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Related papers: A pure dual approach for hedging Bermudan options

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We propose a novel computational procedure for quadratic hedging in high-dimensional incomplete markets, covering mean-variance hedging and local risk minimization. Starting from the observation that both quadratic approaches can be treated…

Computational Finance · Quantitative Finance 2024-11-25 Alessandro Gnoatto , Silvia Lavagnini , Athena Picarelli

The Libor market model is a mainstay term structure model of interest rates for derivatives pricing, especially for Bermudan swaptions, and other exotic Libor callable derivatives. For numerical implementation the pricing of derivatives…

Computational Finance · Quantitative Finance 2018-09-25 Haojie Wang , Han Chen , Agus Sudjianto , Richard Liu , Qi Shen

We introduce a new method to calculate the credit exposure of European and path-dependent options. The proposed method is able to calculate accurate expected exposure and potential future exposure profiles under the risk-neutral and the…

Computational Finance · Quantitative Finance 2019-12-04 Kathrin Glau , Ricardo Pachon , Christian Pötz

In this paper, we combine modern portfolio theory and option pricing theory so that a trader who takes a position in a European option contract and the underlying assets can construct an optimal portfolio such that at the moment of the…

Mathematical Finance · Quantitative Finance 2020-01-06 Abootaleb Shirvani , Frank J. Fabozzi , Stoyan V. Stoyanov

We investigate the adaptive robust control framework for portfolio optimization and loss-based hedging under drift and volatility uncertainty. Adaptive robust problems offer many advantages but require handling a double optimization problem…

Optimization and Control · Mathematics 2020-05-06 Tao Chen , Michael Ludkovski

We study a static portfolio optimization problem with two risk measures: a principle risk measure in the objective function and a secondary risk measure whose value is controlled in the constraints. This problem is of interest when it is…

Portfolio Management · Quantitative Finance 2020-12-14 Çağın Ararat

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 proposes two numerical solution based on Product Optimal Quantization for the pricing of Foreign Echange (FX) linked long term Bermudan options e.g. Bermudan Power Reverse Dual Currency options, where we take into account…

Computational Finance · Quantitative Finance 2022-02-10 Jean-Michel Fayolle , Vincent Lemaire , Thibaut Montes , Gilles Pagès

We introduce a new method to calculate the credit exposure of Bermudan, discretely monitored barrier and European options. Core of the approach is the application of the dynamic Chebyshev method of Glau et al. (2019). The dynamic Chebyshev…

Computational Finance · Quantitative Finance 2019-05-02 Kathrin Glau , Ricardo Pachon , Christian Pötz

This paper presents numerical algorithm and results for pricing a capital protection option offered by many asset managers for investment portfolios to take advantage of market growth and protect savings. Under optimal withdrawal…

Pricing of Securities · Quantitative Finance 2017-05-09 Xiaolin Luo , Pavel V. Shevchenko

The pricing of Bermudan options amounts to solving a dynamic programming principle, in which the main difficulty, especially in high dimension, comes from the conditional expectation involved in the computation of the continuation value.…

Probability · Mathematics 2020-12-03 Bernard Lapeyre , Jérôme Lelong

The rough Bergomi (rBergomi) model, introduced recently in [5], is a promising rough volatility model in quantitative finance. It is a parsimonious model depending on only three parameters, and yet remarkably fits with empirical implied…

Computational Finance · Quantitative Finance 2020-07-13 Christian Bayer , Chiheb Ben Hammouda , Raul Tempone

Risk budgeting is a portfolio strategy where each asset contributes a prespecified amount to the aggregate risk of the portfolio. In this work, we propose an efficient numerical framework that uses only simulations of returns for estimating…

Portfolio Management · Quantitative Finance 2023-02-03 Bernardo Freitas Paulo da Costa , Silvana M. Pesenti , Rodrigo S. Targino

Building on the functional-analytic framework of operator-valued kernels and un-truncated signature kernels, we propose a scalable, provably convergent signature-based algorithm for a broad class of high-dimensional, path-dependent hedging…

Functional Analysis · Mathematics 2025-02-06 Nicola Muca Cirone , Cristopher Salvi

This paper begins with a study on the dual representations of risk and regret measures and their impact on modeling multistage decision making under uncertainty. A relationship between risk envelopes and regret envelopes is established by…

Mathematical Finance · Quantitative Finance 2020-06-16 Jie Sun , Xinmin Yang , Qiang Yao , Min Zhang

We propose a methodology for computing single and multi-asset European option prices, and more generally expectations of scalar functions of (multivariate) random variables. This new approach combines the ability of Monte Carlo simulation…

Computational Finance · Quantitative Finance 2019-10-21 Damir Filipović , Kathrin Glau , Yuji Nakatsukasa , Francesco Statti

We present an actor-critic-type reinforcement learning algorithm for solving the problem of hedging a portfolio of financial instruments such as securities and over-the-counter derivatives using purely historic data. The key characteristics…

Computational Finance · Quantitative Finance 2024-06-26 Hans Buehler , Phillip Murray , Ben Wood

We investigate pricing-hedging duality for American options in discrete time financial models where some assets are traded dynamically and others, e.g. a family of European options, only statically. In the first part of the paper we…

Optimization and Control · Mathematics 2017-04-11 Anna Aksamit , Shuoqing Deng , Jan Obłój , Xiaolu Tan

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

We propose a versatile Monte-Carlo method for pricing and hedging options when the market is incomplete, for an arbitrary risk criterion (chosen here to be the expected shortfall), for a large class of stochastic processes, and in the…

Condensed Matter · Physics 2007-05-23 Benoît Pochart , Jean-Philippe Bouchaud