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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

An algorithm is proposed to solve robust control problems constrained by partial differential equations with uncertain coefficients, based on the so-called MG/OPT framework. The levels in this MG/OPT hierarchy correspond to discretization…

Numerical Analysis · Mathematics 2021-07-21 Andreas Van Barel , Stefan Vandewalle

With the recent advancements in machine learning (ML), artificial neural networks (ANN) are starting to play an increasingly important role in quantitative finance. Dynamic portfolio optimization is among many problems that have…

Portfolio Management · Quantitative Finance 2024-11-18 Yaacov Kopeliovich , Michael Pokojovy

Motivated by the industry practice of pairs trading, we study the optimal timing strategies for trading a mean-reverting price spread. An optimal double stopping problem is formulated to analyze the timing to start and subsequently…

Trading and Market Microstructure · Quantitative Finance 2015-05-15 Tim Leung , Xin Li

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

This paper is devoted to invest an optimal investment strategy for a defined-contribution (DC) pension plan under the Ornstein-Uhlenbeck (O-U) process and the loan. By considering risk-free asset, a risky asset driven by O-U process and a…

Portfolio Management · Quantitative Finance 2020-05-22 Xiao Xu

We obtain an exact necessary and sufficient condition for the existence and uniqueness of equilibrium asset prices in infinite horizon, discrete-time, arbitrage free environments. Through several applications we show how the condition…

General Finance · Quantitative Finance 2021-03-01 Jaroslav Borovicka , John Stachurski

In a wide range of applications it is desirable to optimally control a dynamical system with respect to concurrent, potentially competing goals. This gives rise to a multiobjective optimal control problem where, instead of computing a…

Optimization and Control · Mathematics 2020-12-18 Sebastian Peitz , Sina Ober-Blöbaum , Michael Dellnitz

In this paper, we study a time-inconsistent stochastic optimal control problem with a recursive cost functional by a multi-person hierarchical differential game approach. An equilibrium strategy of this problem is constructed and a…

Optimization and Control · Mathematics 2016-06-13 Qingmeng Wei , Jiongmin Yong , Zhiyong Yu

In this paper, we address the task of setting up an optimal production plan taking into account an uncertain demand. The energy system is represented by a system of hyperbolic partial differential equations (PDEs) and the uncertain demand…

Optimization and Control · Mathematics 2020-01-13 Simone Göttlich , Oliver Kolb , Kerstin Lux

In recent years there have been many proposals as flexible alternatives to Gaussian based continuous time stochastic volatility models. A great deal of these models employ positive L\'evy processes. Among these are the attractive…

Statistics Theory · Mathematics 2007-06-13 Lancelot F. James

We investigate a singular-optimal stopping stochastic control problem driven by self-exciting dynamics governed by a Hawkes process. In the continuous-time setting, we show that the optimization problem reduces to solving a variational…

Optimization and Control · Mathematics 2026-02-06 Isabel Agostino , Thibaut Mastrolia

The Hamilton-Jacobi-Bellman equation arising from the optimal portfolio selection problem is studied by means of the maximal monotone operator method. The existence and uniqueness of a solution to the Cauchy problem for the nonlinear…

Mathematical Finance · Quantitative Finance 2023-08-08 Daniel Sevcovic , Cyril Izuchukwu Udeani

Employing probabilistic techniques we compute best possible upper and lower bounds on the price of an option on one or two assets with continuous piecewise linear payoff function based on prices of simple call options of possibly distinct…

Probability · Mathematics 2008-12-02 Dimitris Bertsimas , Natasha Bushueva

Extracting useful work from quantum systems is a fundamental problem in quantum thermodynamics. In scenarios where rapid protocols are desired -- whether due to practical constraints or deliberate design choices -- a fundamental trade-off…

Quantum Physics · Physics 2026-04-23 Shoki Sugimoto , Takahiro Sagawa , Ryusuke Hamazaki

We propose a stochastic game modelling the strategic interaction between market makers and traders of optimal execution type. For traders, the permanent price impact commonly attributed to them is replaced by quoting strategies implemented…

Trading and Market Microstructure · Quantitative Finance 2025-04-10 Ivan Guo , Shijia Jin

We consider a stochastic financial incomplete market where the price processes are described by a vector-valued semimartingale that is possibly nonlocally bounded. We face the classical problem of utility maximization from terminal wealth,…

Probability · Mathematics 2008-12-18 Sara Biagini , Marco Frittelli

In this paper we study simulation based optimization algorithms for solving discrete time optimal stopping problems. This type of algorithms became popular among practioneers working in the area of quantitative finance. Using large…

Optimization and Control · Mathematics 2009-09-22 Denis Belomestny

This paper studies a robust portfolio optimization problem under the multi-factor volatility model introduced by Christoffersen et al. (2009). The optimal strategy is derived analytically under the worst-case scenario with or without…

Mathematical Finance · Quantitative Finance 2020-06-16 Ben-Zhang Yang , Xiaoping Lu , Guiyuan Ma , Song-Ping Zhu

Executing a basket of co-integrated assets is an important task facing investors. Here, we show how to do this accounting for the informational advantage gained from assets within and outside the basket, as well as for the permanent price…

Trading and Market Microstructure · Quantitative Finance 2018-07-05 Alvaro Cartea , Luhui Gan , Sebastian Jaimungal
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