English

Rebalancing with Linear and Quadratic Costs

Portfolio Management 2017-09-05 v3 Optimization and Control Probability Trading and Market Microstructure

Abstract

We consider a market consisting of one safe and one risky asset, which offer constant investment opportunities. Taking into account both proportional transaction costs and linear price impact, we derive optimal rebalancing policies for representative investors with constant relative risk aversion and a long horizon.

Keywords

Cite

@article{arxiv.1402.5306,
  title  = {Rebalancing with Linear and Quadratic Costs},
  author = {Ren Liu and Johannes Muhle-Karbe and Marko H. Weber},
  journal= {arXiv preprint arXiv:1402.5306},
  year   = {2017}
}

Comments

30 pages, 3 figures, to appear in "SIAM Journal on Control and Optimization"

R2 v1 2026-06-22T03:13:10.370Z