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Related papers: Capital allocation and risk appetite under Solvenc…

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The Solvency II Directive and Solvency Assessment and Management (the South African equivalent) give a Solvency Capital Requirement which is based on a 99.5% Value-at-Risk (VaR) calculation. This calculation involves aggregating individual…

Applications · Statistics 2018-04-06 Sean van der Merwe , Darren Steven , Martinette Pretorius

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

We propose a stochastic model allowing property and casualty insurers with multiple business lines to measure their liabilities for incurred claims risk and calculate associated capital requirements. Our model includes many desirable…

Risk Management · Quantitative Finance 2021-12-07 Carlos Andrés Araiza Iturria , Frédéric Godin , Mélina Mailhot

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

The aim of this paper is to compare two asset allocation methods for a pension scheme during the decumulation phase in the simplified portfolio selection between a risky asset following a geometric Brownian motion and a riskless asset. The…

Portfolio Management · Quantitative Finance 2010-01-13 Frédéric Planchet , Pierre-Emanuel Thérond

Basel II and Solvency 2 both use the Value-at-Risk (VaR) as the risk measure to compute the Capital Requirements. In practice, to calibrate the VaR, a normal approximation is often chosen for the unknown distribution of the yearly log…

Methodology · Statistics 2013-11-04 Marie Kratz

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

Financial institutions are currently required to meet more stringent capital requirements than they were before the recent financial crisis; in particular, the capital requirement for a large bank's trading book under the Basel 2.5 Accord…

Portfolio Management · Quantitative Finance 2013-08-07 Zaiwen Wen , Xianhua Peng , Xin Liu , Xiaoling Sun , Xiaodi Bai

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

In this paper we develop a novel methodology for estimation of risk capital allocation. The methodology is rooted in the theory of risk measures. We work within a general, but tractable class of law-invariant coherent risk measures, with a…

Risk Management · Quantitative Finance 2019-11-25 Tomasz R. Bielecki , Igor Cialenco , Marcin Pitera , Thorsten Schmidt

In this paper we introduce a new coherent cumulative risk measure on $\mathcal{R}_L^p$, the space of c\`adl\`ag processes having Laplace transform. This new coherent risk measure turns out to be tractable enough within a class of models…

Risk Management · Quantitative Finance 2013-11-05 Assa Hirbod , Morales Manuel , Omidi Firouzi Hassan

The largest US banks are required by regulatory mandate to estimate the operational risk capital they must hold using an Advanced Measurement Approach (AMA) as defined by the Basel II/III Accords. Most use the Loss Distribution Approach…

Risk Management · Quantitative Finance 2014-12-01 J. D. Opdyke

This paper addresses allocation methodologies for a risk measure inherited from ruin theory. Specifically, we consider a dynamic value-at-risk (VaR) measure defined as the smallest initial capital needed to ensure that the ultimate ruin…

Mathematical Finance · Quantitative Finance 2021-03-31 Guusje Delsing , Michel Mandjes , Peter Spreij , Erik Winands

Protection of creditors is a key objective of financial regulation. Where the protection needs are high, i.e., in banking and insurance, regulatory solvency requirements are an instrument to prevent that creditors incur losses on their…

Risk Management · Quantitative Finance 2021-07-23 Cosimo Munari , Lutz Wilhelmy , Stefan Weber

The paper provides a stochastic model useful for assessing the capital requirement for demographic risk. The model extends to the market consistent context classical methodologies developed in a local accounting framework. In particular we…

Risk Management · Quantitative Finance 2022-01-12 Gian Paolo Clemente , Francesco Della Corte , Nino Savelli

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

The minimization of some multivariate risk indicators may be used as an allocation method, as proposed in C\'enac et al. [6]. The aim of capital allocation is to choose a point in a simplex, according to a given criterion. In a previous…

Probability · Mathematics 2015-07-07 Véronique Maume-Deschamps , Didier Rullière , Khalil Said

The economic equities maximization criterion (MFPE) leads to the choice of financial portfolio, which maximizes the ratio of the expected value of the insurance company on the capital. This criterion is presented in the framework of a…

Risk Management · Quantitative Finance 2010-01-13 Frédéric Planchet , Pierre-Emanuel Thérond

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

In this contribution we consider the overall risk given as the sum of random subrisks $\mathbf{X}_j$ in the context of value-at-risk (VaR) based risk calculations. If we assume that the undertaking knows the parametric distribution family…

Risk Management · Quantitative Finance 2017-04-07 Andreas Fröhlich , Annegret Weng