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2024/2025

Стохастическое управление в финансах

Статус: Маго-лего
Когда читается: 3 модуль
Охват аудитории: для всех кампусов НИУ ВШЭ
Язык: русский
Кредиты: 3

Программа дисциплины

Аннотация

The objective of this course is to provide a comprehensive introduction to Stochastic Control Theory. We will systematically explore various aspects of solving stochastic optimization problems, both in discrete and continuous time, with a strong emphasis on applications in finance and insurance. In the continuous time framework, the value function associated with these problems is intricately connected to a non-linear partial differential equation known as the Hamilton-Jacobi-Bellman equation. Therefore, we will cover essential mathematical tools that will facilitate our understanding of this critical relationship. By the end of the course, students should be well-equipped to approach stochastic optimization problems methodically and apply their knowledge to relevant fields effectively. Course Prerequisites: Students are expected to have a mathematical background equivalent to that of the first year of our master’s program in 'Stochastic Modeling in Economics and Finance'. This includes a solid foundation in Probability Theory and Stochastic Differential Equations.
Цель освоения дисциплины

Цель освоения дисциплины

  • Understand Fundamental Concepts: Develop a clear understanding of the key concepts and principles within Stochastic Control Theory, including stochastic processes, dynamic programming, and optimization.
  • Apply Stochastic Optimization Techniques: Learn to formulate and solve stochastic optimization problems in both discrete and continuous time settings, particularly in the context of financial and insurance applications.
  • Analyze the Hamilton-Jacobi-Bellman Equation: Gain proficiency in the Hamilton-Jacobi-Bellman (HJB) equation, recognizing its significance as it relates to the value function in continuous time stochastic control problems.
  • Utilize Mathematical Tools: Familiarize yourself with essential mathematical tools and techniques, such as dynamic programming principles and Itô calculus that are pivotal in solving and analyzing stochastic control problems.
  • Implement Real-World Applications: Explore various real-world applications of Stochastic Control Theory, particularly in finance and insurance, highlighting how these theoretical concepts can be applied to practical scenarios.
  • Evaluate and Compare Solutions: Develop skills to critically evaluate different solution methods and compare their effectiveness in addressing stochastic optimization challenges.
  • Conduct Independent Research: Encourage the pursuit of independent research or projects that utilize Stochastic Control Theory to tackle complex problems in economics and finance.
Планируемые результаты обучения

Планируемые результаты обучения

  • Understanding the DP Equation and the minimum principle.
  • Understanding stochastic control problems in discrete time.
  • Understanding Controlled diffusion processes, Dynamic programming principl, Hamilton-Jacobi-Bellman equation, and Verification theorem.
Содержание учебной дисциплины

Содержание учебной дисциплины

  • Deterministic Systems in Discrete-Time
  • Stochastic Control Systems in Discrete-Time
  • The classical Partial Differential Equation (PDE) approach to dynamic programming
Элементы контроля

Элементы контроля

  • неблокирующий Exam
    At the end of Module, the student must present an exam.
  • неблокирующий Quizzes
Промежуточная аттестация

Промежуточная аттестация

  • 2024/2025 3rd module
    0.55 * Exam + 0.45 * Quizzes
Список литературы

Список литературы

Рекомендуемая основная литература

  • Continuous-time stochastic control and optimization with financial applications, Pham, H., 2009

Рекомендуемая дополнительная литература

  • Financial modeling : a backward stochastic differential equations perspective, Crepey, S., 2013
  • Modeling with Ito stochastic differential equations, Allen, E., 2007
  • Numerical solution of stochastic differential equations with jumps in finance, Platen, E., 2010
  • Stochastic control and mathematical modeling : applications in economics, Morimoto, H., 2010
  • Stochastic control in discrete and continuous time, Seierstad, A., 2009

Авторы

  • Морено Франко Гарольд Андрес