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Related papers: Consumption-Investment with anticipative noise

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In this paper we consider a modification of the classical Merton portfolio optimization problem. Namely, an investor can trade in financial asset and consume his capital. He is additionally endowed with a one unit of an indivisible asset…

Portfolio Management · Quantitative Finance 2015-12-15 Jakub Trybuła

We consider a portfolio optimization problem in a defaultable market with finitely-many economical regimes, where the investor can dynamically allocate her wealth among a defaultable bond, a stock, and a money market account. The market…

Portfolio Management · Quantitative Finance 2011-09-07 Agostino Capponi , Jose E. Figueroa-Lopez

Management of the portfolios containing low liquidity assets is a tedious problem. The buyer proposes the price that can differ greatly from the paper value estimated by the seller, the seller, on the other hand, can not liquidate his…

Portfolio Management · Quantitative Finance 2020-09-28 Ljudmila A. Bordag , Ivan P. Yamshchikov , Dmitry Zhelezov

The paper investigates the consumption-investment problem for an investor with Epstein-Zin utility in an incomplete market. Closed, not necessarily convex, constraints are imposed on strategies. The optimal consumption and investment…

Mathematical Finance · Quantitative Finance 2023-05-25 Zixin Feng , Dejian Tian

This paper is concerned with portfolio selection for an investor with exponential, power, and logarithmic utility in multi-asset financial markets allowing jumps. We investigate the classical Merton's portfolio optimization problem in a…

Optimization and Control · Mathematics 2026-05-04 Sigui Brice Dro , Emmanuel Gnabeyeu

We study \emph{optimal insider control problems}, i.e. optimal control problems of stochastic systems where the controller at any time $t$ in addition to knowledge about the history of the system up to this time, also has additional…

Optimization and Control · Mathematics 2015-10-14 Olfa Draouil , Bernt Øksendal

In this paper, we investigate the Merton portfolio management problem in the context of non-exponential discounting. This gives rise to time-inconsistency of the decision-maker. If the decision-maker at time t=0 can commit his/her…

Portfolio Management · Quantitative Finance 2008-12-02 Ivar Ekeland , Traian A. Pirvu

We formulate an infinite-horizon optimal investment and consumption problem, in which an individual forms a habit based on the exponentially weighted average of her past consumption rate, and in which she invests in a Black-Scholes market.…

Mathematical Finance · Quantitative Finance 2022-06-10 Bahman Angoshtari , Erhan Bayraktar , Virginia R. Young

We consider a financial market with a stock exposed to a counterparty risk inducing a drop in the price, and which can still be traded after this default time. We use a default-density modeling approach, and address in this incomplete…

Probability · Mathematics 2009-03-06 Ying Jiao , Huyen Pham

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

In this article, we consider the optimal investment-consumption problem for an agent with preferences governed by Epstein--Zin stochastic differential utility (EZ-SDU) who invests in a constant-parameter Black-Scholes-Merton market over the…

Mathematical Finance · Quantitative Finance 2021-12-14 Martin Herdegen , David Hobson , Joseph Jerome

This paper studies the optimal consumption under the addictive habit formation preference in markets with transaction costs and unbounded random endowments. To model the proportional transaction costs, we adopt the Kabanov's multi-asset…

Portfolio Management · Quantitative Finance 2016-07-26 Xiang Yu

This paper presents a new framework for Merton's optimal investment problem which uses the theory of Meyer $\sigma$-fields to allow for signals that possibly warn the investor about impending jumps. With strategies no longer predictable,…

Optimization and Control · Mathematics 2022-06-17 Peter Bank , Laura Körber

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 studies robust forward investment and consumption preferences and optimal strategies for a risk-averse and ambiguity-averse agent in an incomplete financial market with drift and volatility uncertainties. We focus on non-zero…

Portfolio Management · Quantitative Finance 2025-09-17 Wing Fung Chong , Gechun Liang

In this article we consider the infinite-horizon Merton investment-consumption problem in a constant-parameter Black - Scholes - Merton market for an agent with constant relative risk aversion R. The classical primal approach is to write…

Mathematical Finance · Quantitative Finance 2021-03-31 Martin Herdegen , David Hobson , Joseph Jerome

This paper studies a {\it reversible} investment problem where a social planner aims to control its capacity production in order to fit optimally the random demand of a good. Our model allows for general diffusion dynamics on the demand as…

Probability · Mathematics 2013-07-08 Salvatore Federico , Huyen Pham

The paper considers the optimal control problem of inventory of a discrete product in regeneration scheme with a Poisson flow of customer requirements. In the system deferred demand is allowed, the volume of which is limited by a given…

Optimization and Control · Mathematics 2020-01-31 P. V. Shnurkov , N. A. Vakhtanov

We consider a risk-sensitive optimization of consumption-utility on infinite time horizon where the one-period investment gain depends on an underlying economic state whose evolution over time is assumed to be described by a discrete-time,…

Optimization and Control · Mathematics 2021-11-19 Anindya Goswami , Nimit Rana , Tak Kuen Siu

In this article we solve the problem of maximizing the expected utility of future consumption and terminal wealth to determine the optimal pension or life-cycle fund strategy for a cohort of pension fund investors. The setup is strongly…

Mathematical Finance · Quantitative Finance 2020-08-03 Andreas Lichtenstern , Pavel V. Shevchenko , Rudi Zagst
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