On a mean-field Pontryagin minimum principle for stochastic optimal control

Fuente: arXiv
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Main Authors: Opper, Manfred, Reich, Sebastian
Format: Preprint
Published: 2025
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_version_ 1866910199684530176
author Opper, Manfred
Reich, Sebastian
author_facet Opper, Manfred
Reich, Sebastian
contents This paper outlines a novel extension of the classical Pontryagin minimum (maximum) principle to stochastic optimal control problems. Contrary to the well-known stochastic Pontryagin minimum principle involving forward-backward stochastic differential equations, the proposed formulation is deterministic and of mean-field type. We denote it by the McKean-Pontryagin minimum principle. The Hamiltonian structure of the proposed McKean-Pontryagin minimum principle is achieved via the introduction of a pair of auxiliary functions. A gauge freedom in the choice of one of these two functions can be used to decouple the forward and reverse time equations; hence simplifying the solution of the underlying boundary value problem. We also consider infinite horizon discounted cost optimal control problems. In this case, the mean-field formulation allows one to convert the computation of the desired optimal control law into solving a pair of forward mean-field ordinary differential equations. The McKean-Pontryagin minimum principle is tested numerically for a controlled inverted pendulum, a controlled Lorenz-63 system, and a controlled Lorenz-96 system. Although the focus is on linear-quadratic control problems, the proposed methodology is extendable to more general problems including mean-field type control formulations.
format Preprint
id arxiv_https___arxiv_org_abs_2506_10506
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle On a mean-field Pontryagin minimum principle for stochastic optimal control
Opper, Manfred
Reich, Sebastian
Optimization and Control
Numerical Analysis
35F21, 49M99, 93E20, 70H30, 70H45
This paper outlines a novel extension of the classical Pontryagin minimum (maximum) principle to stochastic optimal control problems. Contrary to the well-known stochastic Pontryagin minimum principle involving forward-backward stochastic differential equations, the proposed formulation is deterministic and of mean-field type. We denote it by the McKean-Pontryagin minimum principle. The Hamiltonian structure of the proposed McKean-Pontryagin minimum principle is achieved via the introduction of a pair of auxiliary functions. A gauge freedom in the choice of one of these two functions can be used to decouple the forward and reverse time equations; hence simplifying the solution of the underlying boundary value problem. We also consider infinite horizon discounted cost optimal control problems. In this case, the mean-field formulation allows one to convert the computation of the desired optimal control law into solving a pair of forward mean-field ordinary differential equations. The McKean-Pontryagin minimum principle is tested numerically for a controlled inverted pendulum, a controlled Lorenz-63 system, and a controlled Lorenz-96 system. Although the focus is on linear-quadratic control problems, the proposed methodology is extendable to more general problems including mean-field type control formulations.
title On a mean-field Pontryagin minimum principle for stochastic optimal control
topic Optimization and Control
Numerical Analysis
35F21, 49M99, 93E20, 70H30, 70H45
url https://arxiv.org/abs/2506.10506