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Auteurs principaux: Anthropelos, Michail, Kardaras, Constantinos, Stefanakis, Constantinos
Format: Preprint
Publié: 2026
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Accès en ligne:https://arxiv.org/abs/2601.14139
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author Anthropelos, Michail
Kardaras, Constantinos
Stefanakis, Constantinos
author_facet Anthropelos, Michail
Kardaras, Constantinos
Stefanakis, Constantinos
contents In an incomplete financial market with general continuous semimartingale dynamics; we model an investor with log-utility preferences who, in addition to an initial capital, receives units of a non-traded endowment process. Using duality techniques, we derive the fourth-order expansion of the primal value function with respect to the units $ε$, held in the non-traded endowment. In turn, this lays the foundation for expanding the optimal wealth process, in this context, up to second order w.r.t. $ε$. The key processes underpinning the aforementioned results are given in terms of Kunita-Watanabe projections, mirroring the case of lower order expansions of similar nature. Both the case of finite and infinite horizons are treated in a unified manner.
format Preprint
id arxiv_https___arxiv_org_abs_2601_14139
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle Log-optimality with small liability stream
Anthropelos, Michail
Kardaras, Constantinos
Stefanakis, Constantinos
Mathematical Finance
91B70 (Primary), 60H30, 41A10 (Secondary)
In an incomplete financial market with general continuous semimartingale dynamics; we model an investor with log-utility preferences who, in addition to an initial capital, receives units of a non-traded endowment process. Using duality techniques, we derive the fourth-order expansion of the primal value function with respect to the units $ε$, held in the non-traded endowment. In turn, this lays the foundation for expanding the optimal wealth process, in this context, up to second order w.r.t. $ε$. The key processes underpinning the aforementioned results are given in terms of Kunita-Watanabe projections, mirroring the case of lower order expansions of similar nature. Both the case of finite and infinite horizons are treated in a unified manner.
title Log-optimality with small liability stream
topic Mathematical Finance
91B70 (Primary), 60H30, 41A10 (Secondary)
url https://arxiv.org/abs/2601.14139