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In this paper we investigate the pricing problem of a pure endowment contract when the insurer has a limited information on the mortality intensity of the policyholder. The payoff of this kind of policies depends on the residual life time…

Mathematical Finance · Quantitative Finance 2020-07-23 Claudia Ceci , Katia Colaneri , Alessandra Cretarola

In this paper, we study the price of Variable Annuity Guarantees, especially of Guaranteed Annuity Options (GAO) and Guaranteed Minimum Income Benefit (GMIB), and this in the settings of a derivative pricing model where the underlying spot…

Pricing of Securities · Quantitative Finance 2012-04-04 Griselda Deelstra , Grégory Rayée

While abundant empirical studies support the long-range dependence (LRD) of mortality rates, the corresponding impact on mortality securities are largely unknown due to the lack of appropriate tractable models for valuation and risk…

Mathematical Finance · Quantitative Finance 2020-09-22 Ling Wang , Mei Choi Chiu , Hoi Ying Wong

It is well-known that combining life annuities and death benefits introduce opposite effects in payments with respect to the mortality risk on the lifetime of the insured. In a general multi-state framework with multiple product types, such…

Risk Management · Quantitative Finance 2021-10-04 Jamaal Ahmad

In a stochastic volatility framework, we find a general pricing equation for the class of payoffs depending on the terminal value of a market asset and its final quadratic variation. This allows a pricing tool for European-style claims…

Pricing of Securities · Quantitative Finance 2012-06-12 Lorenzo Torricelli

We consider the problem of valuing a European option written on an asset whose dynamics are described by an exponential L\'evy-type model. In our framework, both the volatility and jump-intensity are allowed to vary stochastically in time…

Pricing of Securities · Quantitative Finance 2013-07-12 Matthew Lorig , Oriol Lozano-Carbassé

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

We consider a class of assets whose risk-neutral pricing dynamics are described by an exponential L\'evy-type process subject to default. The class of processes we consider features locally-dependent drift, diffusion and default-intensity…

Computational Finance · Quantitative Finance 2013-04-19 Antoine Jacquier , Matthew Lorig

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

Variable annuities with Guaranteed Minimum Withdrawal Benefits (GMWB) entitle the policy holder to periodic withdrawals together with a terminal payoff linked to the performance of an equity fund. In this paper, we consider the valuation of…

Pricing of Securities · Quantitative Finance 2023-08-08 Claudio Fontana , Francesco Rotondi

In recent years, a market for mortality derivatives began developing as a way to handle systematic mortality risk, which is inherent in life insurance and annuity contracts. Systematic mortality risk is due to the uncertain development of…

Pricing of Securities · Quantitative Finance 2010-11-02 Ting Wang , Virginia R. Young

We study an optimal stopping problem with an unbounded, time-dependent and discontinuous reward function. This problem is motivated by the pricing of a variable annuity contract with guaranteed minimum maturity benefit, under the assumption…

Mathematical Finance · Quantitative Finance 2026-03-10 Anne Mackay , Marie-Claude Vachon

We propose a dependence-aware predictive modeling framework for multivariate risks stemmed from an insurance contract with bundling features - an important type of policy increasingly offered by major insurance companies. The bundling…

Methodology · Statistics 2023-10-17 Peng Shi , Zifeng Zhao

We introduce a modular framework that extends the signature method to handle American option pricing under evolving volatility roughness. Building on the signature-pricing framework of Bayer et al. (2025), we add three practical…

Mathematical Finance · Quantitative Finance 2025-08-13 Roshan Shah

Focusing on gains & losses relative to a risk-free benchmark instead of terminal wealth, we consider an asset allocation problem to maximize time-consistently a mean-risk reward function with a general risk measure which is i)…

Mathematical Finance · Quantitative Finance 2026-02-18 Felix Fießinger , Mitja Stadje

In this paper, we consider the robust optimal reinsurance investment problem of the insurer under the $\alpha$-maxmin mean-variance criterion in the defaultable market. The financial market consists of risk-free bonds, a stock and a…

Optimization and Control · Mathematics 2021-12-09 Min Zhang , Yong He

Economic variables play important roles in any economic model, and sudden and dramatic changes exist in the financial market and economy. For this reason, to price and hedge equity-linked life insurance products, including segregated funds…

Mathematical Finance · Quantitative Finance 2024-09-24 Battulga Gankhuu

In this paper we consider a multivariate risk model with common renewal process, while the logarithmic returns of the insurers investment portfolio, are described by a Levy process. In the two main results are established an asymptotic…

Probability · Mathematics 2025-10-21 Dimitrios G. Konstantinides , Charalampos D. Passalidis

Financial markets tend to switch between various market regimes over time, making stationarity-based models unsustainable. We construct a regime-switching model independent of asset classes for risk-adjusted return predictions based on…

Computational Finance · Quantitative Finance 2021-07-13 Nicklas Werge

We study hedging and pricing of unattainable contingent claims in a non-Markovian regime-switching financial model. Our financial market consists of a bank account and a risky asset whose dynamics are driven by a Brownian motion and a…

Pricing of Securities · Quantitative Finance 2013-03-19 Łukasz Delong , Antoon Pelsser