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An Optimal Investment Problem under Correlated Noises: Risk-Sensitive Stochastic Control Approach

2019/02/24 by Le Yang, Yang, Le, Yueyang Zheng +3
Decision Sciences · Economics, Econometrics and Finance · Mathematics · Social Sciences · #60G15 #60H10 #91G80 #93E20 #FOS: Mathematics #Insurance, Mortality, Demography, Risk Management #Optimization and Control (math.OC) #Risk and Portfolio Optimization #Stochastic processes and financial applications #math.OC #msc:60G15 #msc:60H10 #msc:91G80 #msc:93E20

paper · pdf · doi:10.48550/arxiv.1902.08928

25 pages, 4 figures

openalex publication_date 2019/02/24 · openalex created_date 2019/03/02 · arxiv created 2019/07/11 · arxiv updated 2019/07/12 · openalex updated_date 2026/07/28

Abstract

This paper is concerned with an optimal investment problem under correlated noises in the financial market, and the expected utility functional is hyperbolic absolute risk aversion (HARA) with the exponent γ≠0. The problem can be reformulated as a risk-sensitive stochastic control problem. A new stochastic maximum principle is obtained first, where the adjoint equations and maximum condition heavily depend on the risk-sensitive parameter and the correlation coefficient. The optimal investment strategy is obtained explicitly in a state feedback form via the solution to a certain Riccati equation, under the risk-seeking case. Numerical simulation and figures are given to illustrate the sensitivity for the optimal investment strategy, with respect to the risk-sensitive parameter and the correlation coefficient.

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