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Related papers: Optimal Consumption under a Habit-Formation Constr…

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We formulate an infinite-horizon optimal investment and consumption problem, in which an individual forms a habit based on the exponentially weighted average of her past consumption rate, and in which she invests in a Black-Scholes market.…

Mathematical Finance · Quantitative Finance 2022-06-10 Bahman Angoshtari , Erhan Bayraktar , Virginia R. Young

This paper studies the optimal consumption under the addictive habit formation preference in markets with transaction costs and unbounded random endowments. To model the proportional transaction costs, we adopt the Kabanov's multi-asset…

Portfolio Management · Quantitative Finance 2016-07-26 Xiang Yu

This paper studies the infinite-horizon optimal consumption with a path-dependent reference under exponential utility. The performance is measured by the difference between the nonnegative consumption rate and a fraction of the historical…

Mathematical Finance · Quantitative Finance 2022-03-23 Shuoqing Deng , Xun Li , Huyen Pham , Xiang Yu

We propose a consumption-investment decision model where past consumption peak $h$ plays a crucial role. There are two important consumption levels: the lowest constrained level and a reference level, at which the risk aversion in terms of…

Portfolio Management · Quantitative Finance 2022-11-23 Zongxia Liang , Xiaodong Luo , Fengyi Yuan

The "standard" Merton formulation of optimal investment and consumption involves optimizing the integrated lifetime utility of consumption, suitably discounted, together with the discounted future bequest. In this formulation the utility of…

Portfolio Management · Quantitative Finance 2008-12-02 Roman Naryshkin , Matt Davison

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 study an optimal investment and consumption problem over a finite-time horizon, in which an individual invests in a risk-free asset and a risky asset, and evaluate utility using a general utility function that exhibits loss aversion with…

Optimization and Control · Mathematics 2025-07-08 Chonghu Guan , Xinfeng Gu , Wenhao Zhang , Xun Li

This paper studies a life-time consumption-investment problem under the Black-Scholes framework, where the consumption rate is subject to a lower bound constraint that linearly depends on her wealth. It is a stochastic control problem with…

Portfolio Management · Quantitative Finance 2021-12-28 Chonghu Guan , Zuo Quan Xu , Fahuai Yi

We consider a model of optimal investment and consumption with both habit formation and partial observations in incomplete It\^{o} processes market. The investor chooses his consumption under the addictive habits constraint while only…

Portfolio Management · Quantitative Finance 2014-08-12 Xiang Yu

This paper studies a loss-averse version of the multiplicative habit formation preference and the corresponding optimal investment and consumption strategies over an infinite horizon. The agent's consumption preference is depicted by a…

Mathematical Finance · Quantitative Finance 2026-03-23 Bahman Angoshtari , Xiang Yu , Fengyi Yuan

A continuous-time consumption-investment model with constraint is considered for a small investor whose decisions are the consumption rate and the allocation of wealth to a risk-free and a risky asset with logarithmic Brownian motion…

Portfolio Management · Quantitative Finance 2022-01-06 Zuo Quan Xu , Fahuai Yi

We determine the optimal investment strategy of an individual who targets a given rate of consumption and who seeks to minimize the probability of going bankrupt before she dies, also known as {\it lifetime ruin}. We impose two types of…

Optimization and Control · Mathematics 2008-12-02 Erhan Bayraktar , Virginia R. Young

In this paper, we work in the framework of the Merton problem but we impose a drawdown constraint on the consumption process. This means that consumption can never fall below a fixed proportion of the running maximum of past consumption. In…

Portfolio Management · Quantitative Finance 2012-10-19 T. Arun

In this paper, we study the stochastic submodular maximization problem with dependent items subject to packing constraints such as matroid and knapsack constraints. The input of our problem is a finite set of items, and each item is in a…

Social and Information Networks · Computer Science 2019-07-12 Shaojie Tang

We propose martingale consumption as a natural, desirable consumption pattern for any given (proportional) investment strategy. The idea is to always adjust current consumption so as to achieve level expected future consumption under the…

Mathematical Finance · Quantitative Finance 2025-05-28 Peter Holm Nielsen

This paper studies a composite problem involving the decision making of the optimal entry time and dynamic consumption afterwards. In stage-1, the investor has access to full market information subjecting to some information costs and needs…

Optimization and Control · Mathematics 2021-07-05 Yue Yang , Xiang Yu

This paper studies the continuous time utility maximization problem on consumption with addictive habit formation in incomplete semimartingale markets. Introducing the set of auxiliary state processes and the modified dual space, we embed…

Portfolio Management · Quantitative Finance 2015-05-29 Xiang Yu

We consider an individual or household endowed with an initial capital and an income, modeled as a linear function of time. Assuming that the discount rate evolves as an Ornstein-Uhlenbeck process, we target to find an unrestricted…

Optimization and Control · Mathematics 2016-03-25 Julia Eisenberg

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

This paper investigates optimal consumption in the stochastic Ramsey problem with the Cobb-Douglas production function. Contrary to prior studies, we allow for general consumption processes, without any a priori boundedness constraint. A…

Optimization and Control · Mathematics 2021-07-15 Yu-Jui Huang , Saeed Khalili
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