EURO 2025 Leeds
Abstract Submission

597. Path Dependent Arbitrage Portfolio Strategies

Invited abstract in session WB-7: Portfolio Management, stream Risk Management in Commodities and Financial Markets .

Wednesday, 10:30-12:00
Room: Clarendon GR.01

Authors (first author is the speaker)

1. Denise Mirabella
Economics and Finance, Università degli studi di Bergamo
2. Sergio Ortobelli Lozza
University of Bergamo
3. Valentina Piantoni
Economics and Finance, Università degli studi di Bergamo

Abstract

This paper investigates portfolio strategies aimed at maximizing the expected first passage time of wealth to predefined benchmark levels, assuming returns follow Markov processes modeled through Markov Chains. By examining the momentum characteristics of these strategies, we identify potential arbitrage opportunities. We apply timing-based strategies to the components of the S&P500 index and evaluate their performance. Specifically, we compare the ex-post wealth outcomes of traditional approaches against novel strategies optimized to improve the average first passage time to target benchmarks.

Keywords

Status: accepted


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