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The main objective of this paper is to develop a martingale-type solution to optimal consumption--investment choice problems ([Merton, 1969] and [Merton, 1971]) under time-varying incomplete preferences driven by externalities such as…

数理金融 · 定量金融 2025-01-14 Weixuan Xia

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…

概率论 · 数学 2013-07-08 Salvatore Federico , Huyen Pham

We introduce a regulated stochastic diffusion model for the recycling rate and formulate a joint control problem over production and process innovation via the dynamics of recycling investment and product pricing. The resulting stochastic…

最优化与控制 · 数学 2026-04-03 Bowen Xie , Yijin Gao

Two major financial market complexities are transaction costs and uncertain volatility, and we analyze their joint impact on the problem of portfolio optimization. When volatility is constant, the transaction costs optimal investment…

投资组合管理 · 定量金融 2014-08-28 Maxim Bichuch , Ronnie Sircar

We study a multiscale stochastic optimal control problem subject to state constraints on the slow variable. To address this class of problems, we develop a rigorous theoretical framework based on singular perturbation analysis, tailored to…

最优化与控制 · 数学 2025-08-12 Anderson O. Calixto , Bernardo Freitas Paulo da Costa , Glauco Valle

In this paper, we study a stochastic recursive optimal control problem in which the system is governed by a functional forward-backward stochastic differential equation. Under standard assumptions, we establish the dynamic programming…

概率论 · 数学 2013-01-03 Shaolin Ji , Shuzhen Yang

We consider a general class of stochastic optimal control problems, where the state process lives in a real separable Hilbert space and is driven by a cylindrical Brownian motion and a Poisson random measure; no special structure is imposed…

概率论 · 数学 2018-10-04 Elena Bandini , Fulvia Confortola , Andrea Cosso

We derive the explicit solutions to singular stochastic control problems of the monotone follower type with (a) an expected discounted criterion, (b) an expected ergodic criterion and (c) a pathwise ergodic criterion. These problems have…

最优化与控制 · 数学 2025-02-05 Gechun Liang , Zhesheng Liu , Mihail Zervos

We investigate the portfolio execution problem under a framework in which volatility and liquidity are both uncertain. In our model, we assume that a multidimensional Markovian stochastic factor drives both of them. Moreover, we model…

数理金融 · 定量金融 2023-08-08 Max O. Souza , Yuri Thamsten

This paper is concerned with a stochastic recursive optimal control problem with time delay, where the controlled system is described by a stochastic differential delayed equation (SDDE) and the cost functional is formulated as the solution…

最优化与控制 · 数学 2014-08-26 Jingtao Shi , Huanshui Zhang

This paper aims to explore the relationship between maximum principle and dynamic programming principle for stochastic recursive control problem with random coefficients. Under certain regular conditions for the coefficients, the…

最优化与控制 · 数学 2020-12-10 Yuchao Dong , Qingxin Meng , Qi Zhang

We study a single risky financial asset model subject to price impact and transaction cost over an infinite horizon. An investor needs to execute a long position in the asset affecting the price of the asset and possibly incurring in fixed…

交易与市场微观结构 · 定量金融 2014-09-19 Mauricio Junca

In this paper, we first conduct a study of the portfolio selection problem, incorporating both exogenous (proportional) and endogenous (resulting from liquidity risk, characterized by a stochastic process) transaction costs through the…

数理金融 · 定量金融 2025-09-03 Dong Yan , Nanyi Zhang , Junyi Guo

We propose a general approximation method for determining optimal trading strategies in markets with proportional transaction costs, with a polynomial approximation of the residual value function. The method is exemplified by several…

投资组合管理 · 定量金融 2024-07-11 Eberhard Mayerhofer

We consider the problem of minimizing the probability of ruin by purchasing reinsurance whose premium is computed according to the mean-variance premium principle, a combination of the expected-value and variance premium principles. We…

最优化与控制 · 数学 2020-07-07 Xiaoqing Liang , Zhibin Liang , Virginia R. Young

This study employs expected certainty equivalents to explore the reinsurance and investment issue pertaining to an insurer that aims to maximize the expected utility while being subject to random risk aversion. The insurer's surplus process…

最优化与控制 · 数学 2025-01-03 Jian-hao Kang , Zhun Gou , Nan-jing Huang

We present an expansion for portfolio optimization in the presence of small, instantaneous, quadratic transaction costs. Specifically, the magnitude of transaction costs has a coefficient that is of the order $\epsilon$ small, which leads…

交易与市场微观结构 · 定量金融 2023-03-15 Andrew Papanicolaou , Shiva Chandra

We consider a class of exit time stochastic control problems for diffusion processes with discounted criterion, where the controller can utilize a given amount of resource, called "fuel". In contrast to the vast majority of existing…

最优化与控制 · 数学 2015-01-30 Dmitry B. Rokhlin , Georgii Mironenko

Using a recently introduced representation of the second order adjoint state as the solution of a function-valued backward stochastic partial differential equation (SPDE), we calculate the viscosity super- and subdifferential of the value…

概率论 · 数学 2024-06-27 Wilhelm Stannat , Lukas Wessels

In this paper, we consider the portfolio optimization problem in a financial market where the underlying stochastic volatility model is driven by n-dimensional Brownian motions. At first, we derive a Hamilton-Jacobi-Bellman equation…

数理金融 · 定量金融 2024-12-20 Minglian Lin , Indranil SenGupta