MA 423 Short-Term Actuarial Models
Spring, 2004           T, Th 2:35pm-3:50pm               HA 274

1. Instructor:              Dr. Tao Pang                           Office:             Harrelson Hall 226
    Telephone:             513-2110                                    Email:              tpang@math.ncsu.edu
   Office hours:           T, Th 1:30pm-2:30pm or by appointment.

2. Prerequisites:
Knowledge of long-term models as developed in MA 422—Long-Term Actuarial Models is not assumed, but the student should be familiar with basic probability concepts and distributions.

3. Textbook:
Actuarial Mathematics by Bowers, Gerber, Hickman, Jones and Nesbitt, 2nd Ed. /1997, required.
There are also some optional textbooks. Please see reading schedule.

4. Course Objectives:
This course introduces students to risk management systems by developing some short-term probability models for potential losses. Short-term probability models are appropriate for most traditional property, liability, health and group insurance systems.  With the proliferation of new instruments and new strategies for risk management, insurance systems have found applicability in many areas that have never been considered insurance in the past, such as conventional business decisions where unfavorable outcomes could threaten the viability of the enterprise.

5. Outline of Course:
        Characterizing Frequency Distributions and Loss Distributions (8 classes): Characterizing distributions in terms of their parameters and moments; techniques for creating new families of distributions; applications for which these distributions are used and the reasons why they are used.
        Individual Risk Models (5 classes):   Probability distribution of an aggregate loss modeled as the sum of the losses from a fixed number of components of a portfolio of risks; tabulating a distribution by exact and approximate methods; applications.
        Collective Risk Models (5 classes):  Probability distribution of an aggregate loss modeled as the sum of a random number of individual losses; compound distributions and their properties; tabulating a distribution by exact and approximate methods; applications.
        Stochastic Surplus Processes (5 classes): Discrete-time and continuous-time Poisson surplus processes; analyzing the probability of ruin; characteristics of the distribution of the amount of surplus.
        Applications of Risk Models (4 classes):  A collective model for disability insurance; approximating the individual risk model by a compound Poisson model; an analysis of reinsurance using ruin theory

6. Reading Schedule:
There are no reading assignments during the study of the characteristics of frequency distributions and loss distributions. The basis of this material can be found in textbooks such as Probability for Risk Management by Hassett and Stewart and Loss Models by Klugman, Panjer and Willmot.   Students are  referred to these and other textbooks such as Econometric Models and Economic Forecasts (4th Ed.) by Robert Pindyck and Daniel Rubinfeld for additional insights and exercises.

The development of the individual and collective risk theory follows the approach taken in the Actuarial Mathematics textbook.  The topics that we cover correlate to the chapters in Actuarial Mathematics as follows:

         Individual Risk Models:                                      Chapter 2
         Collective Risk Models:                                      Chapter 12
         Stochastic Surplus Processes:                              Chapter 13
         Applications of Risk Theory:                               Chapter 14

Students use the textbook for solving homework problems and developing a deeper understanding of the material presented in class, but there is no formal reading schedule.

7. Grade Policy

8. Attendance Policy
The attendance policy is consistent with the Academic Regulations which can be found at www2.ncsu.edu/unity/project/www/ncsu/provost/info/academic_regulations/attend/reg.htm

9. Academic Integrity
Plagiarism and cheating are attacks on the very foundation of academic life, and cannot be tolerated within universities. Section eight (8) of the Code defines academic dishonesty and provides information on potential sanctions for violators of academic integrity. The NCSU Academic Integrity statement can be found at http://www.ncsu.edu/provost/academic_policies/integrity/reg.htm

10. Disability Services for Students
Students with a disability must contact the NCSU Disability Services.
Additional information: http://www.ncsu.edu/equal_op/dss/.

Assignments

Syllabus

Class Calendar