English
Related papers

Related papers: Optimal Dynamic Futures Portfolio in a Regime-Swit…

200 papers

Dynamic and evolving operational and economic environments present significant challenges for decision-making. We explore a simulation optimization problem characterized by non-stationary input distributions with regime-switching dynamics…

Optimization and Control · Mathematics 2025-08-19 Jianglin Xia , Haowei Wang , Songhao Wang , Szu Hui Ng

This paper considers the problem of optimal liquidation of a position in a risky security in a financial market, where price evolution are risky and trades have an impact on price as well as uncertainty in the filling orders. The problem is…

Mathematical Finance · Quantitative Finance 2019-07-16 Xue Cheng , Marina Di Giacinto , Tai-Ho Wang

This paper investigates the optimal choices of financial derivatives to complete a financial market in the framework of stochastic volatility (SV) models. We introduce an efficient and accurate simulation-based method, applicable to…

Portfolio Management · Quantitative Finance 2022-02-17 Matt Davison , Marcos Escobar-Anel , Yichen Zhu

In this paper, we study optimal switching problems under ambiguity. To characterize the optimal switching under ambiguity in the finite horizon, we use multidimensional reflected backward stochastic differential equations (multidimensional…

Mathematical Finance · Quantitative Finance 2016-08-23 Yuki Shigeta

This contribution mainly focuses on the finite horizon optimal control problems of a susceptible-infected-vaccinated(SIV) epidemic system governed by reaction-diffusion equations and Markov switching. Stochastic dynamic programming is…

Optimization and Control · Mathematics 2024-01-23 Zong Wang

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 study an open problem of risk-sensitive portfolio allocation in a regime-switching credit market with default contagion. The state space of the Markovian regime-switching process is assumed to be a countably infinite set. To characterize…

Portfolio Management · Quantitative Finance 2018-10-25 Lijun Bo , Huafu Liao , Xiang Yu

We study optimal trade execution strategies in financial markets with discrete order flow. The agent has a finite liquidation horizon and must minimize price impact given a random number of incoming trade counterparties. Assuming that the…

Trading and Market Microstructure · Quantitative Finance 2012-05-07 Erhan Bayraktar , Mike Ludkovski

This paper is concerned with cost optimization of an insurance company. The surplus of the insurance company is modeled by a controlled regime switching diffusion, where the regime switching mechanism provides the fluctuations of the random…

Optimization and Control · Mathematics 2016-08-02 Chao Zhu

We consider an investor facing a classical portfolio problem of optimal investment in a log-Brownian stock and a fixed-interest bond, but constrained to choose portfolio and consumption strategies that reduce a dynamic shortfall risk…

Portfolio Management · Quantitative Finance 2017-08-04 Imke Redeker , Ralf Wunderlich

Portfolio management problems are often divided into two types: active and passive, where the objective is to outperform and track a preselected benchmark, respectively. Here, we formulate and solve a dynamic asset allocation problem that…

Portfolio Management · Quantitative Finance 2018-07-31 Ali Al-Aradi , Sebastian Jaimungal

We develop a dynamic trading strategy in the Linear Quadratic Regulator (LQR) framework. By including a price mean-reversion signal into the optimization program, in a trading environment where market impact is linear and stage costs are…

Statistics Theory · Mathematics 2021-11-04 Simon Clinet , Jean-François Perreton , Serge Reydellet

Regime-switching poses both problems and opportunities for portfolio managers. If a switch in the behaviour of the markets is not quickly detected it can be a source of loss, since previous trading positions may be inappropriate in the new…

Computational Engineering, Finance, and Science · Computer Science 2023-08-21 Piotr Pomorski , Denise Gorse

In this paper, we consider a risk-based optimal investment problem of an insurer in a regime-switching jump diffusion model with noisy memory. Using the model uncertainty modeling, we formulate the investment problem as a zero-sum,…

Portfolio Management · Quantitative Finance 2019-03-25 Rodwell Kufakunesu , Calisto Guambe , Lesedi Mabitsela

We consider a model of optimal investment and consumption with both habit formation and partial observations in incomplete It\^{o} processes market. The investor chooses his consumption under the addictive habits constraint while only…

Portfolio Management · Quantitative Finance 2014-08-12 Xiang Yu

We analyze a continuous-time optimal trade execution problem in multiple assets where the price impact and the resilience can be matrix-valued stochastic processes that incorporate cross-impact effects. In addition, we allow for stochastic…

Optimization and Control · Mathematics 2026-03-26 Julia Ackermann , Thomas Kruse , Mikhail Urusov

We study a regulation problem for stochastic systems subject to both continuous fluctuations and rare but significant shocks, modeled as a jump-diffusion with uncertainty in both the drift and the jump intensity. Such settings arise in…

Optimization and Control · Mathematics 2026-05-26 Abel Azze , Bernardo D'Auria , Giorgio Ferrari

We study the optimal investment-consumption problem for a member of defined contribution plan during the decumulation phase. For a fixed annuitization time, to achieve higher final annuity, we consider a variable consumption rate. Moreover,…

Portfolio Management · Quantitative Finance 2020-08-18 Hassan Dadashi

In this paper, we combine modern portfolio theory and option pricing theory so that a trader who takes a position in a European option contract and the underlying assets can construct an optimal portfolio such that at the moment of the…

Mathematical Finance · Quantitative Finance 2020-01-06 Abootaleb Shirvani , Frank J. Fabozzi , Stoyan V. Stoyanov

This paper considers a utility maximization and optimal asset allocation problem in the presence of a stochastic endowment that cannot be fully hedged through trading in the financial market. After studying continuity properties of the…

Portfolio Management · Quantitative Finance 2022-02-24 Christoph Belak , An Chen , Carla Mereu , Robert Stelzer