首页>
外国专利>
Market-Based Adjustment of Premium Amounts for the Generation of an Annuity Based on a Pension Plan
Market-Based Adjustment of Premium Amounts for the Generation of an Annuity Based on a Pension Plan
展开▼
机译:基于养老金计划的基于市场的年金保费金额调整
展开▼
页面导航
摘要
著录项
相似文献
摘要
According to one embodiment, a system includes one or more processors operable to receive data indicative of a plurality of participants in a pension plan, determine a premium amount associated with a generation of an annuity based on the pension plan, and receive data indicative of one or more reference portfolios. The one or more processors are further operable to, for each of the one or more reference portfolios, calculate an expected market value of the reference portfolio, remove one or more assets from the reference portfolio, re-weight one or more of the remaining assets in the reference portfolio, calculate an actual market value of the reference portfolio, and calculate an adjustment value of the reference portfolio. The one or more processors are further operable to adjust the premium amount and communicate the adjusted premium amount for display.
展开▼