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We consider an online resource allocation problem where multiple resources, each with an individual initial capacity, are available to serve random requests arriving sequentially over multiple discrete time periods. At each time period, one…

Optimization and Control · Mathematics 2020-12-21 Jiashuo Jiang , Jiawei Zhang

Human decision-making deviates from the optimal solution, that maximizes cumulative rewards, in many situations. Here we approach this discrepancy from the perspective of bounded rationality and our goal is to provide a justification for…

Machine Learning · Computer Science 2019-05-13 Marcel Binz , Dominik Endres

This paper investigates an infinite horizon, discounted, consumption-portfolio problem in a market with one bond, one liquid risky asset, and one illiquid risky asset with proportional transaction costs. We consider an agent with liquidity…

Portfolio Management · Quantitative Finance 2025-03-05 Guohui Guan , Jiaqi Hu , Zongxia Liang

This paper studies robust forward investment and consumption preferences within a zero-volatility context. Different from previous works, we consider an incomplete financial market model due to general investment portfolio constraints. We…

Mathematical Finance · Quantitative Finance 2023-11-20 Wing Fung Chong , Gechun Liang

In this paper, we study the finite-horizon problem of an economic agent's optimal consumption, investment, and job-switching decisions. The key new feature of our model is that the job-switching cost is time-varying. This extension leads to…

Optimization and Control · Mathematics 2026-03-10 Gugyum Ha , Junkee Jeon , Jihoon Ok

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

Street-level bureaucrats, such as caseworkers and border guards routinely face the dilemma of whether to follow rigid policy or exercise discretion based on professional judgement. However, frequent overrides threaten consistency and…

Computers and Society · Computer Science 2026-02-11 Gaurab Pokharel , Sanmay Das , Patrick J. Fowler

We investigate the ergodic problem of growth-rate maximization under a class of risk constraints in the context of incomplete, It\^{o}-process models of financial markets with random ergodic coefficients. Including {\em value-at-risk}…

Portfolio Management · Quantitative Finance 2008-12-02 Traian A. Pirvu , Gordan Zitkovic

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

This paper extends the classical consumption and portfolio rules model in continuous time (Merton 1969, 1971) to the framework of decision-makers with time-inconsistent preferences. The model is solved for different utility functions for…

Portfolio Management · Quantitative Finance 2009-03-27 Jesus Marin-Solano , Jorge Navas

We are witnessing an increasing use of data-driven predictive models to inform decisions. As decisions have implications for individuals and society, there is increasing pressure on decision makers to be transparent about their decision…

We study the optimal investment-consumption problem for a member of defined contribution plan during the decumulation phase. For a fixed annuitization time, to achieve higher final annuity, we consider a variable consumption rate. Moreover,…

Portfolio Management · Quantitative Finance 2020-08-18 Hassan Dadashi

We consider the problem of repeatedly choosing policies to maximize social welfare. Welfare is a weighted sum of private utility and public revenue. Earlier outcomes inform later policies. Utility is not observed, but indirectly inferred.…

Econometrics · Economics 2024-07-30 Nicolo Cesa-Bianchi , Roberto Colomboni , Maximilian Kasy

This paper studies an optimal consumption problem with both relaxed benchmark tracking and consumption drawdown constraint, leading to a stochastic control problem with dynamic state-control constraints. In our relaxed tracking formulation,…

Optimization and Control · Mathematics 2025-08-22 Lijun Bo , Yijie Huang , Kaixin Yan , Xiang Yu

This memoir presents a systematic study of the utility maximization problem of an investor in a constrained and unbounded financial market. Building upon the work of Hu et al. (2005) [Ann. Appl. Probab., 15, 1691--1712] in a bounded…

Probability · Mathematics 2024-10-16 Ying Hu , Gechun Liang , Shanjian Tang

A hypothetical risk-neutral agent who trades to maximize the expected profit of the next trade will approximately exhibit long-term optimal behavior as long as this agent uses the vector $p = \nabla V (t, x)$ as effective microstructure…

Trading and Market Microstructure · Quantitative Finance 2020-12-25 Bastien Baldacci , Jerome Benveniste , Gordon Ritter

The paper investigates the consumption-investment problem for an investor with Epstein-Zin utility in an incomplete market. Closed, not necessarily convex, constraints are imposed on strategies. The optimal consumption and investment…

Mathematical Finance · Quantitative Finance 2023-05-25 Zixin Feng , Dejian Tian

We show how a stochastic version of the Lagrange multiplier method can be combined with the stochastic maximum principle for jump diffusions to solve certain constrained stochastic optimal control problems. Two different terminal…

Optimization and Control · Mathematics 2019-02-28 Kristina Rognlien Dahl , Espen Stokkereit

Investment herding, a phenomenon where households mimic the decisions of others rather than relying on their own analysis, has significant effects on financial markets and household behavior. Excessive investment herding may reduce…

Portfolio Management · Quantitative Finance 2025-07-15 Huisheng Wang , H. Vicky Zhao

The main objective of this paper is to develop a martingale-type solution to optimal consumption--investment choice problems ([Merton, 1969] and [Merton, 1971]) under time-varying incomplete preferences driven by externalities such as…

Mathematical Finance · Quantitative Finance 2025-01-14 Weixuan Xia