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We theoretically and empirically study portfolio optimization under transaction costs and establish a link between turnover penalization and covariance shrinkage with the penalization governed by transaction costs. We show how the ex ante…

Portfolio Management · Quantitative Finance 2020-03-26 Nikolaus Hautsch , Stefan Voigt

In this paper, we study a retailer price optimization problem which includes the practical constraints: maximum number of price changes and minimum amount of price change (if a change is recommended). We provide a closed-form formula for…

Optimization and Control · Mathematics 2021-04-21 Xiaojie Wang , Hsin-Chan Huang , Lanshan Han , Alvin Lim

Real-world machine learning applications often have complex test metrics, and may have training and test data that are not identically distributed. Motivated by known connections between complex test metrics and cost-weighted learning, we…

Machine Learning · Statistics 2019-06-18 Sen Zhao , Mahdi Milani Fard , Harikrishna Narasimhan , Maya Gupta

An off policy reinforcement learning based control strategy is developed for the optimal tracking control problem to achieve the prescribed performance of full states during the learning process. The optimal tracking control problem is…

Systems and Control · Electrical Eng. & Systems 2020-09-02 C. Li , Y. Wang , F. Liu , M. Buss

In this paper, we study an optimal stopping problem in the presence of model uncertainty and regime switching. The max-min formulation for robust control and the dynamic programming approach are adopted to establish a general theoretical…

Optimization and Control · Mathematics 2025-09-04 Siyu Lv , Zhen Wu , Jie Xiong , Xin Zhang

We propose a microstructural modeling framework for studying optimal market making policies in a FIFO (first in first out) limit order book (LOB). In this context, the limit orders, market orders, and cancel orders arrivals in the LOB are…

Trading and Market Microstructure · Quantitative Finance 2020-02-21 Frédéric Abergel , Côme Huré , Huyên Pham

The study seeks to develop an effective strategy based on the novel framework of statistical arbitrage based on graph clustering algorithms. Amalgamation of quantitative and machine learning methods, including the Kelly criterion, and an…

Portfolio Management · Quantitative Finance 2024-06-18 Adam Korniejczuk , Robert Ślepaczuk

The efficient market hypothesis (EMH) famously stated that prices fully reflect the information available to traders. This critically depends on the transfer of information into prices through trading strategies. Traders optimise their…

Mathematical Finance · Quantitative Finance 2025-01-14 Paolo Barucca , Flaviano Morone

This paper studies the risk-adjusted optimal timing to liquidate an option at the prevailing market price. In addition to maximizing the expected discounted return from option sale, we incorporate a path-dependent risk penalty based on…

Mathematical Finance · Quantitative Finance 2015-03-31 Tim Leung , Yoshihiro Shirai

We solve a version of the optimal trade execution problem when the mid asset price follows a displaced diffusion. Optimal strategies in the adapted class under various risk criteria, namely value-at-risk, expected shortfall and a new…

Trading and Market Microstructure · Quantitative Finance 2014-05-12 Damiano Brigo , Giuseppe Di Graziano

In this paper, we focus on a method based on optimal control to address the optimization problem. The objective is to find the optimal solution that minimizes the objective function. We transform the optimization problem into optimal…

Optimization and Control · Mathematics 2023-09-12 Yeming Xu , Ziyuan Guo , Hongxia Wang , Huanshui Zhang

We investigate activities that have different periods of duration. We define the profit intensity as a measure of this economic category. The profit intensity in a repeated trading has a unique property of attaining its maximum at a fixed…

Trading and Market Microstructure · Quantitative Finance 2009-11-13 Edward W. Piotrowski , Jan Sladkowski

We study a stochastic recursive optimal control problem in which the cost functional is described by the solution of a backward stochastic differential equation driven by G-Brownian motion. Some of the economic and financial optimization…

Optimization and Control · Mathematics 2015-09-01 Mingshang Hu , Shaolin Ji

The aim of this short note is to establish a limit theorem for the optimal trading strategies in the setup of the utility maximization problem with proportional transaction costs. This limit theorem resolves the open question from [4]. The…

Mathematical Finance · Quantitative Finance 2021-09-28 Erhan Bayraktar , Christoph Czichowsky , Leonid Dolinskyi , Yan Dolinsky

We present an elementary state augmentation method for a class of static risk measure applied to the total cost for both Markov decision processes and stochastic optimal control, such that dynamic programming equations can be derived on the…

Optimization and Control · Mathematics 2026-04-07 Cristian Chávez , Yan Li

We consider derivatives written on multiple underlyings in a one-period financial market, and we are interested in the computation of model-free upper and lower bounds for their arbitrage-free prices. We work in a completely realistic…

Optimization and Control · Mathematics 2022-01-13 Ariel Neufeld , Antonis Papapantoleon , Qikun Xiang

Optimal multi-asset trading with Markovian predictors is well understood in the case of quadratic transaction costs, but remains intractable when these costs are $L_1$. We present a mean-field approach that reduces the multi-asset problem…

Portfolio Management · Quantitative Finance 2020-04-14 Matt Emschwiller , Benjamin Petit , Jean-Philippe Bouchaud

In a recent paper, Alfonsi, Fruth and Schied (AFS) propose a simple order book based model for the impact of large orders on stock prices. They use this model to derive optimal strategies for the execution of large orders. We apply these…

Trading and Market Microstructure · Quantitative Finance 2010-01-11 Alexander Weiss

In this paper we propose a dynamic model of Limit Order Book (LOB). The main feature of our model is that the shape of the LOB is determined endogenously by an expected utility function via a competitive equilibrium argument. Assuming zero…

Optimization and Control · Mathematics 2014-01-23 Jin Ma , Xinyang Wang , Jianfeng Zhang

We study a an optimal high frequency trading problem within a market microstructure model designed to be a good compromise between accuracy and tractability. The stock price is driven by a Markov Renewal Process (MRP), while market orders…

Trading and Market Microstructure · Quantitative Finance 2015-01-06 Pietro Fodra , Huyên Pham
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