The research on the effectiveness of unit-linked insurance plans
The research on the effectiveness of unit-linked insurance plans

Summary/Abstract: The paper aims to present the research on the evaluation of the effectiveness and risk of investing in unit-linked insurances, which constitute an investment part of life insurances with capital funds. The paper’s theoretical part covers a review of Polish and foreign research on the evaluation of the ef- fectiveness of unit-linked insurances as well as investment funds, the overwhelming majority of which are of the same type. The research methods used in this field are presented through the assumptions adopted by the researchers, their hypotheses and final conclusions, together with determining their usefulness in implementation within original research conducted by the author. This allowed the author to use the selected methods to conduct her own analysis of effectiveness of one group of unit-linked insurances, singled out on the basis of their investment portfolio composition and selected by the in- sured persons within the applied investment strategy.

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