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In this paper, we consider the problem of optimal investment by an insurer. The insurer invests in a market consisting of a bank account and $m$ risky assets. The mean returns and volatilities of the risky assets depend nonlinearly on…

Portfolio Management · Quantitative Finance 2019-03-22 Hiroaki Hata , Shuenn-Jyi Sheu , Li-Hsien Sun

In this paper, we investigate dynamic optimization problems featuring both stochastic control and optimal stopping in a finite time horizon. The paper aims to develop new methodologies, which are significantly different from those of mixed…

Portfolio Management · Quantitative Finance 2014-06-27 Xiongfei Jian , Xun Li , Fahuai Yi

This paper studies the finite horizon portfolio management by optimally tracking a ratcheting capital benchmark process. It is assumed that the fund manager can dynamically inject capital into the portfolio account such that the total…

Portfolio Management · Quantitative Finance 2021-05-03 Lijun Bo , Huafu Liao , Xiang Yu

We consider an optimal investment and consumption problem for a Black-Scholes financial market with stochastic coefficients driven by a diffusion process. We assume that an agent makes consumption and investment decisions based on CRRA…

Portfolio Management · Quantitative Finance 2011-12-12 Berdjane Belkacem , Serguei Pergamenchtchikov

We consider a utility maximization problem for an investment-consumption portfolio when the current utility depends also on the wealth process. Such kind of problems arise, e.g., in portfolio optimization with random horizon or with random…

Portfolio Management · Quantitative Finance 2015-02-10 Salvatore Federico , Paul Gassiat , Fausto Gozzi

We consider a dynamic portfolio optimization problem that incorporates predictable returns, instantaneous transaction costs, price impact, and stochastic volatility, extending the classical results of Garleanu and Pedersen (2013), which…

Computational Finance · Quantitative Finance 2025-07-24 Patrick Chan , Ronnie Sircar , Iosif Zimbidis

In this paper we investigate a dynamic stochastic portfolio optimization problem involving both the expected terminal utility and intertemporal utility maximization. We solve the problem by means of a solution to a fully nonlinear…

Portfolio Management · Quantitative Finance 2019-03-26 Sona Kilianova , Daniel Sevcovic

This study investigates an optimal investment problem for an insurance company operating under the Cramer-Lundberg risk model, where investments are made in both a risky asset and a risk-free asset. In contrast to other literature that…

Mathematical Finance · Quantitative Finance 2024-06-25 J. Cerda-Hernandez , A. Sikov , A. Ramos

We study the expected utility portfolio optimization problem in an incomplete financial market where the risky asset dynamics depend on stochastic factors and the portfolio allocation is constrained to lie within a given convex set. We…

Portfolio Management · Quantitative Finance 2023-03-20 Marcos Escobar-Anel , Michel Kschonnek , Rudi Zagst

This article studies a portfolio optimization problem, where the market consisting of several stocks is modeled by a multi-dimensional jump-diffusion process with age-dependent semi-Markov modulated coefficients. We study risk sensitive…

Portfolio Management · Quantitative Finance 2019-10-21 Milan Kumar Das , Anindya Goswami , Nimit Rana

We consider the problem of maximizing expected utility for a power investor who can allocate his wealth in a stock, a defaultable security, and a money market account. The dynamics of these security prices are governed by geometric Brownian…

Portfolio Management · Quantitative Finance 2014-06-04 Agostino Capponi , Jose Enrique Figueroa Lopez , Andrea Pascucci

A drawdown constraint forces the current wealth to remain above a given function of its maximum to date. We consider the portfolio optimisation problem of maximising the long-term growth rate of the expected utility of wealth subject to a…

Portfolio Management · Quantitative Finance 2013-04-23 Vladimir Cherny , Jan Obloj

In this article we consider the optimal investment-consumption problem for an agent with preferences governed by Epstein-Zin stochastic differential utility who invests in a constant-parameter Black-Scholes-Merton market. The paper has…

Mathematical Finance · Quantitative Finance 2021-07-15 David Hobson , Martin Herdegen , Joseph Jerome

This paper studies the properties of the optimal portfolio-consumption strategies in a {finite horizon} robust utility maximization framework with different borrowing and lending rates. In particular, we allow for constraints on both…

Portfolio Management · Quantitative Finance 2018-12-06 Zhou Yang , Gechun Liang , Chao Zhou

We introduce a novel approach to solving the optimal portfolio choice problem under Epstein-Zin utility with a time-varying consumption constraint, where analytical expressions for the value function and the dual value function are not…

Optimization and Control · Mathematics 2025-02-24 Dejian Tian , Weidong Tian , Zimu Zhu

In this work we investigate the optimal proportional reinsurance-investment strategy of an insurance company which wishes to maximize the expected exponential utility of its terminal wealth in a finite time horizon. Our goal is to extend…

Risk Management · Quantitative Finance 2019-04-04 Matteo Brachetta , Claudia Ceci

Merton portfolio management problem is studied in this paper within a stochastic volatility, non constant time discount rate, and power utility framework. This problem is time inconsistent and the way out of this predicament is to consider…

Portfolio Management · Quantitative Finance 2024-02-09 Oumar Mbodji , Traian A. Pirvu

We consider an expected utility maximization problem where the utility function is not necessarily concave and the time horizon is uncertain. We establish a necessary and sufficient condition for the optimality for general non-concave…

Portfolio Management · Quantitative Finance 2021-10-14 Christian Dehm , Thai Nguyen , Mitja Stadje

In this paper we consider a variation of the Merton's problem with added stochastic volatility and finite time horizon. It is known that the corresponding optimal control problem may be reduced to a linear parabolic boundary problem under…

Mathematical Finance · Quantitative Finance 2015-05-28 Elena Boguslavskaya , Dmitry Muravey

This paper solves the consumption-investment problem under Epstein-Zin preferences on a random horizon. In an incomplete market, we take the random horizon to be a stopping time adapted to the market filtration, generated by all observable,…

Mathematical Finance · Quantitative Finance 2024-01-09 Joshua Aurand , Yu-Jui Huang