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Historical tontines promised enormous rewards to the last survivors at the expense of those who died early. While this design appealed to the gambling instinct, it is a suboptimal way to manage longevity risk during retirement. This is why…

Portfolio Management · Quantitative Finance 2016-11-02 Moshe A. Milevsky , Thomas S. Salisbury

Nowadays, cyber threats are considered among the most dangerous risks by top management of enterprises. One way to deal with these risks is to insure them, but cyber insurance is still quite expensive. The insurance fee can be reduced if…

Cryptography and Security · Computer Science 2025-03-05 Ganbayar Uuganbayar , Artsiom Yautsiukhin , Fabio Martinelli , Fabio Massacci

We study the design of an optimal insurance contract in which the insured maximizes her expected utility and the insurer limits the variance of his risk exposure while maintaining the principle of indemnity and charging the premium…

Risk Management · Quantitative Finance 2020-08-18 Yichun Chi , Xun Yu Zhou , Sheng Chao Zhuang

We study the optimal excess-of-loss reinsurance problem when both the intensity of the claims arrival process and the claim size distribution are influenced by an exogenous stochastic factor. We assume that the insurer's surplus is governed…

Mathematical Finance · Quantitative Finance 2019-04-12 Matteo Brachetta , Claudia Ceci

Dependence among multiple lifetimes is a key factor for pricing and evaluating the risk of joint life insurance products. The dependence structure can be exposed to model uncertainty when available data and information are limited. We…

Risk Management · Quantitative Finance 2026-03-30 Takaaki Koike

This paper analyzes the hypothesis that returns play a risk-compensating role in the market for corporate revolving lines of credit. Specifically, we test whether borrower risk and the expected return on these debt instruments are…

General Economics · Economics 2024-01-24 Miguel A. Duran

This paper introduces an economic framework to assess optimal longevity risk transfers between institutions, focusing on the interactions between a buyer exposed to long-term longevity risk and a seller offering longevity protection. While…

General Economics · Economics 2026-05-26 David Landriault , Bin Li , Hong Li , Yuanyuan Zhang

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

This paper investigates a Stackelberg game between an insurer and a reinsurer under the $\alpha$-maxmin mean-variance criterion. The insurer can purchase per-loss reinsurance from the reinsurer. With the insurer's feedback reinsurance…

Portfolio Management · Quantitative Finance 2023-01-02 Guohui Guan , Zongxia Liang , Yilun Song

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 study an optimal dividend problem for an insurer who simultaneously controls investment weights in a financial market, liability ratio in the insurance business, and dividend payout rate. The insurer seeks an optimal strategy to maximize…

Mathematical Finance · Quantitative Finance 2021-05-27 Zhuo Jin , Zuo Quan Xu , Bin Zou

In this paper, we study an insurer's reinsurance-investment problem under a mean-variance criterion. We show that excess-loss is the unique equilibrium reinsurance strategy under a spectrally negative L\'{e}vy insurance model when the…

Risk Management · Quantitative Finance 2017-03-22 Danping Li , Dongchen Li , Virginia R. Young

Most insurance contracts are inherently linked to financial markets, be it via interest rates, or -- as hybrid products like equity-linked life insurance and variable annuities -- directly to stocks or indices. However, insurance contracts…

Mathematical Finance · Quantitative Finance 2022-11-28 Philippe Artzner , Karl-Theodor Eisele , Thorsten Schmidt

In life insurance, life tables are used to estimate the survival distribution of individuals from a given population. However, these tables only provide survival probabilities at integer ages but no information about the distribution of…

Risk Management · Quantitative Finance 2026-03-19 Jean-Loup Dupret , Edouard Motte

In with-profit life insurance, the prudent valuation of future insurance liabilities leads to systematic surplus that mainly belongs to the policyholders and is redistributed as bonus. For a fair and lawful redistribution of surplus the…

Risk Management · Quantitative Finance 2021-11-29 Julian Jetses , Marcus C. Christiansen

In the literature, insurance and reinsurance pricing is typically determined by a premium principle, characterized by a risk measure that reflects the policy seller's risk attitude. Building on the work of Meyers (1980) and Chen et al.…

Risk Management · Quantitative Finance 2025-07-08 Ziyue Shi , David Landriault , Fangda Liu

In this paper, we study the robust optimal investment and risk control problem for an insurer who owns the insider information about the financial market and the insurance market under model uncertainty. Both financial risky asset process…

Numerical Analysis · Mathematics 2022-07-15 Chao Yu , Yuhan Cheng , Yilun Song

We are concerned with the market-consistent valuation of lifelong health insurance products, which are subject to adjustments derived from the actuarial equivalence principle and driven by (medical) inflation. Such products are…

Mathematical Finance · Quantitative Finance 2026-04-30 Simon Hochgerner , Jonas Ingmanns , Nicole Kastanek

In this paper, we investigate an optimal investment problem associated with proportional portfolio insurance (PPI) strategies in the presence of jumps in the underlying dynamics. PPI strategies enable investors to mitigate downside risk…

Portfolio Management · Quantitative Finance 2024-08-01 Katia Colaneri , Daniele Mancinelli , Immacolata Oliva

The literature on optimal reinsurance does not deal with how much the effectiveness of such solutions is degraded by errors in parameters and models. The issue is investigated through both asymptotics and numerical studies. It is shown that…

Applications · Statistics 2019-12-10 Yinzhi Wang , Erik Bølviken