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We consider the martingale optimal transport duality for c\`adl\`ag processes with given initial and terminal laws. Strong duality and existence of dual optimizers (robust semi-static superhedging strategies) are proved for a class of…

Probability · Mathematics 2019-04-10 Sebastian Herrmann , Florian Stebegg

Semi-Infinite Programming (SIP) has emerged as a powerful framework for modeling problems with infinite constraints, however, its theoretical development in the context of nonconvex and large-scale optimization remains limited. In this…

Optimization and Control · Mathematics 2025-10-15 Cody Melcher , Zeinab Alizadeh , Lindsey Hiett , Afrooz Jalilzadeh , Erfan Yazdandoost Hamedani

We study a continuous-time expected utility maximization problem in which the investor at maturity receives the value of a contingent claim in addition to the investment payoff from the financial market. The investor knows nothing about the…

Mathematical Finance · Quantitative Finance 2023-07-17 Yunhong Li , Zuo Quan Xu , Xun Yu Zhou

The present paper introduces a theoretical framework through which the degree of risk aversion with respect to uncertain prices can be measured through the context of the indirect utility function (IUF) using a lab experiment. First, the…

General Economics · Economics 2022-09-07 Ali Zeytoon-Nejad

The effectiveness of utility-maximization techniques for portfolio management relies on our ability to estimate correctly the parameters of the dynamics of the underlying financial assets. In the setting of complete or incomplete financial…

Portfolio Management · Quantitative Finance 2008-12-10 Kasper Larsen , Gordan Zitkovic

We consider the terminal wealth utility maximization problem from the point of view of a portfolio manager who is paid by an incentive scheme, which is given as a convex function $g$ of the terminal wealth. The manager's own utility…

Portfolio Management · Quantitative Finance 2015-02-24 Maxim Bichuch , Stephan Sturm

A celebrated financial application of convex duality theory gives an explicit relation between the following two quantities: (i) The optimal terminal wealth $X^*(T) : = X_{\varphi^*}(T)$ of the problem to maximize the expected $U$-utility…

Portfolio Management · Quantitative Finance 2015-09-08 Bernt Øksendal , Agnès Sulem

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

We revisit two classical problems: the determination of the law of the underlying with respect to a risk-neutral measure on the basis of option prices, and the pricing of options with convex payoffs in terms of prices of call options with…

Pricing of Securities · Quantitative Finance 2021-09-14 Carlo Marinelli

Duality for robust hedging with proportional transaction costs of path dependent European options is obtained in a discrete time financial market with one risky asset. Investor's portfolio consists of a dynamically traded stock and a static…

Portfolio Management · Quantitative Finance 2013-08-30 Yan Dolinsky , H. Mete Soner

This paper concerns the recursive utility maximization problem. We assume that the coefficients of the wealth equation and the recursive utility are concave. Then some interesting and important cases with nonlinear and nonsmooth…

Mathematical Finance · Quantitative Finance 2016-07-05 Shaolin Ji , Xiaomin Shi

In this article we consider an optimization problem of expected utility maximization of continuous-time trading in a financial market. This trading is constrained by a benchmark for a utility-based shortfall risk measure. The market…

Mathematical Finance · Quantitative Finance 2016-10-28 Oliver Janke

We consider robust pricing and hedging for options written on multiple assets given market option prices for the individual assets. The resulting problem is called the multi-marginal martingale optimal transport problem. We propose two…

Probability · Mathematics 2020-10-08 Stephan Eckstein , Gaoyue Guo , Tongseok Lim , Jan Obloj

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

This paper studies the problem of maximizing expected utility from terminal wealth in a semi-static market composed of derivative securities, which we assume can be traded only at time zero, and of stocks, which can be traded continuously…

Portfolio Management · Quantitative Finance 2013-10-09 Pietro Siorpaes

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

Consider a financial market in which an agent trades with utility-induced restrictions on wealth. By introducing a general convex-analytic framework which includes the class of umbrella wedges in certain Riesz spaces and faces of convex…

Probability · Mathematics 2008-12-10 Frank Oertel , Mark P. Owen

We develop a model for indifference pricing in derivatives markets where price quotes have bid-ask spreads and finite quantities. The model quantifies the dependence of the prices and hedging portfolios on an investor's beliefs, risk…

Pricing of Securities · Quantitative Finance 2018-03-08 John Armstrong , Teemu Pennanen , Udomsak Rakwongwan

We study a robust utility maximization problem in a general discrete-time frictionless market under quasi-sure no-arbitrage. The investor is assumed to have a random and concave utility function defined on the whole real-line. She also…

Mathematical Finance · Quantitative Finance 2024-02-28 Laurence Carassus , Massinissa Ferhoune

In this paper, we study expected utility maximization under ratchet and drawdown constraints on consumption in a general incomplete semimartingale market using duality methods. The optimization is considered with respect to two parameters:…

Optimization and Control · Mathematics 2022-07-19 Anastasiya Tanana