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A retention strategy based on an enlightened lapse model is a powerful profitabilitylever for a life insurer. Some machine learning models are excellent at predicting lapse,but from the insurer's perspective, predicting which policyholder…

Statistics Theory · Mathematics 2023-07-14 Mathias Valla , Xavier Milhaud , Anani Ayodélé Olympio

We introduce an additive stochastic mortality model which allows joint modelling and forecasting of underlying death causes. Parameter families for mortality trends can be chosen freely. As model settings become high dimensional, Markov…

Risk Management · Quantitative Finance 2017-05-02 Jonas Hirz , Uwe Schmock , Pavel V. Shevchenko

This paper introduces a novel framework for assessing risk and decision-making in the presence of uncertainty, the \emph{$\varphi$-Divergence Quadrangle}. This approach expands upon the traditional Risk Quadrangle, a model that quantifies…

Risk Management · Quantitative Finance 2023-07-13 Anton Malandii , Siddhartha Gupte , Cheng Peng , Stan Uryasev

The interconnectedness of financial institutions affects instability and credit crises. To quantify systemic risk we introduce here the PD model, a dynamic model that combines credit risk techniques with a contagion mechanism on the network…

Computational Finance · Quantitative Finance 2018-04-10 Daniele Petrone , Vito Latora

Many banks adopt the Loss Distribution Approach to quantify the operational risk capital charge under Basel II requirements. It is common practice to estimate the capital charge using the 0.999 quantile of the annual loss distribution,…

Risk Management · Quantitative Finance 2009-04-14 Pavel V. Shevchenko

Representative risk estimation is fundamental to clinical decision-making. However, risks are often estimated from non-representative epidemiologic studies, which usually underrepresent minorities. "Model-based" methods use population…

Methodology · Statistics 2023-04-12 Lingxiao Wang , Yan Li , Barry I. Graubard , Hormuzd A. Katki

Combining patient-level data from clinical trials can connect rare phenomena with clinical endpoints, but statistical techniques applied to a single trial may become problematical when trials are pooled. Estimating the hazard of a binary…

We explore the statistical and economic importance of restrictions on the dynamics of risk compensation from the perspective of a real-time Bayesian learner who predicts bond excess returns using dynamic term structure models (DTSMs). The…

Currently, pension providers are running into trouble mainly due to the ultra-low interest rates and the guarantees associated to some pension benefits. With the aim of reducing the pension volatility and providing adequate pension levels…

Risk Management · Quantitative Finance 2020-08-07 M. Carmen Boado-Penas , Julia Eisenberg , Paul Krühner

We explore whether survival model performance in underrepresented high- and low-risk subgroups - regions of the prognostic spectrum where clinical decisions are most consequential - can be improved through targeted restructuring of the…

Empirical studies with publicly available life tables identify long-range dependence (LRD) in national mortality data. Although the longevity market is supposed to benchmark against the national force of mortality, insurers are more…

Risk Management · Quantitative Finance 2025-03-13 Mei Choi Chiu , Ling Wang , Hoi Ying Wong

This paper studies a Value-at-Risk (VaR)-regulated optimal portfolio problem of the equity holders of a participating life insurance contract. In a setting with unhedgeable mortality risk and complete financial market, the optimal solution…

Mathematical Finance · Quantitative Finance 2020-11-17 Thai Nguyen , Mitja Stadje

Estimating risk measures such as large loss probabilities and Value-at-Risk is fundamental in financial risk management and often relies on computationally intensive nested Monte Carlo methods. While Multi-Level Monte Carlo (MLMC)…

Computational Finance · Quantitative Finance 2025-10-23 Alexandre Boumezoued , Adel Cherchali , Vincent Lemaire , Gilles Pagès , Mathieu Truc

Capital allocation is a procedure for quantifying the contribution of each source of risk to aggregated risk. The gradient allocation rule, also known as the Euler principle, is a prevalent rule of capital allocation under which the…

Risk Management · Quantitative Finance 2024-06-28 Takaaki Koike , Cathy W. S. Chen , Edward M. H. Lin

Uncertain information on input parameters of reliability models is usually modeled by considering these parameters as random, and described by marginal distributions and a dependence structure of these variables. In numerous real-world…

Applications · Statistics 2018-04-30 Nazih Benoumechiara , Bertrand Michel , Philippe Saint-Pierre , Nicolas Bousquet

This paper studies proportional risk sharing at claim occurrence time in community-based insurance. Each participant is modeled by an individual Cram\'er-Lundberg surplus process, and, whenever a claim is reported within the pool, its cost…

Probability · Mathematics 2026-04-01 Michel Denuit , José Miguel Flores-Contró , Christian Y. Robert

In this paper, we develop an expected utility model for the retirement behavior in the decumulation phase of Australian retirees with sequential family status subject to consumption, housing, investment, bequest and government provided…

Economics · Quantitative Finance 2016-06-30 Johan G. Andreasson , Pavel V. Shevchenko , Alex Novikov

The entropic risk measure is widely used in high-stakes decision-making across economics, management science, finance, and safety-critical control systems because it captures tail risks associated with uncertain losses. However, when data…

Optimization and Control · Mathematics 2026-01-05 Utsav Sadana , Erick Delage , Angelos Georghiou

Systemic risk is receiving increasing attention in the insurance industry. In this paper, we propose a multi-dimensional L\'{e}vy process-based renewal risk model with heterogeneous insurance claims, where every dimension indicates a…

Risk Management · Quantitative Finance 2025-12-17 Bingzhen Geng , Yang Liu , Hongfu Wan

Semi-competing risks data arise when both non-terminal and terminal events are considered in a model. Such data with multiple events of interest are frequently encountered in medical research and clinical trials. In this framework, terminal…

Methodology · Statistics 2022-11-21 Fatemeh Mahmoudi , Xuewen Lu