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A Perturbation Approach to Optimal Investment, Liability Ratio, and Dividend Strategies

2020-12-12 · Zhuo Jin, Zuo Quan Xu, Bin Zou

We study an optimal dividend problem for an insurer who simultaneously controls investment weights in a financial market, liability ratio in the insurance business, and dividend payout rate. The insurer seeks an optimal strategy to maximize her expected utility of dividend payments over an infinite horizon. By applying a perturbation approach, we obtain the optimal strategy and the value function in closed form for log and power utility. We conduct an economic analysis to investigate the impact of various model parameters and risk aversion on the insurer's optimal strategy.

📄 PDF Abstract BibTeX arXiv:2012.06703

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