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Related papers: Variable annuities in a L\'evy-based hybrid model …

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We establish several closed pricing formula for various path-independent payoffs, under an exponential L\'evy model driven by the Variance Gamma process. These formulas take the form of quickly convergent series and are obtained via tools…

Pricing of Securities · Quantitative Finance 2020-06-03 Jean-Philippe Aguilar

This paper develops a flexible and computationally efficient multivariate volatility model, which allows for dynamic conditional correlations and volatility spillover effects among financial assets. The new model has desirable properties…

Methodology · Statistics 2025-07-25 Wenyu Li , Yuchang Lin , Qianqian Zhu , Guodong Li

Surrender poses one of the major risks to life insurance and a sound modeling of its true probability has direct implication on the risk capital demanded by the Solvency II directive. We add to the existing literature by performing…

Risk Management · Quantitative Finance 2021-08-30 Mark Kiermayer

Variable annuities, as a class of retirement income products, allow equity market exposure for a policyholder's retirement fund with electable additional guarantees to limit the downside risk of the market. Management fees and guarantee…

Pricing of Securities · Quantitative Finance 2017-05-12 Jin Sun , Pavel V. Shevchenko , Man Chung Fung

Pricing of high-dimensional options is a deep problem of the Theoretical Financial Mathematics. In this article we present a new class of L\'{e}vy driven models of stock markets. In our opinion, any market model should be based on a…

Computational Finance · Quantitative Finance 2014-01-10 Alexander Kushpel

In this paper, we investigate a complex variation of the standard joint life annuity policy by introducing three distinct contingent benefits for the surviving member(s) of a couple, along with a contingent benefit for their beneficiaries…

Pricing of Securities · Quantitative Finance 2024-10-17 Kira Henshaw , Cedric H. A. Koffi , Olivier Menoukeu Pamen , Raghid Zeineddine

We develop a theory for pricing non-diversifiable mortality risk in an incomplete market. We do this by assuming that the company issuing a mortality-contingent claim requires compensation for this risk in the form of a pre-specified…

Pricing of Securities · Quantitative Finance 2008-12-02 Moshe A. Milevsky , S. David Promislow , Virginia R. Young

This paper considers the pricing of equity-linked life insurance contracts with death and survival benefits in a general model with multiple stochastic risk factors: interest rate, equity, volatility, unsystematic and systematic mortality.…

Pricing of Securities · Quantitative Finance 2021-11-03 Karim Barigou , Lukasz Delong

This paper assesses the hedge effectiveness of an index-based longevity swap and a longevity cap. Although swaps are a natural instrument for hedging longevity risk, derivatives with non-linear pay-offs, such as longevity caps, also provide…

Computational Finance · Quantitative Finance 2015-08-04 Man Chung Fung , Katja Ignatieva , Michael Sherris

In this paper, we propose an equilibrium pricing model in a dynamic multi-period stochastic framework with uncertain income streams. In an incomplete market, there exist two traded risky assets (e.g. stock/commodity and weather derivative)…

Optimization and Control · Mathematics 2012-05-29 Traian A. Pirvu , Huayue Zhang

We introduce a collective model for life insurance where the heterogeneity of each insured, including the health state, is modeled by a diffusion process. This model is influenced by concepts in statistical mechanics. Using the proposed…

General Finance · Quantitative Finance 2020-12-18 Jirô Akahori , Yuuki Ida , Maho Nishida , Shuji Tamada

We study the problem of pricing variable annuities with a multi-layer expense strategy, under which the insurer charges fees from the policyholder's account only when the account value lies in some pre-specified disjoint intervals, where on…

Probability · Mathematics 2015-12-14 Jiang Zhou , Lan Wu

In this paper, we are concerned with the valuation of Guaranteed Annuity Options (GAOs) under the most generalised modelling framework where both interest and mortality rates are stochastic and correlated. Pricing these type of options in…

Pricing of Securities · Quantitative Finance 2017-07-05 Raj Kumari Bahl , Sotirios Sabanis

In this paper we develop a framework for discretely compounding interest rates which is based on the forward price process approach. This approach has a number of advantages, in particular in the current market environment. Compared to the…

Mathematical Finance · Quantitative Finance 2018-05-08 Ernst Eberlein , Christoph Gerhart , Zorana Grbac

Hedging methods to mitigate the exposure of variable annuity products to market risks require the calculation of market risk sensitivities (or "Greeks"). The complex, path-dependent nature of these products means these sensitivities…

Risk Management · Quantitative Finance 2011-10-21 Mark J. Cathcart , Steven Morrison , Alexander J. McNeil

Within the context of traditional life insurance, a model-independent relationship about how the market value of assets is attributed to the best estimate, the value of in-force business and tax is established. This relationship holds true…

Risk Management · Quantitative Finance 2019-11-14 Simon Hochgerner , Florian Gach

We develop a theory for valuing non-diversifiable mortality risk in an incomplete market. We do this by assuming that the company issuing a mortality-contingent claim requires compensation for this risk in the form of a pre-specified…

Pricing of Securities · Quantitative Finance 2008-12-10 Erhan Bayraktar , Moshe Milevsky , David Promislow , Virginia Young

In a market with stochastic volatility and jumps, we consider a VIX-linked fee structure for variable annuity contracts with guaranteed minimum withdrawal benefits (GMWB). Our goal is to assess the effectiveness of the VIX-linked fee…

Risk Management · Quantitative Finance 2018-04-13 Michael A. Kouritzin , Anne MacKay

Insurance companies often include very long-term guarantees in participating life insurance products, which can turn out to be very valuable. Under a guaranteed annuity options (G.A.O), the insurer guarantees to convert a policyholder's…

Portfolio Management · Quantitative Finance 2009-08-25 Matheus R Grasselli , Sebastiano Silla

We present an adaptive approach for valuing the European call option on assets with stochastic volatility. The essential feature of the method is a reduction of uncertainty in latent volatility due to a Bayesian learning procedure. Starting…

Other Condensed Matter · Physics 2008-12-02 Sergei Fedotov , Stephanos Panayides