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Usage-based insurance (UBI) uses telematics to align premiums with risk and encourage safe driving. However, deploying these programs is challenging due to heavy-tailed claim costs, nonstationary driver behavior, and limited incentive…

Optimization and Control · Mathematics 2026-05-11 Qinyang He , Yonatan Mintz

Insurance companies often include very long-term guarantees in participating life insurance products, which can turn out to be very valuable. Under a guaranteed annuity options (G.A.O), the insurer guarantees to convert a policyholder's…

Portfolio Management · Quantitative Finance 2009-08-25 Matheus R Grasselli , Sebastiano Silla

We introduce a collective model for life insurance where the heterogeneity of each insured, including the health state, is modeled by a diffusion process. This model is influenced by concepts in statistical mechanics. Using the proposed…

General Finance · Quantitative Finance 2020-12-18 Jirô Akahori , Yuuki Ida , Maho Nishida , Shuji Tamada

We study the optimal investment-consumption problem for a member of defined contribution plan during the decumulation phase. For a fixed annuitization time, to achieve higher final annuity, we consider a variable consumption rate. Moreover,…

Portfolio Management · Quantitative Finance 2020-08-18 Hassan Dadashi

We study the application of dynamic pricing to insurance. We view this as an online revenue management problem where the insurance company looks to set prices to optimize the long-run revenue from selling a new insurance product. We develop…

Econometrics · Economics 2019-07-12 Yuqing Zhang , Neil Walton

Pension schemes all over the world are under increasing pressure to efficiently hedge the longevity risk posed by ageing populations. In this work, we study an optimal investment problem for a defined contribution pension scheme which…

Risk Management · Quantitative Finance 2020-05-22 Ankush Agarwal , Christian-Oliver Ewald , Yongjie Wang

In this paper we investigate the pricing problem of a pure endowment contract when the insurer has a limited information on the mortality intensity of the policyholder. The payoff of this kind of policies depends on the residual life time…

Mathematical Finance · Quantitative Finance 2020-07-23 Claudia Ceci , Katia Colaneri , Alessandra Cretarola

This paper presents a marketing analytics framework that operationalizes subscription pricing as a dynamic, guardrailed decision system, uniting multivariate demand forecasting, segment-level price elasticity, and churn propensity to…

Machine Learning · Computer Science 2026-01-22 Deepit Sapru

In this work we analytically solve an optimal retirement problem, in which the agent optimally allocates the risky investment, consumption and leisure rate to maximise a gain function characterised by a power utility function of consumption…

Portfolio Management · Quantitative Finance 2021-08-23 Guodong Ding , Daniele Marazzina

This paper considers an optimal life insurance for a householder subject to mortality risk. The household receives a wage income continuously, which is terminated by unexpected (premature) loss of earning power or (planned and intended)…

Portfolio Management · Quantitative Finance 2011-05-03 Masahiko Egami , Hideki Iwaki

A large collection of financial contracts offering guaranteed minimum benefits are often posed as control problems, in which at any point in the solution domain, a control is able to take any one of an uncountable number of values from the…

Pricing of Securities · Quantitative Finance 2015-11-06 Parsiad Azimzadeh , Peter A. Forsyth

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

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

There are many approaches for training decision trees. This work introduces a novel gradient-based method for constructing decision trees that optimize arbitrary differentiable loss functions, overcoming the limitations of heuristic…

Machine Learning · Computer Science 2025-03-25 Andrei V. Konstantinov , Lev V. Utkin

We develop a Monte-Carlo based numerical method for solving discrete-time stochastic optimal control problems with inventory. These are optimal control problems in which the control affects only a deterministically evolving inventory…

Optimization and Control · Mathematics 2018-02-05 Alessandro Balata , Jan Palczewski

This paper examines the retirement decision, optimal investment, and consumption strategies under an age-dependent force of mortality. We formulate the optimization problem as a combined stochastic control and optimal stopping problem with…

Optimization and Control · Mathematics 2023-11-22 Giorgio Ferrari , Shihao Zhu

Linear Temporal Logic (LTL) is a formal way of specifying complex objectives for planning problems modeled as Markov Decision Processes (MDPs). The planning problem aims to find the optimal policy that maximizes the satisfaction probability…

Robotics · Computer Science 2024-08-13 Zetong Xuan , Yu Wang

This article proposes a method for automated service selection to improve treatment efficacy and reduce re-hospitalization costs. A predictive model is developed using the National Home and Hospice Care Survey (NHHCS) dataset to quantify…

Artificial Intelligence · Computer Science 2020-02-13 Cliff Laschet , Jorn op den Buijs , Mark H. M. Winands , Steffen Pauws

In a market with stochastic volatility and jumps, we consider a VIX-linked fee structure for variable annuity contracts with guaranteed minimum withdrawal benefits (GMWB). Our goal is to assess the effectiveness of the VIX-linked fee…

Risk Management · Quantitative Finance 2018-04-13 Michael A. Kouritzin , Anne MacKay

In this paper, we investigate a complex variation of the standard joint life annuity policy by introducing three distinct contingent benefits for the surviving member(s) of a couple, along with a contingent benefit for their beneficiaries…

Pricing of Securities · Quantitative Finance 2024-10-17 Kira Henshaw , Cedric H. A. Koffi , Olivier Menoukeu Pamen , Raghid Zeineddine
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