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Optimal Management And Inflation Protection For Defined Contribution Pension Plans

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Author Info
ZHANG, AIHUA
Korn, Ralf
Ewald, Christian-Oliver

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Abstract

Due to the increasing risk of inflation and diminishing pension benefits, insurance companies have started selling in°ation-linked products. Selling such products the insurance company takes over some or all of the inflation risk from their customers. On the other side financial derivatives which are linked to inflation such as inflation linked bonds are traded on financial markets and appear to be of increasing popularity. The insurance company can use these products to hedge its own inflation risk. In this article we study how to optimally manage a pension fund taking positions in a money market account, a stock and an inflation linked bond, while financing investments through a continuous stochastic income stream such as the plan member's contributions. We use the martingale method in order to compute an analytic expression for the optimal strategy and express it in terms of observable market variables.

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File URL: http://mpra.ub.uni-muenchen.de/3300/
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Publisher Info
Paper provided by University Library of Munich, Germany in its series MPRA Paper with number 3300.

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Date of creation: 2007
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Handle: RePEc:pra:mprapa:3300

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Related research
Keywords: Pension mathematics in°ation long-term investment stochastic optimal control martingale method

Find related papers by JEL classification:
E44 - Macroeconomics and Monetary Economics - - Money and Interest Rates - - - Financial Markets and the Macroeconomy
G12 - Financial Economics - - General Financial Markets - - - Asset Pricing
C61 - Mathematical and Quantitative Methods - - Mathematical Methods and Programming - - - Optimization Techniques; Programming Models; Dynamic Analysis

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  1. Paolo BATTOCCHIO & Francesco MENONCIN, 2002. "Optimal Pension Management under Stochastic Interest Rates, Wages, and Inflation," Université catholique de Louvain, Institut de Recherches Economiques et Sociales (IRES) Discussion Paper 2002021, Université catholique de Louvain, Institut de Recherches Economiques et Sociales (IRES). [Downloadable!]
  2. Cairns, Andrew J.G. & Blake, David & Dowd, Kevin, 2006. "Stochastic lifestyling: Optimal dynamic asset allocation for defined contribution pension plans," Journal of Economic Dynamics and Control, Elsevier, vol. 30(5), pages 843-877, May. [Downloadable!] (restricted)
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