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학술논문경영과학2017.12 발행KCI 피인용 4

국면전환 환경에서의 퇴직계획 및 자산선택

Retirement Planning and Asset Allocation under Regime Switching Environment

구형건(아주대학교); 배세융(아주대학교); 심규철(아주대학교)

34권 4호, 59~75쪽

초록

In this paper we study the purchase of life insurance, optimal consumption/investment  and retirement decisions of an economic agent who faces uncertain death. The agent receives labor income but suffers a utility loss before retirement. The agent's attitude toward risk changes after retirement. That is, a regime switching happens by the agent’s retirement. We derive optimal strategies in closed form. In particular, we show that it is optimal for the agent to retire immediately when the wealth reaches a certain threshold level. We do comparative static analysis and derive economic intuition for optimal strategies.

Abstract

In this paper we study the purchase of life insurance, optimal consumption/investment  and retirement decisions of an economic agent who faces uncertain death. The agent receives labor income but suffers a utility loss before retirement. The agent's attitude toward risk changes after retirement. That is, a regime switching happens by the agent’s retirement. We derive optimal strategies in closed form. In particular, we show that it is optimal for the agent to retire immediately when the wealth reaches a certain threshold level. We do comparative static analysis and derive economic intuition for optimal strategies.

발행기관:
한국경영과학회
DOI:
http://dx.doi.org/10.7737/KMSR.2017.34.4.059
분류:
경영학

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