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Self-Annuitization, Consumption Shortfall in Retirement and Asset Allocation: The Annuity Benchmark
Citations
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Cited by:
- Thomas Post & Helmut Gründl & Hato Schmeiser, 2006. "Portfolio management and retirement: what is the best arrangement for a family?," Financial Markets and Portfolio Management, Springer;Swiss Society for Financial Market Research, vol. 20(3), pages 265-285, September.
- David McCarthy & Olivia S. Mitchell, 2004.
"Annuities for an ageing world,"
Chapters, in: Elsa Fornero & Elisa Luciano (ed.), Developing an Annuity Market in Europe, chapter 2, pages 13-48,
Edward Elgar Publishing.
- Olivia S. Mitchell & David McCarthy, 2002. "Annuities for an Ageing World," CeRP Working Papers 21, Center for Research on Pensions and Welfare Policies, Turin (Italy).
- Olivia S. Mitchell & David McCarthy, 2002. "Annuities for an Ageing World," NBER Working Papers 9092, National Bureau of Economic Research, Inc.
- H. Huang & M. A. Milevsky & T. S. Salisbury, 2014.
"Valuation and Hedging of the Ruin-Contingent Life Annuity (RCLA),"
Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 81(2), pages 367-395, June.
- Huaxiong Huang & Moshe A. Milevsky & Thomas S. Salisbury, 2012. "Valuation and hedging of the ruin-contingent life annuity (RCLA)," Papers 1205.3686, arXiv.org.
- Ivica Dus & Raimond Maurer & Olivia S. Mitchell, 2005. "Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities," NBER Working Papers 11271, National Bureau of Economic Research, Inc.
- Valdez, Emiliano A. & Piggott, John & Wang, Liang, 2006. "Demand and adverse selection in a pooled annuity fund," Insurance: Mathematics and Economics, Elsevier, vol. 39(2), pages 251-266, October.
- Yawen Hwang & Shihchieh Chang & Shuhan Yang, 2012. "Measuring the consequences of pension reform applying liquidation and longevity considerations," Journal of Economic Policy Reform, Taylor & Francis Journals, vol. 15(3), pages 243-255, September.
- Hassan Dadashi, 2018. "Optimal investment-consumption problem: post-retirement with minimum guarantee," Papers 1803.00611, arXiv.org, revised Aug 2020.
- Ivica Dus & Raimond Maurer & Olivia S. Mitchell, 2003.
"Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities versus Phased Withdrawal Plans,"
Working Papers
wp063, University of Michigan, Michigan Retirement Research Center.
- Dus, Ivica & Maurer, Raimond H. & Mitchell, Olivia S., 2004. "Betting on death and capital markets in retirement: A shortfall risk analysis of life annuities versus phased withdrawal plans," CFS Working Paper Series 2004/01, Center for Financial Studies (CFS).
- Dong-Hwa Lee & Joo-Ho Sung, 2024. "Dynamic Liability-Driven Investment under Sponsor’s Loss Aversion," Risks, MDPI, vol. 12(2), pages 1-14, February.
- Di Giacinto, Marina & Federico, Salvatore & Gozzi, Fausto & Vigna, Elena, 2014.
"Income drawdown option with minimum guarantee,"
European Journal of Operational Research, Elsevier, vol. 234(3), pages 610-624.
- Marina Di Giacinto & Salvatore Federico & Fausto Gozzi & Elena Vigna, 2012. "Income drawdown option with minimum guarantee," Carlo Alberto Notebooks 272, Collegio Carlo Alberto.
- Thaut, Michael, 2003. "Die individuelle Vorteilhaftigkeit der privaten Rentenversicherung: Steuervorteile, Lebenserwartung und Stornorisiken," Tübinger Diskussionsbeiträge 264, University of Tübingen, School of Business and Economics.
- Ade Ibiwoye & Lukman Ajijola, 2012. "An Actuarial Analysis of the Payout Options in Nigeria¡¯s Contributory Pension Scheme," International Journal of Business Administration, International Journal of Business Administration, Sciedu Press, vol. 3(6), pages 45-54, November.
