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In this paper we consider the pricing of variable annuities (VAs) with guaranteed minimum withdrawal benefits. We consider two pricing approaches, the classical risk-neutral approach and the benchmark approach, and we examine the associated…

证券定价 · 定量金融 2019-06-05 Jin Sun , Kevin Fergusson , Eckhard Platen , Pavel V. Shevchenko

We introduce a fairly general, recombining trinomial tree model in the natural world. Market-completeness is ensured by considering a market consisting of two risky assets, a riskless asset, and a European option. The two risky assets…

数理金融 · 定量金融 2024-10-10 Jagdish Gnawali , W. Brent Lindquist , Svetlozar T. Rachev

We consider the problem of maximizing the discounted utility of dividend payments of an insurance company whose reserves are modeled as a classical Cram\'er-Lundberg risk process. We investigate this optimization problem under the…

计算金融 · 定量金融 2017-05-08 Zbigniew Palmowski , Sebastian Baran

Derivatives, as a critical class of financial instruments, isolate and trade the price attributes of risk assets such as stocks, commodities, and indices, aiding risk management and enhancing market efficiency. However, traditional hedging…

计算金融 · 定量金融 2025-03-07 Yiheng Ding , Gangnan Yuan , Dewei Zuo , Ting Gao

This paper studies the equity holders' mean-variance optimal portfolio choice problem for (non-)protected participating life insurance contracts. We derive explicit formulas for the optimal terminal wealth and the optimal strategy in the…

数理金融 · 定量金融 2025-03-26 Felix Fießinger , Mitja Stadje

This paper studies a Value-at-Risk (VaR)-regulated optimal portfolio problem of the equity holders of a participating life insurance contract. In a setting with unhedgeable mortality risk and complete financial market, the optimal solution…

数理金融 · 定量金融 2020-11-17 Thai Nguyen , Mitja Stadje

We extend the classical Cox-Ross-Rubinstein binomial model in two ways. We first develop a binomial model with time-dependent parameters that equate all moments of the pricing tree increments with the corresponding moments of the increments…

数理金融 · 定量金融 2017-12-12 Yong Shin Kim , Stoyan Stoyanov , Svetlozar Rachev , Frank J. Fabozzi

Economic variables play important roles in any economic model, and sudden and dramatic changes exist in the financial market and economy. For this reason, to price and hedge equity-linked life insurance products, including segregated funds…

数理金融 · 定量金融 2024-09-24 Battulga Gankhuu

We introduce an extension to Merton's famous continuous time model of optimal consumption and investment, in the spirit of previous works by Pliska and Ye, to allow for a wage earner to have a random lifetime and to use a portion of the…

投资组合管理 · 定量金融 2011-02-14 I. Duarte , D. Pinheiro , A. A. Pinto , S. R. Pliska

Variable selection naturally arises as a useful subject when faced with data with massive predictor space. In addition to the massive dimensionality, the data may be characterized by intra-subject correlation, and cure fraction, which are…

统计方法学 · 统计学 2025-12-24 Richard Tawiah , Shu Kay Ng , Geoffrey J. McLachlan

We present a unified framework for computing CVA sensitivities, hedging the CVA, and assessing CVA risk, using probabilistic machine learning meant as refined regression tools on simulated data, validatable by low-cost companion Monte Carlo…

计算金融 · 定量金融 2024-07-29 Stéphane Crépey , Botao Li , Hoang Nguyen , Bouazza Saadeddine

In this article, we employ a principal-agent model to analyze optimal contract design in a monopolistic reinsurance market under adverse selection with a continuum of insurer types. Instead of using the classical expected utility framework,…

风险管理 · 定量金融 2026-01-06 Ka Chun Cheung , Sheung Chi Phillip Yam , Fei Lung Yuen , Yiying Zhang

We address a long-standing open problem in risk theory, namely the optimal strategy to pay out dividends from an insurance surplus process, if the dividend rate can never be decreased. The optimality criterion here is to maximize the…

投资组合管理 · 定量金融 2021-06-08 Hansjoerg Albrecher , Pablo Azcue , Nora Muler

The mean-variance model remains the most prevalent investment framework, built on diversification principles. However, it consistently struggles with estimation errors in expected returns and the covariance matrix, its core parameters. To…

投资组合管理 · 定量金融 2026-01-29 Rupendra Yadav , Amita Sharma , Aparna Mehra

Optimal B-robust estimate is constructed for multidimensional parameter in drift coefficient of diffusion type process with small noise. Optimal mean-variance robust (optimal V -robust) trading strategy is find to hedge in mean-variance…

投资组合管理 · 定量金融 2008-12-10 N. Lazrieva , T. Toronjadze

In this paper we study mean-variance hedging under the G-expectation framework. Our analysis is carried out by exploiting the G-martingale representation theorem and the related probabilistic tools, in a contin- uous financial market with…

数理金融 · 定量金融 2016-08-26 Francesca Biagini , Jacopo Mancin , Thilo Meyer Brandis

We introduce a dynamic credit portfolio framework where optimal investment strategies are robust against misspecifications of the reference credit model. The risk-averse investor models his fear of credit risk misspecification by…

投资组合管理 · 定量金融 2016-03-29 Agostino Capponi , Lijun Bo

We develop a class of non-life reserving models using a stable-1/2 random bridge to simulate the accumulation of paid claims, allowing for an essentially arbitrary choice of a priori distribution for the ultimate loss. Taking an…

综合金融 · 定量金融 2015-03-17 Edward Hoyle , Lane P. Hughston , Andrea Macrina

We consider a multi-asset incomplete model of the financial market, where each of $m\geq 2$ risky assets follows the binomial dynamics, and no assumptions are made on the joint distribution of the risky asset price processes. We provide…

数理金融 · 定量金融 2024-05-09 Jarek Kędra , Assaf Libman , Victoria Steblovskaya

In this paper, we consider the pricing of derivative products that involve dynamic hedging strategies and payments within the planning horizon. Equity-indexed annuities (EIAs), Guaranteed investment certificate (GIC), American and Barrier…

风险管理 · 定量金融 2019-08-07 Patrice Gaillardetz , Saeb Hachem