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In this paper we propose and analyze a method based on the Riccati transformation for solving the evolutionary Hamilton-Jacobi-Bellman equation arising from the stochastic dynamic optimal allocation problem. We show how the fully nonlinear…

投资组合管理 · 定量金融 2013-07-25 Sona Kilianova , Daniel Sevcovic

In this paper, we investigate a fully nonlinear evolutionary Hamilton-Jacobi-Bellman (HJB) parabolic equation utilizing the monotone operator technique. We consider the HJB equation arising from portfolio optimization selection, where the…

数理金融 · 定量金融 2021-04-14 Daniel Sevcovic , Cyril Izuchukwu Udeani

Merton portfolio management problem is studied in this paper within a stochastic volatility, non constant time discount rate, and power utility framework. This problem is time inconsistent and the way out of this predicament is to consider…

投资组合管理 · 定量金融 2024-02-09 Oumar Mbodji , Traian A. Pirvu

This paper considers consumption and portfolio optimization problems with recursive preferences in both infinite and finite time regions. Specially, the financial market consists of a risk-free asset and a risky asset that follows a general…

最优化与控制 · 数学 2024-12-30 Jian-hao Kang , Zhun Gou , Nan-jing Huang

We consider a dynamic portfolio optimization problem that incorporates predictable returns, instantaneous transaction costs, price impact, and stochastic volatility, extending the classical results of Garleanu and Pedersen (2013), which…

计算金融 · 定量金融 2025-07-24 Patrick Chan , Ronnie Sircar , Iosif Zimbidis

We consider a utility maximization problem for an investment-consumption portfolio when the current utility depends also on the wealth process. Such kind of problems arise, e.g., in portfolio optimization with random horizon or with random…

投资组合管理 · 定量金融 2015-02-10 Salvatore Federico , Paul Gassiat , Fausto Gozzi

We consider the problem of portfolio optimization in a simple incomplete market and under a general utility function. By working with the associated Hamilton-Jacobi-Bellman partial differential equation (HJB PDE), we obtain a closed-form…

概率论 · 数学 2018-02-22 Rohini Kumar , Hussein Nasralah

We consider the portfolio optimisation problem where the terminal function is an S-shaped utility applied at the difference between the wealth and a random benchmark process. We develop several numerical methods for solving the problem…

计算金融 · 定量金融 2024-10-10 Ashley Davey , Harry Zheng

This paper examines a continuous time intertemporal consumption and portfolio choice problem with a stochastic differential utility preference of Epstein-Zin type for a robust investor, who worries about model misspecification and seeks…

最优化与控制 · 数学 2021-03-09 Jiangyan Pu , Qi Zhang

The main purpose of this paper is to analyze solutions to a fully nonlinear parabolic equation arising from the problem of optimal portfolio construction. We show how the problem of optimal stock to bond proportion in the management of…

投资组合管理 · 定量金融 2009-11-05 Zuzana Macova , Daniel Sevcovic

This article studies a portfolio optimization problem, where the market consisting of several stocks is modeled by a multi-dimensional jump-diffusion process with age-dependent semi-Markov modulated coefficients. We study risk sensitive…

投资组合管理 · 定量金融 2019-10-21 Milan Kumar Das , Anindya Goswami , Nimit Rana

The aim of this paper is to construct and analyze solutions to a class of Hamilton-Jacobi-Bellman equations with range bounds on the optimal response variable. Using the Riccati transformation we derive and analyze a fully nonlinear…

投资组合管理 · 定量金融 2012-05-25 Naoyuki Ishimura , Daniel Sevcovic

We study a stochastic control approach to managed futures portfolios. Building on the Schwartz 97 stochastic convenience yield model for commodity prices, we formulate a utility maximization problem for dynamically trading a single-maturity…

数理金融 · 定量金融 2018-11-06 Tim Leung , Raphael Yan

In this paper we investigate the expected terminal utility maximization approach for a dynamic stochastic portfolio optimization problem. We solve it numerically by solving an evolutionary Hamilton-Jacobi-Bellman equation which is…

投资组合管理 · 定量金融 2018-10-30 Sona Kilianova , Daniel Sevcovic

The Hamilton-Jacobi-Bellman equation arising from the optimal portfolio selection problem is studied by means of the maximal monotone operator method. The existence and uniqueness of a solution to the Cauchy problem for the nonlinear…

数理金融 · 定量金融 2023-08-08 Daniel Sevcovic , Cyril Izuchukwu Udeani

This is the first in a series of papers in which we study an efficient approximation scheme for solving the Hamilton-Jacobi-Bellman equation for multi-dimensional problems in stochastic control theory. The method is a combination of a WKB…

计算金融 · 定量金融 2014-06-26 Sakda Chaiworawitkul , Patrick S. Hagan , Andrew Lesniewski

We propose a new numerical method for solving the Hamilton-Jacobi-Bellman quasi-variational inequality associated with the combined impulse and stochastic optimal control problem over a finite time horizon. Our method corresponds to an…

数值分析 · 数学 2015-02-05 Masashi Ieda

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

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

A general time-inconsistent optimal control problem is considered for stochastic differential equations with deterministic coefficients. Under suitable conditions, a Hamilton-Jacobi-Bellman type equation is derived for the equilibrium value…

最优化与控制 · 数学 2012-04-04 Jiongmin Yong
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