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Related papers: State Space Vasicek Model of a Longevity Bond

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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

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

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

The classical derivation of the well-known Vasicek model for interest rates is reformulated in terms of the associated pricing kernel. An advantage of the pricing kernel method is that it allows one to generalize the construction to the…

Mathematical Finance · Quantitative Finance 2019-06-04 Dorje C. Brody , Lane P. Hughston , David M. Meier

Pricing extremely long-dated liabilities market consistently deals with the decline in liquidity of financial instruments on long maturities. The aim is to quantify the uncertainty of rates up to maturities of a century. We assume that the…

Computational Finance · Quantitative Finance 2013-12-19 Anne Balter , Antoon Pelsser , Peter Schotman

We use life annuity prices to extract information about human longevity using a framework that links the term structure of mortality and interest rates. We invert the model and perform nonlinear least squares to obtain implied longevity…

Mathematical Finance · Quantitative Finance 2018-11-27 Moshe A. Milevsky , Thomas S. Salisbury , Alexander Chigodaev

We study a multivariate autoregressive stochastic volatility model for the first 3 principal components (level, slope, curvature) of 10 series of zero-coupon Treasury bond rates with maturities from 1 to 10 years. We fit this model using…

Statistical Finance · Quantitative Finance 2025-01-22 Jihyun Park , Andrey Sarantsev

This paper introduces a short rate model in continuous time that adds one or more memory (delay) components to the Merton model (Merton 1970, 1973) or the Vasi\v{c}ek model (Vasi\v{c}ek 1977) for the short rate. The distribution of the…

Mathematical Finance · Quantitative Finance 2026-02-23 Alet Roux , Álvaro Guinea Juliá

In this paper we explore the life expectancy limits by based on the stochastic modeling of mortality and applying the first exit or hitting time theory of a stochastic process. The main assumption is that the health state or the "vitality",…

Chaotic Dynamics · Physics 2011-01-11 Christos H Skiadas , Charilaos Skiadas

One of the risks derived from selling long term policies that any insurance company has, arises from interest rates. In this paper we consider a general class of stochastic volatility models written in forward variance form. We also deal…

Pricing of Securities · Quantitative Finance 2020-06-29 David R. Baños , Marc Lagunas-Merino , Salvador Ortiz-Latorre

We introduce a Vasicek-type short rate model which has two additional parameters representing memory effect. This model presents better results in yield curve fitting than the classical Vasicek model. We derive closed-form expressions for…

Probability · Mathematics 2015-08-04 Akihiko Inoue , Shingo Moriuchi , Yusuke Nakamura

This paper describes a general approach for stochastic modeling of assets returns and liability cash-flows of a typical pensions insurer. On the asset side, we model the investment returns on equities and various classes of fixed-income…

Risk Management · Quantitative Finance 2020-05-27 Sergio Alvares Maffra , John Armstrong , Teemu Pennanen

This work studies a stochastic optimal control problem for a pension scheme which provides an income-drawdown policy to its members after their retirement. To manage the scheme efficiently, the manager and members agree to share the…

Risk Management · Quantitative Finance 2020-02-14 Ankush Agarwal , Christian-Oliver Ewald , Yongjie Wang

We present a thorough empirical study on real interest rates by also including risk aversion through the introduction of the market price of risk. With the view of complex systems science and its multidisciplinary approach, we use the…

Mathematical Finance · Quantitative Finance 2023-12-29 J. Doyne Farmer , John Geanakoplos , Matteo G. Richiardi , Miquel Montero , Josep Perelló , Jaume Masoliver

The main purpose of this work is to derive a partial differential equation for the reserves of life insurance liabilities subject to stochastic interest rates where the benefits and premiums depend directly on changes in the interest rate…

Risk Management · Quantitative Finance 2021-01-01 David R. Baños

In this paper we analyse the five-factor capital market model of Munk et al.(2004). The model features a Vasicek interest rate model, an equity index with mean-reverting excess return and an index for realized inflation with mean-reverting…

Mathematical Finance · Quantitative Finance 2022-01-14 Søren Fiig Jarner , Michael Preisel

This paper explores and develops alternative statistical representations and estimation approaches for dynamic mortality models. The framework we adopt is to reinterpret popular mortality models such as the Lee-Carter class of models in a…

Statistical Finance · Quantitative Finance 2020-08-04 Man Chung Fung , Gareth W. Peters , Pavel V. Shevchenko

This study delves into the temporal dynamics within the equity market through the lens of bond traders. Recognizing that the riskless interest rate fluctuates over time, we leverage the Black-Derman-Toy model to trace its temporal…

Trading and Market Microstructure · Quantitative Finance 2023-10-19 Yifan He , Yuan Hu , Svetlozar Rachev

This paper extends an option-theoretic approach to estimate liquidity spreads for corporate bonds. Inspired by Longstaff's equity market framework and subsequent work by Koziol and Sauerbier on risk-free zero-coupon bonds, the model views…

Pricing of Securities · Quantitative Finance 2025-01-22 Pietro Rossi , Paolo Spezzati , Riccardo Tedeschi

Improving health worldwide will require rigorous quantification of population-level trends in health status. However, global-level surveys are not available, forcing researchers to rely on fragmentary country-specific data of varying…

Methodology · Statistics 2014-05-20 Mariel M. Finucane , Christopher J. Paciorek , Goodarz Danaei , Majid Ezzati
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