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In this paper, as a first step in examining the properties of a feasible portfolio subset that is characterized by budget and risk constraints, we assess the maximum and minimum of the investment concentration using replica analysis. To do…

Portfolio Management · Quantitative Finance 2016-08-17 Takashi Shinzato

This paper addresses a novel \emph{cost-sensitive} distributionally robust log-optimal portfolio problem, where the investor faces \emph{ambiguous} return distributions, and a general convex transaction cost model is incorporated. The…

Optimization and Control · Mathematics 2024-11-01 Chung-Han Hsieh , Xiao-Rou Yu

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

A mean-reverting financial instrument is optimally traded by buying it when it is sufficiently below the estimated `mean level' and selling it when it is above. In the presence of linear transaction costs, a large amount of value is paid…

Trading and Market Microstructure · Quantitative Finance 2011-03-28 Richard Martin , Torsten Schöneborn

We study an optimal execution problem in the presence of market impact where the security price follows a geometric Ornstein-Uhlenbeck process, which implies the mean-reverting property, and show that the optimal strategy is a mixture of…

Trading and Market Microstructure · Quantitative Finance 2014-07-30 Takashi Kato

We consider portfolio selection under nonparametric $\alpha$-maxmin ambiguity in the neighbourhood of a reference distribution. We show strict concavity of the portfolio problem under ambiguity aversion. Implied demand functions are…

General Economics · Economics 2022-06-22 Michail Anthropelos , Paul Schneider

We provide an extension of the explicit solution of a mixed optimal stopping-optimal stochastic control problem introduced by Henderson and Hobson. The problem examines wether the optimal investment problem on a local martingale financial…

Portfolio Management · Quantitative Finance 2015-02-13 Emilie Fabre , Guillaume Royer , Nizar Touzi

Kelly's Criterion is well known among gamblers and investors as a method for maximizing the returns one would expect to observe over long periods of betting or investing. These ideas are conspicuously absent from portfolio optimization…

Portfolio Management · Quantitative Finance 2018-02-20 Zachariah Peterson

The problems of optimal recovery of unbounded operators are studied. Optimality means the highest possible accuracy and the minimal amount of discrete information involved. It is established that the truncation method, when certain…

Numerical Analysis · Mathematics 2025-05-13 Oleg Davydov , Sergei Solodky

In an equity market model with "Knightian" uncertainty regarding the relative risk and covariance structure of its assets, we characterize in several ways the highest return relative to the market that can be achieved using nonanticipative…

Probability · Mathematics 2012-02-15 Daniel Fernholz , Ioannis Karatzas

We consider an investor with constant absolute risk aversion who trades a risky asset with general Ito dynamics, in the presence of small proportional transaction costs. Kallsen and Muhle-Karbe (2012) formally derived the leading-order…

Portfolio Management · Quantitative Finance 2013-09-16 Jan Kallsen , Shen Li

A speculative agent with Prospect Theory preference chooses the optimal time to purchase and then to sell an indivisible risky asset to maximize the expected utility of the round-trip profit net of transaction costs. The optimization…

Mathematical Finance · Quantitative Finance 2022-10-26 Alex S. L. Tse , Harry Zheng

We study optimal investment with multiple assets in the presence of small proportional transaction costs. Rather than computing an asymptotically optimal no-trade region, we optimize over suitable trading frequencies. We derive explicit…

Portfolio Management · Quantitative Finance 2017-09-05 Ibrahim Ekren , Ren Liu , Johannes Muhle-Karbe

This paper studies the dividend and capital injection problem under a diffusion risk model with general discount functions. A proportional cost is imposed when injecting capitals. For exponential discounting as time-consistent benchmark, we…

Mathematical Finance · Quantitative Finance 2025-05-30 Sang Hu , Zihan Zhou

In this paper, we assume an insure is allowed to purchase proportional reinsurance and can invest his or her wealth into the financial market where a savings account, stocks and bonds are available. Different from classical optimal…

Mathematical Finance · Quantitative Finance 2014-07-01 Xiaoxiao Zheng , Xin Zhang

We consider games of chance played by someone with external capital that cannot be applied to the game and determine how this affects risk-adjusted optimal betting. Specifically, we focus on Kelly optimization as a metric, optimizing the…

Portfolio Management · Quantitative Finance 2020-12-29 Stanislav Shalunov , Alexei Kitaev , Yakov Shalunov , Arseniy Akopyan

We consider an insurance company which faces financial risk in the form of insurance claims and market-dependent surplus fluctuations. The company aims to simultaneously control its terminal wealth (e.g. at the end of an accounting period)…

Risk Management · Quantitative Finance 2025-11-24 Aleksandar Arandjelović , Julia Eisenberg

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

We study the most famous example of a large financial market: the Arbitrage Pricing Model, where investors can trade in a one-period setting with countably many assets admitting a factor structure. We consider the problem of maximising…

Portfolio Management · Quantitative Finance 2020-10-06 Laurence Carassus , Miklos Rasonyi

In this paper we investigate a new class of growth rate maximization problems based on impulse control strategies such that the average number of trades per time unit does not exceed a fixed level. Moreover, we include proportional…

Portfolio Management · Quantitative Finance 2013-06-10 Sören Christensen , Marc Wittlinger