Mean-Variance Asset Liability Management with State-Dependent Risk Aversion

© 2017, Copyright © Society of Actuaries.This article investigates the asset liability management problem with state-dependent risk aversion under the mean-variance criterion. The investor allocates the wealth among multiple assets including a risk-free asset and multiple risky assets governed by a...

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Main Authors: Zhang, Y., Wu, Yong Hong, Li, S., Wiwatanapataphee, Benchawan
Format: Journal Article
Published: Society of Actuaries 2017
Online Access:http://hdl.handle.net/20.500.11937/52312
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author Zhang, Y.
Wu, Yong Hong
Li, S.
Wiwatanapataphee, Benchawan
author_facet Zhang, Y.
Wu, Yong Hong
Li, S.
Wiwatanapataphee, Benchawan
author_sort Zhang, Y.
building Curtin Institutional Repository
collection Online Access
description © 2017, Copyright © Society of Actuaries.This article investigates the asset liability management problem with state-dependent risk aversion under the mean-variance criterion. The investor allocates the wealth among multiple assets including a risk-free asset and multiple risky assets governed by a system of geometric Brownian motion stochastic differential equations, and the investor faces the risk of paying uncontrollable random liabilities. The state-dependent risk aversion is taken into account in our model, linking the risk aversion to the current wealth held by the investor. An extended Hamilton-Jacobi-Bellman system is established for the optimization of asset liability management, and by solving the extended Hamilton-Jacobi-Bellman system, the analytical closed-form expressions for the time-inconsistent optimal investment strategies and the optimal value function are derived. Finally, numerical examples are presented to illustrate our results.
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format Journal Article
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institution Curtin University Malaysia
institution_category Local University
last_indexed 2025-11-14T09:51:18Z
publishDate 2017
publisher Society of Actuaries
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spelling curtin-20.500.11937-523122017-09-13T15:38:23Z Mean-Variance Asset Liability Management with State-Dependent Risk Aversion Zhang, Y. Wu, Yong Hong Li, S. Wiwatanapataphee, Benchawan © 2017, Copyright © Society of Actuaries.This article investigates the asset liability management problem with state-dependent risk aversion under the mean-variance criterion. The investor allocates the wealth among multiple assets including a risk-free asset and multiple risky assets governed by a system of geometric Brownian motion stochastic differential equations, and the investor faces the risk of paying uncontrollable random liabilities. The state-dependent risk aversion is taken into account in our model, linking the risk aversion to the current wealth held by the investor. An extended Hamilton-Jacobi-Bellman system is established for the optimization of asset liability management, and by solving the extended Hamilton-Jacobi-Bellman system, the analytical closed-form expressions for the time-inconsistent optimal investment strategies and the optimal value function are derived. Finally, numerical examples are presented to illustrate our results. 2017 Journal Article http://hdl.handle.net/20.500.11937/52312 10.1080/10920277.2016.1247719 Society of Actuaries restricted
spellingShingle Zhang, Y.
Wu, Yong Hong
Li, S.
Wiwatanapataphee, Benchawan
Mean-Variance Asset Liability Management with State-Dependent Risk Aversion
title Mean-Variance Asset Liability Management with State-Dependent Risk Aversion
title_full Mean-Variance Asset Liability Management with State-Dependent Risk Aversion
title_fullStr Mean-Variance Asset Liability Management with State-Dependent Risk Aversion
title_full_unstemmed Mean-Variance Asset Liability Management with State-Dependent Risk Aversion
title_short Mean-Variance Asset Liability Management with State-Dependent Risk Aversion
title_sort mean-variance asset liability management with state-dependent risk aversion
url http://hdl.handle.net/20.500.11937/52312