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A generalization of the mutual fund theorem

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Author Info
Martin Kulldorff (Department of Statistics, Uppsala University, SE-75120 Uppsala, Sweden Manuscript)
Ajay Khanna (Stern School of Business Administration, New York University, New York, NY 10012 USA)
Abstract

A generalization of the continuous time mutual fund theorem is given, with no assumptions made on the investors utility functions for consumption and final wealth, except that they are time-additive and non-decreasing. The extension is due to a new mathematical approach, using no more than simple properties of diffusion processes and standard linear algebra. The results are given for complete as well as certain incomplete markets. Moreover, optimal investment strategies that are known only for complete markets with a single risky asset, are automatically extended to complete and incomplete markets with multiple risky assets. An example is given.

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Publisher Info
Article provided by Springer in its journal Finance and Stochastics.

Volume (Year): 3 (1999)
Issue (Month): 2 ()
Pages: 167-185
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:spr:finsto:v:3:y:1999:i:2:p:167-185

Note: received: September 1997; final version received: April 1998
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Related research
Keywords: Portfolio selection; continuous time; separation theorem; reduction method; incomplete markets;

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  1. Eckhard Platen, 2005. "On the Role of the Growth Optimal Portfolio in Finance," Research Paper Series 144, Quantitative Finance Research Centre, University of Technology, Sydney. [Downloadable!]
    Other versions:
  2. Nikolai Dokuchaev & Ulrich Haussmann, 2002. "Optimal portfolio selection and compression in an incomplete market," Quantitative Finance Papers math/0207260, arXiv.org. [Downloadable!]
  3. Morten Christensen & Eckhard Platen, 2005. "Sharpe Ratio Maximization and Expected Utility when Asset Prices have Jumps," Research Paper Series 170, Quantitative Finance Research Centre, University of Technology, Sydney. [Downloadable!]
    Other versions:
  4. Eckhard Platen, 2005. "Investments for the Short and Long Run," Research Paper Series 163, Quantitative Finance Research Centre, University of Technology, Sydney. [Downloadable!]
  5. Erhan Bayraktar & Virginia R. Young, 2007. "Mutual Fund Theorems when Minimizing the Probability of Lifetime Ruin," Quantitative Finance Papers 0705.0053, arXiv.org, revised Mar 2008. [Downloadable!]
  6. Walter Schachermayer & Mihai Sîrbu & Erik Taflin, 2009. "In which financial markets do mutual fund theorems hold true?," Finance and Stochastics, Springer, vol. 13(1), pages 49-77, January. [Downloadable!] (restricted)
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