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We consider a model of optimal investment and consumption with both habit formation and partial observations in incomplete It\^{o} processes market. The investor chooses his consumption under the addictive habits constraint while only…

Portfolio Management · Quantitative Finance 2014-08-12 Xiang Yu

We study the expected utility portfolio optimization problem in an incomplete financial market where the risky asset dynamics depend on stochastic factors and the portfolio allocation is constrained to lie within a given convex set. We…

Portfolio Management · Quantitative Finance 2023-03-20 Marcos Escobar-Anel , Michel Kschonnek , Rudi Zagst

This paper is concerned with stochastic impulse control problems in which the running cost changes depending on the impulse control. Because of such a dependence, it brings several difficulties when the usual dynamic programming principle…

Optimization and Control · Mathematics 2025-11-11 Yuchen Cao , Jiongmin Yong

This paper considers a utility maximization and optimal asset allocation problem in the presence of a stochastic endowment that cannot be fully hedged through trading in the financial market. After studying continuity properties of the…

Portfolio Management · Quantitative Finance 2022-02-24 Christoph Belak , An Chen , Carla Mereu , Robert Stelzer

Fractional stochastic volatility models have been widely used to capture the non-Markovian structure revealed from financial time series of realized volatility. On the other hand, empirical studies have identified scales in stock price…

Mathematical Finance · Quantitative Finance 2019-01-25 Jean-Pierre Fouque , Ruimeng Hu

In this work we study a finite horizon optimal liquidation problem with multiplicative price impact in algorithmic trading, using market orders. We analyze the case when an agent is trading on a market with two financial assets, whose…

Optimization and Control · Mathematics 2020-10-07 Riccardo Cesari , Harry Zheng

We propose an optimal portfolio problem in the incomplete market where the underlying assets depend on economic factors with delayed effects, such models can describe the short term forecasting and the interaction with time lag among…

Mathematical Finance · Quantitative Finance 2018-05-04 Shuenn-Jyi Sheu , Li-Hsien Sun , Zheng Zhang

In academic literature portfolio risk management and hedging are often versed in the language of stochastic control and Hamilton--Jacobi--Bellman~(HJB) equations in continuous time. In practice the continuous-time framework of stochastic…

Portfolio Management · Quantitative Finance 2023-09-28 Paul Alexander Bilokon

Empirical studies indicate the existence of long range dependence in the volatility of the underlying asset. This feature can be captured by modeling its return and volatility using functions of a stationary fractional Ornstein--Uhlenbeck…

Portfolio Management · Quantitative Finance 2018-02-12 Jean-Pierre Fouque , Ruimeng Hu

The Hamilton-Jacobi-Bellman equation arising from the optimal portfolio selection problem is studied by means of the maximal monotone operator method. The existence and uniqueness of a solution to the Cauchy problem for the nonlinear…

Mathematical Finance · Quantitative Finance 2023-08-08 Daniel Sevcovic , Cyril Izuchukwu Udeani

The problem of portfolio optimization when stochastic factors drive returns and volatilities has been studied in previous works by the authors. In particular, they proposed asymptotic approximations for value functions and optimal…

Mathematical Finance · Quantitative Finance 2021-10-15 Jean-Pierre Fouque , Ruimeng Hu , Ronnie Sircar

We consider a utility maximization problem for an investment-consumption portfolio when the current utility depends also on the wealth process. Such kind of problems arise, e.g., in portfolio optimization with random horizon or with random…

Portfolio Management · Quantitative Finance 2015-02-10 Salvatore Federico , Paul Gassiat , Fausto Gozzi

We study long-term growth-optimal strategies on a simple market with linear proportional transaction costs. We show that several problems of this sort can be solved in closed form, and explicit the non-analytic dependance of optimal…

Statistical Mechanics · Physics 2011-06-24 Erik Aurell , Paolo Muratore-Ginanneschi

We present an accelerated algorithm for the solution of static Hamilton-Jacobi-Bellman equations related to optimal control problems. Our scheme is based on a classic policy iteration procedure, which is known to have superlinear…

Optimization and Control · Mathematics 2016-02-22 Alessandro Alla , Maurizio Falcone , Dante Kalise

In this paper we study an optimal portfolio selection problem under instantaneous price impact. Based on some empirical analysis in the literature, we model such impact as a concave function of the trading size when the trading size is…

Probability · Mathematics 2012-12-20 Jin Ma , Qingshuo Song , Jing Xu , Jianfeng Zhang

We consider the problem of optimal portfolio selection under forward investment performance criteria in an incomplete market. The dynamics of the prices of the traded assets depend on a pair of stochastic factors, namely, a slow factor…

Mathematical Finance · Quantitative Finance 2015-09-25 Mykhaylo Shkolnikov , Ronnie Sircar , Thaleia Zariphopoulou

We investigate how and when to diversify capital over assets, i.e., the portfolio selection problem, from a signal processing perspective. To this end, we first construct portfolios that achieve the optimal expected growth in i.i.d.…

Portfolio Management · Quantitative Finance 2012-07-18 Sait Tunc , Mehmet A. Donmez , Suleyman S. Kozat

This paper examines a continuous time intertemporal consumption and portfolio choice problem with a stochastic differential utility preference of Epstein-Zin type for a robust investor, who worries about model misspecification and seeks…

Optimization and Control · Mathematics 2021-03-09 Jiangyan Pu , Qi Zhang

We propose a price impact model where changes in prices are purely driven by the order flow in the market. The stochastic price impact of market orders and the arrival rates of limit and market orders are functions of the market liquidity…

Trading and Market Microstructure · Quantitative Finance 2024-12-18 Peter Bank , Álvaro Cartea , Laura Körber

We consider the multi-period portfolio optimization problem with a single asset that can be held long or short. Due to the presence of transaction costs, maximizing the immediate reward at each period may prove detrimental, as frequent…

Optimization and Control · Mathematics 2025-02-07 Chutian Ma , Paul Smith