中文
相关论文

相关论文: GMWB Riders in a Binomial Framework - Pricing, Hed…

200 篇论文

The guaranteed minimum withdrawal benefit (GMWB) rider, as an add on to a variable annuity (VA), guarantees the return of premiums in the form of peri- odic withdrawals while allowing policyholders to participate fully in any market gains.…

证券定价 · 定量金融 2015-05-14 Cody B. Hyndman , Menachem Wenger

In this paper we present a numerical valuation of variable annuities with combined Guaranteed Minimum Withdrawal Benefit (GMWB) and Guaranteed Minimum Death Benefit (GMDB) under optimal policyholder behaviour solved as an optimal stochastic…

计算金融 · 定量金融 2015-04-10 Xiaolin Luo , Pavel V. Shevchenko

This paper investigates optimal withdrawal strategies and behavior of policyholders in a variable annuity (VA) contract with a guaranteed minimum withdrawal benefit (GMWB) rider incorporating taxation and a ratchet mechanism for enhancing…

投资组合管理 · 定量金融 2025-07-14 Jennifer Alonso-Garcia , Len Patrick Dominic M. Garces , Jonathan Ziveyi

Variable annuities with Guaranteed Minimum Withdrawal Benefits (GMWB) entitle the policy holder to periodic withdrawals together with a terminal payoff linked to the performance of an equity fund. In this paper, we consider the valuation of…

证券定价 · 定量金融 2023-08-08 Claudio Fontana , Francesco Rotondi

A variable annuity contract with Guaranteed Minimum Withdrawal Benefit (GMWB) promises to return the entire initial investment through cash withdrawals during the policy life plus the remaining account balance at maturity, regardless of the…

证券定价 · 定量金融 2014-11-03 Xiaolin Luo , Pavel Shevchenko

A variable annuity contract with Guaranteed Minimum Withdrawal Benefit (GMWB) promises to return the entire initial investment through cash withdrawals during the contract plus the remaining account balance at maturity, regardless of the…

证券定价 · 定量金融 2017-01-17 Pavel V. Shevchenko , Xiaolin Luo

Valuing Guaranteed Minimum Withdrawal Benefit (GMWB) has attracted significant attention from both the academic field and real world financial markets. As remarked by Yang and Dai, the Black and Scholes framework seems to be inappropriate…

证券定价 · 定量金融 2019-10-21 Ludovic Goudenège , Andrea Molent , Antonino Zanette

Under the optimal withdrawal strategy of a policyholder, the pricing of variable annuities with Guaranteed Minimum Withdrawal Benefit (GMWB) is an optimal stochastic control problem. The surrender feature available in marketed products…

证券定价 · 定量金融 2015-08-03 Xiaolin Luo , Pavel Shevchenko

In this paper, we adopted a net liability model which assesses both market risk on the liability side and revenue risk on the asset side for a Guaranteed Minimum Maturity Benefit (GMMB) embedded in variable annuity (VA) contracts. Numeric…

证券定价 · 定量金融 2020-12-08 Wenlong Hu

In this paper, we review pricing of variable annuity living and death guarantees offered to retail investors in many countries. Investors purchase these products to take advantage of market growth and protect savings. We present pricing of…

证券定价 · 定量金融 2017-05-04 Pavel V. Shevchenko , Xiaolin Luo

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…

风险管理 · 定量金融 2018-04-13 Michael A. Kouritzin , Anne MacKay

Valuing Guaranteed Lifelong Withdrawal Benefit (GLWB) has attracted significant attention from both the academic field and real world financial markets. As remarked by Forsyth and Vetzal the Black and Scholes framework seems to be…

证券定价 · 定量金融 2019-10-21 Ludovic Goudenege , Andrea Molent , Antonino Zanette

A variable annuity is an equity-linked financial product typically offered by insurance companies. The policyholder makes an upfront payment to the insurance company and, in return, the insurer is required to make a series of payments…

证券定价 · 定量金融 2019-11-25 Riley Jones , Adriana Ocejo

This paper proposes a market consistent valuation framework for variable annuities with guaranteed minimum accumulation benefit, death benefit and surrender benefit features. The setup is based on a hybrid model for the financial market and…

数理金融 · 定量金融 2019-05-24 Laura Ballotta , Ernst Eberlein , Thorsten Schmidt , Raghid Zeineddine

In this paper we investigate price and Greeks computation of a Guaranteed Minimum Withdrawal Benefit (GMWB) Variable Annuity (VA) when both stochastic volatility and stochastic interest rate are considered together in the Heston Hull-White…

计算金融 · 定量金融 2019-07-23 Ludovic Goudenège , Andrea Molent , Antonino Zanette

We consider a time-consistent mean-variance portfolio selection problem of an insurer and allow for the incorporation of basis (mortality) risk. The optimal solution is identified with a Nash subgame perfect equilibrium. We characterize an…

投资组合管理 · 定量金融 2019-08-16 Frank Bosserhoff , Mitja Stadje

Modeling taxation of Variable Annuities has been frequently neglected but accounting for it can significantly improve the explanation of the withdrawal dynamics and lead to a better modeling of the financial cost of these insurance…

综合金融 · 定量金融 2020-09-23 Andrea Molent

To make medium- and long-term insurance products attractive, it is essential to enable participation in stock market returns. However, to eliminate downside risk, guarantees must be included, which naturally leads to the challenge of…

数理金融 · 定量金融 2025-10-09 Raquel M. Gaspar , Thorsten Schmidt

This paper explores the application of Machine Learning techniques for pricing high-dimensional options within the framework of the Uncertain Volatility Model (UVM). The UVM is a robust framework that accounts for the inherent…

计算金融 · 定量金融 2025-06-06 Ludovic Goudenege , Andrea Molent , Antonino Zanette

We develop an efficient pricing approach for guaranteed minimum withdrawal benefits (GMWBs) with continuous withdrawals under a realistic modeling setting with jump-diffusions and stochastic interest rate. Utilizing an impulse stochastic…

计算金融 · 定量金融 2023-10-03 Yaowen Lu , Duy-Minh Dang
‹ 上一页 1 2 3 10 下一页 ›