Optimal life insurance and annuity demand with jump diffusion and regime switching

Jinhui Zhang, Sachi Purcal, Jiaqin Wei

Research output: Chapter in Book/Report/Conference proceedingChapterpeer-review

Abstract

Classic Merton optimal life-cycle portfolio and consumption models are based on diffusion models for risky assets. In this paper, we extend the Richard’s (1975) optimal life-cycle model by allowing jumps and regime switching in the diffusion of risky assets. We develop a system of paired Hamilton–Jacobi–Bellman (HJB) equations. Using numerical methods, we obtain the results of agents’ behaviour. Our findings are that agents would be more conservative in consumption and annuitisation when the economic environment is more volatile and the bequest motive is stronger. However, under certain conditions, agents might increase their exposure to risky assets.
Original languageEnglish
Title of host publicationAdvances in econometrics, operational research, data science and actuarial studies
Subtitle of host publicationtechniques and theories
EditorsM. Kenan Terzioğlu
Place of PublicationCham, Switzerland
PublisherSpringer, Springer Nature
Chapter31
Pages515-530
Number of pages16
ISBN (Electronic)9783030852542
ISBN (Print)9783030852535
DOIs
Publication statusPublished - 2022

Publication series

NameContributions to Economics
PublisherSpringer
ISSN (Print)1431-1933
ISSN (Electronic)2197-7178

Keywords

  • Stochastic optimal control
  • Richard’s model
  • Optimal investment
  • Jumps
  • Regime switching

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