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In the large financial market, which is described by a model with countably many traded assets, we formulate the problem of the expected utility maximization. Assuming that the preferences of an economic agent are modeled with a stochastic…

Portfolio Management · Quantitative Finance 2014-10-21 Oleksii Mostovyi

We study the problem of maximising terminal utility for an agent facing model uncertainty, in a frictionless discrete-time market with one safe asset and finitely many risky assets. We show that an optimal investment strategy exists if the…

Mathematical Finance · Quantitative Finance 2020-07-10 Miklós Rásonyi , Andrea Meireles-Rodrigues

In this paper we study a robust utility maximization problem in continuous time under model uncertainty. The model uncertainty is governed by a continuous semimartingale with uncertain local characteristics. Here, the differential…

Mathematical Finance · Quantitative Finance 2023-08-04 David Criens , Lars Niemann

This paper studies the problem of maximizing expected utility from terminal wealth combining a static position in derivative securities, which we assume can be traded only at time zero, with a traditional dynamic trading strategy in stocks.…

Portfolio Management · Quantitative Finance 2013-10-09 Pietro Siorpaes

In an incomplete financial market with general continuous semimartingale dynamics; we model an investor with log-utility preferences who, in addition to an initial capital, receives units of a non-traded endowment process. Using duality…

Mathematical Finance · Quantitative Finance 2026-01-23 Michail Anthropelos , Constantinos Kardaras , Constantinos Stefanakis

We consider a discrete-time financial market model with finite time horizon and give conditions which guarantee the existence of an optimal strategy for the problem of maximizing expected terminal utility. Equivalent martingale measures are…

Probability · Mathematics 2008-12-10 Miklos Rasonyi , Lukasz Stettner

In this paper we study the problem of maximizing expected utility from the terminal wealth with proportional transaction costs and random endowment. In the context of the existence of consistent price systems, we consider the duality…

Mathematical Finance · Quantitative Finance 2016-09-06 Yiqing Lin , Junjian Yang

We study the analyticity of the value function in optimal investment with expected utility from terminal wealth and the relation to stochastically dominant financial models. We identify both a class of utilities and a class of…

Probability · Mathematics 2021-06-07 Oleskii Mostovyi , Mihai Sîrbu , Thaleia Zariphopoulou

This paper studies stability of the exponential utility maximization when there are small variations on agent's utility function. Two settings are considered. First, in a general semimartingale model where random endowments are present, a…

Portfolio Management · Quantitative Finance 2013-09-04 Hao Xing

We consider a discrete-time model of a financial market where a risky asset is bought and sold with transactions having a transient price impact. It is shown that the corresponding utility maximization problem admits a solution. We manage…

Portfolio Management · Quantitative Finance 2025-11-18 Lóránt Nagy , Miklós Rásonyi

We consider a problem of optimal investment with intermediate consumption and random endowment in an incomplete semimartingale model of a financial market. We establish the key assertions of the utility maximization theory assuming that…

Portfolio Management · Quantitative Finance 2012-10-12 Oleksii Mostovyi

We consider a utility maximization problem in a broad class of markets. Apart from traditional semimartingale markets, our class of markets includes processes with long memory, fractional Brownian motion and related processes, and, in…

Probability · Mathematics 2015-12-31 Elena Boguslavskaya , Yuliya Mishura

The problem of robust utility maximization in an incomplete market with volatility uncertainty is considered, in the sense that the volatility of the market is only assumed to lie between two given bounds. The set of all possible models…

Probability · Mathematics 2015-04-07 Anis Matoussi , Dylan Possamaï , Chao Zhou

We give explicit solutions for utility maximization of terminal wealth problem $u(X_T)$ in the presence of Knightian uncertainty in continuous time $[0,T]$ in a complete market. We assume there is uncertainty on both drift and volatility of…

Mathematical Finance · Quantitative Finance 2019-09-13 Kerem Ugurlu

We study a continuous-time expected utility maximization problem in which the investor at maturity receives the value of a contingent claim in addition to the investment payoff from the financial market. The investor knows nothing about the…

Mathematical Finance · Quantitative Finance 2023-07-17 Yunhong Li , Zuo Quan Xu , Xun Yu Zhou

We consider an optimal investment-consumption problem for a utility-maximizing investor who has access to assets with different liquidity and whose consumption rate as well as terminal wealth are subject to lower-bound constraints. Assuming…

Mathematical Finance · Quantitative Finance 2025-05-21 Yevhen Havrylenko

We consider the problem of maximizing expected utility from terminal wealth in models with stochastic factors. Using martingale methods and a conditioning argument, we determine the optimal strategy for power utility under the assumption…

Portfolio Management · Quantitative Finance 2009-11-22 Jan Kallsen , Johannes Muhle-Karbe

In this paper, we study expected utility maximization under ratchet and drawdown constraints on consumption in a general incomplete semimartingale market using duality methods. The optimization is considered with respect to two parameters:…

Optimization and Control · Mathematics 2022-07-19 Anastasiya Tanana

In this paper we find tight sufficient conditions for the continuity of the value of the utility maximization problem from terminal wealth with respect to the convergence in distribution of the underlying processes. We also establish a weak…

Mathematical Finance · Quantitative Finance 2020-06-19 Erhan Bayraktar , Yan Dolinsky , Jia Guo

We study the problem of utility maximization from terminal wealth in which an agent optimally builds her portfolio by investing in a bond and a risky asset. The asset price dynamics follow a diffusion process with regime-switching…

Portfolio Management · Quantitative Finance 2018-04-24 Adriana Ocejo