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Related papers: Portfolio liquidation under factor uncertainty

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Portfolio selection problems that optimize expected utility are usually difficult to solve. If the number of assets in the portfolio is large, such expected utility maximization problems become even harder to solve numerically. Therefore,…

Portfolio Management · Quantitative Finance 2026-02-17 Nuerxiati Abudurexiti , Erhan Bayraktar , Takaki Hayashi , Hasanjan Sayit

In this article, we provide a flexible framework for optimal trading in an asset listed on different venues. We take into account the dependencies between the imbalance and spread of the venues, and allow for partial execution of limit…

Trading and Market Microstructure · Quantitative Finance 2020-08-19 Bastien Baldacci , Iuliia Manziuk

This paper studies the optimal dividend problem with capital injection under the constraint that the cumulative dividend strategy is absolutely continuous. We consider an open problem of the general spectrally negative case and derive the…

Mathematical Finance · Quantitative Finance 2018-06-12 José-Luis Pérez , Kazutoshi Yamazaki , Xiang Yu

An agent holds a position in a perpetual contract with payoff function $\psi$ and attempts to liquidate the position while managing transaction costs, inventory risk, and funding rate payments. By solving the agent's stochastic control…

Mathematical Finance · Quantitative Finance 2026-01-19 Ryan Donnelly , Junhan Lin , Matthew Lorig

This paper studies a robust utility maximization problem for intractable claims under distributional ambiguity, where the distribution of the claim cannot be inferred from market information and its dependence with tradable assets is…

Optimization and Control · Mathematics 2026-04-17 Guohui Guan , Zongxia Liang , Xingjian Ma

The paper studies problem of continuous time optimal portfolio selection for a incom- plete market diffusion model. It is shown that, under some mild conditions, near optimal strategies for investors with different performance criteria can…

Portfolio Management · Quantitative Finance 2014-04-15 Nikolai Dokuchaev

This paper studies a type of periodic utility maximization problems for portfolio management in incomplete stochastic factor models with convex trading constraints. The portfolio performance is periodically evaluated on the relative ratio…

Mathematical Finance · Quantitative Finance 2024-11-22 Wenyuan Wang , Kaixin Yan , Xiang Yu

An empirical analysis, suggested by optimal Merton dynamics, reveals some unexpected features of asset volumes. These features are connected to traders' belief and risk aversion. This paper proposes a trading strategy model in the optimal…

Trading and Market Microstructure · Quantitative Finance 2026-05-27 Francesca Mariani , Maria Cristina Recchioni , Tai-Ho Wang , Roberto Giacalone

In a discrete-time market, we study model-independent superhedging, while the semi-static superhedging portfolio consists of {\it three} parts: static positions in liquidly traded vanilla calls, static positions in other tradable, yet…

Pricing of Securities · Quantitative Finance 2015-06-16 Arash Fahim , Yu-Jui Huang

This paper discusses the num\'eraire-based utility maximization problem in markets with proportional transaction costs. In particular, the investor is required to liquidate all her position in stock at the terminal time. We first observe…

Mathematical Finance · Quantitative Finance 2017-10-13 Lingqi Gu , Yiqing Lin , Junjian Yang

We propose a framework to study the optimal liquidation strategy in a limit order book for large-tick stocks, with spread equal to one tick. All order book events (market orders, limit orders and cancellations) occur according to…

Trading and Market Microstructure · Quantitative Finance 2017-11-16 Antoine Jacquier , Hao Liu

We propose a general approximation method for determining optimal trading strategies in markets with proportional transaction costs, with a polynomial approximation of the residual value function. The method is exemplified by several…

Portfolio Management · Quantitative Finance 2024-07-11 Eberhard Mayerhofer

We employ perturbation analysis technique to study multi-asset portfolio optimisation with transaction cost. We allow for correlations in risky assets and obtain optimal trading methods for general utility functions. Our analytical results…

Portfolio Management · Quantitative Finance 2009-05-06 Siu Lung Law , Chiu Fan Lee , Sam Howison , Jeff N. Dewynne

We consider an insurance company modelling its surplus process by a Brownian motion with drift. Our target is to maximise the expected exponential utility of discounted dividend payments, given that the dividend rates are bounded by some…

Risk Management · Quantitative Finance 2019-01-23 Julia Eisenberg , Paul Krühner

This paper studies robust forward investment and consumption preferences and optimal strategies for a risk-averse and ambiguity-averse agent in an incomplete financial market with drift and volatility uncertainties. We focus on non-zero…

Portfolio Management · Quantitative Finance 2025-09-17 Wing Fung Chong , Gechun Liang

We consider the optimal investment and marginal utility pricing problem of a risk averse agent and quantify their exposure to a small amount of model uncertainty. Specifically, we compute explicitly the first-order sensitivity of their…

Mathematical Finance · Quantitative Finance 2021-11-15 Jan Obloj , Johannes Wiesel

In this paper we consider an optimal investment and reinsurance problem with partially unknown model parameters which are allowed to be learned. The model includes multiple business lines and dependence between them. The aim is to maximize…

Optimization and Control · Mathematics 2025-10-16 Nicole Bäuerle , Gregor Leimcke

Dybvig (1988a,b) solves in a complete market setting the problem of finding a payoff that is cheapest possible in reaching a given target distribution ("cost-efficient payoff"). In the presence of ambiguity, the distribution of a payoff is,…

Portfolio Management · Quantitative Finance 2023-08-11 Carole Bernard , Gero Junike , Thibaut Lux , Steven Vanduffel

In this paper, we propose the uncertain volatility models with stochastic bounds. Like the regular uncertain volatility models, we know only that the true model lies in a family of progressively measurable and bounded processes, but instead…

Mathematical Finance · Quantitative Finance 2017-02-17 Jean-Pierre Fouque , Ning Ning

We solve a version of the optimal trade execution problem when the mid asset price follows a displaced diffusion. Optimal strategies in the adapted class under various risk criteria, namely value-at-risk, expected shortfall and a new…

Trading and Market Microstructure · Quantitative Finance 2014-05-12 Damiano Brigo , Giuseppe Di Graziano