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Employing probabilistic techniques we compute best possible upper and lower bounds on the price of an option on one or two assets with continuous piecewise linear payoff function based on prices of simple call options of possibly distinct…

Probability · Mathematics 2008-12-02 Dimitris Bertsimas , Natasha Bushueva

We introduce the class of multistage stochastic optimization problems with a random number of stages. For such problems, we show how to write dynamic programming equations and detail the Stochastic Dual Dynamic Programming algorithm to…

Optimization and Control · Mathematics 2019-07-18 Vincent Guigues

We consider a constrained version of the shortest path problem on the complete graphs whose edges have independent random lengths and costs. We establish the asymptotic value of the minimum length as a function of the cost-budget within a…

Combinatorics · Mathematics 2021-11-16 Alan Frieze , Tomasz Tkocz

In this work, we consider the optimal portfolio selection problem under hard constraints on trading amounts, transaction costs and different rates for borrowing and lending when the risky asset returns are serially correlated. No…

Portfolio Management · Quantitative Finance 2014-10-30 Vladimir Dombrovskii , Tatyana Obedko

In this paper I develop a new computational method for pricing path dependent options. Using the path integral representation of the option price, I show that in general it is possible to perform analytically a partial averaging over the…

Statistical Mechanics · Physics 2016-08-31 Andrew Matacz

We consider the problem of expected cost analysis over nondeterministic probabilistic programs, which aims at automated methods for analyzing the resource-usage of such programs. Previous approaches for this problem could only handle…

Programming Languages · Computer Science 2019-03-26 Peixin Wang , Hongfei Fu , Amir Kafshdar Goharshady , Krishnendu Chatterjee , Xudong Qin , Wenjun Shi

In this paper we study an optimal portfolio selection problem under instantaneous price impact. Based on some empirical analysis in the literature, we model such impact as a concave function of the trading size when the trading size is…

Probability · Mathematics 2012-12-20 Jin Ma , Qingshuo Song , Jing Xu , Jianfeng Zhang

A standard informal method for analyzing the asymptotic complexity of a program is to extract a recurrence that describes its cost in terms of the size of its input, and then to compute a closed-form upper bound on that recurrence. We give…

Programming Languages · Computer Science 2022-08-09 Norman Danner , Daniel R. Licata

Online portfolio selection is a fundamental problem in computational finance, which has been extensively studied across several research communities, including finance, statistics, artificial intelligence, machine learning, and data mining,…

Computational Finance · Quantitative Finance 2013-05-21 Bin Li , Steven C. H. Hoi

We consider a general problem of finding a strategy that minimizes the exponential moment of a given cost function, with an emphasis on its relation to the more common criterion of minimization the expectation of the first moment of the…

Information Theory · Computer Science 2011-03-16 Neri Merhav

We study the utility indifference price of a European option in the context of small transaction costs. Considering the general setup allowing consumption and a general utility function at final time T, we obtain an asymptotic expansion of…

Optimization and Control · Mathematics 2015-04-07 Dylan Possamaï , Guillaume Royer

A central push in operations models over the last decade has been the incorporation of models of customer choice. Real world implementations of many of these models face the formidable stumbling block of simply identifying the `right' model…

Applications · Statistics 2011-06-23 Vivek F. Farias , Srikanth Jagabathula , Devavrat Shah

We consider an agent who invests in a stock and a money market account with the goal of maximizing the utility of his investment at the final time T in the presence of a proportional transaction cost. The utility function considered is…

Portfolio Management · Quantitative Finance 2011-12-14 Maxim Bichuch

We study a goal-based portfolio selection problem in which an investor aims to meet multiple financial goals, each with a specific deadline and target amount. Trading the stock incurs a strictly positive transaction cost. Using the…

Optimization and Control · Mathematics 2025-10-27 Erhan Bayraktar , Bingyan Han , Jingjie Zhang

We study optimal investment problems under the framework of cumulative prospect theory (CPT). A CPT investor makes investment decisions in a single-period financial market with transaction costs. The objective is to seek the optimal…

Portfolio Management · Quantitative Finance 2016-11-15 Bin Zou , Rudi Zagst

We employ perturbation analysis technique to study multi-asset portfolio optimisation with transaction cost. We allow for correlations in risky assets and obtain optimal trading methods for general utility functions. Our analytical results…

Portfolio Management · Quantitative Finance 2009-05-06 Siu Lung Law , Chiu Fan Lee , Sam Howison , Jeff N. Dewynne

In this paper, we first conduct a study of the portfolio selection problem, incorporating both exogenous (proportional) and endogenous (resulting from liquidity risk, characterized by a stochastic process) transaction costs through the…

Mathematical Finance · Quantitative Finance 2025-09-03 Dong Yan , Nanyi Zhang , Junyi Guo

In the context of the multi-dimensional infinite horizon optimal consumption-investment problem with proportional transaction costs, we provide the first order expansion in small transact costs. Similar to the one-dimensional derivation in…

Analysis of PDEs · Mathematics 2013-01-23 Dylan Possamaï , H. Mete Soner , Nizar Touzi

Optimal portfolio selection problems are determined by the (unknown) parameters of the data generating process. If an investor wants to realise the position suggested by the optimal portfolios, he/she needs to estimate the unknown…

Portfolio Management · Quantitative Finance 2023-04-19 Taras Bodnar , Holger Dette , Nestor Parolya , Erik Thorsén

In order to estimate the conditional risk of a portfolio's return, two strategies can be advocated. A multivariate strategy requires estimating a dynamic model for the vector of risk factors, which is often challenging, when at all…

Econometrics · Economics 2019-09-12 Christian Francq , Jean-Michel Zakoian