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In this paper, we consider equilibrium strategies under Volterra processes and time-inconsistent preferences embracing mean-variance portfolio selection (MVP). Using a functional It\^o calculus approach, we overcome the non-Markovian and…

Mathematical Finance · Quantitative Finance 2021-12-23 Bingyan Han , Hoi Ying Wong

The Black-Scholes-Merton model is a mathematical model for the dynamics of a financial market that includes derivative investment instruments, and its formula provides a theoretical price estimate of European-style options. The model's…

Mathematical Finance · Quantitative Finance 2023-07-04 Tongseok Lim

We study and solve the worst-case optimal portfolio problem as pioneered by Korn and Wilmott (2002) of an investor with logarithmic preferences facing the possibility of a market crash with stochastic market coefficients by enhancing the…

Mathematical Finance · Quantitative Finance 2024-12-17 Sascha Desmettre , Sebastian Merkel , Annalena Mickel , Alexander Steinicke

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

We study the portfolio problem of maximizing the outperformance probability over a random benchmark through dynamic trading with a fixed initial capital. Under a general incomplete market framework, this stochastic control problem can be…

Portfolio Management · Quantitative Finance 2015-03-19 Tim Leung , Qingshuo Song , Jie Yang

The classical Merton investment problem predicts deterministic, state-dependent portfolio rules; however, laboratory and field evidence suggests that individuals often prefer randomized decisions leading to stochastic and noisy choices.…

Mathematical Finance · Quantitative Finance 2026-02-17 Min Dai , Yuchao Dong , Yanwei Jia , Xun Yu Zhou

We consider a fractional version of the Heston volatility model which is inspired by [16]. Within this model we treat portfolio optimization problems for power utility functions. Using a suitable representation of the fractional part,…

Portfolio Management · Quantitative Finance 2019-05-17 Nicole Bäuerle , Sascha Desmettre

The aim of this paper is to solve an optimal investment, consumption and life insurance problem when the investor is restricted to capital guarantee. We consider an incomplete market described by a jump-diffusion model with stochastic…

Portfolio Management · Quantitative Finance 2018-08-15 Rodwell Kufakunesu , Calisto Guambe

We consider an investor who wants to hedge a path-dependent option with maturity $T$ using a static hedging portfolio using cash, the underlying, and vanilla put/call options on the same underlying with maturity $ t_1$, where $0 < t_1 < T$.…

Mathematical Finance · Quantitative Finance 2025-11-04 Purba Banerjee , Srikanth Iyer , Shashi Jain

In this paper, we, for the first time, establish two comparison theorems for multi-dimensional backward stochastic differential equations with jumps. Our approach is novel and completely different from the existing results for…

Probability · Mathematics 2023-11-14 Ying Hu , Xiaomin Shi , Zuo Quan Xu

We price European and American exchange options where the underlying asset prices are modelled using a Merton (1976) jump-diffusion with a common Heston (1993) stochastic volatility process. Pricing is performed under an equivalent…

Mathematical Finance · Quantitative Finance 2020-02-25 Len Patrick Dominic M. Garces , Gerald H. L. Cheang

This paper concerns a continuous time mean-variance (MV) portfolio selection problem in a jump-diffusion financial model with no-shorting trading constraint. The problem is reduced to two subproblems: solving a stochastic linear-quadratic…

Optimization and Control · Mathematics 2024-06-07 Xiaomin Shi , Zuo Quan Xu

This paper proposes two algorithms for solving stochastic control problems with deep learning, with a focus on the utility maximisation problem. The first algorithm solves Markovian problems via the Hamilton Jacobi Bellman (HJB) equation.…

Computational Finance · Quantitative Finance 2024-10-15 Ashley Davey , Harry Zheng

In this article, we tackle the problem of a market maker in charge of a book of options on a single liquid underlying asset. By using an approximation of the portfolio in terms of its vega, we show that the seemingly high-dimensional…

Computational Finance · Quantitative Finance 2020-07-03 Bastien Baldacci , Philippe Bergault , Olivier Guéant

In the first part of this thesis, we focus on American options in the Heston model. We first give an analytical characterization of the value function of an American option as the unique solution of the associated (degenerate) parabolic…

Probability · Mathematics 2019-11-13 Giulia Terenzi

An optimal control problem is considered for a stochastic differential equation with the cost functional determined by a backward stochastic Volterra integral equation (BSVIE, for short). This kind of cost functional can cover the general…

Optimization and Control · Mathematics 2019-11-13 Hanxiao Wang , Jiongmin Yong

In this paper we investigate a dynamic stochastic portfolio optimization problem involving both the expected terminal utility and intertemporal utility maximization. We solve the problem by means of a solution to a fully nonlinear…

Portfolio Management · Quantitative Finance 2019-03-26 Sona Kilianova , Daniel Sevcovic

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 consider a mean-field control problem with c\`adl\`ag semimartingale strategies arising in portfolio liquidation models with transient market impact and self-exciting order flow. We show that the value function depends on the state…

Mathematical Finance · Quantitative Finance 2023-09-27 Guanxing Fu , Ulrich Horst , Xiaonyu Xia

This paper studies a robust portfolio optimization problem under the multi-factor volatility model introduced by Christoffersen et al. (2009). The optimal strategy is derived analytically under the worst-case scenario with or without…

Mathematical Finance · Quantitative Finance 2020-06-16 Ben-Zhang Yang , Xiaoping Lu , Guiyuan Ma , Song-Ping Zhu