- Huang, H. & Milevsky, M. A. & Wang, J., 2004. "Ruined moments in your life: how good are the approximations?," Insurance: Mathematics and Economics, Elsevier, vol. 34(3), pages 421-447, June.
- Han, Nan-Wei & Hung, Mao-Wei, 2015. "The investment management for a downside-protected equity-linked annuity under interest rate risk," Finance Research Letters, Elsevier, vol. 13(C), pages 113-124.
- Horneff, Wolfram J. & Maurer, Raimond H. & Mitchell, Olivia S. & Dus, Ivica, 2008. "Following the rules: Integrating asset allocation and annuitization in retirement portfolios," Insurance: Mathematics and Economics, Elsevier, vol. 42(1), pages 396-408, February.
- Wolfram Horneff & Raimond Maurer & Olivia Mitchell & Ivica Dus, 2006.
"Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion,"
Working Papers
wp124, University of Michigan, Michigan Retirement Research Center.
- Wolfram J. Horneff & Raimond Maurer & Olivia S. Mitchell & Ivica Dus, 2006. "Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion," NBER Working Papers 12392, National Bureau of Economic Research, Inc.
- Benjamin Avanzi & Lewis de Felice, 2023. "Optimal Strategies for the Decumulation of Retirement Savings under Differing Appetites for Liquidity and Investment Risks," Papers 2312.14355, arXiv.org, revised Mar 2024.
- Gao, Jianwei, 2009. "Optimal investment strategy for annuity contracts under the constant elasticity of variance (CEV) model," Insurance: Mathematics and Economics, Elsevier, vol. 45(1), pages 9-18, August.
- Dadashi, Hassan, 2020. "Optimal investment–consumption problem: Post-retirement with minimum guarantee," Insurance: Mathematics and Economics, Elsevier, vol. 94(C), pages 160-181.
- Gerrard, Russell & Haberman, Steven & Vigna, Elena, 2004. "Optimal investment choices post-retirement in a defined contribution pension scheme," Insurance: Mathematics and Economics, Elsevier, vol. 35(2), pages 321-342, October.
- Maurer, Raimond H., 2003. "Institutional investors in Germany: Insurance companies and investment funds," CFS Working Paper Series 2003/14, Center for Financial Studies (CFS).
- Russell Gerrard & Bjarne Højgaard & Elena Vigna, 2008. "Choosing the Optimal Annuitization Time Post Retirement," Carlo Alberto Notebooks 76, Collegio Carlo Alberto.
- Bucher-Koenen, Tabea & Knebel, Caroline & Weber, Martin, 2023. "Do individuals accept fluctuations in pension income?," ZEW Discussion Papers 23-019, ZEW - Leibniz Centre for European Economic Research.
- Marina Di Giacinto & Elena Vigna, 2012. "On the sub-optimality cost of immediate annuitization in DC pension funds," Central European Journal of Operations Research, Springer;Slovak Society for Operations Research;Hungarian Operational Research Society;Czech Society for Operations Research;Österr. Gesellschaft für Operations Research (ÖGOR);Slovenian Society Informatika - Section for Operational Research;Croatian Operational Research Society, vol. 20(3), pages 497-527, September.
- Emmanuel Olusegun STOBER, 2015. "Aging Population-A Cloud On Romania’S Economic Future," Management Research and Practice, Research Centre in Public Administration and Public Services, Bucharest, Romania, vol. 7(4), pages 32-42, December.
- Stamos, Michael Z., 2008. "Optimal consumption and portfolio choice for pooled annuity funds," Insurance: Mathematics and Economics, Elsevier, vol. 43(1), pages 56-68, August.
- Albrecht, Peter & Weber, Carsten, 2003. "Combined accumulation- and decumulation-plans with risk-controlled capital protection," Papers 03-09, Sonderforschungsbreich 504.
- Marina Di Giacinto & Bjarne Højgaard & Elena Vigna, 2010. "Optimal time of annuitization in the decumulation phase of a defined contribution pension scheme," Working Papers 2010-08, Universita' di Cassino, Dipartimento di Economia e Giurisprudenza.