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This paper investigates a financial market where returns depend on an unobservable Gaussian drift process. While the observation of returns yields information about the underlying drift, we also incorporate discrete-time expert opinions as…

投资组合管理 · 定量金融 2021-11-04 Jörn Sass , Dorothee Westphal , Ralf Wunderlich

In this paper we study optimal trading strategies in a financial market in which stock returns depend on a hidden Gaussian mean reverting drift process. Investors obtain information on that drift by observing stock returns. Moreover, expert…

投资组合管理 · 定量金融 2024-07-01 Abdelali Gabih , Hakam Kondakji , Ralf Wunderlich

This paper investigates the optimal selection of portfolios for power utility maximizing investors in a financial market where stock returns depend on a hidden Gaussian mean reverting drift process. Information on the drift is obtained from…

投资组合管理 · 定量金融 2024-07-01 Abdelali Gabih , Ralf Wunderlich

This paper investigates optimal portfolio strategies in a financial market where the drift of the stock returns is driven by an unobserved Gaussian mean reverting process. Information on this process is obtained from observing stock returns…

投资组合管理 · 定量金融 2016-03-15 Abdelali Gabih , Hakam Kondakji , Jörn Sass , Ralf Wunderlich

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…

投资组合管理 · 定量金融 2021-11-04 Jörn Sass , Dorothee Westphal , Ralf Wunderlich

We consider the Merton problem of optimizing expected power utility of terminal wealth in the case of an unobservable Markov-modulated drift. What makes the model special is that the agent is allowed to purchase costly expert opinions of…

投资组合管理 · 定量金融 2024-09-19 Christoph Knochenhauer , Alexander Merkel , Yufei Zhang

This paper deals with the estimation of the hidden factor in Dynamic Generalized Factor Analysis via a generalization of Kalman filtering. Asymptotic consistency is discussed and it is shown that the Kalman one-step predictor is not the…

统计理论 · 数学 2022-11-24 Giorgio Picci , Lucia Falconi , Augusto Ferrante , Mattia Zorzi

In this paper, we consider a stochastic asset price model where the trend is an unobservable Ornstein Uhlenbeck process. We first review some classical results from Kalman filtering. Expectedly, the choice of the parameters is crucial to…

统计金融 · 定量金融 2015-04-21 Ahmed Bel Hadj Ayed , Grégoire Loeper , Frédéric Abergel

Analyzing the effect of business cycle on rating transitions has been a subject of great interest these last fifteen years, particularly due to the increasing pressure coming from regulators for stress testing. In this paper, we consider…

概率论 · 数学 2023-06-02 Areski Cousin , Jérôme Lelong , Tom Picard

In this paper, we revisit the Kalman filter theory. After giving the intuition on a simplified financial markets example, we revisit the maths underlying it. We then show that Kalman filter can be presented in a very different fashion using…

统计金融 · 定量金融 2018-12-14 Eric Benhamou

Positive feedback trading, which buys when prices rise and sells when prices fall, has long been criticized for being destabilizing as it moves prices away from the fundamentals. Motivated by the relationship between positive feedback…

数理金融 · 定量金融 2021-11-25 Aihua Li

We consider a continuous-time linear-quadratic Gaussian control problem with partial observations and costly information acquisition. More precisely, we assume the drift of the state process to be governed by an unobservable…

最优化与控制 · 数学 2024-08-20 Christoph Knochenhauer , Alexander Merkel , Yufei Zhang

We consider a combined state and drift estimation problem for the linear stochastic heat equation. The infinite-dimensional Bayesian inference problem is formulated in terms of the Kalman-Bucy filter over an extended state space, and its…

统计理论 · 数学 2020-08-18 Sebastian Reich , Paul Rozdeba

We formulate and analyze an inverse problem using derivatives prices to obtain an implied filtering density on volatility's hidden state. Stochastic volatility is the unobserved state in a hidden Markov model (HMM) and can be tracked using…

证券定价 · 定量金融 2017-03-07 Carlos Fuertes , Andrew Papanicolaou

This paper investigates well posedness of utility maximization problems for financial markets where stock returns depend on a hidden Gaussian mean reverting drift process. Since that process is potentially unbounded, well posedness cannot…

投资组合管理 · 定量金融 2024-07-25 Abdelali Gabih , Hakam Kondakji , Ralf Wunderlich

A common assumption in signal processing is that underlying data numerically conforms to a Gaussian distribution. It is commonly utilized in signal processing to describe unknown additive noise in a system and is often justified by citing…

信号处理 · 电气工程与系统科学 2025-10-14 Jennie Couchman , Phillip Stanley-Marbell

We obtain exact asymptotic results for the disorder averaged persistence of a Brownian particle moving in a biased Sinai landscape. We employ a new method that maps the problem of computing the persistence to the problem of finding the…

统计力学 · 物理学 2009-11-07 Satya N. Majumdar , Alain Comtet

This paper establishes the global asymptotic equivalence between a Poisson process with variable intensity and white noise with drift under sharp smoothness conditions on the unknown function. This equivalence is also extended to density…

统计理论 · 数学 2007-06-13 Lawrence D. Brown , Andrew V. Carter , Mark G. Low , Cun-Hui Zhang

This paper presents an adaptive Kalman filter for a linear dynamic system perturbed by an additive disturbance. The objective is to estimate both of the state and the unknown disturbance concurrently, while learning the disturbance as a…

最优化与控制 · 数学 2019-10-23 Taeyoung Lee

In this era of fast and large-scale opinion formation, a mathematical understanding of opinion evolution, a.k.a. opinion dynamics, is especially important. Linear graph-based dynamics and bounded confidence dynamics are the two most popular…

社会与信息网络 · 计算机科学 2021-12-09 Sushmitha Shree S , Kishore G , Avhishek Chatterjee , Krishna Jagannathan
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