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In this paper, we study an intertemporal utility maximization problem in which an investor chooses consumption and portfolio strategies in the presence of a stochastic factor and a no-borrowing constraint. In the spirit of the Kim-Omberg…

Optimization and Control · Mathematics 2026-03-12 Giorgio Ferrari , Tim Niclas Schütz

We consider the problem of optimally utilizing $N$ resources, each in an unknown binary state. The state of each resource can be inferred from state-dependent noisy measurements. Depending on its state, utilizing a resource results in…

Systems and Control · Computer Science 2017-05-18 Lorenzo Ferrari , Qing Zhao , Anna Scaglione

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

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 consider a financial market with a stock exposed to a counterparty risk inducing a drop in the price, and which can still be traded after this default time. We use a default-density modeling approach, and address in this incomplete…

Probability · Mathematics 2009-03-06 Ying Jiao , Huyen Pham

We consider indifference pricing of contingent claims consisting of payment flows in a discrete time model with proportional transaction costs and under exponential disutility. This setting covers utility maximisation as a special case. A…

Mathematical Finance · Quantitative Finance 2021-05-25 Alet Roux , Zhikang Xu

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

In the frictionless discrete time financial market of Bouchard et al.(2015) we consider a trader who, due to regulatory requirements or internal risk management reasons, is required to hedge a claim $\xi$ in a risk-conservative way relative…

Mathematical Finance · Quantitative Finance 2019-02-19 Laurence Carassus , Jan Obloj , Johannes Wiesel

This paper studies optimal market making for large-tick assets in the presence of latency. We consider a random walk model for the asset price, and formulate the market maker's optimization problem using Markov Decision Processes (MDP). We…

Trading and Market Microstructure · Quantitative Finance 2020-03-18 Xuefeng Gao , Yunhan Wang

Shadow prices are well understood and are widely used in economic applications. However, there are limits to where shadow prices can be applied assuming their natural interpretation and the fact that they reflect the first order optimality…

General Economics · Economics 2022-11-28 Nikolay Khabarov , Alexey Smirnov , Michael Obersteiner

In this paper we study utility maximization with proportional transaction costs. Assuming extended weak convergence of the underlying processes we prove the convergence of the corresponding utility maximization problems. Moreover, we…

Mathematical Finance · Quantitative Finance 2020-07-02 Erhan Bayraktar , Leonid Dolinskyi , Yan Dolinsky

The optimal power flow (OPF) problem is an important mathematical program that aims at obtaining the best operating point of an electric power grid. The optimization problem typically minimizes the total generation cost subject to certain…

Optimization and Control · Mathematics 2023-05-02 Shourya Bose , Kejun Chen , Yu Zhang

We revisit optimal execution of an active portfolio in the presence of slippage (aka linear, proportional, or absolute-value) costs. Market efficiency implies a close balance between active alphas and trading costs, so even small changes to…

Portfolio Management · Quantitative Finance 2021-10-29 Michael Isichenko

This article studies the problem of utility maximization in an incomplete market under a class of nonlinear expectations and general constraints on trading strategies. Using a $g$-martingale method, we provide an explicit solution to our…

Mathematical Finance · Quantitative Finance 2025-01-30 Wahid Faidi

In this paper we address the problem of optimal liquidation of a large portfolio composed by securities exposed to default risk. The default time is described in terms of a Brownian motion representing the evolution of the value of the…

Optimization and Control · Mathematics 2026-02-03 Daniel Hernández-Hernńdez , Harold A. Moreno-Franco , José-Luis Pérez

We investigate optimal consumption problems for a Black-Scholes market under uniform restrictions on Value-at-Risk and Expected Shortfall for logarithmic utility functions. We find the solutions in terms of a dynamic strategy in explicit…

Portfolio Management · Quantitative Finance 2010-02-15 Claudia Kluppelberg , Serguei Pergamenchtchikov

The sum-utility maximization problem is known to be important in the energy systems literature. The conventional assumption to address this problem is that the utility is concave. But for some key applications, such an assumption is not…

Computer Science and Game Theory · Computer Science 2021-12-07 Chao Zhang , Samson Lasaulce , Li Wang , Lucas Saludjian , H. Vincent Poor

While absence of arbitrage in frictionless financial markets requires price processes to be semimartingales, non-semimartingales can be used to model prices in an arbitrage-free way, if proportional transaction costs are taken into account.…

Mathematical Finance · Quantitative Finance 2016-08-30 Christoph Czichowsky , Walter Schachermayer

We study a robust portfolio optimization problem under model uncertainty for an investor with logarithmic or power utility. The uncertainty is specified by a set of possible L\'evy triplets; that is, possible instantaneous drift, volatility…

Mathematical Finance · Quantitative Finance 2016-03-23 Ariel Neufeld , Marcel Nutz

In this paper we investigate a new class of growth rate maximization problems based on impulse control strategies such that the average number of trades per time unit does not exceed a fixed level. Moreover, we include proportional…

Portfolio Management · Quantitative Finance 2013-06-10 Sören Christensen , Marc Wittlinger
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