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We study the problem of maximising terminal utility for an agent facing model uncertainty, in a frictionless discrete-time market with one safe asset and finitely many risky assets. We show that an optimal investment strategy exists if the…

Mathematical Finance · Quantitative Finance 2020-07-10 Miklós Rásonyi , Andrea Meireles-Rodrigues

Consider a financial market in which an agent trades with utility-induced restrictions on wealth. By introducing a general convex-analytic framework which includes the class of umbrella wedges in certain Riesz spaces and faces of convex…

Probability · Mathematics 2008-12-10 Frank Oertel , Mark P. Owen

This paper studies a type of periodic utility maximization for portfolio management in an incomplete market model, where the underlying price diffusion process depends on some external stochastic factors. The portfolio performance is…

Portfolio Management · Quantitative Finance 2024-01-29 Wenyuan Wang , Kaixin Yan , Xiang Yu

This paper studies the utility maximization problem of an agent with non-trivial endowment, and whose preferences are modeled by the maximal subsolution of a BSDE. We prove existence of an optimal trading strategy and relate our existence…

Optimization and Control · Mathematics 2015-04-16 Gregor Heyne , Michael Kupper , Ludovic Tangpi

We provide a detailed characterization of the optimal consumption stream for the additive habit-forming utility maximization problem, in a framework of general discrete-time incomplete markets and random endowments. This characterization…

Portfolio Management · Quantitative Finance 2012-01-11 Roman Muraviev

We formulate conditions for the solvability of the problem of robust utility maximization from final wealth in continuous time financial markets, without assuming weak compactness of the densities of the uncertainty set, as customary in the…

Optimization and Control · Mathematics 2015-07-14 Julio Backhoff , Joaquín Fontbona

The objective of this paper is to develop a duality between a novel Entropy Martingale Optimal Transport problem (A) and an associated optimization problem (B). In (A) we follow the approach taken in the Entropy Optimal Transport (EOT)…

Mathematical Finance · Quantitative Finance 2021-09-30 Alessandro Doldi , Marco Frittelli

A continuous-path semimartingale market model with wealth processes discounted by a riskless asset is considered. The numeraire portfolio is the unique strictly positive wealth process that, when used as a benchmark to denominate all other…

Portfolio Management · Quantitative Finance 2010-12-24 Constantinos Kardaras

This article develops a duality principle for a class of optimization problems in $\mathbb{R}^n$. The results are obtained based on standard tools of convex analysis and on a well known result of Toland for D.C. optimization. Global…

Optimization and Control · Mathematics 2019-04-02 Fabio Botelho

This paper studies the utility maximization problem with changing time horizons in the incomplete Brownian setting. We first show that the primal value function and the optimal terminal wealth are continuous with respect to the time horizon…

Portfolio Management · Quantitative Finance 2010-10-04 Kasper Larsen , Hang Yu

We show that a wide class of risk-constrained nonconvex functional optimization problems exhibit strong duality, regardless of nonconvexity. We develop two novel results under distinct sets of assumptions, establishing strong duality over…

Optimization and Control · Mathematics 2025-11-17 Dionysis Kalogerias , Spyridon Pougkakiotis

We consider the problem of utility maximization for small traders on incomplete financial markets. As opposed to most of the papers dealing with this subject, the investors' trading strategies we allow underly constraints described by…

Probability · Mathematics 2008-12-10 Ying Hu , Peter Imkeller , Matthias Muller

We study a robust maximization problem from terminal wealth and consumption under a convex constraints on the portfolio. We state the existence and the uniqueness of the consumption-investment strategy by studying the associated quadratic…

Probability · Mathematics 2014-09-23 Anis Matoussi , Hanen Mezghani , Mohamed Mnif

We introduce a robust optimization model consisting in a family of perturbation functions giving rise to certain pairs of dual optimization problems in which the dual variable depends on the uncertainty parameter. The interest of our…

Optimization and Control · Mathematics 2018-03-14 Nguyen Dinh , Miguel A. Goberna , Marco A. López , Michel Volle

In this paper we study a utility maximization problem with both optimal control and optimal stopping in a finite time horizon. The value function can be characterized by a variational equation that involves a free boundary problem of a…

Mathematical Finance · Quantitative Finance 2018-10-23 Jingtang Ma , Jie Xing , Harry Zheng

We consider the pricing of derivatives in a setting with trading restrictions, but without any probabilistic assumptions on the underlying model, in discrete and continuous time. In particular, we assume that European put or call options…

Mathematical Finance · Quantitative Finance 2015-06-09 Alexander M. G. Cox , Zhaoxu Hou , Jan Obloj

We extend the Bipolar Theorem of Brannath and Schachermayer (1999) to the space of nonnegative cadlag supermartingales on a filtered probability space. We formulate the notion of fork-convexity as an analogue to convexity in this setting.…

Probability · Mathematics 2007-06-04 Gordan Zitkovic

We consider a financial market with a stock exposed to a counterparty risk inducing a drop in the price, and which can still be traded after this default time. We use a default-density modeling approach, and address in this incomplete…

Probability · Mathematics 2009-03-06 Ying Jiao , Huyen Pham

This paper addresses the log-optimal portfolio for a general semimartingale model. The most advanced literature on the topic elaborates existence and characterization of this portfolio under no-free-lunch-with-vanishing-risk assumption…

Mathematical Finance · Quantitative Finance 2018-07-18 Tahir Choulli , Sina Yansori

This paper quantifies the interplay between the non-arbitrage notion of No-Unbounded-Profit-with-Bounded-Risk (NUPBR hereafter) and additional information generated by a random time. This study complements the one of…

Pricing of Securities · Quantitative Finance 2016-04-04 Tahir Choulli , Anna Aksamit , Jun Deng , Monique Jeanblanc
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