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We study the Markowitz portfolio selection problem with unknown drift vector in the multidimensional framework. The prior belief on the uncertain expected rate of return is modeled by an arbitrary probability law, and a Bayesian approach…

Portfolio Management · Quantitative Finance 2018-11-19 Carmine De Franco , Johann Nicolle , Huyên Pham

In this paper, we study the mean-variance portfolio selection problem under partial information with drift uncertainty. First we show that the market model is complete even in this case while the information is not complete and the drift is…

Portfolio Management · Quantitative Finance 2020-10-27 Jie Xiong , Zuo quan Xu , Jiayu Zheng

This paper presents several models addressing optimal portfolio choice, optimal portfolio liquidation, and optimal portfolio transition issues, in which the expected returns of risky assets are unknown. Our approach is based on a coupling…

Portfolio Management · Quantitative Finance 2019-03-21 Alexis Bismuth , Olivier Guéant , Jiang Pu

We consider the classical multi-asset Merton investment problem under drift uncertainty, i.e. the asset price dynamics are given by geometric Brownian motions with constant but unknown drift coefficients. The investor assumes a prior drift…

Portfolio Management · Quantitative Finance 2024-02-22 Nicole Bäuerle , Antje Mahayni

We revisit Merton's continuous-time portfolio selection through a data-driven, distributionally robust lens. Our aim is to tap the benefits of frequent trading over short horizons while acknowledging that drift is hard to pin down, whereas…

Optimization and Control · Mathematics 2025-12-02 Jose Blanchet , Jiayi Cheng , Hao Liu , Yang Liu

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

Robust estimation for modern portfolio selection on a large set of assets becomes more important due to large deviation of empirical inference on big data. We propose a distributionally robust methodology for high-dimensional mean-variance…

Methodology · Statistics 2024-09-12 Ruike Wu , Yanrong Yang , Han Lin Shang , Huanjun Zhu

This paper studies the problem of steering the distribution of a discrete-time dynamical system from an initial distribution to a target distribution in finite time. The formulation is fully nonlinear, allowing the use of general control…

Systems and Control · Electrical Eng. & Systems 2024-09-05 George Rapakoulias , Panagiotis Tsiotras

We consider the stochastic optimal control problem of nonlinear mean-field systems in discrete time. We reformulate the problem into a deterministic control problem with marginal distribution as controlled state variable, and prove that…

Probability · Mathematics 2015-12-01 Huyên Pham , Xiaoli Wei

In this paper we study a class of time-inconsistent terminal Markovian control problems in discrete time subject to model uncertainty. We combine the concept of the sub-game perfect strategies with the adaptive robust stochastic to tackle…

Optimization and Control · Mathematics 2020-09-10 Tomasz R. Bielecki , Tao Chen , Igor Cialenco

This paper investigates the optimal selection of portfolios for power utility maximizing investors in a financial market where stock returns depend on a hidden Gaussian mean reverting drift process. Information on the drift is obtained from…

Portfolio Management · Quantitative Finance 2024-07-01 Abdelali Gabih , Ralf Wunderlich

We study a utility maximization problem in a financial market with a stochastic drift process, combining a worst-case approach with filtering techniques. Drift processes are difficult to estimate from asset prices, and at the same time…

Portfolio Management · Quantitative Finance 2021-11-04 Jörn Sass , Dorothee Westphal

We consider the problem of trajectory planning in an environment comprised of a set of obstacles with uncertain locations. While previous approaches model the uncertainties with a prescribed Gaussian distribution, we consider the realistic…

Systems and Control · Computer Science 2021-01-12 Vasileios Lefkopoulos , Maryam Kamgarpour

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

This paper focuses on a dynamic multi-asset mean-variance portfolio selection problem under model uncertainty. We develop a continuous time framework for taking into account ambiguity aversion about both expected return rates and…

Portfolio Management · Quantitative Finance 2021-12-02 Huyen Pham , Xiaoli Wei , Chao Zhou

The aim of this short note is to present a solution to the discrete time exponential utility maximization problem in a case where the underlying asset has a multivariate normal distribution. In addition to the usual setting considered in…

Mathematical Finance · Quantitative Finance 2023-06-27 Yan Dolinsky , Or Zuk

In a reinforcement learning (RL) framework, we study the exploratory version of the continuous time expected utility (EU) maximization problem with a portfolio constraint that includes widely-used financial regulations such as short-selling…

Mathematical Finance · Quantitative Finance 2024-12-17 Huy Chau , Duy Nguyen , Thai Nguyen

In this paper we propose a new methodology for solving a discrete time stochastic Markovian control problem under model uncertainty. By utilizing the Dirichlet process, we model the unknown distribution of the underlying stochastic process…

Optimization and Control · Mathematics 2022-03-29 Tao Chen , Jiyoun Myung

In this paper, we investigate the Merton portfolio management problem in the context of non-exponential discounting. This gives rise to time-inconsistency of the decision-maker. If the decision-maker at time t=0 can commit his/her…

Portfolio Management · Quantitative Finance 2008-12-02 Ivar Ekeland , Traian A. Pirvu

We study the problem of optimal portfolio selection under stochastic volatility within a continuous time reinforcement learning framework with portfolio constraints. Exploration is modeled through entropy-regularized relaxed controls, where…

Mathematical Finance · Quantitative Finance 2026-04-27 Thai Nguyen , Pertiny Nkuize
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