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This paper proposes a paradigm shift in the valuation of long term annuities, away from classical no-arbitrage valuation towards valuation under the real world probability measure. Furthermore, we apply this valuation method to two examples…

Mathematical Finance · Quantitative Finance 2017-11-09 Kevin Fergusson , Eckhard Platen

In this paper we introduce a sublinear conditional operator with respect to a family of possibly nondominated probability measures in presence of multiple ordered default times. In this way we generalize the results of [5], where a…

Mathematical Finance · Quantitative Finance 2022-10-17 Francesca Biagini , Andrea Mazzon , Katharina Oberpriller

Dependence among multiple lifetimes is a key factor for pricing and evaluating the risk of joint life insurance products. The dependence structure can be exposed to model uncertainty when available data and information are limited. We…

Risk Management · Quantitative Finance 2026-03-30 Takaaki Koike

We propose a hedging approach for general contingent claims when liquidity is a concern and trading is subject to transaction cost. Multiple assets with different liquidity levels are available for hedging. Our risk criterion targets a…

Mathematical Finance · Quantitative Finance 2018-07-02 Panagiotis Christodoulou , Nils Detering , Thilo Meyer-Brandis

Claim reserving in insurance has been studied through two primary frameworks: the macro-level approach, which estimates reserves at an aggregate level (e.g., Chain-Ladder), and the micro-level approach, which estimates reserves at the…

Methodology · Statistics 2025-02-24 Sebastian Calcetero Vanegas , Andrei L. Badescu , X. Sheldon Lin

In this paper, we address the identification and estimation of insurance models where insurees have private information about their risk and risk aversion. The model includes random damages and allows for several claims, while insurers…

General Economics · Economics 2024-10-14 Gaurab Aryal , Isabelle Perrigne , Quang Vuong , Haiqing Xu

The calculation of the insurance liabilities of a cohort of dependent individuals in general requires the solution of a high-dimensional system of coupled linear forward integro-differential equations, which is infeasible for a larger…

Risk Management · Quantitative Finance 2026-04-14 Philipp C. Hornung

In multi-state life insurance, an adequate balance between analytic tractability, computational efficiency, and statistical flexibility is of great importance. This might explain the popularity of Markov chain modelling, where matrix…

Probability · Mathematics 2024-04-25 Jamaal Ahmad , Mogens Bladt , Christian Furrer

It is well known that the minimal superhedging price of a contingent claim is too high for practical use. In a continuous-time model uncertainty framework, we consider a relaxed hedging criterion based on acceptable shortfall risks.…

Mathematical Finance · Quantitative Finance 2019-03-07 Ludovic Tangpi

We propose a minimal theory of non-linear price impact based on a linear (latent) order book approximation, inspired by diffusion-reaction models and general arguments. Our framework allows one to compute the average price trajectory in the…

Trading and Market Microstructure · Quantitative Finance 2015-03-03 Jonathan Donier , Julius Bonart , Iacopo Mastromatteo , Jean-Philippe Bouchaud

This paper aims to extend downside protection to a hedge fund investment portfolio based on shared loss fee structures that have become increasing popular in the market. In particular, we consider a second tranche and suggest the purchase…

Mathematical Finance · Quantitative Finance 2020-11-30 David Saunders , Luis Seco , Markus Senn

We analyze multiline pricing and capital allocation in equilibrium no-arbitrage markets. Existing theories often assume a perfect complete market, but when pricing is linear, there is no diversification benefit from risk pooling and…

Risk Management · Quantitative Finance 2020-08-31 John A. Major , Stephen J. Mildenhall

We use the maximum entropy principle for pricing the non-life insurance and recover the B\"{u}hlmann results for the economic premium principle. The concept of economic equilibrium is revised in this respect.

Statistical Mechanics · Physics 2009-11-10 Amir H. Darooneh

This paper presents a convenient framework for modeling default process and pricing derivative securities involving credit risk. The framework provides an integrated view of credit valuation adjustment by linking distance-to-default,…

Pricing of Securities · Quantitative Finance 2023-09-08 David Xiao

Non-stationary extremal dependence, whereby the relationship between the extremes of multiple variables evolves over time, is commonly observed in many environmental and financial data sets. However, most multivariate extreme value models…

Methodology · Statistics 2025-09-29 C. J. R. Murphy-Barltrop , J. L. Wadsworth , M. de Carvalho , B. D. Youngman

Life insurance cash flows become reserve dependent when contract conditions are modified during the contract term on condition that actuarial equivalence is maintained. As a result, insurance cash flows and prospective reserves depend on…

Mathematical Finance · Quantitative Finance 2021-12-22 Marcus C. Christiansen , Boualem Djehiche

This paper addresses the risk-minimization problem, with and without mortality securitization, \`a la F\"ollmer-Sondermann for a large class of equity-linked mortality contracts when no model for the death time is specified. This framework…

Mathematical Finance · Quantitative Finance 2018-05-31 Tahir Choulli , Catherine Daveloose , Michèle Vanmaele

Reinsurance optimization is a cornerstone of solvency and capital management, yet traditional approaches often rely on restrictive distributional assumptions and static program designs. We propose a hybrid framework that combines…

Econometrics · Economics 2026-03-24 Stella C. Dong

This paper proposes a simulation-based framework for assessing and improving the performance of a pension fund management scheme. This framework is modular and allows the definition of customized performance metrics that are used to assess…

Optimization and Control · Mathematics 2026-03-17 Raphael Chinchilla , Thomas D. Rueter , Timothy R. McDade , Peter R. Fisher , Emmanuel Candes , Trevor Hastie , Stephen Boyd

In this research, we present an analysis of the optimal investment, consumption, and life insurance acquisition problem for a wage earner with partial information. Our study considers the non-linear filter case where risky asset prices are…

Optimization and Control · Mathematics 2023-04-25 Woundjiagué Apollinaire , Rodwell Kufakunesu , Julius Esunge