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Bibliographic Details
Main Authors: Leung, Tim, Lorig, Matthew, Shirai, Yoshihiro
Format: Preprint
Published: 2024
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Online Access:https://arxiv.org/abs/2403.00139
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author Leung, Tim
Lorig, Matthew
Shirai, Yoshihiro
author_facet Leung, Tim
Lorig, Matthew
Shirai, Yoshihiro
contents This paper analyzes a problem of optimal static hedging using derivatives in incomplete markets. The investor is assumed to have a risk exposure to two underlying assets. The hedging instruments are vanilla options written on a single underlying asset. The hedging problem is formulated as a utility maximization problem whereby the form of the optimal static hedge is determined. Among our results, a semi-analytical solution for the optimizer is found through variational methods for exponential, power/logarithmic, and quadratic utility. When vanilla options are available for each underlying asset, the optimal solution is related to the fixed points of a Lipschitz map. In the case of exponential utility, there is only one such fixed point, and subsequent iterations of the map converge to it.
format Preprint
id arxiv_https___arxiv_org_abs_2403_00139
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle Optimal positioning in derivative securities in incomplete markets
Leung, Tim
Lorig, Matthew
Shirai, Yoshihiro
Mathematical Finance
This paper analyzes a problem of optimal static hedging using derivatives in incomplete markets. The investor is assumed to have a risk exposure to two underlying assets. The hedging instruments are vanilla options written on a single underlying asset. The hedging problem is formulated as a utility maximization problem whereby the form of the optimal static hedge is determined. Among our results, a semi-analytical solution for the optimizer is found through variational methods for exponential, power/logarithmic, and quadratic utility. When vanilla options are available for each underlying asset, the optimal solution is related to the fixed points of a Lipschitz map. In the case of exponential utility, there is only one such fixed point, and subsequent iterations of the map converge to it.
title Optimal positioning in derivative securities in incomplete markets
topic Mathematical Finance
url https://arxiv.org/abs/2403.00139