An Introduction to Computational Risk Management of Equity-Linked Insurance.

"The book will be devoted to quantitative models and computational techniques for risk management of equity-linked insurance. Although there have been research papers on the valuation of a great variety of investment guarantee products, they were primarily based on financial option pricing theo...

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Bibliographic Details
Main Author: Feng, Runhuan (Author)
Corporate Author: Taylor & Francis
Format: eBook
Language:English
Published: Boca Raton, FL : CRC Press, 2017.
Edition:First edition.
Series:Chapman and Hall/CRC Financial Mathematics Series
Subjects:
Online Access:Connect to the full text of this electronic book
Table of Contents:
  • Modeling of Equity-linked Insurance
  • Fundamental principles of traditional insurance
  • Time value of money
  • Law of large numbers
  • Equivalence premium principle
  • Central limit theorem
  • Portfolio percentile premium principle
  • Variable annuities
  • Mechanics of deferred variable annuity
  • Resets, roll-ups and ratchets
  • Guaranteed minimum maturity benefit
  • Guaranteed minimum accumulation benefit
  • Guaranteed minimum death benefit
  • Guaranteed minimum withdrawal benefit
  • Guaranteed lifetime withdrawal benefit
  • Mechanics of immediate variable annuity benefit
  • Modeling of immediate variable annuity
  • Single premium vs flexible premium annuities
  • Fundamental principles of equity-linked insurance
  • Equity-indexed annuities
  • Point-to-point designs
  • Cliquet designs
  • High water mark designs
  • Bibliographic notes
  • Exercises
  • Elementary Stochastic Calculus
  • Probability space
  • Random variable
  • Expectation
  • Discrete random variable
  • Continuous random variable
  • Stochastic process and sample path
  • Conditional expectation
  • Martingale versus Markov processes
  • Scaled random walks
  • Brownian motion
  • Stochastic integral
  • Itô's formula
  • Stochastic differential equation
  • Applications to equity-linked insurance
  • Stochastic equity returns
  • Guaranteed withdrawal benefits
  • Laplace transform of ruin time
  • Present value of total fees up to ruin
  • Stochastic interest rates
  • Vasicek model
  • Cox-Ingersoll-Ross (CIR) model
  • Exercises
  • Monte Carlo Simulations of Investment Guarantees
  • Simulating continuous random variables
  • Inverse transformation method
  • Rejection method
  • Simulating discrete random variables
  • Simulating continuous-time stochastic processes
  • Exact joint distribution
  • Brownian motion
  • Geometric Brownian motion
  • Vasicek process
  • Euler discretization
  • Euler method
  • Milstein method
  • Economic scenario generator
  • Exercises
  • Pricing and Valuation
  • No-arbitrage pricing
  • Discrete time pricing: binomial tree
  • Pricing by replicating portfolio
  • Representation by conditional expectation
  • Dynamics of self-financing portfolio
  • Continuous time pricing: Black-Scholes model
  • Pricing by replicating portfolio
  • Representation by conditional expectation
  • Risk-neutral pricing
  • Path-independent derivatives
  • Path-dependent derivatives
  • No arbitrage costs of investment guarantees
  • Guaranteed minimum maturity benefit
  • Guaranteed minimum accumulation benefit
  • Guaranteed minimum death benefit
  • Guaranteed minimum withdrawal benefit
  • Policyholder's perspective
  • Insurer's perspective
  • Equivalence of pricing
  • Guaranteed lifetime withdrawal benefit
  • Policyholder's perspective
  • Insurer's perspective
  • Actuarial pricing
  • Mechanics of profit testing
  • Actuarial pricing vs no-arbitrage pricing
  • Exercises
  • Risk Management
  • Reserving and Capital Requirement
  • Reserve and capital
  • Risk measures
  • Value-at-Risk
  • Conditional tail expectation
  • Coherent risk measure
  • Tail-value-at-risk
  • Distortion risk measure
  • Comonotonicity
  • Statistical inference of risk measures
  • Risk aggregation
  • Variance-covariance approach
  • Model uncertainty approach
  • Scenario aggregation approach
  • Liability run-o_ approach
  • Finite horizon mark-to-market approach
  • Risk diversification
  • Convex ordering
  • Thickness of tail
  • Conditional expectation
  • Individual model vs aggregate model
  • Law of large numbers for equity-linked insurance
  • Identical and fixed initial payments
  • Identically distributed initial payments
  • Risk engineering of variable annuity guaranteed benefits
  • Capital allocation
  • Pro-rata principle
  • Euler principle
  • Stochastic reserving by example
  • Exercises
  • Risk Management
  • Dynamic Hedging
  • Discrete time hedging: binomial tree
  • Replicating portfolio
  • Hedging portfolio
  • Continuous time hedging: Black-Scholes model
  • Greek letters hedging
  • Advanced Computational Methods
  • Differential equation methods
  • Reduction of dimension
  • Laplace transform method
  • General methodology
  • Application
  • Finite difference method
  • General methodology
  • Application
  • Application to guaranteed minimum withdrawal benefit
  • Value-at-risk of individual net liability
  • Conditional tail expectation of individual net
  • liability
  • Numerical example
  • Comonotonic approximation
  • Tail value-at-risk of conditional expectation
  • Comonotonic bounds for sums of random variables
  • Guaranteed minimum maturity benefit
  • Application to guaranteed minimum benefit
  • Guaranteed minimum death benefit
  • Nested stochastic modeling
  • Preprocessed inner loops
  • Least-squares Monte Carlo
  • Application to guaranteed lifetime withdrawal benefit
  • Overview of nested structure
  • Outer loop: surplus calculation
  • Inner loop: risk-neutral valuation
  • Computational techniques
  • Exercises.