arXiv Open Access 2024

Mean-Variance Optimization for Participating Life Insurance Contracts

Felix Fießinger Mitja Stadje
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Abstrak

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.

Topik & Kata Kunci

Penulis (2)

F

Felix Fießinger

M

Mitja Stadje

Format Sitasi

Fießinger, F., Stadje, M. (2024). Mean-Variance Optimization for Participating Life Insurance Contracts. https://arxiv.org/abs/2407.11761

Akses Cepat

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Informasi Jurnal
Tahun Terbit
2024
Bahasa
en
Sumber Database
arXiv
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Open Access ✓