English

Illiquidity Effects in Optimal Consumption-Investment Problems

Portfolio Management 2010-09-30 v2 Optimization and Control

Abstract

We study the effect of liquidity freezes on an economic agent optimizing her utility of consumption in a perturbed Black-Scholes-Merton model. The single risky asset follows a geometric Brownian motion but is subject to liquidity shocks, during which no trading is possible and stock dynamics are modified. The liquidity regime is governed by a two-state Markov chain. We derive the asymptotic effect of such freezes on optimal consumption and investment schedules in the two cases of (i) small probability of liquidity shock; (ii) fast-scale liquidity regime switching. Explicit formulas are obtained for logarithmic and hyperbolic utility maximizers on infinite horizon. We also derive the corresponding loss in utility and compare with a recent related finite-horizon model of Diesinger, Kraft and Seifried (2009).

Keywords

Cite

@article{arxiv.1004.1489,
  title  = {Illiquidity Effects in Optimal Consumption-Investment Problems},
  author = {Michael Ludkovski and Hyekyung Min},
  journal= {arXiv preprint arXiv:1004.1489},
  year   = {2010}
}

Comments

26 pages, submitted

R2 v1 2026-06-21T15:08:22.559Z