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This paper studies a dynamic optimal reinsurance and dividend-payout problem for an insurance company in a finite time horizon. The goal of the company is to maximize the expected cumulative discounted dividend payouts until bankruptcy or…

Mathematical Finance · Quantitative Finance 2022-06-28 Chonghu Guan , Zuo Quan Xu , Rui Zhou

Financial portfolios are often optimized for maximum profit while subject to a constraint formulated in terms of the Conditional Value-at-Risk (CVaR). This amounts to solving a linear problem. However, in its original formulation this…

Optimization and Control · Mathematics 2014-08-13 Georg Hofmann

We present a general approach to the pricing of products in finance and insurance in the multi-period setting. It is a combination of the utility indifference pricing and optimal intertemporal risk allocation. We give a characterization of…

Pricing of Securities · Quantitative Finance 2008-12-02 Kei Fukuda , Akihiko Inoue , Yumiharu Nakano

With the rise of emerging risks, model uncertainty poses a fundamental challenge in the insurance industry, making robust pricing a first-order question. This paper investigates how insurers' robustness preferences shape competitive…

Risk Management · Quantitative Finance 2025-10-20 Shunzhi Pang

Operational risk is challenging to quantify because of the broad range of categories (fraud, technological issues, natural disasters) and the heavy-tailed nature of realized losses. Operational risk modeling requires quantifying how these…

Applications · Statistics 2023-06-29 Maurice L. Brown , Cheng Ly

Cost-of-capital valuation is a well-established approach to the valuation of liabilities and is one of the cornerstones of current regulatory frameworks for the insurance industry. Standard cost-of-capital considerations typically rely on…

Risk Management · Quantitative Finance 2026-05-13 Hansjörg Albrecher , Filip Lindskog , Hervé Zumbach

We consider the problem of estimating the probability of a large loss from a financial portfolio, where the future loss is expressed as a conditional expectation. Since the conditional expectation is intractable in most cases, one may…

Numerical Analysis · Mathematics 2020-11-25 Zhenghang Xu , Zhijian He , Xiaoqun Wang

In this paper we propose a general framework for modeling an insurance liability cash flow in continuous time, by generalizing the reduced-form framework for credit risk and life insurance. In particular, we assume a nontrivial dependence…

Mathematical Finance · Quantitative Finance 2022-06-30 Francesca Biagini , Yinglin Zhang

We study a reinsurer who faces multiple sources of model uncertainty. The reinsurer offers contracts to $n$ insurers whose claims follow compound Poisson processes representing both idiosyncratic and systemic sources of loss. As the…

Risk Management · Quantitative Finance 2024-10-03 Emma Kroell , Sebastian Jaimungal , Silvana M. Pesenti

Extant literature on fair pricing methods for actuarial contexts has primarily focused on the regression setting. While such approaches are well-suited to short-term products, it is unclear how they generalize to long-term products, whose…

Pricing of Securities · Quantitative Finance 2026-02-05 Hong Beng Lim , Mengyi Xu , Kenneth Q. Zhou

Autocalibration is known to be an important requirement for insurance premiums since it guarantees that premium income balances corresponding claims, on average, not only at portfolio level but also inside each group paying similar…

Other Statistics · Statistics 2026-03-18 Michel Denuit , Marie Michaelides , Julien Trufin

Managing and hedging the risks associated with Variable Annuity (VA) products require intraday valuation of key risk metrics for these products. The complex structure of VA products and computational complexity of their accurate evaluation…

Computational Finance · Quantitative Finance 2016-06-28 Seyed Amir Hejazi , Kenneth R. Jackson

We propose a stochastic model allowing property and casualty insurers with multiple business lines to measure their liabilities for incurred claims risk and calculate associated capital requirements. Our model includes many desirable…

Risk Management · Quantitative Finance 2021-12-07 Carlos Andrés Araiza Iturria , Frédéric Godin , Mélina Mailhot

For a typical insurance portfolio, the claims process for a short period, typically one year, is characterized by observing frequency of claims together with the associated claims severities. The collective risk model describes this…

Applications · Statistics 2020-06-12 Rosy Oh , Himchan Jeong , Jae Youn Ahn , Emiliano A. Valdez

Even in the simple one-factor credit portfolio model that underlies the Basel II regulatory capital rules coming into force in 2007, the exact contributions to credit value-at-risk can only be calculated with Monte-Carlo simulation or with…

Other Condensed Matter · Physics 2008-12-10 Susanne Emmer , Dirk Tasche

We investigate the quantification of demographic risk in a framework consistent with the market-consistent valuation imposed by Solvency II. We provide compact formulas for evaluating inflows and outflows of a portfolio of insurance…

Risk Management · Quantitative Finance 2023-07-07 Francesco Della Corte , Gian Paolo Clemente , Nino Savelli

A novel procedure is presented for the objective comparison and evaluation of a bank's decision rules in optimising the timing of loan recovery. This procedure is based on finding a delinquency threshold at which the financial loss of a…

Risk Management · Quantitative Finance 2022-03-25 Arno Botha , Conrad Beyers , Pieter de Villiers

The implementation of the Own Risk and Solvency Assessment is a critical issue raised by Pillar II of Solvency II framework. In particular the Overall Solvency Needs calculation left the Insurance companies to define an optimal…

Risk Management · Quantitative Finance 2012-10-24 Julien Vedani , Laurent Devineau

Life insurance cash flows become reserve dependent when contract conditions are modified during the contract term on condition that actuarial equivalence is maintained. As a result, insurance cash flows and prospective reserves depend on…

Mathematical Finance · Quantitative Finance 2021-12-22 Marcus C. Christiansen , Boualem Djehiche

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