long-term growth rate maximization problems and find closed-form…

Mathematical Finance · Quantitative Finance 2019-02-25 Matthew Lorig , Zhou Zhou , Bin Zou

We study a problem of finding an optimal stopping strategy to liquidate an asset with unknown drift. Taking a Bayesian approach, we model the initial beliefs of an individual about the drift parameter by allowing an arbitrary probability…

Mathematical Finance · Quantitative Finance 2015-09-03 Erik Ekström , Juozas Vaicenavicius

In this paper, we consider a stochastic asset price model where the trend is an unobservable Ornstein Uhlenbeck process. We first review some classical results from Kalman filtering. Expectedly, the choice of the parameters is crucial to…

Statistical Finance · Quantitative Finance 2015-04-21 Ahmed Bel Hadj Ayed , Grégoire Loeper , Frédéric Abergel

This paper investigates optimal portfolio strategies in a market where the drift is driven by an unobserved Markov chain. Information on the state of this chain is obtained from stock prices and expert opinions in the form of signals at…

Portfolio Management · Quantitative Finance 2016-02-03 Rüdiger Frey , Abdelali Gabih , Ralf Wunderlich

Rough stochastic volatility models have attracted a lot of attentions recently, in particular for the linear option pricing problem. In this paper, starting with power utilities, we propose to use a martingale distortion representation of…

Mathematical Finance · Quantitative Finance 2017-12-12 Jean-Pierre Fouque , Ruimeng Hu

We consider an illiquid financial market with different regimes modeled by a continuous-time finite-state Markov chain. The investor can trade a stock only at the discrete arrival times of a Cox process with intensity depending on the…

Portfolio Management · Quantitative Finance 2012-04-26 Paul Gassiat , Fausto Gozzi , Huyên Pham

In this article we consider an optimization problem of expected utility maximization of continuous-time trading in a financial market. This trading is constrained by a benchmark for a utility-based shortfall risk measure. The market…

Mathematical Finance · Quantitative Finance 2016-10-28 Oliver Janke

Optimal liquidation of an asset with unknown constant drift and stochastic regime-switching volatility is studied. The uncertainty about the drift is represented by an arbitrary probability distribution; the stochastic volatility is…

Mathematical Finance · Quantitative Finance 2019-01-17 Juozas Vaicenavicius
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