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Martingale Optimal Transport and Robust Hedging in Continuous Time (1208.4922v4)

Published 24 Aug 2012 in math.PR

Abstract: The duality between the robust (or equivalently, model independent) hedging of path dependent European options and a martingale optimal transport problem is proved. The financial market is modeled through a risky asset whose price is only assumed to be a continuous function of time. The hedging problem is to construct a minimal super-hedging portfolio that consists of dynamically trading the underlying risky asset and a static position of vanilla options which can be exercised at the given, fixed maturity. The dual is a Monge-Kantorovich type martingale transport problem of maximizing the expected value of the option over all martingale measures that has the given marginal at maturity. In addition to duality, a family of simple, piecewise constant super-replication portfolios that asymptotically achieve the minimal super-replication cost is constructed.

Citations (232)

Summary

  • The paper establishes that the minimum super-replication cost equals the supremum over martingale measures, linking robust hedging to a variant of the Kantorovich transport problem.
  • It constructs simple, piecewise constant portfolios that asymptotically achieve the optimal hedging strategy in a model-independent framework.
  • The analysis contrasts with previous studies by incorporating continuous-time jump processes and extending classical duality results in financial mathematics.

Analyzing the Duality in Martingale Optimal Transport and Robust Hedging

The paper "Martingale Optimal Transport and Robust Hedging in Continuous Time" by Yan Dolinsky and H. Mete Soner aims to elucidate a duality relationship between the robust hedging of path-dependent European options and a martingale optimal transport problem. Conducted within a continuous-time framework, the paper reexamines options hedging in a theoretical context devoid of a pre-defined probabilistic model for the underlying asset's price process.

Core Duality Between Hedging and Optimal Transport

The authors establish the equivalence between a robust hedging problem and a variant of the classical transportation problem. The goal is to construct a minimum-cost super-replicating portfolio through dynamic trading of a risky asset alongside statically held vanilla options. This leads to a dual problem, where the objective is to maximize the expected value over all martingale measures with a specific terminal marginal distribution. Such a formulation emerges as a variant of the Kantorovich transport problem, applied to finance with the constraint that the transporting measure is a martingale.

Theoretical Results and Implications

The significant contributions encapsulated within this paper include:

  1. Kantorovich Duality and Super-Replication: The authors extend classical duality results to model-independent financial markets, demonstrating that the minimal super-hedging cost equals the supremum over martingale measures with a fixed distribution at maturity.
  2. Explicit Construction of Super-Replicating Portfolios: They construct simple, piecewise constant portfolios that achieve the minimal super-replication cost asymptotically. This suggests practical implications for financial markets, allowing for potential numerical explorations of discrete hedging.
  3. Comparison with Existing Models: The analysis spectacularly contrasts with works by Beiglböck et al. and Galichon et al., emphasizing differences in mathematical dialects - particularly those concerning the Lagrange multipliers and the handling of jump processes in continuous time.

Practical and Theoretical Impacts

In practical terms, this work provides a powerful tool for hedging in the absence of defined market models, potentially impacting how practitioners handle exotic options and other path-dependent derivatives in situations of model uncertainty. Theoretically, it poses significant implications for the fundamental theory of asset pricing, reinforcing the connection between financial optimization problems and optimal transport theories in mathematics.

Future Developments

The deduction of these results opens up pathways for extending the approach to multi-dimensional markets and those incorporating price process jumps. Additionally, given the highly stochastic and uncertain nature of real-world financial markets, further exploration into more complex payoff structures, beyond the Lipschitz continuity framework proposed, could be a valuable extension of this research.

The paper stands as a significant theoretical advancement by demonstrating the feasibility of robust hedging in a model-independent environment, utilizing sophisticated mathematical frameworks that resonate deeply within both financial economics and applied probability theory. Further work may involve broadening these concepts into realms such as high-frequency trading, advanced derivative products, and risk management under deeply uncertain conditions.

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