Variable annuity pricing, valuation, and risk management: a survey

R Feng, G Gan, N Zhang - Scandinavian Actuarial Journal, 2022 - Taylor & Francis
Variable annuity is arguably the most complex individual retirement planning product in the
financial market. Its intricacy stems from a variety of product features including investment …

Pricing and hedging of guaranteed minimum benefits under regime-switching and stochastic mortality

K Ignatieva, A Song, J Ziveyi - Insurance: Mathematics and Economics, 2016 - Elsevier
This paper presents a novel framework for pricing and hedging of the Guaranteed Minimum
Benefits (GMBs) embedded in variable annuity (VA) contracts whose underlying mutual fund …

Valuation of guaranteed minimum maturity benefits under generalised regime-switching models using the Fourier Cosine method

B Kang, Y Shen, D Zhu, J Ziveyi - Insurance: Mathematics and Economics, 2022 - Elsevier
This paper presents a flexible valuation approach for variable annuity (VA) contracts
embedded with guaranteed minimum maturity benefit (GMMB) riders written on an …

Pricing equity-linked life insurance contracts with multiple risk factors by neural networks

K Barigou, Ł Delong - Journal of Computational and Applied Mathematics, 2022 - Elsevier
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 …

Using neural networks to price and hedge variable annuity guarantees

D Doyle, C Groendyke - Risks, 2018 - mdpi.com
This paper explores the use of neural networks to reduce the computational cost of pricing
and hedging variable annuity guarantees. Pricing these guarantees can take a considerable …

The valuation of a guaranteed minimum maturity benefit under a regime-switching framework

R Mamon, H **_Algorithm_for_Valuing_Guaranteed_Minimum_Withdrawal_Benefits_in_Variable_Annuities_Under_Regime-Switching_and_Stochastic_Mortality/links/57ad78b608ae3765c3bb3901/Fourier-Space-Time-Step**-Algorithm-for-Valuing-Guaranteed-Minimum-Withdrawal-Benefits-in-Variable-Annuities-Under-Regime-Switching-and-Stochastic-Mortality.pdf" data-clk="hl=en&sa=T&oi=gga&ct=gga&cd=6&d=10819556391954842171&ei=Z9qlZ9uyOpuoieoPsrvw8QE" data-clk-atid="O4LGyTbJJpYJ" target="_blank">[PDF] researchgate.net

Fourier space time-step** algorithm for valuing guaranteed minimum withdrawal benefits in variable annuities under regime-switching and stochastic mortality

K Ignatieva, A Song, J Ziveyi - ASTIN Bulletin: The Journal of the IAA, 2018 - cambridge.org
This paper introduces the Fourier Space Time-Step** algorithm to the valuation of
variable annuity (VA) contracts embedded with guaranteed minimum withdrawal benefit …

Weighted utility optimization of the participating endowment contract

L He, Z Liang, Y Liu, M Ma - Scandinavian Actuarial Journal, 2020 - Taylor & Francis
In a participating endowment contract, the special loss compensation and profit sharing
mechanism leads to heterogeneous benchmarks to distinguish the gain and loss for the …

Actuarial-consistency and two-step actuarial valuations: a new paradigm to insurance valuation

K Barigou, D Linders, F Yang - Scandinavian Actuarial Journal, 2023 - Taylor & Francis
This paper introduces new valuation schemes called actuarial-consistent valuations for
insurance liabilities which depend on both financial and actuarial risks, which imposes that …

Risk management of guaranteed minimum benefits under a regime-switching jump-diffusion model

W Hu, T Pang - Numerical Algebra, Control and Optimization, 2025 - aimsciences.org
In this paper, we consider some pricing methods and hedging strategies of Guaranteed
Minimum Benefits (GMBs) in actuarial science and we extend the existing framework by …