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Optimal asset allocation in life annuities: a note
Journal article

Optimal asset allocation in life annuities: a note

Abstract

In this note, we derive the optimal utility-maximizing asset allocation between a risky and risk-free asset within a variable annuity (VA) contract, which is a US-based savings and decumulation investment product. We are interested in the interaction between financial risk, mortality risk and consumption, towards the end of the life cycle. Our main result is that for constant relative risk aversion (CRRA) preferences and geometric Brownian …

Authors

Charupat N; Milevsky MA

Journal

Insurance Mathematics and Economics, Vol. 30, No. 2, pp. 199–209

Publisher

Elsevier

Publication Date

April 2002

DOI

10.1016/s0167-6687(02)00097-5

ISSN

0167-6687