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This paper examines an optimal investment problem in a continuous-time (essentially) complete financial market with a finite horizon. We deal with an investor who behaves consistently with principles of Cumulative Prospect Theory, and whose…

Portfolio Management · Quantitative Finance 2014-03-18 Miklós Rásonyi , Andrea Meireles Rodrigues

We present a unified approach to get explicit formulas for utility maximising strategies in Exponential Levy models. This approach is related to $f$-divergence minimal martingale measures and based on a new concept of preservation of the…

Probability · Mathematics 2018-03-14 S. Cawston , L. Vostrikova

This paper studies the utility maximization problem of an agent with non-trivial endowment, and whose preferences are modeled by the maximal subsolution of a BSDE. We prove existence of an optimal trading strategy and relate our existence…

Optimization and Control · Mathematics 2015-04-16 Gregor Heyne , Michael Kupper , Ludovic Tangpi

We propose a deep learning approach to study the minimal variance pricing and hedging problem in an incomplete jump diffusion market. It is based upon a rigorous stochastic calculus derivation of the optimal hedging portfolio, optimal…

Trading and Market Microstructure · Quantitative Finance 2024-07-19 Nacira Agram , Bernt Øksendal , Jan Rems

This paper introduces a neural network-based nonlinear shrinkage estimator of covariance matrices for the purpose of minimum variance portfolio optimization. It is a hybrid approach that integrates statistical estimation with machine…

Machine Learning · Computer Science 2026-01-23 Liusha Yang , Siqi Zhao , Shuqi Chai

In this paper we develop a concrete and fully implementable approach to the optimization of functionally generated portfolios in stochastic portfolio theory. The main idea is to optimize over a family of rank-based portfolios parameterized…

Portfolio Management · Quantitative Finance 2021-10-12 Steven Campbell , Ting-Kam Leonard Wong

We study an optimal investment/consumption problem in a model capturing market and credit risk dependencies. Stochastic factors drive both the default intensity and the volatility of the stocks in the portfolio. We use the martingale…

Mathematical Finance · Quantitative Finance 2018-06-20 Lijun Bo , Agostino Capponi

Portfolio optimization is a ubiquitous problem in financial mathematics that relies on accurate estimates of covariance matrices for asset returns. However, estimates of pairwise covariance could be better and calculating time-sensitive…

Portfolio Management · Quantitative Finance 2024-11-12 James S. Cummins , Natalia G. Berloff

We undertake a study of markets from the perspective of a financial agent with limited access to information. The set of wealth processes available to the agent is structured with reasonable economic properties, instead of the usual…

General Finance · Quantitative Finance 2010-10-12 Constantinos Kardaras

Deep latent variable models (DLVMs) combine the approximation abilities of deep neural networks and the statistical foundations of generative models. Variational methods are commonly used for inference; however, the exact likelihood of…

Machine Learning · Statistics 2018-06-29 Pierre-Alexandre Mattei , Jes Frellsen

We analyze characteristics' joint predictive information through the lens of out-of-sample power utility functions. Linking weights to characteristics to form optimal portfolios suffers from estimation error which we mitigate by maximizing…

General Finance · Quantitative Finance 2024-02-05 Christopher G. Lamoureux , Huacheng Zhang

We perform a stability analysis for the utility maximization problem in a general semimartingale model where both liquid and illiquid assets (random endowments) are present. Small misspecifications of preferences (as modeled via expected…

Portfolio Management · Quantitative Finance 2010-03-17 Constantinos Kardaras , Gordan Zitkovic

Portfolio optimization constitutes a cornerstone of risk management by quantifying the risk-return trade-off. Since it inherently depends on accurate parameter estimation under conditions of future uncertainty, the selection of appropriate…

Portfolio Management · Quantitative Finance 2025-08-15 Juchan Kim , Inwoo Tae , Yongjae Lee

This paper presents several models addressing optimal portfolio choice, optimal portfolio liquidation, and optimal portfolio transition issues, in which the expected returns of risky assets are unknown. Our approach is based on a coupling…

Portfolio Management · Quantitative Finance 2019-03-21 Alexis Bismuth , Olivier Guéant , Jiang Pu

This paper considers the constrained portfolio optimization in a generalized life-cycle model. The individual with a stochastic income manages a portfolio consisting of stocks, a bond, and life insurance to maximize his or her consumption…

Portfolio Management · Quantitative Finance 2024-10-29 Wenyuan Li , Pengyu Wei

The choice of admissible trading strategies in mathematical modelling of financial markets is a delicate issue, going back to Harrison and Kreps (1979). In the context of optimal portfolio selection with expected utility preferences this…

Computational Finance · Quantitative Finance 2017-07-25 Sara Biagini , Aleš Černý

A financial market model where agents trade using realistic combinations of buy-and-hold strategies is considered. Minimal assumptions are made on the discounted asset-price process - in particular, the semimartingale property is not…

Pricing of Securities · Quantitative Finance 2009-11-02 Constantinos Kardaras , Eckhard Platen

In this work we study a finite horizon optimal liquidation problem with multiplicative price impact in algorithmic trading, using market orders. We analyze the case when an agent is trading on a market with two financial assets, whose…

Optimization and Control · Mathematics 2020-10-07 Riccardo Cesari , Harry Zheng

The paper develops no arbitrage results for trajectory based models by imposing general constraints on the trading portfolios. The main condition imposed, in order to avoid arbitrage opportunities, is a local continuity requirement on the…

Probability · Mathematics 2015-01-19 Alexander Alvarez , Sebastian Ferrando

In this paper, we study the mean-variance portfolio selection problem under partial information with drift uncertainty. First we show that the market model is complete even in this case while the information is not complete and the drift is…

Portfolio Management · Quantitative Finance 2020-10-27 Jie Xiong , Zuo quan Xu , Jiayu Zheng