BSDE Approach to Utility Maximization with Square-Root Factor Processes

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Date

2020-03

Authors

Lin, Hongcan
Saunders, David
Weng, Chengguo

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Publisher

Elsevier

Abstract

We consider the utility-based portfolio selection problem in a continuous-time setting. We assume the market price of risk depends on a stochastic factor that satisfies an affine-form, square-root, Markovian model. This financial market framework includes the classical geometric Brownian motion, CEV model, and Heston’s model as special cases. Adopting the BSDE approach, we obtain closed-form solutions for the optimal portfolio strategies and value functions for the logarithmic, power, and exponential utility functions.

Description

The final publication is available at Elsevier via https://doi.org/10.1016/j.orl.2020.01.001. © 2020. This manuscript version is made available under the CC-BY-NC-ND 4.0 license http://creativecommons.org/licenses/by-nc-nd/4.0/

Keywords

backward stochastic differential equations, utility maximization, square-root factor process, Riccati equation

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