Portfolio Time Consistency and Utility Weighted Discount Rates

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Hauptverfasser: Mbodji, Oumar, Pirvu, Traian A.
Format: Preprint
Veröffentlicht: 2023
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author Mbodji, Oumar
Pirvu, Traian A.
author_facet Mbodji, Oumar
Pirvu, Traian A.
contents Merton portfolio management problem is studied in this paper within a stochastic volatility, non constant time discount rate, and power utility framework. This problem is time inconsistent and the way out of this predicament is to consider the subgame perfect strategies. The later are characterized through an extended Hamilton Jacobi Bellman (HJB) equation. A fixed point iteration is employed to solve the extended HJB equation. This is done in a two stage approach: in a first step the utility weighted discount rate is introduced and characterized as the fixed point of a certain operator; in the second step the value function is determined through a linear parabolic partial differential equation. Numerical experiments explore the effect of the time discount rate on the subgame perfect and precommitment strategies.
format Preprint
id arxiv_https___arxiv_org_abs_2402_05113
institution arXiv
publishDate 2023
record_format arxiv
spellingShingle Portfolio Time Consistency and Utility Weighted Discount Rates
Mbodji, Oumar
Pirvu, Traian A.
Portfolio Management
Optimization and Control
Merton portfolio management problem is studied in this paper within a stochastic volatility, non constant time discount rate, and power utility framework. This problem is time inconsistent and the way out of this predicament is to consider the subgame perfect strategies. The later are characterized through an extended Hamilton Jacobi Bellman (HJB) equation. A fixed point iteration is employed to solve the extended HJB equation. This is done in a two stage approach: in a first step the utility weighted discount rate is introduced and characterized as the fixed point of a certain operator; in the second step the value function is determined through a linear parabolic partial differential equation. Numerical experiments explore the effect of the time discount rate on the subgame perfect and precommitment strategies.
title Portfolio Time Consistency and Utility Weighted Discount Rates
topic Portfolio Management
Optimization and Control
url https://arxiv.org/abs/2402.05113