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Related papers: Solvency assessment within the ORSA framework: iss…

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Within the Own Risk and Solvency Assessment framework, the Solvency II directive introduces the need for insurance undertakings to have efficient tools enabling the companies to assess the continuous compliance with regulatory solvency…

Risk Management · Quantitative Finance 2013-12-24 Julien Vedani , Fabien Ramaharobandro

This article presents a stochastic framework to quantify the biometric risk of an insurance portfolio in solvency regimes such as Solvency II or the Swiss Solvency Test (SST). The main difficulty in this context constitutes in the proper…

Risk Management · Quantitative Finance 2019-10-10 Claus Baumgart , Johannes Krebs , Robert Lempertseder , Oliver Pfaffel

Under the Solvency II regime, life insurance companies are asked to derive their solvency capital requirements from the full loss distributions over the coming year. Since the industry is currently far from being endowed with sufficient…

Methodology · Statistics 2019-09-06 Anne-Sophie Krah , Zoran Nikolić , Ralf Korn

The European insurance sector will soon be faced with the application of Solvency 2 regulation norms. It will create a real change in risk management practices. The ORSA approach of the second pillar makes the capital allocation an…

Risk Management · Quantitative Finance 2015-06-15 Véronique Maume-Deschamps , Didier Rullière , Khalil Said

We develop a formalism for insurance profit optimisation for the in-force business constraint by regulatory and risk policy related requirements. This approach is applicable to Life, P&C and Reinsurance businesses and applies in all…

Statistical Finance · Quantitative Finance 2025-11-19 Jan Maelger

This paper investigates market-consistent valuation of insurance liabilities in the context of, for instance, Solvency II and to some extent IFRS 4. We propose an explicit and consistent framework for the valuation of insurance liabilities…

Pricing of Securities · Quantitative Finance 2011-01-04 Christoph Moehr

Insurance companies make extensive use of Monte Carlo simulations in their capital and solvency models. To overcome the computational problems associated with Monte Carlo simulations, most large life insurance companies use proxy models…

Computational Finance · Quantitative Finance 2023-06-22 Lucio Fernandez-Arjona

As part of the new regulatory framework of Solvency II, introduced by the European Union, insurance companies are required to monitor their solvency by computing a key risk metric called the Solvency Capital Requirement (SCR). The official…

Computational Finance · Quantitative Finance 2016-10-07 Seyed Amir Hejazi , Kenneth R. Jackson

The underlying stochastic nature of the requirements for the Solvency II regulations has introduced significant challenges if the required calculations are to be performed correctly, without resorting to excessive approximations, within…

Computational Finance · Quantitative Finance 2014-06-30 Mark Tucker , J. Mark Bull

Using an extended version of the credit risk model CreditRisk+, we develop a flexible framework with numerous applications amongst which we find stochastic mortality modelling, forecasting of death causes as well as profit and loss…

Risk Management · Quantitative Finance 2016-11-28 Jonas Hirz , Uwe Schmock , Pavel V. Shevchenko

In this paper we consider the strategic asset allocation of an insurance company. This task can be seen as a special case of portfolio optimization. In the 1950s, Markowitz proposed to formulate portfolio optimization as a bicriteria…

Computational Engineering, Finance, and Science · Computer Science 2021-03-23 Kerstin Dächert , Ria Grindel , Elisabeth Leoff , Jonas Mahnkopp , Florian Schirra , Jörg Wenzel

The Solvency Capital Requirement (SCR) calculation is computationally intensive, relying on the market-consistent estimation of own funds. While Solvency II prioritizes the direct valuation method, it theoretically yields the same value as…

Risk Management · Quantitative Finance 2026-02-27 Mark-Oliver Wolf

This paper sets out a framework for the valuation of insurance liabilities that is intended to be economically realistic, elementary, reasonably practically applicable, and as a special case to provide a basis for the valuation in…

Pricing of Securities · Quantitative Finance 2025-06-03 Christoph Moehr

Several methods have been proposed in the literature to solve reliability-based optimization problems, where failure probabilities are design constraints. However, few methods address the problem of life-cycle cost or risk optimization,…

Computation · Statistics 2020-07-09 H. M. Kroetz , M. Moustapha , A. T. Beck , B. Sudret

Under the Basel II standards, the Operational Risk (OpRisk) advanced measurement approach allows a provision for reduction of capital as a result of insurance mitigation of up to 20%. This paper studies the behaviour of different insurance…

Risk Management · Quantitative Finance 2010-11-04 Gareth W. Peters , Aaron D. Byrnes , Pavel V. Shevchenko

We are concerned with the market-consistent valuation of lifelong health insurance products, which are subject to adjustments derived from the actuarial equivalence principle and driven by (medical) inflation. Such products are…

Mathematical Finance · Quantitative Finance 2026-04-30 Simon Hochgerner , Jonas Ingmanns , Nicole Kastanek

A novel procedure is presented for the objective comparison and evaluation of a bank's decision rules in optimising the timing of loan recovery. This procedure is based on finding a delinquency threshold at which the financial loss of a…

Risk Management · Quantitative Finance 2022-03-25 Arno Botha , Conrad Beyers , Pieter de Villiers

Practitioners sometimes suggest to use a combination of Sobol sequences and orthonormal polynomials when applying an LSMC algorithm for evaluation of option prices or in the context of risk capital calculation under the Solvency II regime.…

Computational Finance · Quantitative Finance 2019-05-30 Christian Weiß , Zoran Nikolić

We consider the problem of optimizing a portfolio of financial assets, where the number of assets can be much larger than the number of observations. The optimal portfolio weights require estimating the inverse covariance matrix of excess…

Portfolio Management · Quantitative Finance 2021-09-29 Anik Burman , Sayantan Banerjee

Variable Annuity (VA) products expose insurance companies to considerable risk because of the guarantees they provide to buyers of these products. Managing and hedging these risks requires insurers to find the value of key risk metrics for…

Computational Finance · Quantitative Finance 2017-01-17 Seyed Amir Hejazi , Kenneth R. Jackson , Guojun Gan
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