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We investigate discrete-time mean-variance portfolio selection problems viewed as a Markov decision process. We transform the problems into a new model with deterministic transition function for which the Bellman optimality equation holds.…

Optimization and Control · Mathematics 2025-09-23 Nicole Bäuerle , Anna Jaśkiewicz

A continuous-time consumption-investment model with constraint is considered for a small investor whose decisions are the consumption rate and the allocation of wealth to a risk-free and a risky asset with logarithmic Brownian motion…

Portfolio Management · Quantitative Finance 2022-01-06 Zuo Quan Xu , Fahuai Yi

The paper provides a mathematical model and a tool for the focused investing strategy as advocated by Buffett, Munger, and others from this investment community. The approach presented here assumes that the investor's role is to think about…

Portfolio Management · Quantitative Finance 2024-02-27 Vuko Vukcevic , Robert Keser

This paper presents an innovative online portfolio selection model, situated within a meta-learning framework, that leverages a mixture policies strategy. The core idea is to simulate a fund that employs multiple fund managers, each skilled…

Optimization and Control · Mathematics 2025-05-13 Jiayu Shen , Jia Liu , Zhiping Chen

The main objective of this paper is to develop a martingale-type solution to optimal consumption--investment choice problems ([Merton, 1969] and [Merton, 1971]) under time-varying incomplete preferences driven by externalities such as…

Mathematical Finance · Quantitative Finance 2025-01-14 Weixuan Xia

We solve an expected utility-maximization problem with a Value-at-risk constraint on the terminal portfolio value in an incomplete financial market due to stochastic volatility. To derive the optimal investment strategy, we use the dynamic…

Portfolio Management · Quantitative Finance 2025-05-21 Marcos Escobar-Anel , Yevhen Havrylenko , Rudi Zagst

With the recent advancements in machine learning (ML), artificial neural networks (ANN) are starting to play an increasingly important role in quantitative finance. Dynamic portfolio optimization is among many problems that have…

Portfolio Management · Quantitative Finance 2024-11-18 Yaacov Kopeliovich , Michael Pokojovy

This paper considers a class of stochastic control problems with implicitly defined objective functions, which are the sources of time-inconsistency. We study the closed-loop equilibrium solutions in a general controlled diffusion…

Optimization and Control · Mathematics 2023-12-29 Zongxia Liang , Jianming Xia , Keyu Zhang

We investigate a continuous-time investment-consumption problem with model uncertainty in a general diffusion-based market with random model coefficients. We assume that a power utility investor is ambiguity-averse, with the preference to…

Portfolio Management · Quantitative Finance 2024-07-04 Len Patrick Dominic M. Garces , Yang Shen

This paper examines an optimal investment problem in a continuous-time (essentially) complete financial market with a finite horizon. We deal with an investor who behaves consistently with principles of Cumulative Prospect Theory, and whose…

Portfolio Management · Quantitative Finance 2014-03-18 Miklós Rásonyi , Andrea Meireles Rodrigues

A continuous-time Markowitz's mean-variance portfolio selection problem is studied in a market with one stock, one bond, and proportional transaction costs. This is a singular stochastic control problem,inherently in a finite time horizon.…

Portfolio Management · Quantitative Finance 2022-01-07 Min Dai , Zuo Quan Xu , Xun Yu Zhou

We study an inverse problem of the stochastic optimal control of general diffusions with performance index having the quadratic penalty term of the control process. Under mild conditions on the system dynamics, the cost functions, and the…

Optimization and Control · Mathematics 2022-11-17 Yumiharu Nakano

Portfolio selection involves optimizing simultaneously financial goals such as risk, return and Sharpe ratio. This problem holds considerable importance in economics. However, little has been studied related to the nonconvexity of the…

Optimization and Control · Mathematics 2023-05-02 Vuong D. Nguyen , Nguyen Kim Duyen , Nguyen Minh Hai , Bui Khuong Duy

We study Markowitz's mean-variance portfolio selection problem in a continuous-time Black-Scholes market with different borrowing and saving rates. The associated Hamilton-Jacobi-Bellman equation is fully nonlinear. Using a delicate partial…

Mathematical Finance · Quantitative Finance 2023-05-31 Chonghu Guan , Xiaomin Shi , Zuo Quan Xu

In this paper, we propose a machine learning algorithm for time-inconsistent portfolio optimization. The proposed algorithm builds upon neural network based trading schemes, in which the asset allocation at each time point is determined by…

Portfolio Management · Quantitative Finance 2023-09-06 Kristoffer Andersson , Cornelis W. Oosterlee

Given multivariate time series, we study the problem of forming portfolios with maximum mean reversion while constraining the number of assets in these portfolios. We show that it can be formulated as a sparse canonical correlation analysis…

Computational Engineering, Finance, and Science · Computer Science 2008-02-26 Alexandre d'Aspremont

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

We consider a portfolio optimisation problem for a utility-maximising investor who faces convex constraints on his portfolio allocation in Heston's stochastic volatility model. We apply the duality methods developed in previous work to…

Portfolio Management · Quantitative Finance 2023-11-08 Marcos Escobar-Anel , Michel Kschonnek , Rudi Zagst

This paper proposes a machine learning-based framework for asset selection and portfolio construction, termed the Best-Path Algorithm Sparse Graphical Model (BPASGM). The method extends the Best-Path Algorithm (BPA) by mapping linear and…

Portfolio Management · Quantitative Finance 2026-02-04 T. Di Matteo , L. Riso , M. G. Zoia

We consider stochastic impulse control problems when the impulses cost functions are arbitrary. We use the dynamic programming principle and viscosity solutions approach to show that the value function is a unique viscosity solution for the…

Optimization and Control · Mathematics 2019-01-17 Brahim El Asri , Sehail Mazid
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