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We consider an optimal consumption/investment problem to maximize expected utility from consumption. In this market model, the investor is allowed to choose a portfolio which consists of one bond, one liquid risky asset (no transaction…

Mathematical Finance · Quantitative Finance 2019-01-30 Jin Hyuk Choi

In this paper,we study the individual's optimal retirement time and optimal consumption under habitual persistence. Because the individual feels equally satisfied with a lower habitual level and is more reluctant to change the habitual…

Mathematical Finance · Quantitative Finance 2021-04-01 Lin He , Zongxia Liang , Yilun Song , Qi Ye

The consumption function maps current wealth and the exogenous state to current consumption. We prove the existence and uniqueness of a consumption function when the agent has a preference for wealth. When the period utility functions are…

Theoretical Economics · Economics 2025-09-30 Qingyin Ma , Alexis Akira Toda

This paper investigates the consumption and risk taking decision of an economic agent with partial irreversibility of consumption decision by formalizing the theory proposed by Duesenberry (1949). The optimal policies exhibit a type of the…

Theoretical Economics · Economics 2018-12-27 Kyoung Jin Choi , Junkee Jeon , Hyeng Keun Koo

We explore the implications of a preference ordering for an investor-consumer with a strong preference for keeping consumption above an exogenous social norm, but who is willing to tolerate occasional dips below it. We do this by splicing…

Theoretical Economics · Economics 2022-12-21 Knut Anton Mork , Fabian Andsem Harang , Haakon Andreas Trønnes , Vegard Skonseng Bjerketvedt

We revisit the classical Merton consumption--investment problem when risky-asset returns are modeled by stochastic differential equations interpreted through a general $\alpha$-integral, interpolating between It\^{o}, Stratonovich, and…

Mathematical Finance · Quantitative Finance 2026-02-10 Mario Ayala , Benjamin Vallejo Jiménez

We determine the optimal amount to invest in a Black-Scholes financial market for an individual who consumes at a rate equal to a constant proportion of her wealth and who wishes to minimize the expected time that her wealth spends in…

Portfolio Management · Quantitative Finance 2015-08-25 Bahman Angoshtari , Erhan Bayraktar , Virginia R. Young

This paper studies an $\alpha$-robust utility maximization problem where an investor faces an intractable claim -- an exogenous contingent claim with known marginal distribution but unspecified dependence structure with financial market…

Portfolio Management · Quantitative Finance 2026-04-07 Xinyu Chen , Zuo Quan Xu

To study the assumption that the utility maximization hypothesis implicitly adds to consumer theory, we consider a mathematical representation of pre-marginal revolution consumer theory based on subjective exchange ratios. We introduce two…

Theoretical Economics · Economics 2025-11-19 Yuhki Hosoya

We identify influential early adopters that achieve a target behavior distribution for a resource constrained social network with multiple costly behaviors. This problem is important for applications ranging from collective behavior change…

Social and Information Networks · Computer Science 2013-03-26 Kaushik Sarkar , Hari Sundaram

The subject of this paper is an optimal consumption/optimal portfolio problem with transaction costs and with multiple risky assets. In our model the transaction costs take a special form in that transaction costs on purchases of one of the…

Mathematical Finance · Quantitative Finance 2014-09-30 David Hobson , Yeqi Zhu

This paper studies a continuous-time optimal portfolio selection problem in the complete market for a behavioral investor whose preference is of the prospect type with probability distortion. The investor concerns about the terminal…

Portfolio Management · Quantitative Finance 2022-11-11 Jing Peng , Pengyu Wei , Zuo Quan Xu

In this paper, we study a stochastic optimal control problem with stochastic volatility. We prove the sufficient and necessary maximum principle for the proposed problem. Then we apply the results to solve an investment, consumption and…

Portfolio Management · Quantitative Finance 2018-08-15 Rodwell Kufakunesu , Calisto Guambe

We give a definitive treatment of duality for optimal consumption over the infinite horizon, in a semimartingale incomplete market satisfying no unbounded profit with bounded risk (NUPBR). Rather than base the dual domain on (local)…

Portfolio Management · Quantitative Finance 2021-12-21 Michael Monoyios

This paper considers consumption and portfolio optimization problems with recursive preferences in both infinite and finite time regions. Specially, the financial market consists of a risk-free asset and a risky asset that follows a general…

Optimization and Control · Mathematics 2024-12-30 Jian-hao Kang , Zhun Gou , Nan-jing Huang

We establish when the two problems of minimizing a function of lifetime minimum wealth and of maximizing utility of lifetime consumption result in the same optimal investment strategy on a given open interval $O$ in wealth space. To answer…

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

This paper studies an optimal investment and consumption problem with heterogeneous consumption of basic and luxury goods, together with the choice of time for retirement. The utility for luxury goods is not necessarily a concave function.…

Portfolio Management · Quantitative Finance 2022-06-09 Hyun Jin Jang , Zuo Quan Xu , Harry Zheng

This paper examines an optimal investment problem in a continuous-time (essentially) complete financial market with a finite horizon. We deal with an investor who behaves consistently with principles of Cumulative Prospect Theory, and whose…

Portfolio Management · Quantitative Finance 2014-03-18 Miklós Rásonyi , Andrea Meireles Rodrigues

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

This paper investigates the optimal harvesting strategy for a single species living in random environments whose growth is given by a regime-switching diffusion. Harvesting acts as a (stochastic) control on the size of the population. The…

Optimization and Control · Mathematics 2016-08-02 Qingshuo Song , Richard Stockbridge , Chao Zhu