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Analysis of Participating Life Insurance Contracts: A Unification Approach (2007)

Abstract
Fair pricing of embedded options in life insurance contracts is usually conducted by using the appropriate concept of risk-neutral valuation. This concept assumes a perfect hedging strategy, which insurance companies can hardly pursue in practice. In this paper, we extend the risk-neutral valuation concept with a risk measurement approach. We accomplish this by first calibrating contract parameters that lead to the same market value using risk-neutral valuation. We then measure the resulting risk assuming that insurers do not follow perfect hedging strategies. As the relevant risk measure, we use lower partial moments, comparing shortfall probability, expected shortfall, and shortfall variance. We show that even when contracts have the same market value, the insurance company’s risk can vary widely, a finding that allows us to identify key risk drivers for participating life insurance contracts.

Publication details
Download http://www.alexandria.unisg.ch/Publikationen/29846
Publisher Blackwell
Repository University of St.Gallen - Alexandria Repository (Switzerland)
Keywords Participating Life Insurance, Fair Valuation, Lower Partial Moments
Type Text
Language English