Pricing Equity-Indexed Annuities under Stochastic Interest Rates Using Copulas

We develop a consistent evaluation approach for equity-linked insurance products under stochastic interest rates. This pricing approach requires that the premium information of standard insurance products is given exogenously. In order to evaluate equity-linked products, we derive three martingale p...

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Main Author: Patrice Gaillardetz
Format: Article
Language:English
Published: Wiley 2010-01-01
Series:Journal of Probability and Statistics
Online Access:http://dx.doi.org/10.1155/2010/726389
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author Patrice Gaillardetz
author_facet Patrice Gaillardetz
author_sort Patrice Gaillardetz
collection DOAJ
description We develop a consistent evaluation approach for equity-linked insurance products under stochastic interest rates. This pricing approach requires that the premium information of standard insurance products is given exogenously. In order to evaluate equity-linked products, we derive three martingale probability measures that reproduce the information from standard insurance products, interest rates, and equity index. These risk adjusted martingale probability measures are determined using copula theory and evolve with the stochastic interest rate process. A detailed numerical analysis is performed for existing equity-indexed annuities in the North American market.
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spelling doaj-art-e802186c502b46f59762ca5eb6fb8f192025-08-20T02:21:39ZengWileyJournal of Probability and Statistics1687-952X1687-95382010-01-01201010.1155/2010/726389726389Pricing Equity-Indexed Annuities under Stochastic Interest Rates Using CopulasPatrice Gaillardetz0Department of Mathematics and Statistics, Concordia University, Montreal, QC, H3G 1M8, CanadaWe develop a consistent evaluation approach for equity-linked insurance products under stochastic interest rates. This pricing approach requires that the premium information of standard insurance products is given exogenously. In order to evaluate equity-linked products, we derive three martingale probability measures that reproduce the information from standard insurance products, interest rates, and equity index. These risk adjusted martingale probability measures are determined using copula theory and evolve with the stochastic interest rate process. A detailed numerical analysis is performed for existing equity-indexed annuities in the North American market.http://dx.doi.org/10.1155/2010/726389
spellingShingle Patrice Gaillardetz
Pricing Equity-Indexed Annuities under Stochastic Interest Rates Using Copulas
Journal of Probability and Statistics
title Pricing Equity-Indexed Annuities under Stochastic Interest Rates Using Copulas
title_full Pricing Equity-Indexed Annuities under Stochastic Interest Rates Using Copulas
title_fullStr Pricing Equity-Indexed Annuities under Stochastic Interest Rates Using Copulas
title_full_unstemmed Pricing Equity-Indexed Annuities under Stochastic Interest Rates Using Copulas
title_short Pricing Equity-Indexed Annuities under Stochastic Interest Rates Using Copulas
title_sort pricing equity indexed annuities under stochastic interest rates using copulas
url http://dx.doi.org/10.1155/2010/726389
work_keys_str_mv AT patricegaillardetz pricingequityindexedannuitiesunderstochasticinterestratesusingcopulas