Insurance

Misc

Risk

  • When analyzing data, beware of survivorship bias
    • Example: Real Estate Investment
      • An analyst is studying housing prices over time in a certain region. They use a current map and so only consider neighborhoods that have survived without major incidents (like natural disasters, economic decline, etc.). They will probably underestimate the risk and overestimate the return of real estate investment in that region.
  • Limiting exposure
    • From http://ronaldrichman.co.za/2021/02/24/x-is-not-fx-insurance-edition/
    • Severity
      • Capping the payout of a policy
        • e.g. only paying a maximum amount if tragedy strikes
    • Frequency
      • Setting a threshold to which the policy only pays out after the threshold has been passed
        • Keeps the insurance company from being needled to death by administrative costs of frequent policy payouts
        • e.g. minor doctor appointments
    • Reinsurance
      • Policies that produce an option-like exposure, where one can pass risk above a fixed level of losses to the counterparty for a fixed premium (excess of loss). Other options are to share risks in more or less equal proportions.
        • Allows insurers take on risky (and potentially more profitable) policies by taking on an insurance policy themselves for the excess risk
          • airplanes, volatile manufacturing, etc.
  • Analysis
    • Fit one distribution to the smaller and more frequent attritional losses, and another disruption to the extreme losses, with the latter distribution often motivated by extreme value theory
      • This approach ignores the fact the each loss has an upper bound determined by the limits on the policy generating the loss. Also, since these extreme losses follow a very heavy tailed distribution, naïve estimators of the statistical properties of these losses are likely to be biased
    • Shadow Moments
      • Transform the data to a new domain that is unbounded, parameterizing EVT distributions in this domain, and then translating the implications of these models back to the original bounded domain
      • Cirillo, P., & Taleb, N. N. (2016). On the statistical properties and tail risk of violent conflicts. Physica A: Statistical Mechanics and Its Applications, 452, 29–45. https://doi.org/10.1016/j.physa.2016.01.050
      • Cirillo, P., & Taleb, N. N. (2020, June 1). Tail risk of contagious diseases. Nature Physics, Vol. 16, pp. 606–613. https://doi.org/10.1038/s41567-020-0921-x

Market Basket Analysis

  • Support: What percent of patients have disease 1 and disease 2?
  • Confidence: Of the people w/disease1, what percent also have disease 2?
  • Lift: How much more likely are you to have disease 2 if you already had disease 1 (and vice versa)