Skip to main content
U.S. Department of Energy
Office of Scientific and Technical Information

Finite Time Merton Strategy under Drawdown Constraint: A Viscosity Solution Approach

Journal Article · · Applied Mathematics and Optimization

We consider the optimal consumption-investment problem under the drawdown constraint, i.e. the wealth process never falls below a fixed fraction of its running maximum. We assume that the risky asset is driven by the constant coefficients Black and Scholes model and we consider a general class of utility functions. On an infinite time horizon, Elie and Touzi (Preprint, [2006]) provided the value function as well as the optimal consumption and investment strategy in explicit form. In a more realistic setting, we consider here an agent optimizing its consumption-investment strategy on a finite time horizon. The value function interprets as the unique discontinuous viscosity solution of its corresponding Hamilton-Jacobi-Bellman equation. This leads to a numerical approximation of the value function and allows for a comparison with the explicit solution in infinite horizon.

OSTI ID:
21241923
Journal Information:
Applied Mathematics and Optimization, Journal Name: Applied Mathematics and Optimization Journal Issue: 3 Vol. 58; ISSN 0095-4616
Country of Publication:
United States
Language:
English

Similar Records

Viscosity Solutions of an Infinite-Dimensional Black-Scholes-Barenblatt Equation
Journal Article · Wed May 21 00:00:00 EDT 2003 · Applied Mathematics and Optimization · OSTI ID:21067472

Inconsistent Investment and Consumption Problems
Journal Article · Mon Jun 15 00:00:00 EDT 2015 · Applied Mathematics and Optimization · OSTI ID:22469914

On an asymptotic viscosity solution property of solutions of discrete Hamilton–Jacobi–Bellman equations
Journal Article · Sun Jul 15 00:00:00 EDT 2018 · Computational and Applied Mathematics · OSTI ID:22769254