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Record W2315773907 · doi:10.3934/jimo.2016002

Consumption-portfolio optimization and filtering in a hidden Markov-modulated asset price model

2016· article· en· W2315773907 on OpenAlex

Why this work is in the frame

A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.

affAt least one author lists a Canadian institution in the pinned OpenAlex snapshot.

Bibliographic record

VenueJournal of Industrial and Management Optimization · 2016
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicStochastic processes and financial applications
Canadian institutionsYork University
Fundersnot available
KeywordsPortfolio optimizationPortfolioComputer scienceHidden Markov modelAsset (computer security)Consumption (sociology)Markov chainMarkov modelEconometricsFinancial economicsArtificial intelligenceEconomicsMachine learningComputer security

Abstract

fetched live from OpenAlex

We study a consumption-portfolio optimization problem in a hidden Markov-modulated asset price model with multiple risky assets, where model uncertainty is present. Under this modeling framework, the appreciation rates of risky shares are modulated by a continuous-time, finite-state hidden Markov chain whose states represent different modes of the model. We consider the situation where an economic agent only has access to information about the price processes of risky shares and aims to maximize the expected, discounted utility from intermediate consumption and terminal wealth within a finite horizon. The standard innovations approach in filtering theory is then used to transform the partially observed consumption-portfolio optimization problem to the one with complete observations. Robust filters of the chain and estimates of some other parameters are presented. Using the stochastic maximum principle, we derive a closed-form solution of an optimal consumption-portfolio strategy in the case of a power utility.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.000
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Simulation or modeling · Consensus signal: Simulation or modeling
GenreCandidate signal: Methods · Consensus signal: none
Teacher disagreement score0.747
Threshold uncertainty score0.331

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0000.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.000
Science and technology studies0.0000.000
Scholarly communication0.0000.000
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.046
GPT teacher head0.229
Teacher spread0.184 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it