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Insurance and annuity products covering several lives require the modelling of the joint distribution of future lifetimes. In the interest of simplifying calculations, it is common in practice to assume that the future lifetimes among a…

风险管理 · 定量金融 2016-01-19 François Dufresne , Enkelejd Hashorva , Gildas Ratovomirija , Youssouf Toukourou

A class of multivariate mixed survival models for continuous and discrete time with a complex covariance structure is introduced in a context of quantitative genetic applications. The methods introduced can be used in many applications in…

应用统计 · 统计学 2014-05-06 Rafael Pimentel Maia , Per Madsen , Rodrigo Labouriau

Joint multivariate longitudinal and time-to-event data are gaining increasing attention in the biomedical sciences where subjects are followed over time to monitor the progress of a disease or medical condition. In the insurance context,…

统计方法学 · 统计学 2019-02-12 Edward W. Frees , Catalina Bolancé , Montserrat Guillen , Emiliano Valdez

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

Multistate models offer a powerful framework for studying disease processes and can be used to formulate intensity-based and more descriptive marginal regression models. They also represent a natural foundation for the construction of joint…

Dependence among multiple lifetimes is a key factor for pricing and evaluating the risk of joint life insurance products. The dependence structure can be exposed to model uncertainty when available data and information are limited. We…

风险管理 · 定量金融 2026-03-30 Takaaki Koike

Joint models for longitudinal and survival data have gained a lot of attention in recent years, with the development of myriad extensions to the basic model, including those which allow for multivariate longitudinal data, competing risks…

统计方法学 · 统计学 2020-03-09 Katya Mauff , Ewout Steyerberg , Isabella Kardys , Eric Boersma , Dimitris Rizopoulos

We consider a market model where there are two levels of information. The public information generated by the financial assets, and a larger flow of information that contains additional knowledge about a random time. This random time can…

数理金融 · 定量金融 2018-05-30 Tahir Choulli , Catherine Daveloose , Michèle Vanmaele

In usual demographic analysis, force of mortality is a function of one variable, that is, of age. In this article bi-variate and multivariate force of mortality functions are introduced for the first time to explain mortality differentials.…

动力系统 · 数学 2019-02-26 Swagata Mitra , Pratyush Singh , Arni S. R. Srinivasa Rao

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

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…

风险管理 · 定量金融 2026-03-19 Jean-Loup Dupret , Edouard Motte

This paper proposes a paradigm shift in the valuation of long term annuities, away from classical no-arbitrage valuation towards valuation under the real world probability measure. Furthermore, we apply this valuation method to two examples…

数理金融 · 定量金融 2017-11-09 Kevin Fergusson , Eckhard Platen

We develop a pricing rule for life insurance under stochastic mortality in an incomplete market by assuming that the insurance company requires compensation for its risk in the form of a pre-specified instantaneous Sharpe ratio. Our…

证券定价 · 定量金融 2008-12-02 Virginia R. Young

This paper investigates the valuation of variable annuity contracts with an early surrender option under non-Markovian models. Moreover, policyholders are provided with guaranteed minimum maturity and death benefits to protect against the…

计算金融 · 定量金融 2026-04-23 Wenyuan Li , Haoqi Lyu

Survival models are a popular tool for the analysis of time to event data with applications in medicine, engineering, economics, and many more. Advances like the Cox proportional hazard model have enabled researchers to better describe…

机器学习 · 统计学 2021-02-16 Stefan Groha , Sebastian M Schmon , Alexander Gusev

We derive a general multiple state model for critical illness insurances. In contrast to the classical model, we take into account that the probability of death for a dread disease sufferer may depend on the duration of the disease, and the…

应用统计 · 统计学 2016-03-01 Joanna Dȩbicka , Beata Zmyślona

Multi-state survival analysis considers several potential events of interest along a disease pathway. Such analyses are crucial to model complex patient trajectories and are increasingly being used in epidemiological and health economic…

统计方法学 · 统计学 2021-04-30 Jonathan Broomfield , Caroline E. Weibull , Michael J. Crowther

One of the risks derived from selling long term policies that any insurance company has, arises from interest rates. In this paper we consider a general class of stochastic volatility models written in forward variance form. We also deal…

证券定价 · 定量金融 2020-06-29 David R. Baños , Marc Lagunas-Merino , Salvador Ortiz-Latorre

In this paper, we are concerned with the valuation of Guaranteed Annuity Options (GAOs) under the most generalised modelling framework where both interest and mortality rates are stochastic and correlated. Pricing these type of options in…

证券定价 · 定量金融 2017-07-05 Raj Kumari Bahl , Sotirios Sabanis

Conventional joint modeling approaches generally characterize the relationship between longitudinal biomarkers and discrete event occurrences within terminal, recurring or competing risk settings, thereby offering a limited representation…

统计方法学 · 统计学 2026-05-26 Félix Laplante , Christophe Ambroise