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Many problems in Reinforcement Learning (RL) seek an optimal policy with large discrete multidimensional yet unordered action spaces; these include problems in randomized allocation of resources such as placements of multiple security…

Machine Learning · Computer Science 2023-11-28 Changyu Chen , Ramesha Karunasena , Thanh Hong Nguyen , Arunesh Sinha , Pradeep Varakantham

This paper addresses the portfolio selection problem for nonlinear law-dependent preferences in continuous time, which inherently exhibit time inconsistency. Employing the method of stochastic maximum principle, we establish verification…

Mathematical Finance · Quantitative Finance 2023-11-15 Zongxia Liang , Jianming Xia , Fengyi Yuan

We introduce an infinite-horizon, continuous-time portfolio selection problem faced by an agent with periodic S-shaped preference and present bias. The inclusion of a quasi-hyperbolic discount function leads to time-inconsistency and we…

Portfolio Management · Quantitative Finance 2024-10-25 Yushi Hamaguchi , Alex S. L. Tse

In this paper, we explore the portfolio allocation problem involving an uncertain covariance matrix. We calculate the expected value of the Constant Absolute Risk Aversion (CARA) utility function, marginalized over a distribution of…

Portfolio Management · Quantitative Finance 2023-11-14 Maxime Markov , Vladimir Markov

Institutional investors have been increasing the allocation of the illiquid alternative assets such as private equity funds in their portfolios, yet there exists a very limited literature on cash flow forecasting of illiquid alternative…

General Finance · Quantitative Finance 2021-08-09 Tugce Karatas , Federico Klinkert , Ali Hirsa

We present adaptive sequential SAA (sample average approximation) algorithms to solve large-scale two-stage stochastic linear programs. The iterative algorithm framework we propose is organized into \emph{outer} and \emph{inner} iterations…

Optimization and Control · Mathematics 2020-12-08 Raghu Pasupathy , Yongjia Song

Power consumption is a major limitation in the downlink of multibeam satellite systems, since it has a significant impact on the mass and lifetime of the satellite. In this context, we study a new energy-aware power allocation problem that…

Networking and Internet Architecture · Computer Science 2020-02-11 Christos N. Efrem , Athanasios D. Panagopoulos

This paper studies the continuous time mean-variance portfolio selection problem with one kind of non-linear wealth dynamics. To deal the expectation constraint, an auxiliary stochastic control problem is firstly solved by two new…

Mathematical Finance · Quantitative Finance 2022-11-03 Shaolin Ji , Hanqing Jin , Xiaomin Shi

Dynamic portfolio optimization is the process of sequentially allocating wealth to a collection of assets in some consecutive trading periods, based on investors' return-risk profile. Automating this process with machine learning remains a…

Machine Learning · Computer Science 2019-01-28 Pengqian Yu , Joon Sern Lee , Ilya Kulyatin , Zekun Shi , Sakyasingha Dasgupta

This paper considers a robust time-consistent mean-variance-skewness portfolio selection problem for an ambiguity-averse investor by taking into account wealth-dependent risk aversion and wealth-dependent skewness preference as well as…

Optimization and Control · Mathematics 2022-01-19 Jian-hao Kang , Nan-jing Huang , Zhihao Hu , Ben-Zhang Yang

We treat a discrete-time asset allocation problem in an arbitrage-free, generically incomplete financial market, where the investor has a possibly non-concave utility function and wealth is restricted to remain non-negative. Under easily…

Mathematical Finance · Quantitative Finance 2015-04-23 Laurence Carassus , Miklós Rásonyi , Andrea M. Rodrigues

An investor with constant relative risk aversion and an infinite planning horizon trades a risky and a safe asset with constant investment opportunities, in the presence of small transaction costs and a binding exogenous portfolio…

Portfolio Management · Quantitative Finance 2013-01-09 Johannes Muhle-Karbe , Ren Liu

We consider a continuous-time game-theoretic model of an investment market with short-lived assets and endogenous asset prices. The first goal of the paper is to formulate a stochastic equation which determines wealth processes of investors…

Mathematical Finance · Quantitative Finance 2020-09-01 Mikhail Zhitlukhin

We consider a single stage stochastic program without recourse with a strictly convex loss function. We assume a compact decision space and grid it with a finite set of points. In addition, we assume that the decision maker can generate…

Computation · Statistics 2018-11-20 Prateek Jaiswal , Harsha Honnappa , Raghu Pasupathy

This paper considers the portfolio management problem of optimal investment, consumption and life insurance. We are concerned with time inconsistency of optimal strategies. Natural assumptions, like different discount rates for consumption…

Optimization and Control · Mathematics 2011-07-25 Ivar Ekeland , Oumar Mbodji , Traian A. Pirvu

The stable allocation problem is one of the broadest extensions of the well-known stable marriage problem. In an allocation problem, edges of a bipartite graph have capacities and vertices have quotas to fill. Here we investigate the case…

Discrete Mathematics · Computer Science 2014-07-14 Agnes Cseh , Martin Skutella

We study the optimal portfolio liquidation problem over a finite horizon in a limit order book with bid-ask spread and temporary market price impact penalizing speedy execution trades. We use a continuous-time modeling framework, but in…

Probability · Mathematics 2014-01-10 Idris Kharroubi , Huyen Pham

This thesis mainly focuses on two problems in capital structure and individual's life-cycle portfolio choice. In the first problem, we derive a stochastic control model to optimize banks' dividend and recapitalization policies and calibrate…

Mathematical Finance · Quantitative Finance 2021-07-07 Shan Huang

A discrete time probabilistic model, for optimal equity allocation and portfolio selection, is formulated so as to apply to (at least) reinsurance. In the context of a company with several portfolios (or subsidiaries), representing both…

Optimization and Control · Mathematics 2008-12-02 Erik Taflin

The classical discrete time model of proportional transaction costs relies on the assumption that a feasible portfolio process has solvent increments at each step. We extend this setting in two directions, allowing for convex transaction…

Mathematical Finance · Quantitative Finance 2021-01-15 Emmanuel Lepinette , Ilya Molchanov