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We consider a problem of optimal investment with intermediate consumption and random endowment in an incomplete semimartingale model of a financial market. We establish the key assertions of the utility maximization theory assuming that…

Portfolio Management · Quantitative Finance 2012-10-12 Oleksii Mostovyi

We investigate the ergodic problem of growth-rate maximization under a class of risk constraints in the context of incomplete, It\^{o}-process models of financial markets with random ergodic coefficients. Including {\em value-at-risk}…

Portfolio Management · Quantitative Finance 2008-12-02 Traian A. Pirvu , Gordan Zitkovic

We propose a multilevel stochastic approximation (MLSA) scheme for the computation of the value-at-risk (VaR) and expected shortfall (ES) of a financial loss, which can only be computed via simulations conditionally on the realisation of…

Computational Finance · Quantitative Finance 2026-04-14 Stéphane Crépey , Noufel Frikha , Azar Louzi

This paper investigates optimal trading strategies in a financial market with multidimensional stock returns where the drift is an unobservable multivariate Ornstein-Uhlenbeck process. Information about the drift is obtained by observing…

Portfolio Management · Quantitative Finance 2021-11-04 Jörn Sass , Dorothee Westphal , Ralf Wunderlich

In this paper we study a continuous time, optimal stochastic investment problem under limited resources in a market with N firms. The investment processes are subject to a time-dependent stochastic constraint. Rather than using a dynamic…

Optimization and Control · Mathematics 2013-08-20 Maria B. Chiarolla , Giorgio Ferrari , Frank Riedel

We consider the problem of maximizing weighted sum rate in a multiple-input single-output (MISO) downlink wireless network with emphasis on user rate reliability. We introduce a novel risk-aggregated formulation of the complex WSR…

Signal Processing · Electrical Eng. & Systems 2025-10-01 Hassaan Hashmi , Spyridon Pougkakiotis , Dionysis Kalogerias

Utility-based shortfall risk (UBSR), a convex risk measure sensitive to tail losses, has gained popularity in recent years. However, research on computational methods for UBSR optimization remains relatively scarce. In this paper, we…

Optimization and Control · Mathematics 2025-10-23 Rufeng Xiao , Zhiping Li , Rujun Jiang

We consider classical Merton problem of terminal wealth maximization in finite horizon. We assume that the drift of the stock is following Ornstein-Uhlenbeck process and the volatility of it is following GARCH(1) process. In particular,…

Optimization and Control · Mathematics 2018-07-18 Kerem Ugurlu

We address the Merton problem of maximizing the expected utility of terminal wealth using techniques from variational analysis. Under a general continuous semimartingale market model with stochastic parameters, we obtain a characterization…

Portfolio Management · Quantitative Finance 2020-03-20 Ali Al-Aradi , Sebastian Jaimungal

This paper presents a novel value iteration (VI) algorithm for finding the optimal control for a kind of infinite-horizon stochastic linear quadratic (SLQ) problem with unknown systems. First, an off-line algorithm is estabilished to obtain…

Optimization and Control · Mathematics 2022-03-15 Guangchen Wang , Heng Zhang

Constrained optimization problems exist in many domains of science, such as thermodynamics, mechanics, economics, etc. These problems are classically solved with the help of the Lagrange multipliers and the Lagrangian function. However, the…

Optimization and Control · Mathematics 2021-01-12 Cyril Cayron

We consider several classes of highly important semidefinite optimization problems that involve both a convex objective function (smooth or nonsmooth) and additional linear or nonlinear smooth and convex constraints, which are ubiquitous in…

Optimization and Control · Mathematics 2025-04-08 Dan Garber , Atara Kaplan

Most real optimization problems are defined over a mixed search space where the variables are both discrete and continuous. In engineering applications, the objective function is typically calculated with a numerically costly black-box…

Optimization and Control · Mathematics 2022-05-04 Jhouben Cuesta-Ramirez , Rodolphe Le Riche , Olivier Roustant , Guillaume Perrin , Cedric Durantin , Alain Gliere

In this paper, we introduce an unbiased gradient simulation algorithms for solving convex optimization problem with stochastic function compositions. We show that the unbiased gradient generated from the algorithm has finite variance and…

Optimization and Control · Mathematics 2017-11-22 Jose Blanchet , Donald Goldfarb , Garud Iyengar , Fengpei Li , Chaoxu Zhou

We study a non-concave optimization problem in which a financial company maximizes the expected utility of the surplus under a risk-based regulatory constraint. For this problem, we consider four different prevalent risk constraints…

Optimization and Control · Mathematics 2022-06-22 An Chen , Mitja Stadje , Fangyuan Zhang

In this paper we investigate the expected terminal utility maximization approach for a dynamic stochastic portfolio optimization problem. We solve it numerically by solving an evolutionary Hamilton-Jacobi-Bellman equation which is…

Portfolio Management · Quantitative Finance 2018-10-30 Sona Kilianova , Daniel Sevcovic

We study a convex resource allocation problem in which lower and upper bounds are imposed on partial sums of allocations. This model is linked to a large range of applications, including production planning, speed optimization, stratified…

Optimization and Control · Mathematics 2018-09-11 Thibaut Vidal , Daniel Gribel , Patrick Jaillet

This paper investigates optimal portfolio strategies in a financial market where the drift of the stock returns is driven by an unobserved Gaussian mean reverting process. Information on this process is obtained from observing stock returns…

Portfolio Management · Quantitative Finance 2016-03-15 Abdelali Gabih , Hakam Kondakji , Jörn Sass , Ralf Wunderlich

We present a method for solving a large-scale stochastic capacity expansion problem which explicitly considers reliability constraints, in particular constraints on expected energy not served. Our method tackles this problem by a Lagrange…

Systems and Control · Electrical Eng. & Systems 2025-01-30 Marilena Zampara , Daniel Ávila , Anthony Papavasiliou

This paper studies stability of the exponential utility maximization when there are small variations on agent's utility function. Two settings are considered. First, in a general semimartingale model where random endowments are present, a…

Portfolio Management · Quantitative Finance 2013-09-04 Hao Xing
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