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Management of the portfolios containing low liquidity assets is a tedious problem. The buyer proposes the price that can differ greatly from the paper value estimated by the seller, the seller, on the other hand, can not liquidate his…

Portfolio Management · Quantitative Finance 2020-09-28 Ljudmila A. Bordag , Ivan P. Yamshchikov , Dmitry Zhelezov

We study optimal control for mean-field forward backward stochastic differential equations with payoff functionals of mean-field type. Sufficient and necessary optimality conditions in terms of a stochastic maximum principle are derived. As…

Optimization and Control · Mathematics 2019-05-14 Nacira Agram , Salah Eddine Choutri

In the paper, we consider three quadratic optimization problems which are frequently applied in portfolio theory, i.e, the Markowitz mean-variance problem as well as the problems based on the mean-variance utility function and the quadratic…

Portfolio Management · Quantitative Finance 2013-05-13 Taras Bodnar , Nestor Parolya , Wolfgang Schmid

For a semi-martingale $X_t$, which forms a stochastic boundary, a rate-optimal estimator for its quadratic variation $\langle X, X \rangle_t$ is constructed based on observations in the vicinity of $X_t$. The problem is embedded in a…

Probability · Mathematics 2015-11-24 Markus Bibinger , Moritz Jirak , Markus Reiß

In this paper we find tight sufficient conditions for the continuity of the value of the utility maximization problem from terminal wealth with respect to the convergence in distribution of the underlying processes. We also establish a weak…

Mathematical Finance · Quantitative Finance 2020-06-19 Erhan Bayraktar , Yan Dolinsky , Jia Guo

This paper introduces a new functional optimization approach to portfolio optimization problems by treating the unknown weight vector as a function of past values instead of treating them as fixed unknown coefficients in the majority of…

Portfolio Management · Quantitative Finance 2020-12-10 Ka Wai Tsang , Zhaoyi He

Continuous-time mean-variance portfolio selection model with nonlinear wealth equations and bankruptcy prohibition is investigated by the dual method. A necessary and sufficient condition which the optimal terminal wealth satisfies is…

Portfolio Management · Quantitative Finance 2008-12-02 Shaolin Ji

We consider the problem of utility maximization for investors with power utility functions. Building on the earlier work Larsen et al. (2016), we prove that the value of the problem is a Frechet-differentiable function of the drift of the…

Mathematical Finance · Quantitative Finance 2017-03-28 Huy N. Chau , Miklos Rasonyi

In this paper, we focus on the estimation of historical volatility of asset prices from high-frequency data. Stochastic volatility models pose a major statistical challenge: since in reality historical volatility is not observable, its…

Computational Finance · Quantitative Finance 2023-02-27 Camilla Damian , Rüdiger Frey

We consider an optimal liquidation problem with instantaneous price impact and stochastic resilience for small instantaneous impact factors. Within our modelling framework, the optimal portfolio process converges to the solution of an…

Mathematical Finance · Quantitative Finance 2023-07-07 Ulrich Horst , Evgueni Kivman

We consider an incomplete market with a nontradable stochastic factor and a continuous time investment problem with an optimality criterion based on monotone mean-variance preferences. We formulate it as a stochastic differential game…

Portfolio Management · Quantitative Finance 2023-04-25 Jakub Trybuła , Dariusz Zawisza

We study mean field portfolio games with random market parameters, where each player is concerned with not only her own wealth but also relative performance to her competitors. We use the martingale optimality principle approach to…

Mathematical Finance · Quantitative Finance 2022-04-26 Guanxing Fu , Chao Zhou

We propose a novel portfolio selection approach that manages to ease some of the problems that characterise standard expected utility maximisation. The optimal portfolio is no longer defined as the extremum of a suitably chosen utility…

Condensed Matter · Physics 2009-09-29 P. Rossi , M. Tavoni , F. Cocco , R. Marschinski

In this paper, we are concerned with the optimization of a dynamic investment portfolio when the securities which follow a multivariate Merton model with dependent jumps are periodically invested and proceed by approximating the…

Portfolio Management · Quantitative Finance 2021-04-26 Bahareh Afhami , Mohsen Rezapour , Mohsen Madadi , Vahed Maroufy

We study non-linear Backward Stochastic Differential Equations (BSDEs) driven by a Brownian motion and p default martingales. The driver of the BSDE with multiple default jumps can take a generalized form involving an optional finite…

Mathematical Finance · Quantitative Finance 2026-01-06 Miryana Grigorova , James Wheeldon

We consider the estimation of the multi-period optimal portfolio obtained by maximizing an exponential utility. Employing Jeffreys' non-informative prior and the conjugate informative prior, we derive stochastic representations for the…

Statistics Theory · Mathematics 2023-04-19 David Bauder , Taras Bodnar , Nestor Parolya , Wolfgang Schmid

The problem of portfolio allocation in the context of stocks evolving in random environments, that is with volatility and returns depending on random factors, has attracted a lot of attention. The problem of maximizing a power utility at a…

Mathematical Finance · Quantitative Finance 2022-11-29 Maxim Bichuch , Jean-Pierre Fouque

This paper addresses the problem of utility maximization under uncertain parameters. In contrast with the classical approach, where the parameters of the model evolve freely within a given range, we constrain them via a penalty function. We…

Optimization and Control · Mathematics 2022-03-08 Ivan Guo , Nicolas Langrené , Grégoire Loeper , Wei Ning

This study presents contemporaneous modeling of asset return and price range within the framework of stochastic volatility with leverage. A new representation of the probability density function for the price range is provided, and its…

Computation · Statistics 2021-10-28 Yuta Kurose

In a Markovian model for a financial market, we characterize the best arbitrage with respect to the market portfolio that can be achieved using nonanticipative investment strategies, in terms of the smallest positive solution to a parabolic…

Computational Finance · Quantitative Finance 2010-10-26 Daniel Fernholz , Ioannis Karatzas
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