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Market Influence of Portfolio Optimizers

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Author Info
Suhas Nayak
George Papanicolaou
Abstract

The paper reports on a study of the feedback effects induced by portfolio optimizers on the underlying asset prices. Through their interaction with reference traders, who trade based on some aggregate incomes process, they are assumed to move asset prices away from the standard log-normal model. With market clearing as the main constraint, the approximate dynamics of the asset price are solved analytically assuming that the wealth of the portfolio optimizers is small relative to the total market capitalization of the stock. The influence of portfolio optimizers when their wealth is not so small is also calculated numerically. There is good agreement between the numerical and analytical results when the wealth of the optimizers is small. It is found that portfolio optimizers influence the price of the risky asset so as to decrease its volatility. The optimal allocation to the risky asset also changes as a result of the portfolio optimizers' actions. In general, it is advantageous to hold more of the risky asset, relative to the log normal Merton model.

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Publisher Info
Article provided by Taylor and Francis Journals in its journal Applied Mathematical Finance.

Volume (Year): 15 (2008)
Issue (Month): 1 ()
Pages: 21-40
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Handle: RePEc:taf:apmtfi:v:15:y:2008:i:1:p:21-40

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Related research
Keywords: Hamilton-Jacobi-Bellman equation feedback portfolio optimization

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This page was last updated on 2008-10-2.


This information is provided to you by IDEAS at the Department of Economics, College of Liberal Arts and Sciences, University of Connecticut using RePEc data on a server sponsored by the Society for Economic Dynamics.