Abstract

Journal of Actuarial Practice

Volume 8, Numbers 1 and 2, 2000


Risk Sources in a Life Annuity Portfolio: Decomposition and Measurement Tools

Mariarosaria Coppola, Emilia Di Lorenzo and Marilena Sibillo

Abstract

The paper considers a model for a homogeneous portfolio of whole life annuities immediate. The aim is to study two risk factors: the investment risk and the insurance risk. A stochastic model of the rate of return is used to study these risk factors. Measures of the insurance risk and the investment risk for the entire portfolio are suggested. The problem of the longevity risk is presented, and its consequences with different projections of the mortality tables are analyzed. The model is applied to some concrete cases, and several illustrations show the importance of the two components of the riskiness in terms of the number of policies in the portfolio. Understanding these risks will allow insurance companies to control, to some extent, the overall risk of their annuity portfolios.

Key words and phrases: Ornstein-Uhlenbeck process, investment risk, insurance risk, longevity risk, moments of insurance functions.

Mariarosaria Coppola

Dipartimento di Matematica e Statistica,

Facolta' di Economia,

Universita' degli Studi di Napoli ``Federico II'',

via Cintia,

Complesso Monte S.Angelo 80126 Napoli

ITALY

 

Emilia Di Lorenzo

Dipartimento di Matematica e Statistica,

Facolta' di Economia,

Universita' degli Studi di Napoli ``Federico II'',

via Cintia,

Complesso Monte S.Angelo 80126 Napoli

ITALY

 

Marilena Sibillo

Istituto Economico e Aziendale,

Facolta' di Economia,

Universita' degli Studi di Sassari,

Via Rolando 1 07100 Sassari,

ITALY


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