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Stochastic Portfolio Theory and Otto Calculus

Stochastic Portfolio Theory and Otto Calculus

Walter Schachermayer (ORCID: 0000-0002-3448-9196)
  • Grant DOI 10.55776/P35519
  • Funding program Principal Investigator Projects
  • Status ongoing
  • Start July 1, 2022
  • End June 30, 2027
  • Funding amount € 397,945

Disciplines

Mathematics (100%)

Keywords

    Transaction Costs, Otto calculus, Optimal Transport Theory, Stochastic Analysis, Stochastic Portfolio Theory

Abstract

A classical problem in Mathematical Finance is the topic of portfolio optimization. An investor tries to distribute her investment among many possible stocks in a smart way (think, e.g., of the 500 stocks listed in the S&P 500 index). The challenge is to find an investment strategy, where trading in these stocks takes place in continuous time, which satisfies some some optimality criterion such as expected long term growth. The latter criterion can be cast into precise and well-defined mathematical terms. Stochastic portfolio theory, as pioneered by R. Fernholz and Y. Karatzas some 20 years ago, relies on ideas originating in physics, namely interacting particle systems, to model the price dynamics of a large number of stocks. The current project develops a stochastic trajectorial approach to these models and applies this approach to the optimization problems arising in stochastic portfolio theory.

Research institution(s)
  • Universität Wien - 100%

Research Output

  • 9 Publications
  • 6 Scientific Awards
Publications
  • 2023
    Title SDEs with no strong solution arising from a problem of stochastic control
    DOI 10.1214/23-ejp995
    Type Journal Article
    Author Cox A
    Journal Electronic Journal of Probability
  • 2023
    Title Existence of Bass martingales and the martingale Benamou$-$Brenier problem in $\mathbb{R}^{d}$
    DOI 10.48550/arxiv.2306.11019
    Type Preprint
    Author Backhoff-Veraguas J
    Link Publication
  • 2023
    Title Faking Brownian motion with continuous Markov martingales
    DOI 10.1007/s00780-023-00526-w
    Type Journal Article
    Author Beiglböck M
    Journal Finance and Stochastics
  • 2023
    Title The Bass functional of martingale transport
    DOI 10.48550/arxiv.2309.11181
    Type Preprint
    Author Backhoff-Veraguas J
    Link Publication
  • 2023
    Title Diffusion processes as Wasserstein gradient flows via stochastic control of the volatility matrix
    DOI 10.48550/arxiv.2310.18678
    Type Preprint
    Author Tschiderer B
    Link Publication
  • 2022
    Title Adapted Wasserstein distance between the laws of SDEs
    DOI 10.48550/arxiv.2209.03243
    Type Preprint
    Author Backhoff-Veraguas J
  • 2024
    Title Faking Brownian motion with continuous Markov martingales
    DOI 10.3929/ethz-b-000649552
    Type Other
    Author Beiglböck
    Link Publication
  • 2022
    Title SDEs with no strong solution arising from a problem of stochastic control
    DOI 10.48550/arxiv.2205.02519
    Type Preprint
    Author Cox A
  • 2022
    Title A regularized Kellerer theorem in arbitrary dimension
    DOI 10.48550/arxiv.2210.13847
    Type Preprint
    Author Pammer G
Scientific Awards
  • 2025
    Title Conference in honor of Prof. Elyes Jouini, Paris 4-5 June 2025
    Type Personally asked as a key note speaker to a conference
    Level of Recognition Continental/International
  • 2024
    Title Colloquium talk
    Type Personally asked as a key note speaker to a conference
    Level of Recognition Continental/International
  • 2023
    Title Invited Minisymposium Talk - SIAM Conference on Financial Mathematics and Engineering
    Type Personally asked as a key note speaker to a conference
    Level of Recognition Continental/International
  • 2023
    Title Keynote speaker at RiO2023, Rio de Janeiro, Brasil
    Type Personally asked as a key note speaker to a conference
    Level of Recognition Continental/International
  • 2022
    Title Invited speaker at Workshop "Stochastic Control and Quantitative Finance", Jerusalem
    Type Personally asked as a key note speaker to a conference
    Level of Recognition Continental/International
  • 2022
    Title Invited talk at Conference in Memory of Tomas Björk "Some novelties on the laws of large numbers"
    Type Personally asked as a key note speaker to a conference
    Level of Recognition Continental/International

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