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We consider a financial market where stocks are available for dynamic trading, and European and American options are available for static trading (semi-static trading strategies). We assume that the American options are infinitely…

Mathematical Finance · Quantitative Finance 2016-02-09 Erhan Bayraktar , Zhou Zhou

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

This article develops a duality principle for a class of optimization problems in $\mathbb{R}^n$. The results are obtained based on standard tools of convex analysis and on a well known result of Toland for D.C. optimization. Global…

Optimization and Control · Mathematics 2019-04-02 Fabio Botelho

This paper studies duality and optimality conditions for general convex stochastic optimization problems. The main result gives sufficient conditions for the absence of a duality gap and the existence of dual solutions in a locally convex…

Optimization and Control · Mathematics 2022-06-01 Teemu Pennanen , Ari-Pekka Perkkiö

For a measure space $\Omega$ we extend the theory of Orlicz spaces generated by an even convex integrand $\varphi \colon \Omega \times X \to \left[ 0, \infty \right]$ to the case when the range Banach space $X$ is arbitrary. Besides…

Functional Analysis · Mathematics 2023-03-23 Thomas Ruf

We develop a duality theory for the problem of maximising expected lifetime utility from inter-temporal wealth over an infinite horizon, under the minimal no-arbitrage assumption of No Unbounded Profit with Bounded Risk (NUPBR). We use only…

Portfolio Management · Quantitative Finance 2020-10-13 Michael Monoyios

Multimarginal optimal transport (MOT) has gained increasing attention in recent years, notably due to its relevance in machine learning and statistics, where one seeks to jointly compare and align multiple probability distributions. This…

Optimization and Control · Mathematics 2026-01-27 Yehya Cheryala , Mokhtar Z. Alaya , Salim Bouzebda

This article studies convex duality in stochastic optimization over finite discrete-time. The first part of the paper gives general conditions that yield explicit expressions for the dual objective in many applications in operations…

Optimization and Control · Mathematics 2015-04-28 Sara Biagini , Teemu Pennanen , Ari-Pekka Perkkiö

The objective of this paper is to develop a duality between a novel Entropy Martingale Optimal Transport problem (A) and an associated optimization problem (B). In (A) we follow the approach taken in the Entropy Optimal Transport (EOT)…

Mathematical Finance · Quantitative Finance 2021-09-30 Alessandro Doldi , Marco Frittelli

A celebrated financial application of convex duality theory gives an explicit relation between the following two quantities: (i) The optimal terminal wealth $X^*(T) : = X_{\varphi^*}(T)$ of the problem to maximize the expected $U$-utility…

Portfolio Management · Quantitative Finance 2015-09-08 Bernt Øksendal , Agnès Sulem

We consider a utility-maximization problem in a general semimartingale financial model, subject to constraints on the number of shares held in each risky asset. These constraints are modeled by predictable convex-set-valued processes whose…

Portfolio Management · Quantitative Finance 2013-02-25 Kasper Larsen , Gordan Žitković

In this article we develop a duality principle suitable for a large class of problems in optimization. The main result is obtained through basic tools of convex analysis and duality theory. We establish a correct relation between the…

Optimization and Control · Mathematics 2019-06-26 Fabio Botelho

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

This paper concerns the recursive utility maximization problem. We assume that the coefficients of the wealth equation and the recursive utility are concave. Then some interesting and important cases with nonlinear and nonsmooth…

Mathematical Finance · Quantitative Finance 2016-07-05 Shaolin Ji , Xiaomin Shi

We give a definitive treatment of duality for optimal consumption over the infinite horizon, in a semimartingale incomplete market satisfying no unbounded profit with bounded risk (NUPBR). Rather than base the dual domain on (local)…

Portfolio Management · Quantitative Finance 2021-12-21 Michael Monoyios

This paper introduces a dual problem to study a continuous-time consumption and investment problem with incomplete markets and stochastic differential utility. For Epstein-Zin utility, duality between the primal and dual problems is…

Mathematical Finance · Quantitative Finance 2016-01-15 Anis Matoussi , Hao Xing

We extend the Bipolar Theorem of Brannath and Schachermayer (1999) to the space of nonnegative cadlag supermartingales on a filtered probability space. We formulate the notion of fork-convexity as an analogue to convexity in this setting.…

Probability · Mathematics 2007-06-04 Gordan Zitkovic

For several decades, the no-arbitrage (NA) condition and the martingale measures have played a major role in the financial asset's pricing theory. We propose a new approach for estimating the super-replication cost based on convex duality…

Mathematical Finance · Quantitative Finance 2019-05-13 Julien Baptiste , Laurence Carassus , Emmanuel Lépinette

In frictionless markets, utility maximization problems are typically solved either by stochastic control or by martingale methods. Beginning with the seminal paper of Davis and Norman [Math. Oper. Res. 15 (1990) 676--713], stochastic…

Computational Finance · Quantitative Finance 2010-10-26 J. Kallsen , J. Muhle-Karbe

We examine the duality theory for a class of non-convex functions obtained by composing a convex function with a continuous one. Using Fenchel duality, we derive a dual problem that satisfies weak duality under general assumptions. To…

Optimization and Control · Mathematics 2025-10-08 Vittorio Latorre