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arxiv 0906.2324 v1 pith:QS5KVYPA submitted 2009-06-12 math.PR

Portfolio choice with jumps: A closed-form solution

classification math.PR
keywords brownianforminvestorjumpoptimalorthogonalportfolioproblem
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We analyze the consumption-portfolio selection problem of an investor facing both Brownian and jump risks. We bring new tools, in the form of orthogonal decompositions, to bear on the problem in order to determine the optimal portfolio in closed form. We show that the optimal policy is for the investor to focus on controlling his exposure to the jump risk, while exploiting differences in the Brownian risk of the asset returns that lies in the orthogonal space.

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