Explicit Signal-Adaptive Sequential Optimal Execution Quotes

Fuente: arXiv
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1. Verfasser: Yu, Fenghui
Format: Preprint
Veröffentlicht: 2026
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_version_ 1866918519418912768
author Yu, Fenghui
author_facet Yu, Fenghui
contents This paper develops a unified explicit solution theory for optimal execution through sequential limit-order placement in a limit order book. Rather than controlling only the trading speed of a metaorder, we determine how individual limit orders should be quoted over time. The model incorporates signal-dependent drift, price impact, inventory risk, and execution risk, with fills modeled by point processes whose intensities depend on the submitted quotes. We formulate four execution criteria: expected terminal wealth, expected terminal wealth with running inventory penalty, CARA utility of terminal wealth, and CARA utility with running inventory penalty. For general price-impact and inventory-penalty functions, we derive the corresponding HJB equations and show that all four problems reduce to a triangular finite-dimensional structure which can be solved explicitly, leading to fully explicit value functions and optimal quotes across all cases. We also prove well-posedness, admissibility, and verification results. The explicit formulas reveal connections between quoting strategies under different criteria, support long-horizon asymptotic analysis, and show numerically that signal-dependent drift can substantially affect optimal execution.
format Preprint
id arxiv_https___arxiv_org_abs_2605_24242
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle Explicit Signal-Adaptive Sequential Optimal Execution Quotes
Yu, Fenghui
Trading and Market Microstructure
Optimization and Control
Mathematical Finance
91G80, 93E20, 49N90
This paper develops a unified explicit solution theory for optimal execution through sequential limit-order placement in a limit order book. Rather than controlling only the trading speed of a metaorder, we determine how individual limit orders should be quoted over time. The model incorporates signal-dependent drift, price impact, inventory risk, and execution risk, with fills modeled by point processes whose intensities depend on the submitted quotes. We formulate four execution criteria: expected terminal wealth, expected terminal wealth with running inventory penalty, CARA utility of terminal wealth, and CARA utility with running inventory penalty. For general price-impact and inventory-penalty functions, we derive the corresponding HJB equations and show that all four problems reduce to a triangular finite-dimensional structure which can be solved explicitly, leading to fully explicit value functions and optimal quotes across all cases. We also prove well-posedness, admissibility, and verification results. The explicit formulas reveal connections between quoting strategies under different criteria, support long-horizon asymptotic analysis, and show numerically that signal-dependent drift can substantially affect optimal execution.
title Explicit Signal-Adaptive Sequential Optimal Execution Quotes
topic Trading and Market Microstructure
Optimization and Control
Mathematical Finance
91G80, 93E20, 49N90
url https://arxiv.org/abs/2605.24242