Mean-Variance Optimization for Participating Life Insurance Contracts

Fuente: arXiv
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Autori principali: Fießinger, Felix, Stadje, Mitja
Natura: Preprint
Pubblicazione: 2024
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author Fießinger, Felix
Stadje, Mitja
author_facet Fießinger, Felix
Stadje, Mitja
contents This paper studies the equity holders' mean-variance optimal portfolio choice problem for (non-)protected participating life insurance contracts. We derive explicit formulas for the optimal terminal wealth and the optimal strategy in the multi-dimensional Black-Scholes model, showing the existence of all necessary parameters. In incomplete markets, we state Hamilton-Jacobi-Bellman equations for the value function. Moreover, we provide a numerical analysis of the Black-Scholes market. The equity holders on average increase their investment into the risky asset in bad economic states and decrease their investment over time.
format Preprint
id arxiv_https___arxiv_org_abs_2407_11761
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle Mean-Variance Optimization for Participating Life Insurance Contracts
Fießinger, Felix
Stadje, Mitja
Mathematical Finance
This paper studies the equity holders' mean-variance optimal portfolio choice problem for (non-)protected participating life insurance contracts. We derive explicit formulas for the optimal terminal wealth and the optimal strategy in the multi-dimensional Black-Scholes model, showing the existence of all necessary parameters. In incomplete markets, we state Hamilton-Jacobi-Bellman equations for the value function. Moreover, we provide a numerical analysis of the Black-Scholes market. The equity holders on average increase their investment into the risky asset in bad economic states and decrease their investment over time.
title Mean-Variance Optimization for Participating Life Insurance Contracts
topic Mathematical Finance
url https://arxiv.org/abs/2407.11761