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This paper studies the portfolio optimization problem when the investor's utility is general and the return and volatility of the risky asset are fast mean-reverting, which are important to capture the fast-time scale in the modeling of…

Mathematical Finance · Quantitative Finance 2019-01-31 Ruimeng Hu

We study the portfolio problem of maximizing the outperformance probability over a random benchmark through dynamic trading with a fixed initial capital. Under a general incomplete market framework, this stochastic control problem can be…

Portfolio Management · Quantitative Finance 2015-03-19 Tim Leung , Qingshuo Song , Jie Yang

We investigate the well-posedness of a general class of singular stochastic control problems in which controls are processes of finite variation. We develop an abstract framework, which we then apply to storage management and portfolio…

Mathematical Finance · Quantitative Finance 2025-07-08 Artur Sidorenko

This paper considers the optimal portfolio selection problem in a dynamic multi-period stochastic framework with regime switching. The risk preferences are of exponential (CARA) type with an absolute coefficient of risk aversion which…

Optimization and Control · Mathematics 2011-02-25 Traian A Pirvu , Huayue Zhang

In this paper, we construct a solution to the optimal contract problem for delegated portfolio management of the fist-best (risk-sharing) type. The novelty of our result is (i) in the robustness of the optimal contract with respect to…

Portfolio Management · Quantitative Finance 2018-02-27 Sergey Nadtochiy , Thaleia Zariphopoulou

A new framework for portfolio diversification is introduced which goes beyond the classical mean-variance approach and portfolio allocation strategies such as risk parity. It is based on a novel concept called portfolio dimensionality that…

Portfolio Management · Quantitative Finance 2019-09-23 Mathias Barkhagen , Brian Fleming , Sergio Garcia Quiles , Jacek Gondzio , Joerg Kalcsics , Jens Kroeske , Sotirios Sabanis , Arne Staal

Portfolio optimization involves selecting asset weights to minimize a risk-reward objective, such as the portfolio variance in the classical minimum-variance framework. Sparse portfolio selection extends this by imposing a cardinality…

Machine Learning · Statistics 2025-05-16 Sarat Moka , Matias Quiroz , Vali Asimit , Samuel Muller

This paper studies a robust portfolio optimization problem under the multi-factor volatility model introduced by Christoffersen et al. (2009). The optimal strategy is derived analytically under the worst-case scenario with or without…

Mathematical Finance · Quantitative Finance 2020-06-16 Ben-Zhang Yang , Xiaoping Lu , Guiyuan Ma , Song-Ping Zhu

Changes in market conditions present challenges for investors as they cause performance to deviate from the ranges predicted by long-term averages of means and covariances. The aim of conditional asset allocation strategies is to overcome…

General Finance · Quantitative Finance 2022-11-03 Reza Bradrania , Davood Pirayesh Neghab

Overconservatism has long been recognized as a major issue with robust optimization, despite its key advantages of tractability, performance guarantee, and limited information. To address this issue, a new criterion is proposed that can…

Optimization and Control · Mathematics 2026-03-20 Yingjie Lan

Recently, suboptimality estimates for model predictive controllers (MPC) have been derived for the case without additional stabilizing endpoint constraints or a Lyapunov function type endpoint weight. The proposed methods yield a posteriori…

Optimization and Control · Mathematics 2015-03-19 Thomas Jahn , Jürgen Pannek

In this article we deal with the problem of portfolio allocation by enhancing network theory tools. We use the dependence structure of the correlations network in constructing some well-known risk-based models in which the estimation of…

Portfolio Management · Quantitative Finance 2022-04-14 Gian Paolo Clemente , Rosanna Grassi , Asmerilda Hitaj

This paper studies online optimization under inventory (budget) constraints. While online optimization is a well-studied topic, versions with inventory constraints have proven difficult. We consider a formulation of inventory-constrained…

Performance · Computer Science 2024-12-20 Qiulin Lin , Hanling Yi , John Pang , Minghua Chen , Adam Wierman , Michael Honig , Yuanzhang Xiao

We propose an optimal portfolio problem in the incomplete market where the underlying assets depend on economic factors with delayed effects, such models can describe the short term forecasting and the interaction with time lag among…

Mathematical Finance · Quantitative Finance 2018-05-04 Shuenn-Jyi Sheu , Li-Hsien Sun , Zheng Zhang

Sparse index tracking is a prominent passive portfolio management strategy that constructs a sparse portfolio to track a financial index. A sparse portfolio is preferable to a full portfolio in terms of reducing transaction costs and…

Portfolio Management · Quantitative Finance 2024-03-19 Eisuke Yamagata , Shunsuke Ono

Providing optimal portfolio selection for investors has always been one of the hot topics in academia. In view of the traditional portfolio model could not adapt to the actual capital market and can provide erroneous results. This paper…

Portfolio Management · Quantitative Finance 2024-11-26 Yong Li

This paper presents how the most recent improvements made on covariance matrix estimation and model order selection can be applied to the portfolio optimisation problem. The particular case of the Maximum Variety Portfolio is treated but…

Applications · Statistics 2018-04-03 Emmanuelle Jay , Eugénie Terreaux , Jean-Philippe Ovarlez , Frédéric Pascal

A solution to a portfolio optimization problem is always conditioned by constraints on the initial capital and the price of the available market assets. If a risk neutral measure is known, then the price of each asset is the discounted…

Optimization and Control · Mathematics 2025-07-10 Argimiro Arratia , Henryk Gzyl

We study the continuous time portfolio optimization model on the market where the mean returns of individual securities or asset categories are linearly dependent on underlying economic factors. We introduce the functional $Q_\gamma$…

Portfolio Management · Quantitative Finance 2015-01-29 O. S. Rozanova , G. S. Kambarbaeva

When the planning horizon is long, and the safe asset grows indefinitely, isoelastic portfolios are nearly optimal for investors who are close to isoelastic for high wealth, and not too risk averse for low wealth. We prove this result in a…

Portfolio Management · Quantitative Finance 2014-08-19 Paolo Guasoni , Johannes Muhle-Karbe , Hao Xing