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On the Measurement of Hedging Effectiveness for Long-Term Investment Guarantees

Title: On the Measurement of Hedging Effectiveness for Long-Term Investment Guarantees
Authors: Maciej Augustyniak; Alexandru Badescu; Mathieu Boudreault
Source: Journal of Risk and Financial Management, Vol 16, Iss 112, p 112 (2023)
Publisher Information: MDPI AG
Publication Year: 2023
Collection: Directory of Open Access Journals: DOAJ Articles
Subject Terms: hedging effectiveness; dynamic hedging; model risk; investment guarantee; variable annuity; Risk in industry. Risk management; HD61; Finance; HG1-9999
Description: Although the finance literature has devoted a lot of research into the development of advanced models for improving the pricing and hedging performance, there has been much less emphasis on approaches to measure dynamic hedging effectiveness. This article discusses a statistical framework based on regression analysis to measure the effectiveness of dynamic hedges for long-term investment guarantees. The importance of taking model risk into account is emphasized. The difficulties in reducing hedging risk to an appropriately low level lead us to propose a new perspective on hedging, and recognize it as a tool to modify the risk–reward relationship of the unhedged position.
Document Type: article in journal/newspaper
Language: English
Relation: https://www.mdpi.com/1911-8074/16/2/112; https://doaj.org/toc/1911-8066; https://doaj.org/toc/1911-8074; https://doaj.org/article/620944441b0e4b139d9fd416add24582
DOI: 10.3390/jrfm16020112
Availability: https://doi.org/10.3390/jrfm16020112; https://doaj.org/article/620944441b0e4b139d9fd416add24582
Accession Number: edsbas.4A4F0CD7
Database: BASE