Optimal Consumption, Leisure, and Investment with Partial Borrowing Constraints over a Finite Horizon

We study an optimal consumption, leisure, and investment problem over a finite horizon in a continuous-time financial market with partial borrowing constraints. The agent derives utility from consumption and leisure, with preferences represented by a Cobb–Douglas utility function. The agent allocate...

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Main Authors: Geonwoo Kim, Junkee Jeon
Format: Article
Language:English
Published: MDPI AG 2025-03-01
Series:Mathematics
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Online Access:https://www.mdpi.com/2227-7390/13/6/989
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author Geonwoo Kim
Junkee Jeon
author_facet Geonwoo Kim
Junkee Jeon
author_sort Geonwoo Kim
collection DOAJ
description We study an optimal consumption, leisure, and investment problem over a finite horizon in a continuous-time financial market with partial borrowing constraints. The agent derives utility from consumption and leisure, with preferences represented by a Cobb–Douglas utility function. The agent allocates time between work and leisure, earning wage income based on working hours. A key feature of our model is a partial borrowing constraint that limits the agent’s debt capacity to a fraction of the present value of their maximum future labor income. We employ the dual-martingale approach to derive the optimal consumption, leisure, and investment strategies. The problem reduces to solving a variational inequality with a free boundary, which we analyze using analytical and numerical methods. We provide an integral equation representation of the free boundary and solve it numerically via a recursive integration method. Our results highlight the impact of the borrowing constraint on the agent’s optimal decisions and the interplay between labor supply, consumption, and portfolio choice.
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spelling doaj-art-a8ea3b33dae24c9890a0a781f75dcc462025-08-20T01:49:05ZengMDPI AGMathematics2227-73902025-03-0113698910.3390/math13060989Optimal Consumption, Leisure, and Investment with Partial Borrowing Constraints over a Finite HorizonGeonwoo Kim0Junkee Jeon1School of Natural Sciences, Seoul National University of Science and Technology, Seoul 01811, Republic of KoreaDepartment of Applied Mathematics, Kyung Hee University, Yongin 17104, Republic of KoreaWe study an optimal consumption, leisure, and investment problem over a finite horizon in a continuous-time financial market with partial borrowing constraints. The agent derives utility from consumption and leisure, with preferences represented by a Cobb–Douglas utility function. The agent allocates time between work and leisure, earning wage income based on working hours. A key feature of our model is a partial borrowing constraint that limits the agent’s debt capacity to a fraction of the present value of their maximum future labor income. We employ the dual-martingale approach to derive the optimal consumption, leisure, and investment strategies. The problem reduces to solving a variational inequality with a free boundary, which we analyze using analytical and numerical methods. We provide an integral equation representation of the free boundary and solve it numerically via a recursive integration method. Our results highlight the impact of the borrowing constraint on the agent’s optimal decisions and the interplay between labor supply, consumption, and portfolio choice.https://www.mdpi.com/2227-7390/13/6/989optimal consumptionlabor–leisure choiceportfolio selectionborrowing constraintsfree boundary problem
spellingShingle Geonwoo Kim
Junkee Jeon
Optimal Consumption, Leisure, and Investment with Partial Borrowing Constraints over a Finite Horizon
Mathematics
optimal consumption
labor–leisure choice
portfolio selection
borrowing constraints
free boundary problem
title Optimal Consumption, Leisure, and Investment with Partial Borrowing Constraints over a Finite Horizon
title_full Optimal Consumption, Leisure, and Investment with Partial Borrowing Constraints over a Finite Horizon
title_fullStr Optimal Consumption, Leisure, and Investment with Partial Borrowing Constraints over a Finite Horizon
title_full_unstemmed Optimal Consumption, Leisure, and Investment with Partial Borrowing Constraints over a Finite Horizon
title_short Optimal Consumption, Leisure, and Investment with Partial Borrowing Constraints over a Finite Horizon
title_sort optimal consumption leisure and investment with partial borrowing constraints over a finite horizon
topic optimal consumption
labor–leisure choice
portfolio selection
borrowing constraints
free boundary problem
url https://www.mdpi.com/2227-7390/13/6/989
work_keys_str_mv AT geonwookim optimalconsumptionleisureandinvestmentwithpartialborrowingconstraintsoverafinitehorizon
AT junkeejeon optimalconsumptionleisureandinvestmentwithpartialborrowingconstraintsoverafinitehorizon