Pricing American Options


Background

The publication of the celebrated work of Black and Scholes in 1973, has revolutionised the world's financial markets. By considering a simple model for the price of a financial asset, they were able to obtain a simple formula for the fair price of a European call option on this asset. The European call option is a simple financial derivative which gives the holder the right, but not the obligation, to buy a unit of asset at a fixed time T, for a fixed price K. The holder of such an option will receive max(value at time T - K,0) at maturity and the fundamental question answered by Black and Scholes was, what was this option worth? By assuming that there were no arbitrage in the market they were able to obtain a unique price for the option which would allow a bank to take this money and, by using a hedging strategy, guarantee to pay the option at maturity.

An American option gives the holder the right to exercise it at any time up until maturity. This makes for a more complicated pricing problem. The American call on a non-dividend paying asset has the same price as its European counterpart but in general there is no closed form pricing formula for an American option. The techniques employed for evaluation of prices are PDE or binomial tree techniques.

However, such techniques are useless when the dimension of the underlying is large. For instance an American put option on the minimum of a basket of more than 4 assets presents a challenge to compute an accurate numerical price. The usual approach in the case of a European option is to use a Monte Carlo technique. This simulation technique is not well suited to American options where the price is determined through a backwards induction approach.

Recent Work

There are a number of attempts to develop Monte Carlo algorithms for American options some of which are more successful than others. Some simple algorithms can be shown to converge to the wrong solution and other approaches only yield bounds. The aim of the project is to consider the convergence problems with the available techniques.