Chapter 12 A Framework for Assessing Risk Margins - K. Marshall et al.

Importance of qualitative analysis

Independent Risk

  • Parameter and process variance model with stochastic model

Internal Systemic Risk

\(\star\) Three components of internal systemic risk 12.4

CoV calculation:

Extnernal Systemic Risk

\(\star\) 7 Different risk categories

  • Certain lines are impacted more than other by a given risk

CoV: Use benchmark similar to internal but select CoV directly

Correlation

  • The 3 main risk sources are independent of each other and therefore can be sum with square root rule (12.2)

    • Pros and cons quantitative method for correlation
  • Independent (12.3):

    Assume independence across lines, weight by liabilities

  • Internal (12.4):

    Base on correlation matrix \(\Sigma\), again weighted by liabilities

  • External (12.5) & (12.6):

    Correlation between each valuation group and risk categories \(\Rightarrow\) then roll up to the risk categories and assume they are independent of each other

Risk Margin: (12.7)

\(\star\) Addition analysis

  • Sensitivity, scenario testing

  • \(\star\) Internal benchmarking, important to know the relationships and consistency, been heavily tested in the past

  • External benchmarking

  • Hindsight and mechanical hindsight

Regularity of review