Consumption and portfolio optimization solvable problems with recursive preferences

Fuente: arXiv
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Main Authors: Kang, Jian-hao, Gou, Zhun, Huang, Nan-jing
Format: Preprint
Published: 2023
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author Kang, Jian-hao
Gou, Zhun
Huang, Nan-jing
author_facet Kang, Jian-hao
Gou, Zhun
Huang, Nan-jing
contents 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 stochastic volatility process. By using Bellman's dynamic programming principle, the Hamilton-Jacobi-Bellman (HJB) equation is derived for characterizing the optimal consumption-investment strategy and the corresponding value function. Based on the conjecture of the exponential-polynomial form of the value function, we prove that, when the order of the polynomial $n\leq2$, the HJB equation has an analytical solution if the investor with unit elasticity of intertemporal substitution (EIS) and an approximate solution otherwise.
format Preprint
id arxiv_https___arxiv_org_abs_2307_16365
institution arXiv
publishDate 2023
record_format arxiv
spellingShingle Consumption and portfolio optimization solvable problems with recursive preferences
Kang, Jian-hao
Gou, Zhun
Huang, Nan-jing
Optimization and Control
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 stochastic volatility process. By using Bellman's dynamic programming principle, the Hamilton-Jacobi-Bellman (HJB) equation is derived for characterizing the optimal consumption-investment strategy and the corresponding value function. Based on the conjecture of the exponential-polynomial form of the value function, we prove that, when the order of the polynomial $n\leq2$, the HJB equation has an analytical solution if the investor with unit elasticity of intertemporal substitution (EIS) and an approximate solution otherwise.
title Consumption and portfolio optimization solvable problems with recursive preferences
topic Optimization and Control
url https://arxiv.org/abs/2307.16365