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A theory of bond portfolios

2003/01/31 by Ivar Ekeland, Erik Taflin
Mathematics · Economics, Econometrics and Finance · #math.OC #q-fin.PM #msc:91B28 #msc:49J55 #msc:60H07 #msc:90C46

paper · pdf · doi:10.1214/105051605000000160

published as Annals of Applied Probability 2005, Vol. 15, No. 2, 1260-1305 · Published at http://dx.doi.org/10.1214/105051605000000160 in the Annals of Applied Probability (http://www.imstat.org/aap/) by the Institute of Mathematical Statistics (http://www.imstat.org)

arxiv created 2005/05/20 · arxiv updated 2009/11/30

Abstract

We introduce a bond portfolio management theory based on foundations similar to those of stock portfolio management. A general continuous-time zero-coupon market is considered. The problem of optimal portfolios of zero-coupon bonds is solved for general utility functions, under a condition of no-arbitrage in the zero-coupon market. A mutual fund theorem is proved, in the case of deterministic volatilities. Explicit expressions are given for the optimal solutions for several utility functions.

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