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The main purpose of this paper is to analyze solutions to a fully nonlinear parabolic equation arising from the problem of optimal portfolio construction. We show how the problem of optimal stock to bond proportion in the management of…

Portfolio Management · Quantitative Finance 2009-11-05 Zuzana Macova , Daniel Sevcovic

Traders and investors involved in an option contract having the underlying stock in range bound are likely to lose their initial investment. Timing in buying an option contract is of capital importance. In a recent article [1] the…

General Finance · Quantitative Finance 2013-07-24 Ovidiu Racorean

This paper treats the Merton problem how to invest in safe assets and risky assets to maximize an investor's utility, given by investment opportunities modeled by a $d$-dimensional state process. The problem is represented by a partial…

Portfolio Management · Quantitative Finance 2021-02-01 Daeyung Gim , Hyungbin Park

We investigate the continuous-time Markowitz mean-variance portfolio selection problem within a multivariate class of fake stationary affine Volterra models. In this non-Markovian and non-semimartingale market framework with unbounded…

Optimization and Control · Mathematics 2026-04-03 Emmanuel Gnabeyeu

The classical Markowitz mean-variance model uses variance as a risk measure and calculates frontier portfolios in closed form by using standard optimization techniques. For general mean-risk models such closed form optimal portfolios are…

Mathematical Finance · Quantitative Finance 2026-03-17 Hasanjan Sayit

We develop a new market-making model, from the ground up, which is tailored towards high-frequency trading under a limit order book (LOB), based on the well-known classification of order types in market microstructure. Our flexible…

Trading and Market Microstructure · Quantitative Finance 2020-01-31 Baron Law , Frederi Viens

This paper concerns the continuous time mean-variance portfolio selection problem with a special nonlinear wealth equation. This nonlinear wealth equation has a nonsmooth coefficient and the dual method developed in [6] does not work. We…

Mathematical Finance · Quantitative Finance 2016-06-20 Shaolin Ji , Xiaomin Shi

The paper studies a system of Hamilton-Jacobi equations, arising from a stochastic optimal debt management problem in an infinite time horizon with exponential discount, modeled as a noncooperative interaction between a borrower and a pool…

Optimization and Control · Mathematics 2019-10-29 Rossana Capuani , Steven Gilmore , Khai T. Nguyen

This paper first describes a class of uncertain stochastic control systems with Markovian switching, and derives an It\^o-Liu formula for Markov-modulated processes. And we characterize an optimal control law, which satisfies the…

Optimization and Control · Mathematics 2014-01-14 Weiyin Fei

In this paper, we attempt to introduce the Bellman principle for a discrete time multi-period mean-variance model. Based on this new take on the Bellman principle, we obtain a dynamic time-consistent optimal strategy and related efficient…

Mathematical Finance · Quantitative Finance 2020-11-24 Shuzhen Yang

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 survey paper is focused on qualitative and numerical analyses of fully nonlinear partial differential equations of parabolic type arising in financial mathematics. The main purpose is to review various non-linear extensions of the…

Pricing of Securities · Quantitative Finance 2017-07-06 Daniel Sevcovic

The Black-Scholes-Merton model is a mathematical model for the dynamics of a financial market that includes derivative investment instruments, and its formula provides a theoretical price estimate of European-style options. The model's…

Mathematical Finance · Quantitative Finance 2023-07-04 Tongseok Lim

We prove existence and uniqueness of stochastic equilibria in a class of incomplete continuous-time financial environments where the market participants are exponential utility maximizers with heterogeneous risk-aversion coefficients and…

General Finance · Quantitative Finance 2010-06-02 Gordan Zitkovic

We study a continuous-time portfolio optimization problem under an explicit constraint on the Deviation Conditional Value-at-Risk (DCVaR), defined as the difference between the CVaR and the expected terminal wealth. While the mean-CVaR…

Optimization and Control · Mathematics 2025-10-01 Jérôme Lelong , Véronique Maume-Deschamps , William Thevenot

We study a continuous-time portfolio choice problem for an investor whose state-dependent preferences are determined by an exogenous factor that evolves as an It\^o diffusion process. Since risk attitudes at the end of the investment…

Mathematical Finance · Quantitative Finance 2025-12-25 Luca De Gennaro Aquino , Sascha Desmettre , Yevhen Havrylenko , Mogens Steffensen

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 present a continuous-time portfolio selection framework that reflects goal-based investment principles and mental accounting behavior. In this framework, an investor with multiple investment goals constructs separate portfolios, each…

Portfolio Management · Quantitative Finance 2026-05-12 Erhan Bayraktar , Bingyan Han

This paper characterizes differentiable subgame perfect equilibria in a continuous time intertemporal decision optimization problem with non-constant discounting. The equilibrium equation takes two different forms, one of which is…

Optimization and Control · Mathematics 2007-05-23 Ivar Ekeland , Ali Lazrak

We consider continuous-time mean-variance portfolio selection with bankruptcy prohibition under convex cone portfolio constraints. This is a long-standing and difficult problem not only because of its theoretical significance, but also for…

Portfolio Management · Quantitative Finance 2015-07-27 Xun Li , Zuo Quan Xu