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In this paper, we propose a new type of reversible modern tontine with transaction costs. The wealth of the retiree is divided into a bequest account and a tontine account. And consumption can only be withdrawn from the bequest account.…

数理金融 · 定量金融 2023-06-16 Lin He , Zongxia Liang , Sheng Wang

We consider classical Merton problem of terminal wealth maximization in finite horizon. We assume that the drift of the stock is following Ornstein-Uhlenbeck process and the volatility of it is following GARCH(1) process. In particular,…

最优化与控制 · 数学 2018-07-18 Kerem Ugurlu

In frictionless markets, utility maximization problems are typically solved either by stochastic control or by martingale methods. Beginning with the seminal paper of Davis and Norman [Math. Oper. Res. 15 (1990) 676--713], stochastic…

计算金融 · 定量金融 2010-10-26 J. Kallsen , J. Muhle-Karbe

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…

投资组合管理 · 定量金融 2013-06-10 Sören Christensen , Marc Wittlinger

An investor with constant absolute risk aversion trades a risky asset with general It\^o-dynamics, in the presence of small proportional transaction costs. In this setting, we formally derive a leading-order optimal trading policy and the…

证券定价 · 定量金融 2012-12-13 Jan Kallsen , Johannes Muhle-Karbe

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…

交易与市场微观结构 · 定量金融 2011-03-28 Richard Martin , Torsten Schöneborn

An investor with constant relative risk aversion and an infinite planning horizon trades a risky and a safe asset with constant investment opportunities, in the presence of small transaction costs and a binding exogenous portfolio…

投资组合管理 · 定量金融 2013-01-09 Johannes Muhle-Karbe , Ren Liu

In this paper we consider a discrete-time risk sensitive portfolio optimization over a long time horizon with proportional transaction costs. We show that within the log-return i.i.d. framework the solution to a suitable Bellman equation…

投资组合管理 · 定量金融 2022-01-11 Marcin Pitera , Łukasz Stettner

Duality for robust hedging with proportional transaction costs of path dependent European options is obtained in a discrete time financial market with one risky asset. Investor's portfolio consists of a dynamically traded stock and a static…

投资组合管理 · 定量金融 2013-08-30 Yan Dolinsky , H. Mete Soner

We analyze a continuous-time optimal trade execution problem in multiple assets where the price impact and the resilience can be matrix-valued stochastic processes that incorporate cross-impact effects. In addition, we allow for stochastic…

最优化与控制 · 数学 2026-03-26 Julia Ackermann , Thomas Kruse , Mikhail Urusov

A market model with $d$ assets in discrete time is considered where trades are subject to proportional transaction costs given via bid-ask spreads, while the existence of a num\`eraire is not assumed. It is shown that robust no arbitrage…

数理金融 · 定量金融 2019-09-04 Andreas H Hamel , Birgit Rudloff , Zhou Zhou

This article studies the problem of utility maximization in an incomplete market under a class of nonlinear expectations and general constraints on trading strategies. Using a $g$-martingale method, we provide an explicit solution to our…

数理金融 · 定量金融 2025-01-30 Wahid Faidi

We show how inter-asset dependence information derived from market prices of options can lead to improved model-free price bounds for multi-asset derivatives. Depending on the type of the traded option, we either extract correlation…

数理金融 · 定量金融 2023-09-26 Jonathan Ansari , Eva Lütkebohmert , Ariel Neufeld , Julian Sester

We derive a closed form portfolio optimization rule for an investor who is diffident about mean return and volatility estimates, and has a CRRA utility. The novelty is that confidence is here represented using ellipsoidal uncertainty sets…

投资组合管理 · 定量金融 2015-02-11 Sara Biagini , Mustafa Pinar

The model of this paper gives a convenient strategy that a bank in the federal funds market can use in order to maximize its profit in a contemporaneous reserve requirement (CRR) regime. The reserve requirements are determined by the demand…

证券定价 · 定量金融 2016-05-26 Traian A. Pirvu , Elena Cristina Canepa

This paper revisits the classical Merton portfolio choice problem over infinite horizon for high risk aversion, addressing technical challenges related to establishing the existence and identification of optimal strategies. Traditional…

最优化与控制 · 数学 2025-08-05 Enrico Biffis , Cristina Di Girolami , Salvatore Federico , Fausto Gozzi

Using elementary arguments, we show how to derive $\mathbf{L}_p$-error bounds for the approximation of frictionless wealth process in markets with proportional transaction costs. For utilities with bounded risk aversion, these estimates…

投资组合管理 · 定量金融 2021-03-23 Bruno Bouchard , Johannes Muhle-Karbe

This paper studies an optimal trading problem that incorporates the trader's market view on the terminal asset price distribution and uninformative noise embedded in the asset price dynamics. We model the underlying asset price evolution by…

数理金融 · 定量金融 2018-08-07 Tim Leung , Jiao Li , Xin Li

While absence of arbitrage in frictionless financial markets requires price processes to be semimartingales, non-semimartingales can be used to model prices in an arbitrage-free way, if proportional transaction costs are taken into account.…

数理金融 · 定量金融 2016-08-30 Christoph Czichowsky , Walter Schachermayer

In this research, we present an analysis of the optimal investment, consumption, and life insurance acquisition problem for a wage earner with partial information. Our study considers the non-linear filter case where risky asset prices are…

最优化与控制 · 数学 2023-04-25 Woundjiagué Apollinaire , Rodwell Kufakunesu , Julius Esunge