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The purpose of the present paper is to incorporate stochastic interest rates into a matrix-approach to multi-state life insurance, where formulas for reserves, moments of future payments and equivalence premiums can be obtained as explicit…

Risk Management · Quantitative Finance 2022-11-18 Jamaal Ahmad , Mogens Bladt

In this article we investigate a state-space representation of the Lee-Carter model which is a benchmark stochastic mortality model for forecasting age-specific death rates. Existing relevant literature focuses mainly on mortality…

Computational Finance · Quantitative Finance 2015-08-04 Man Chung Fung , Gareth W. Peters , Pavel V. Shevchenko

Local Stochastic Volatility (LSV) models have been used for pricing and hedging derivatives positions for over twenty years. An enormous body of literature covers analytical and numerical techniques for calibrating the model to market data.…

Mathematical Finance · Quantitative Finance 2023-02-20 Alexander Lipton , Adil Reghai

In this paper we consider Fourier transform techniques to efficiently compute the Value-at-Risk and the Conditional Value-at-Risk of an arbitrary loss random variable, characterized by having a computable generalized characteristic…

Risk Management · Quantitative Finance 2015-06-01 Alessandro Ramponi

We study valuation of swing options on commodity markets when the commodity prices are driven by multiple factors. The factors are modeled as diffusion processes driven by a multidimensional L\'evy process. We set up a valuation model in…

Pricing of Securities · Quantitative Finance 2013-02-27 Marcus Eriksson , Jukka Lempa , Trygve Kastberg Nilssen

The aim of this paper is to introduce a synthetic ALM model that catches the main specificity of life insurance contracts. First, it keeps track of both market and book values to apply the regulatory profit sharing rule. Second, it…

Risk Management · Quantitative Finance 2019-08-05 Aurélien Alfonsi , Adel Cherchali , Jose Arturo Infante Acevedo

Measuring model risk is required by regulators on financial and insurance markets. We separate model risk into parameter estimation risk and model specification risk, and we propose expected shortfall type model risk measures applied to…

Econometrics · Economics 2020-10-29 Emese Lazar , Shuyuan Qi , Radu Tunaru

Risk management is very important for individual investors or companies. There are many ways to measure the risk of investment. Prices of risky assets vary rapidly and randomly due to the complexity of finance market. Random interval is a…

Portfolio Management · Quantitative Finance 2022-07-26 Jinping Zhang , Keming Zhang

We consider the optimal investment and marginal utility pricing problem of a risk averse agent and quantify their exposure to a small amount of model uncertainty. Specifically, we compute explicitly the first-order sensitivity of their…

Mathematical Finance · Quantitative Finance 2021-11-15 Jan Obloj , Johannes Wiesel

This paper studies the model risk of the Black-Scholes (BS) model in pricing and risk-managing variable annuities motivated by its wide usage in the insurance industry. Specifically, we derive a model-free decomposition of the no-arbitrage…

Mathematical Finance · Quantitative Finance 2022-08-30 Zhiyi Shen

In quantitative finance, we often model asset prices as a noisy Ito semimartingale. As this model is not identifiable, approximating by a time-changed Levy process can be useful for generative modelling. We give a new estimate of the…

Statistics Theory · Mathematics 2014-11-17 Adam D. Bull

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

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

Recent studies have identified long-range dependence as a key feature in the dynamics of both mortality and interest rates. Building on this insight, we develop a novel bi-variate stochastic framework based on mixed fractional Brownian…

Risk Management · Quantitative Finance 2025-08-26 Kenneth Q. Zhou , Hongjuan Zhou

We consider option pricing using a discrete-time Markov switching stochastic volatility with co-jump model, which can model volatility clustering and varying mean-reversion speeds of volatility. For pricing European options, we develop a…

Pricing of Securities · Quantitative Finance 2020-06-29 Michael C. Fu , Bingqing Li , Rongwen Wu , Tianqi Zhang

One the one hand, rough volatility has been shown to provide a consistent framework to capture the properties of stock price dynamics both under the historical measure and for pricing purposes. On the other hand, market price of volatility…

Mathematical Finance · Quantitative Finance 2025-12-05 Ofelia Bonesini , Antoine Jacquier , Aitor Muguruza

This paper analyzes a novel type of mortality contingent-claim called a ruin-contingent life annuity (RCLA). This product fuses together a path-dependent equity put option with a "personal longevity" call option. The annuitant's (i.e. long…

Pricing of Securities · Quantitative Finance 2018-11-27 Huaxiong Huang , Moshe A. Milevsky , Thomas S. Salisbury

We consider an optimal investment and risk control problem for an insurer under the mean-variance (MV) criterion. By introducing a deterministic auxiliary process defined forward in time, we formulate an alternative time-consistent problem…

Portfolio Management · Quantitative Finance 2021-01-12 Yang Shen , Bin Zou

This paper studies Pareto-optimal reinsurance design in a monopolistic market with multiple primary insurers and a single reinsurer, all with heterogeneous risk preferences. The risk preferences are characterized by a family of risk…

Risk Management · Quantitative Finance 2025-12-15 Tim J. Boonen , Xia Han , Peng Liu , Jiacong Wang

In this paper, we study the exponential utility indifference pricing of pure endowment policies within a stochastic-factor model for an insurer who also invests in a financial market. Our framework incorporates a hazard rate modeled as an…

Portfolio Management · Quantitative Finance 2025-07-30 Alessandra Cretarola , Benedetta Salterini
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