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Record W4411279664 · doi:10.1080/01966324.2025.2509009

A Direct Approach in the Pricing Analysis and Risk Role Matching of a Guaranteed Annuity Option Under Correlated Risks

2025· article· en· W4411279664 on OpenAlexafffund
Jude Martin Grozen, Rogemar Mamon

Bibliographic record

VenueAmerican Journal of Mathematical and Management Sciences · 2025
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicStochastic processes and financial applications
Canadian institutionsWestern University
FundersNatural Sciences and Engineering Research Council of Canada
KeywordsAnnuityActuarial scienceValuation of optionsMatching (statistics)EconometricsEconomicsRisk analysis (engineering)Life annuityMathematicsBusinessStatisticsFinance

Abstract

fetched live from OpenAlex

A guaranteed annuity option (GAO) converts an insured’s fund value into a life annuity subject to a guaranteed minimum rate at the policy’s maturity. This type of insurance product is contingent on policyholder’s survival, and it is therefore sensitive to both investment and longevity risks. An adequate quantification of the impact of the underlying variables, including their correlation, in the pricing methodology is necessary to ensure the issuer’s solvency. A pricing framework for GAO that addresses the stochasticity and correlation of these two risks is considered. In comparison to previous approaches of GAO valuation, this proposed method directly evaluates the conditional expectation without resorting to any probability measure changes. We provide an accessible parameter estimation and examination of GAO’s sensitivity to the parameters of the combined models. The accuracy of our estimated parameters is verified and an empirical demonstration making use of actual mortality and financial data are included.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.004
metaresearch head score (Gemma)0.013
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Simulation or modeling · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.004
Threshold uncertainty score0.021

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0040.013
Meta-epidemiology (narrow)0.0010.001
Meta-epidemiology (broad)0.0010.002
Bibliometrics0.0010.001
Science and technology studies0.0010.002
Scholarly communication0.0020.003
Open science0.0020.002
Research integrity0.0020.004
Insufficient payload (model declined to judge)0.0040.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.020
GPT teacher head0.261
Teacher spread0.241 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designSimulation or modeling
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations1
Published2025
Admission routes2
Has abstractyes

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