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Main Authors: Yan, Dong, Zhang, Nanyi, Guo, Junyi
Format: Preprint
Published: 2025
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Online Access:https://arxiv.org/abs/2509.02267
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author Yan, Dong
Zhang, Nanyi
Guo, Junyi
author_facet Yan, Dong
Zhang, Nanyi
Guo, Junyi
contents In this paper, we first conduct a study of the portfolio selection problem, incorporating both exogenous (proportional) and endogenous (resulting from liquidity risk, characterized by a stochastic process) transaction costs through the utility-based approach. We also consider the intrinsic relationship between these two types of costs. To address the associated nonlinear two-dimensional Hamilton-Jacobi-Bellman (HJB) equation, we propose an innovative deep learning-driven policy iteration scheme with three key advantages: i) it has the potential to address the curse of dimensionality; ii) it is adaptable to problems involving high-dimensional control spaces; iii) it eliminates truncation errors. The numerical analysis of the proposed scheme, including convergence analysis in a general setting, is also discussed. To illustrate the impact of these two types of transaction costs on portfolio choice, we conduct through numerical experiments using three typical utility functions.
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spellingShingle A deep learning-driven iterative scheme for high-dimensional HJB equations in portfolio selection with exogenous and endogenous costs
Yan, Dong
Zhang, Nanyi
Guo, Junyi
Mathematical Finance
In this paper, we first conduct a study of the portfolio selection problem, incorporating both exogenous (proportional) and endogenous (resulting from liquidity risk, characterized by a stochastic process) transaction costs through the utility-based approach. We also consider the intrinsic relationship between these two types of costs. To address the associated nonlinear two-dimensional Hamilton-Jacobi-Bellman (HJB) equation, we propose an innovative deep learning-driven policy iteration scheme with three key advantages: i) it has the potential to address the curse of dimensionality; ii) it is adaptable to problems involving high-dimensional control spaces; iii) it eliminates truncation errors. The numerical analysis of the proposed scheme, including convergence analysis in a general setting, is also discussed. To illustrate the impact of these two types of transaction costs on portfolio choice, we conduct through numerical experiments using three typical utility functions.
title A deep learning-driven iterative scheme for high-dimensional HJB equations in portfolio selection with exogenous and endogenous costs
topic Mathematical Finance
url https://arxiv.org/abs/2509.02267