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We investigate a continuous-time investment-consumption problem with model uncertainty in a general diffusion-based market with random model coefficients. We assume that a power utility investor is ambiguity-averse, with the preference to…

Portfolio Management · Quantitative Finance 2024-07-04 Len Patrick Dominic M. Garces , Yang Shen

We explore martingale and convex duality techniques to study optimal investment strategies that maximize expected risk-averse utility from consumption and terminal wealth. We consider a market model with jumps driven by (multivariate)…

Portfolio Management · Quantitative Finance 2015-09-22 Mauricio Junca , Rafael Serrano

We consider an investor, whose portfolio consists of a single risky asset and a risk free asset, who wants to maximize his expected utility of the portfolio subject to the Value at Risk assuming a heavy tail distribution of the stock prices…

Portfolio Management · Quantitative Finance 2020-12-02 Subhojit Biswas , Diganta Mukherjee

We consider the economic problem of optimal consumption and investment with power utility. We study the optimal strategy as the relative risk aversion tends to infinity or to one. The convergence of the optimal consumption is obtained for…

Portfolio Management · Quantitative Finance 2012-08-13 Marcel Nutz

Portfolio selection in the periodic investment of securities modeled by a multivariate Merton model with dependent jumps is considered. The optimization framework is designed to maximize expected terminal wealth when portfolio risk is…

Statistics Theory · Mathematics 2021-04-22 Bahareh Afhami , Mohsen Rezapour , Mohsen Madadi , Vahed Maroufy

We consider an infinite dimensional optimization problem motivated by mathematical economics. Within the celebrated "Arbitrage Pricing Model", we use probabilistic and functional analytic techniques to show the existence of optimal…

Mathematical Finance · Quantitative Finance 2017-03-10 Miklos Rasonyi

We introduce a variant of the Barndorff-Nielsen and Shephard stochastic volatility model where the non Gaussian Ornstein-Uhlenbeck process describes some measure of trading intensity like trading volume or number of trades instead of…

Statistical Finance · Quantitative Finance 2008-12-02 Friedrich Hubalek , Petra Posedel

One of the most important studies in finance is to find out whether stock returns could be predicted. This research aims to create a new multivariate model, which includes dividend yield, earnings-to-price ratio, book-to-market ratio as…

Econometrics · Economics 2021-10-06 Jianying Xie

We consider a stochastic model of investment on an asset of a stock market for a prudent investor. She decides to buy permanent goods with a fraction $\a$ of the maximum amount of money owned in her life in order that her economic level…

Disordered Systems and Neural Networks · Physics 2009-09-25 R. Baviera , M. Pasquini , M. Serva , A. Vulpiani

We study the Markowitz portfolio selection problem with unknown drift vector in the multidimensional framework. The prior belief on the uncertain expected rate of return is modeled by an arbitrary probability law, and a Bayesian approach…

Portfolio Management · Quantitative Finance 2018-11-19 Carmine De Franco , Johann Nicolle , Huyên Pham

In this paper, we explore the portfolio allocation problem involving an uncertain covariance matrix. We calculate the expected value of the Constant Absolute Risk Aversion (CARA) utility function, marginalized over a distribution of…

Portfolio Management · Quantitative Finance 2023-11-14 Maxime Markov , Vladimir Markov

When prices reflect all available information, they oscillate around an equilibrium level. This oscillation is the result of the temporary market impact caused by waves of buyers and sellers. This price behavior can be approximated through…

Trading and Market Microstructure · Quantitative Finance 2020-03-25 Alexander Lipton , Marcos Lopez de Prado

This study investigates an optimal investment problem for an insurance company operating under the Cramer-Lundberg risk model, where investments are made in both a risky asset and a risk-free asset. In contrast to other literature that…

Mathematical Finance · Quantitative Finance 2024-06-25 J. Cerda-Hernandez , A. Sikov , A. Ramos

We study a dynamic portfolio optimization problem related to convergence trading, which is an investment strategy that exploits temporary mispricing by simultaneously buying relatively underpriced assets and selling short relatively…

Portfolio Management · Quantitative Finance 2019-10-08 Sühan Altay , Katia Colaneri , Zehra Eksi

In this paper the multivariate fractional trading ansatz of money management from Ralph Vince (Portfolio Management Formulas: Mathematical Trading Methods for the Futures, Options, and Stock Markets, John Wiley & Sons, Inc., 1990) is…

Portfolio Management · Quantitative Finance 2017-03-03 Andreas Hermes , Stanislaus Maier-Paape

We consider an optimal investment and consumption problem for a Black-Scholes financial market with stochastic coefficients driven by a diffusion process. We assume that an agent makes consumption and investment decisions based on CRRA…

Portfolio Management · Quantitative Finance 2011-12-12 Berdjane Belkacem , Serguei Pergamenchtchikov

We analyze a continuous-time optimal trade execution problem in multiple assets where the price impact and the resilience can be matrix-valued stochastic processes that incorporate cross-impact effects. In addition, we allow for stochastic…

Optimization and Control · Mathematics 2026-03-26 Julia Ackermann , Thomas Kruse , Mikhail Urusov

We propose a pairs trading model that incorporates a time-varying volatility of the Constant Elasticity of Variance type. Our approach is based on stochastic control techniques; given a fixed time horizon and a portfolio of two…

Optimization and Control · Mathematics 2021-11-05 T. N. Li , A. Tourin

We examine the problem of optimal portfolio allocation within the framework of utility theory. We apply exponential utility to derive the optimal diversification strategy and logarithmic utility to determine the optimal leverage. We enhance…

Portfolio Management · Quantitative Finance 2025-10-01 Vladimir Markov

In portfolio risk minimization, the inverse covariance matrix of returns is often unknown and has to be estimated in practice. This inverse covariance matrix also prescribes the hedge trades in which a stock is hedged by all the other…

Portfolio Management · Quantitative Finance 2024-07-15 Lim Hao Shen Keith