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We study optimal control for mean-field forward backward stochastic differential equations with payoff functionals of mean-field type. Sufficient and necessary optimality conditions in terms of a stochastic maximum principle are derived. As…

Optimization and Control · Mathematics 2019-05-14 Nacira Agram , Salah Eddine Choutri

In this paper, we consider the gradual-impulse control problem of continuous-time Markov decision processes, where the system performance is measured by the expectation of the exponential utility of the total cost. We prove, under very…

Optimization and Control · Mathematics 2023-11-16 Xin Guo , Aiko Kurushima , Alexey Piunovskiy , Yi Zhang

In this paper, we consider the problem of optimal investment by an insurer. The insurer invests in a market consisting of a bank account and $m$ risky assets. The mean returns and volatilities of the risky assets depend nonlinearly on…

Portfolio Management · Quantitative Finance 2019-03-22 Hiroaki Hata , Shuenn-Jyi Sheu , Li-Hsien Sun

In this paper we study the optimal m-states switching problem in finite horizon as well as infinite horizon with risk of default. We allow the switching cost functionals and cost of default to be of polynomial growth and arbitrary. We show…

Optimization and Control · Mathematics 2012-02-07 Brahim El Asri

This paper studies the problem of maximizing the expected utility of terminal wealth for a financial agent with an unbounded random endowment, and with a utility function which supports both positive and negative wealth. We prove the…

Portfolio Management · Quantitative Finance 2008-12-10 Mark Owen , Gordan Zitkovic

We study a general robust utility maximization problem in a discrete-time frictionless market. The investor is assumed to have a possibly infinite, random, nonconcave, and nondecreasing utility function defined on the whole real line. She…

Mathematical Finance · Quantitative Finance 2025-10-14 Laurence Carassus , Massinissa Ferhoune

We discuss a general dynamic replication approach to counterparty credit risk modeling. This leads to a fundamental jump-process backward stochastic differential equation (BSDE) for the credit risk adjusted portfolio value. We then reduce…

Risk Management · Quantitative Finance 2016-08-18 Andrew Lesniewski , Anja Richter

We develop a necessary stochastic maximum principle for a finite-dimensional stochastic control problem in infinite horizon under a polynomial growth and joint monotonicity assumption on the coefficients. The second assumption generalizes…

Probability · Mathematics 2017-03-14 Carlo Orrieri , Petr Veverka

This paper studies finite-time optimal consumption-investment problems with power, logarithmic and exponential utilities, in a regime switching market with random coefficients, subject to coupled constraints on the consumption and…

Probability · Mathematics 2022-11-11 Ying Hu , Xiaomin Shi , Zuo Quan Xu

The two main approaches in credit risk are the structural approach pioneered in Merton (1974) and the reduced-form framework proposed in Jarrow & Turnbull (1995) and in Artzner & Delbaen (1995). The goal of this article is to provide a…

Mathematical Finance · Quantitative Finance 2015-07-14 Frank Gehmlich , Thorsten Schmidt

We consider a classical finite horizon optimal control problem for continuous-time pure jump Markov processes described by means of a rate transition measure depending on a control parameter and controlled by a feedback law. For this class…

Probability · Mathematics 2015-01-20 Elena Bandini , Marco Fuhrman

In this paper, we consider a stochastic decision problem for a system governed by a stochastic differential equation, in which an optimal decision is made in such a way to minimize a vector-valued accumulated cost over a finite-time horizon…

Optimization and Control · Mathematics 2018-01-08 Getachew K. Befekadu

This paper presents a novel and direct approach to price boundary and final-value problems, corresponding to barrier options, using forward deep learning to solve forward-backward stochastic differential equations (FBSDEs). Barrier…

Computational Finance · Quantitative Finance 2024-09-13 Narayan Ganesan , Yajie Yu , Bernhard Hientzsch

We study a portfolio management problem featuring many-player and mean field competition, investment and consumption, and relative performance concerns under the forward performance processes (FPP) framework. We focus on agents using power…

General Economics · Economics 2022-03-07 Goncalo dos Reis , Vadim Platonov

This paper investigates an optimal consumption-investment problem featuring recursive utility via Tsallis relative entropy. We establish a fundamental connection between this optimization problem and a quadratic backward stochastic…

Mathematical Finance · Quantitative Finance 2025-09-26 Xueying Huang , Peng Luo , Dejian Tian

We present a version of the stochastic maximum principle (SMP) for ergodic control problems. In particular we give necessary (and sufficient) conditions for optimality for controlled dissipative systems in finite dimensions. The strategy we…

Probability · Mathematics 2019-08-05 Carlo Orrieri , Gianmario Tessitore , Petr Veverka

Empirical studies indicate the presence of multi-scales in the volatility of underlying assets: a fast-scale on the order of days and a slow-scale on the order of months. In our previous works, we have studied the portfolio optimization…

Mathematical Finance · Quantitative Finance 2019-09-04 Jean-Pierre Fouque , Ruimeng Hu

We establish existence and uniqueness for a wide class of Markovian systems of backward stochastic differential equations (BSDE) with quadratic nonlinearities. This class is characterized by an abstract structural assumption on the…

Probability · Mathematics 2017-03-10 Hao Xing , Gordan Žitković

In a Markovian framework, we consider the problem of finding the minimal initial value of a controlled process allowing to reach a stochastic target with a given level of expected loss. This question arises typically in approximate hedging…

Optimization and Control · Mathematics 2017-04-06 Géraldine Bouveret , Jean-François Chassagneux

One of the peculiarities of power and gas markets is the delivery mechanism of forward contracts. The seller of a futures contract commits to deliver, say, power, over a certain period, while the classical forward is a financial agreement…

Mathematical Finance · Quantitative Finance 2018-06-08 Fred Espen Benth , Marco Piccirilli , Tiziano Vargiolu
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