A Stochastic Maximum Principle for Volterra SDEs

Adjoint Equations and Pontryagin Necessary Conditions under Rough Drivers

A. Alexakis, E. Bergström

IADU Working Paper Series · 19-SEP-2024 · WP-2024-27049509

Abstract

We establish a stochastic maximum principle for finite-horizon optimal control of stochastic Volterra integral equations driven by rough kernels with Hurst index $H \in (0, 1/2)$. The adjoint process is shown to satisfy a backward stochastic Volterra integral equation (BSVIE) whose kernel inherits the fractional regularity of the forward driver. Under standard convexity assumptions on the running cost and admissible-control set, the Pontryagin necessary conditions hold; under additional concavity assumptions they are sufficient. The framework specialises to rough-volatility option-pricing and rough-Heston hedging problems, where classical Markovian HJB methods fail.

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Keywords: stochastic maximum principle, Volterra SDE, rough volatility, backward stochastic Volterra equation, adjoint equation, Pontryagin necessary conditions