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This paper addresses the trade-off between internalisation and externalisation in the management of stochastic trade flows. We consider agents who must absorb flows and manage risk by deciding whether to warehouse it or hedge in the market,…

Trading and Market Microstructure · Quantitative Finance 2025-03-05 Philippe Bergault , Olivier Guéant , Hamza Bodor

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 consider a variation on the classical finance problem of optimal portfolio design. In our setting, a large population of consumers is drawn from some distribution over risk tolerances, and each consumer must be assigned to a portfolio of…

We consider an augmented version of Merton's portfolio choice problem, where trading by large investors influences the price of underlying financial asset leading to strategic interaction among investors, with investors deciding their…

Mathematical Finance · Quantitative Finance 2023-09-29 Puru Gupta , Saul D. Jacka

In this paper we propose a novel application of Gaussian processes (GPs) to financial asset allocation. Our approach is deeply rooted in Stochastic Portfolio Theory (SPT), a stochastic analysis framework introduced by Robert Fernholz that…

Portfolio Management · Quantitative Finance 2016-07-06 Yves-Laurent Kom Samo , Alexander Vervuurt

We study the hedging and valuation of European and American claims on a non-traded asset $Y$, when a traded stock $S$ is available for hedging, with $S$ and $Y$ following correlated geometric Brownian motions. This is an incomplete market,…

Mathematical Finance · Quantitative Finance 2021-01-05 Mahan Tahvildari

Hydro storage system optimization is becoming one of the most challenging tasks in Energy Finance. While currently the state-of-the-art of the commercial software in the industry implements mainly linear models, we would like to introduce…

Risk Management · Quantitative Finance 2017-08-28 Simone Farinelli , Luisa Tibiletti

In recent years, deep or reinforcement learning approaches have been applied to optimise investment portfolios through learning the spatial and temporal information under the dynamic financial market. Yet in most cases, the existing…

Portfolio Management · Quantitative Finance 2024-04-16 Zhenglong Li , Vincent Tam

Solving portfolio management problems using deep reinforcement learning has been getting much attention in finance for a few years. We have proposed a new method using experts signals and historical price data to feed into our reinforcement…

Computational Finance · Quantitative Finance 2023-01-02 MohammadAmin Fazli , Mahdi Lashkari , Hamed Taherkhani , Jafar Habibi

We consider the problem of dynamic buying and selling of shares from a collection of $N$ stocks with random price fluctuations. To limit investment risk, we place an upper bound on the total number of shares kept at any time. Assuming that…

Portfolio Management · Quantitative Finance 2009-09-23 Michael J. Neely

We study portfolio selection in a complete continuous-time market where the preference is dictated by the rank-dependent utility. As such a model is inherently time inconsistent due to the underlying probability weighting, we study the…

Mathematical Finance · Quantitative Finance 2020-06-04 Ying Hu , Hanqing Jin , Xun Yu Zhou

The question addressed in this paper is the performance of the optimal strategy, and the impact of partial information. The setting we consider is that of a stochastic asset price model where the trend follows an unobservable…

Portfolio Management · Quantitative Finance 2015-10-14 Ahmed Bel Hadj Ayed , Grégoire Loeper , Sofiene El Aoud , Frédéric Abergel

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

Latency (i.e., time delay) in electronic markets affects the efficacy of liquidity taking strategies. During the time liquidity takers process information and send marketable limit orders (MLOs) to the exchange, the limit order book (LOB)…

Trading and Market Microstructure · Quantitative Finance 2019-08-12 Álvaro Cartea , Sebastian Jaimungal , Leandro Sánchez-Betancourt

We study a discrete-time portfolio selection problem with partial information and maxi\-mum drawdown constraint. Drift uncertainty in the multidimensional framework is modeled by a prior probability distribution. In this Bayesian framework,…

Portfolio Management · Quantitative Finance 2020-11-02 Carmine De Franco , Johann Nicolle , Huyên Pham

Active portfolio management tries to incorporate any source of meaningful information into the asset selection process. In this contribution we consider qualitative views specified as total orders of the expected asset returns and discuss…

Portfolio Management · Quantitative Finance 2023-07-11 Eranda Çela , Stephan Hafner , Roland Mestel , Ulrich Pferschy

We consider a fundamental dynamic allocation problem motivated by the problem of $\textit{securities lending}$ in financial markets, the mechanism underlying the short selling of stocks. A lender would like to distribute a finite number of…

Computer Science and Game Theory · Computer Science 2019-12-16 Emily Diana , Michael Kearns , Seth Neel , Aaron Roth

In this paper we study stochastic control problems with delayed information, that is, the control at time $t$ can depend only on the information observed before time $t-H$ for some delay parameter $H$. Such delay occurs frequently in…

Probability · Mathematics 2018-08-23 Yuri F. Saporito , Jianfeng Zhang

With the fast development of quantitative portfolio optimization in financial engineering, lots of AI-based algorithmic trading strategies have demonstrated promising results, among which reinforcement learning begins to manifest…

Mathematical Finance · Quantitative Finance 2023-03-10 Huifang Huang , Ting Gao , Pengbo Li , Jin Guo , Peng Zhang , Nan Du

Prediction models are traditionally optimized independently from their use in the asset allocation decision-making process. We address this shortcoming and present a framework for integrating regression prediction models in a mean-variance…

Portfolio Management · Quantitative Finance 2022-12-01 Andrew Butler , Roy H. Kwon