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In this paper, we study expected utility maximization under ratchet and drawdown constraints on consumption in a general incomplete semimartingale market using duality methods. The optimization is considered with respect to two parameters:…

最优化与控制 · 数学 2022-07-19 Anastasiya Tanana

This paper studies a type of periodic utility maximization for portfolio management in an incomplete market model, where the underlying price diffusion process depends on some external stochastic factors. The portfolio performance is…

投资组合管理 · 定量金融 2024-01-29 Wenyuan Wang , Kaixin Yan , Xiang Yu

This paper investigates the problem of maximizing expected terminal utility in a (generically incomplete) discrete-time financial market model with finite time horizon. In contrast to the standard setting, a possibly non-concave utility…

投资组合管理 · 定量金融 2014-09-04 Laurence Carassus , Miklos Rasonyi

Consider an investor trading dynamically to maximize expected utility from terminal wealth. Our aim is to study the dependence between her risk aversion and the distribution of the optimal terminal payoff. Economic intuition suggests that…

综合金融 · 定量金融 2011-09-15 Mathias Beiglboeck , Johannes Muhle-Karbe , Johannes Temme

In an incomplete financial market with general continuous semimartingale dynamics; we model an investor with log-utility preferences who, in addition to an initial capital, receives units of a non-traded endowment process. Using duality…

数理金融 · 定量金融 2026-01-23 Michail Anthropelos , Constantinos Kardaras , Constantinos Stefanakis

We study an optimal consumption and investment problem in a possibly incomplete market with general, not necessarily convex, stochastic constraints. We give explicit solutions for investors with exponential, logarithmic and power utility.…

投资组合管理 · 定量金融 2010-12-07 Patrick Cheridito , Ying Hu

In the general framework of a semimartingale financial model and a utility function $U$ defined on the positive real line, we compute the first-order expansion of marginal utility-based prices with respect to a ``small'' number of random…

概率论 · 数学 2008-12-10 Dmitry Kramkov , Mihai S\^{ı}rbu

This work takes up the challenges of utility maximization problem when the market is indivisible and the transaction costs are included. First there is a so-called solvency region given by the minimum margin requirement in the problem…

投资组合管理 · 定量金融 2010-03-16 Qingshuo Song , G. Yin , Chao Zhu

The effectiveness of utility-maximization techniques for portfolio management relies on our ability to estimate correctly the parameters of the dynamics of the underlying financial assets. In the setting of complete or incomplete financial…

投资组合管理 · 定量金融 2008-12-10 Kasper Larsen , Gordan Zitkovic

We pursue an inverse approach to utility theory and consumption & investment problems. Instead of specifying an agent's utility function and deriving her actions, we assume we observe her actions (i.e. her consumption and investment…

投资组合管理 · 定量金融 2015-03-17 Alexander M. G. Cox , David Hobson , Jan Obloj

We consider a discrete-time financial market model with finite time horizon and give conditions which guarantee the existence of an optimal strategy for the problem of maximizing expected terminal utility. Equivalent martingale measures are…

概率论 · 数学 2008-12-10 Miklos Rasonyi , Lukasz Stettner

Stochastic integrals are defined with respect to a collection $P = (P_i; \, i \in I)$ of continuous semimartingales, imposing no assumptions on the index set $I$ and the subspace of $\mathbb{R}^I$ where $P$ takes values. The integrals are…

概率论 · 数学 2019-08-20 Constantinos Kardaras

The choice of admissible trading strategies in mathematical modelling of financial markets is a delicate issue, going back to Harrison and Kreps (1979). In the context of optimal portfolio selection with expected utility preferences this…

计算金融 · 定量金融 2017-07-25 Sara Biagini , Aleš Černý

In this note, we study the utility maximization problem on the terminal wealth under proportional transaction costs and bounded random endowment. In particular, we restrict ourselves to the num\'eraire-based model and work with utility…

数理金融 · 定量金融 2016-02-05 Lingqi Gu , Yiqing Lin , Junjian Yang

We examine the issue of sensitivity with respect to model parameters for the problem of utility maximization from final wealth in an incomplete Samuelson model and mainly, but not exclusively, for utility functions of positive power-type.…

数理金融 · 定量金融 2017-02-20 Julio Backhoff Veraguas , Francisco Silva

We treat utility maximization from terminal wealth for an agent with utility function $U:\mathbb{R}\to\mathbb{R}$ who dynamically invests in a continuous-time financial market and receives a possibly unbounded random endowment. We prove the…

投资组合管理 · 定量金融 2018-03-23 Miklos Rasonyi

We study an optimal execution problem in a continuous-time market model that considers market impact. We formulate the problem as a stochastic control problem and investigate properties of the corresponding value function. We find that…

交易与市场微观结构 · 定量金融 2014-12-16 Takashi Kato

We introduce a theory of stochastic integration with respect to a family of semimartingales depending on a continuous parameter, as a mathematical background to the theory of bond markets. We apply our results to the problem of…

概率论 · 数学 2008-12-10 M. De Donno , M. Pratelli

We consider an optimal stochastic impulse control problem over an infinite time horizon motivated by a model of irreversible investment choices with fixed adjustment costs. By employing techniques of viscosity solutions and relying on…

最优化与控制 · 数学 2019-02-05 Salvatore Federico , Mauro Rosestolato , Elisa Tacconi

We consider the terminal wealth utility maximization problem from the point of view of a portfolio manager who is paid by an incentive scheme, which is given as a convex function $g$ of the terminal wealth. The manager's own utility…

投资组合管理 · 定量金融 2015-02-24 Maxim Bichuch , Stephan Sturm