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We study an optimal consumption and investment problem in a possibly incomplete market with general, not necessarily convex, stochastic constraints. We give explicit solutions for investors with exponential, logarithmic and power utility.…

Portfolio Management · Quantitative Finance 2010-12-07 Patrick Cheridito , Ying Hu

We consider a problem of optimal investment with intermediate consumption in the framework of an incomplete semimartingale model of a financial market. We show that a necessary and sufficient condition for the validity of key assertions of…

Portfolio Management · Quantitative Finance 2012-07-17 Oleksii Mostovyi

We consider the problem of optimal consumption of multiple goods in incomplete semimartingale markets. We formulate the dual problem and identify conditions that allow for existence and uniqueness of the solution and give a characterization…

Mathematical Finance · Quantitative Finance 2018-01-09 Oleksii Mostovyi

We establish a rigorous duality theory, under No Unbounded Profit with Bounded Risk, for an infinite horizon problem of optimal consumption in the presence of an income stream that can terminate randomly at an exponentially distributed…

Mathematical Finance · Quantitative Finance 2021-11-30 Ashley Davey , Michael Monoyios , Harry Zheng

We consider the problem of optimal investment with intermediate consumption in a general semimartingale model of an incomplete market, with preferences being represented by a utility stochastic field. We show that the key conclusions of the…

Portfolio Management · Quantitative Finance 2017-09-20 Huy N. Chau , Andrea Cosso , Claudio Fontana , Oleksii Mostovyi

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 the problem of maximizing expected utility from consumption in a constrained incomplete semimartingale market with a random endowment process, and establish a general existence and uniqueness result using techniques from convex…

Portfolio Management · Quantitative Finance 2008-12-10 Ioannis Karatzas , Gordan Zitkovic

The aim of this paper is to solve an optimal investment, consumption and life insurance problem when the investor is restricted to capital guarantee. We consider an incomplete market described by a jump-diffusion model with stochastic…

Portfolio Management · Quantitative Finance 2018-08-15 Rodwell Kufakunesu , Calisto Guambe

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

This paper considers an optimal life insurance for a householder subject to mortality risk. The household receives a wage income continuously, which is terminated by unexpected (premature) loss of earning power or (planned and intended)…

Portfolio Management · Quantitative Finance 2011-05-03 Masahiko Egami , Hideki Iwaki

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 studies the problem of maximizing the expected utility of terminal wealth for a financial agent with an unbounded random endowment, and with a utility function which supports both positive and negative wealth. We prove the…

Portfolio Management · Quantitative Finance 2008-12-10 Mark Owen , Gordan Zitkovic

In this paper we deal with the optimal bankruptcy problem for an agent who can optimally allocate her consumption rate, the amount of capital invested in the risky asset as well as her leisure time. In our framework, the agent is endowed by…

Portfolio Management · Quantitative Finance 2021-06-30 Guodong Ding , Daniele Marazzina

The paper investigates the consumption-investment problem for an investor with Epstein-Zin utility in an incomplete market. A non-Markovian environment with unbounded parameters is considered, which is more realistic in practical financial…

Mathematical Finance · Quantitative Finance 2025-10-27 Zixin Feng , Dejian Tian , Harry Zheng

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

The main objective of this paper is to develop a martingale-type solution to optimal consumption--investment choice problems ([Merton, 1969] and [Merton, 1971]) under time-varying incomplete preferences driven by externalities such as…

Mathematical Finance · Quantitative Finance 2025-01-14 Weixuan Xia

We consider a general discrete-time financial market with proportional transaction costs as in [Kabanov, Stricker and R\'{a}sonyi Finance and Stochastics 7 (2003) 403--411] and [Schachermayer Math. Finance 14 (2004) 19--48]. In addition to…

Probability · Mathematics 2008-12-10 Bruno Bouchard , Huyên Pham

We consider an optimal consumption/investment problem to maximize expected utility from consumption. In this market model, the investor is allowed to choose a portfolio which consists of one bond, one liquid risky asset (no transaction…

Mathematical Finance · Quantitative Finance 2019-01-30 Jin Hyuk Choi

We introduce an extension to Merton's famous continuous time model of optimal consumption and investment, in the spirit of previous works by Pliska and Ye, to allow for a wage earner to have a random lifetime and to use a portion of the…

Portfolio Management · Quantitative Finance 2011-02-14 I. Duarte , D. Pinheiro , A. A. Pinto , S. R. Pliska

We consider the problem of utility maximization for small traders on incomplete financial markets. As opposed to most of the papers dealing with this subject, the investors' trading strategies we allow underly constraints described by…

Probability · Mathematics 2008-12-10 Ying Hu , Peter Imkeller , Matthias Muller
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