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The Relevance of Portfolio Management Action for Solvency Measurement

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Author Info
Alexander König () (Swiss Re, Mythenquai 50/60, Zurich 8022, Switzerland.)
Axel Brohm () (Industrial Risk Insurer – Swiss Reinsurance Company, Mythenquai 50/60, Zurich 8022, Switzerland.)
Abstract

Solvency II aims at capturing the true risk landscape of an insurer with immediate consequences for the regulatory capital required. One key element of every risk management approach is the so-called reversibility option available to the insurer's management that involves the change of a decision taken in the past in order to adapt to a modified risk landscape. This paper analyses the effects of simple strategies formulated by the insurer's management in an ex ante setting and carried out during the solvency assessment period on the Value at Risk (VaR) of a two-stock portfolio. We show that the effect of even simple strategies is non-negligible for the portfolio's VaR and hence for the required capital when using an internal model under Solvency II. The issue discussed affects both Pillars I and II of Solvency II and will therefore be one focal point of discussion between insurers and regulators when reviewing internal models. The Geneva Papers (2008) 33, 440–463. doi:10.1057/gpp.2008.18

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Article provided by Palgrave Macmillan Journals in its journal The Geneva Papers on Risk and Insurance Issues and Practice.

Volume (Year): 33 (2008)
Issue (Month): 3 (July)
Pages: 440-463
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Handle: RePEc:pal:gpprii:v:33:y:2008:i:3:p:440-463

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This page was last updated on 2008-10-2.


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