An Explicit Solution for the Problem of Optimal Investment with Random Endowment

Fuente: arXiv
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Main Authors: Donisch, Michael, Knochenhauer, Christoph
Format: Preprint
Published: 2025
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author Donisch, Michael
Knochenhauer, Christoph
author_facet Donisch, Michael
Knochenhauer, Christoph
contents We consider the problem of optimal investment with random endowment in a Black--Scholes market for an agent with constant relative risk aversion. Using duality arguments, we derive an explicit expression for the optimal trading strategy, which can be decomposed into the optimal strategy in the absence of a random endowment and an additive shift term whose magnitude depends linearly on the endowment-to-wealth ratio and exponentially on time to maturity.
format Preprint
id arxiv_https___arxiv_org_abs_2506_20506
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle An Explicit Solution for the Problem of Optimal Investment with Random Endowment
Donisch, Michael
Knochenhauer, Christoph
Portfolio Management
We consider the problem of optimal investment with random endowment in a Black--Scholes market for an agent with constant relative risk aversion. Using duality arguments, we derive an explicit expression for the optimal trading strategy, which can be decomposed into the optimal strategy in the absence of a random endowment and an additive shift term whose magnitude depends linearly on the endowment-to-wealth ratio and exponentially on time to maturity.
title An Explicit Solution for the Problem of Optimal Investment with Random Endowment
topic Portfolio Management
url https://arxiv.org/abs/2506.20506