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We investigate expected utility maximization problems from the terminal liquidation value in continuous time in markets with transaction costs and one fixed consistent price system, where a non-concave utility function is defined on the…

Optimization and Control · Mathematics 2024-09-10 Lingqi Gu , Yiqing Lin

We present an optimal investment theorem for a currency exchange model with random and possibly discontinuous proportional transaction costs. The investor's preferences are represented by a multivariate utility function, allowing for…

Probability · Mathematics 2009-04-08 Luciano Campi , Mark P. Owen

We consider an expected utility maximization problem where the utility function is not necessarily concave and the time horizon is uncertain. We establish a necessary and sufficient condition for the optimality for general non-concave…

Portfolio Management · Quantitative Finance 2021-10-14 Christian Dehm , Thai Nguyen , Mitja Stadje

This paper investigates the problem of maximizing expected terminal utility in a (generically incomplete) discrete-time financial market model with finite time horizon. In contrast to the standard setting, a possibly non-concave utility…

Portfolio Management · Quantitative Finance 2014-09-04 Laurence Carassus , Miklos Rasonyi

We consider a discrete time financial market with proportional transaction costs under model uncertainty, and study a num\'eraire-based semi-static utility maximization problem with an exponential utility preference. The randomization…

Mathematical Finance · Quantitative Finance 2019-08-02 Shuoqing Deng , Xiaolu Tan , Xiang Yu

The classical optimal investment and consumption problem with infinite horizon is studied in the presence of transaction costs. Both proportional and fixed costs as well as general utility functions are considered. Weak dynamic programming…

Portfolio Management · Quantitative Finance 2016-10-14 Albert Altarovici , Max Reppen , H. Mete Soner

Motivated by recent axiomatic developments, we study the risk- and ambiguity-averse investment problem where trading takes place over a fixed finite horizon and terminal payoffs are evaluated according to a criterion defined in terms of a…

Portfolio Management · Quantitative Finance 2013-12-02 Sigrid Källblad

In this paper, we investigate a portfolio selection problem with transaction costs under a two-factor stochastic volatility structure, where volatility follows a mean-reverting process with a stochastic mean-reversion level. The model…

Mathematical Finance · Quantitative Finance 2025-11-18 Dong Yan , Ke Zhou , Zirun Wang , Xin-Jiang He

In this paper we study an optimal portfolio selection problem under instantaneous price impact. Based on some empirical analysis in the literature, we model such impact as a concave function of the trading size when the trading size is…

Probability · Mathematics 2012-12-20 Jin Ma , Qingshuo Song , Jing Xu , Jianfeng Zhang

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

We adress the maximization problem of expected utility from terminal wealth. The special feature of this paper is that we consider a financial market where the price process of risky assets can have a default time. Using dynamic…

Computational Finance · Quantitative Finance 2010-07-13 Thomas Lim , Marie-Claire Quenez

This work takes up the challenges of utility maximization problem when the market is indivisible and the transaction costs are included. First there is a so-called solvency region given by the minimum margin requirement in the problem…

Portfolio Management · Quantitative Finance 2010-03-16 Qingshuo Song , G. Yin , Chao Zhu

We maximize the expected utility of terminal wealth in an incomplete market where there are cone constraints on the investor's portfolio process and the utility function is not assumed to be strictly concave or differentiable. We establish…

Computational Finance · Quantitative Finance 2010-10-21 Nicholas Westray , Harry Zheng

This paper considers the finite horizon portfolio rebalancing problem in terms of mean-variance optimization, where decisions are made based on current information on asset returns and transaction costs. The study's novelty is that the…

Methodology · Statistics 2025-08-21 Qingliang Fan , Marcelo C. Medeiros , Hanming Yang , Songshan Yang

We consider non-concave and non-smooth random utility functions with do- main of definition equal to the non-negative half-line. We use a dynamic pro- gramming framework together with measurable selection arguments to establish both the…

Mathematical Finance · Quantitative Finance 2016-08-29 Romain Blanchard , Laurence Carassus , Miklós Rásonyi

We consider a utility-maximization problem in a general semimartingale financial model, subject to constraints on the number of shares held in each risky asset. These constraints are modeled by predictable convex-set-valued processes whose…

Portfolio Management · Quantitative Finance 2013-02-25 Kasper Larsen , Gordan Žitković

Using elementary arguments, we show how to derive $\mathbf{L}_p$-error bounds for the approximation of frictionless wealth process in markets with proportional transaction costs. For utilities with bounded risk aversion, these estimates…

Portfolio Management · Quantitative Finance 2021-03-23 Bruno Bouchard , Johannes Muhle-Karbe

We consider a continuous-time market with proportional transaction costs. Under appropriate assumptions we prove the existence of optimal strategies for investors who maximize their worst-case utility over a class of possible models. We…

Mathematical Finance · Quantitative Finance 2018-12-06 Huy N. Chau , Miklos Rasonyi

This paper studies the utility maximization on the terminal wealth with random endowments and proportional transaction costs. To deal with unbounded random payoffs from some illiquid claims, we propose to work with the acceptable portfolios…

Mathematical Finance · Quantitative Finance 2018-08-27 Erhan Bayraktar , Xiang Yu

We study a general robust utility maximization problem in a discrete-time frictionless market. The investor is assumed to have a possibly infinite, random, nonconcave, and nondecreasing utility function defined on the whole real line. She…

Mathematical Finance · Quantitative Finance 2025-10-14 Laurence Carassus , Massinissa Ferhoune
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