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Related papers: Equitable Longevity Risk Sharing or, the raison d'…

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This study presents a framework for high-resolution mortality simulations tailored to insured and general populations. Due to the scarcity of detailed demographic-specific mortality data, we leverage Iterative Proportional Fitting (IPF) and…

Applications · Statistics 2025-04-18 Asmik Nalmpatian , Christian Heumann

Disparities in lending to minority applicants persist even as algorithmic lending finds widespread adoption. We study the role of risk-management constraints, specifically Value-at-Risk ($\VaR$) and Expected Shortfall (ES), in inducing…

Computers and Society · Computer Science 2025-11-13 Adam Bouyamourn , Alexander Williams Tolbert

The purpose of this article is twofold. First, we motivate the need for a new type of stand-alone retirement income insurance product that would help individuals protect against personal longevity risk and possible "retirement ruin" in an…

Risk Management · Quantitative Finance 2012-05-14 Huaxiong Huang , Moshe A. Milevsky , Thomas S. Salisbury

A retiree's appetite for risk is a common input into the lifetime utility models that are traditionally used to find optimal strategies for the decumulation of retirement savings. In this work, we consider a retiree with potentially…

General Economics · Economics 2024-03-18 Benjamin Avanzi , Lewis de Felice

This paper resolves Aaron's social insurance paradox, which suggests that introducing a pay-as-you-go (PAYG) pension system increases welfare when population growth plus average wage growth exceeds interest rates. Using a simplified…

Theoretical Economics · Economics 2025-04-02 Martin Drees

This paper statistically analysed pensioner longevity in Ghana. It fundamentally sought to ascertain the significant determinants of longevity amongst Ghanaian pensioners, specifically, SSNIT pensioners by estimating the mortality rate of…

Other Quantitative Biology · Quantitative Biology 2024-11-28 B. Gyamfi

Under Solvency II, the Value-at-Risk (VaR) is applied, although there is broad consensus that the Expected Shortfall (ES) constitutes a more appropriate risk measure. Moving towards ES would necessitate specifying the corresponding ES…

Mathematical Finance · Quantitative Finance 2026-03-16 Christian Laudagé , Jörn Sass

This study employs a co-integrated socio-economic model to investigate the long-run drivers of Chinese government expenditure on public pensions, addressing critical stability and sustainability challenges. Our methodology establishes a…

General Economics · Economics 2025-10-28 Mostafa Raeisi Sarkandiz

We study optimal consumption and retirement using a Cobb-Douglas utility and a simple model in which an interesting bifurcation arises. With high wealth, individuals plan to retire. With low wealth they plan to never retire. At a critical…

Portfolio Management · Quantitative Finance 2025-06-04 Bushra Shehnam Ashraf , Thomas S. Salisbury

In the collective-risk social dilemma, players lose their personal endowments if contributions to the common pool are too small. This fact alone, however, does not always deter selfish individuals from defecting. The temptations to…

Physics and Society · Physics 2014-11-26 Xiaojie Chen , Yanling Zhang , Ting-Zhu Huang , Matjaz Perc

Strong empirical evidence from laboratory experiments, and more recently from population surveys, shows that individuals, when evaluating their situations, pay attention to whether they experience gains or losses, with losses weighing more…

Theoretical Economics · Economics 2025-10-17 Martyna Kobus , Radosław Kurek , Thomas Parker

We study an asset allocation stochastic problem with restriction for a defined-contribution pension plan during the accumulation phase. We consider a financial market with stochastic interest rate, composed of a risk-free asset, a real zero…

Portfolio Management · Quantitative Finance 2018-08-23 Calisto Guambe , Rodwell Kufakunesu , Gusti Van Zyl , Conrad Beyers

Age-specific mortality rates are often disaggregated by different attributes, such as sex, state, ethnic group and socioeconomic status. In making social policies and pricing annuity at national and subnational levels, it is important not…

Applications · Statistics 2017-05-24 Han Lin Shang , Steven Haberman

We conducted a prospective analysis of incident dementia and its association with 65 sociodemographic, early-life, economic, health and behavioral, social, and genetic risk factors in a sample of 7,908 adults over the age of 50 from the…

Applications · Statistics 2021-01-27 Jordan Weiss , Eli Puterman , Aric A. Prather , Erin B. Ware , David H. Rehkopf

We consider the problem of optimal annuitization with labour income, where an agent aims to maximize utility from consumption and labour income under age-dependent force of mortality. Using a dynamic programming approach, we derive…

Portfolio Management · Quantitative Finance 2025-10-14 Criscent Birungi , Cody Hyndman

Accuracies of survival models for life expectancy prediction as well as critical-care applications are significantly compromised due to the sparsity of samples and extreme imbalance between the survival (usually, the majority) and mortality…

Machine Learning · Statistics 2018-04-16 Kahkashan Afrin , Gurudev Illangovan , Sanjay S. Srivatsa , Satish T. S. Bukkapatnam

We study group fairness in the context of feedback loops induced by meritocratic selection into programs that themselves confer additional advantage, like college admissions. We introduce a stylized, yet novel inter-generational model for…

Computers and Society · Computer Science 2026-05-27 Gaurab Pokharel , Diptangshu Sen , Sanmay Das , Juba Ziani

This article focuses on the work of O. Chanel and G. Chichilnisky (2013) on the flaws of expected utility theory while assessing the value of life. Expected utility is a fundamental tool in decision theory. However, it does not fit with the…

General Finance · Quantitative Finance 2016-04-20 Julien Blasco , Graciela Chichilnisky

The end-cut preference (ECP) problem, referring to the tendency to favor split points near the boundaries of a feature's range, is a well-known issue in CART (Breiman et al., 1984). ECP may induce highly imbalanced and biased splits,…

Machine Learning · Statistics 2025-09-24 Xiaogang Su

This paper considers the pricing of equity-linked life insurance contracts with death and survival benefits in a general model with multiple stochastic risk factors: interest rate, equity, volatility, unsystematic and systematic mortality.…

Pricing of Securities · Quantitative Finance 2021-11-03 Karim Barigou , Lukasz Delong