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This paper studies the equity holders' mean-variance optimal portfolio choice problem for (non-)protected participating life insurance contracts. We derive explicit formulas for the optimal terminal wealth and the optimal strategy in the…

Mathematical Finance · Quantitative Finance 2025-03-26 Felix Fießinger , Mitja Stadje

A central problem of Quantitative Finance is that of formulating a probabilistic model of the time evolution of asset prices allowing reliable predictions on their future volatility. As in several natural phenomena, the predictions of such…

Statistical Finance · Quantitative Finance 2012-09-25 Fulvio Baldovin , Dario Bovina , Francesco Camana , Attilio L. Stella

Continuous-time mean-variance portfolio selection model with nonlinear wealth equations and bankruptcy prohibition is investigated by the dual method. A necessary and sufficient condition which the optimal terminal wealth satisfies is…

Portfolio Management · Quantitative Finance 2008-12-02 Shaolin Ji

The net-premium principle is considered to be the most genuine and fair premium principle in actuarial applications. However, an insurance company, applying the net-premium principle, goes bankrupt with probability one in the long run, even…

Risk Management · Quantitative Finance 2013-04-03 Alois Pichler

We formulate a dynamic reinsurance problem in which the insurer seeks to control the terminal distribution of its surplus while minimizing the L2-norm of the ceded risk. Using techniques from martingale optimal transport, we show that,…

Risk Management · Quantitative Finance 2026-01-16 Beatrice Acciaio , Brandon Garcia Flores , Antonio Marini , Gudmund Pammer

In this paper we propose a multi-state model for the evaluation of the conversion option contract. The multi-state model is based on age-indexed semi-Markov chains that are able to reproduce many important aspects that influence the…

Pricing of Securities · Quantitative Finance 2017-07-05 Guglielmo D'Amico , Montserrat Guillen , Raimondo Manca , Filippo Petroni

Forward transition rates were originally introduced with the aim to evaluate life insurance liabilities market-consistently. While this idea turned out to have its limitations, recent literature repurposes forward transition rates as a tool…

General Finance · Quantitative Finance 2022-04-28 Theis Bathke , Marcus Christiansen

In this paper we provide a valuation formula for different classes of actuarial and financial contracts which depend on a general loss process, by using the Malliavin calculus. In analogy with the celebrated Black-Scholes formula, we aim at…

Computational Finance · Quantitative Finance 2017-07-18 Caroline Hillairet , Ying Jiao , Anthony Réveillac

This paper investigates the time-consistent mean-variance reinsurance-investment (RI) problem faced by life insurers. Inspired by recent findings that mortality rates exhibit long-range dependence (LRD), we examine the effect of LRD on RI…

Risk Management · Quantitative Finance 2021-12-14 Ling Wang , Mei Choi Chiu , Hoi Ying Wong

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

Insurance and annuity products covering several lives require the modelling of the joint distribution of future lifetimes. In the interest of simplifying calculations, it is common in practice to assume that the future lifetimes among a…

Risk Management · Quantitative Finance 2016-01-19 François Dufresne , Enkelejd Hashorva , Gildas Ratovomirija , Youssouf Toukourou

We explore a stochastic model that enables capturing external influences in two specific ways. The model allows for the expression of uncertainty in the parametrisation of the stochastic dynamics and incorporates patterns to account for…

Pricing of Securities · Quantitative Finance 2024-04-11 Felix L. Wolf , Griselda Deelstra , Lech A. Grzelak

A discrete time probabilistic model, for optimal equity allocation and portfolio selection, is formulated so as to apply to (at least) reinsurance. In the context of a company with several portfolios (or subsidiaries), representing both…

Optimization and Control · Mathematics 2008-12-02 Erik Taflin

This paper characterizes the equilibrium in a continuous time financial market populated by heterogeneous agents who differ in their rate of relative risk aversion and face convex portfolio constraints. The model is studied in an…

General Finance · Quantitative Finance 2018-06-19 Tyler Abbot

In this paper we examine the claims reserving problem using Tweedie's compound Poisson model. We develop the maximum likelihood and Bayesian Markov chain Monte Carlo simulation approaches to fit the model and then compare the estimated…

Risk Management · Quantitative Finance 2009-04-10 Gareth W. Peters , Pavel V. Shevchenko , Mario V. Wüthrich

In this paper we provide a theoretical analysis of Variable Annuities with a focus on the holder's right to an early termination of the contract. We obtain a rigorous pricing formula and the optimal exercise boundary for the surrender…

Mathematical Finance · Quantitative Finance 2024-05-06 Tiziano De Angelis , Alessandro Milazzo , Gabriele Stabile

Monotonicity and recursivity are central assumptions in intertemporal consumption problems under ambiguity. We show that monotone recursive preferences admit both a recursive and an ex-ante representation, and that the certainty equivalent…

Theoretical Economics · Economics 2026-01-23 Massimo Marinacci , Giulio Principi , Lorenzo Stanca

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

Random shifting typically appears in credibility models whereas random scaling is often encountered in stochastic models for claim sizes reflecting the time-value property of money. In this article we discuss some aspects of random shifting…

Methodology · Statistics 2014-10-08 Enkelejd Hashorva , Lanpeng Ji

In many insurance contexts, dependence between risks of a portfolio may arise from their frequencies. We investigate a dependent risk model in which we assume the vector of count variables to be a tree-structured Markov random field with…

Methodology · Statistics 2026-02-03 Hélène Cossette , Benjamin Côté , Alexandre Dubeau , Etienne Marceau
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