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Emeritus Professor Michael Sherris

Emeritus Professor Michael Sherris

Emeritus Professor
Business School
School of Risk and Actuarial Studies

Michael Sherris is Emeritus Professor in the School of Risk and Actuarial Studies. Hewas Head of Actuarial Studies at UNSW until 2010 having beenappointed to UNSW in 1998 to establish the Actuarial Studies program. Before joining UNSW, he was an Associate Professor in Actuarial Studies at Macquarie University. He is a Fellow of the Institute of Actuaries of Australia, the Institute of Actuaries (UK) and the Society of Actuaries (North America). After retirement he continues his involvement in research, research student supervision and mentoring of early career researchers particularlythrough the ARC Centre of Excellence in Population Ageing Research where he is a Chief Investigator and Director of Industry Engagement.

Prior to becoming an academic he worked in the banking and finance industry for a number of major banks and a life insurance company. He has been an active member of the Australian actuarial profession having served on the Council of the Institute of Actuaries of Australia. He has previously been actively involved in course development for the Finance and Investment Management courses of the Institute, and served as a Chief Examiner for the Finance course and an examiner for the Investment and General Insurance courses. He served as an Associate Editor of the North American Actuarial Journal from 1997-2004 and is an Associate Editor of the Asia Pacific Journal of Risk and Insurance, Associate Editor of the Annals of Actuarial Science and is aCo-Editor of the North American Actuarial Journal since 2017. He is a co-editor of the Springer Actuarial Series.He was President (2008-2009) of the Asia Pacific Risk and Insurance Association and a Board and Executive Member of the Enterprise Risk Management Institute International (ERMII). He wasChair of the AFIR-ERM Section of the International Actuarial Association and serves on the International Actiuarial Association's Mortality Working Group since 2017.

He has beenlead and chief investigator on research grants with funding in excess of $40 million from ARC Linkage, Industry, Universities and Government. He was an investigator in the ARC Financial Integrity Research Network with funding of $1.75 million over 5 years. Michael has won a number of awards for his research including the International Actuarial Association Bob Alting von Gesau AFIR Prize, Casualty Actuarial Society (CAS) annual prize for the most valuable contribution to casualty actuarial science published in American Risk and Insurance Association (ARIA) literature, a Geneva Association/IIS Research Program Shin Research Award For Excellence, the Redington Prize of the Society of Actuaries, Best Paper prize for the North American Actuarial Journal and the H M Jackson Memorial Prize of The Institute of Actuaries of Australia. In 2007 he was awarded Australian Actuary of the Year in recognition of his contributions to actuarial research and education both internationally and within Australia.

Professor Sherris has provided consulting advice for a number of banks, life insurance companies and fund managers in the areas of interest rate risk management, derivatives, funds management, project finance, investment modelling and superannuation.

Research interests

  • Longevity, health status and functional disabilityrisk modelling, long term care insurance andlongevity risk management
  • Insurer risk management, pricing, solvencyand capital allocation
  • Quantitative risk modelling and the economics of risk management

Research Grants

  • 2017-2020:ARC Discovery Project DP170102275 - $350,000 Professor Michael Sherris; Dr Jonathan Ziveyi; Professor Annamaria Olivieri. Retirement income product innovation.
  • 2017 - 2023: ARC Centre of Excellence in Population Ageing - $27,250,000; Partner Universities and Organisations: over $40 million cash and in-kind Prof M Sherris one of 12 Chief Investigators.
  • 2015 - 2017:ARC Linkage Project LP150100347 - $130,000John Piggott, Michael Sherris, and Xianguo Yao on “Long-term care financing and policy: Insights from a pilot program in China” in collaboration with the Institute for Population and Development Studies:
  • 2014 - 2017: ARC Linkage Project LP140100104 - $493,000 Sherris, Prof Michael; Bateman, Prof Hazel J; Piggott, Prof John R; Stevens, Dr Ralph; Nijman, Prof Theodoor E; Bovenberg, Prof Arij L; Deane, Mr Jonathan A; Twaddle, Mr James E; Ponds, Prof Dr Eduard. Mandatory pre-funded retirement income schemes: Best policy and practice
  • 2014 - 2015:Centre of Excellence for International Finance and Regulation, SUP003, $80,000 Prof M Sherris, Dr Jonathan Reeves, Associate Prof Nicolas Papageorgiou, Developing Risk Management Methods for Superannuation Investments.
  • 2011- 2012: ARC Linkage Project LP110100540 - $137,470: Developing sustainable retirement policy in a Chinese province: the case of Zhejiang, with Professor John R Piggott, Professor Michael Sherris, Associate Professor Hazel J Bateman, Professor Xian-guo Yao: Partner/Collaborating Organisation(s): Institute for Public Policy, Zhejiang Province
  • 2011- 2018: ARC Centre of Excellence in Population Ageing - $12.7 million (universities $6.6 million, industry partners $1.4 million) Professor JR Piggott,University of New South Wales CD, CI’s, Professor KJ Anstey,Australian National University, Professor RG Cumming,University of Sydney, Professor MP Keane, University of Technology Sydney, Professor HL Kendig,University of Sydney, Professor PF McDonald,Australian National University, Professor M Sherris, University of New South Wales and Professor AD Woodland,University of New South Wales, ARC Centre of Excellence in Population Ageing
  • 2009 - 2013: ARC Linkage Project - LP0883398: Chief Investigator - Managing Risk with Insurance and Superannuation as Individuals Age, with JR Piggott, JR Evans, C Kim, EA Valdez, OS Mitchell and ES Hernaes, $1.3m, (industry partners $400,000)
  • 2007: Taylor - Fry Consulting; Industry research grant 'Stochastic Economic Scenario Generator', $17,000
  • 2006 - 2008: ARC Discovery Grant DP0663090: Chief Investigator for 'Innovations in Enterprise Risk Management: Risk Aggregation, Dependence and Efficiency' with John van der Hoek, $260,000
  • 2005 - 2007: ARC Discovery Grant DP0556775: Joint Investigator for 'Risk Management for Bonds, Currencies and Commodities' with G Kingston, HJ Bateman, LA Fisher, KW Clements, and SJ Thorp, $240,000
  • 2004 - 2009: Investigator in the Australian Research Council Financial Integrity Research Network (FIRN), $1.75 million over 5 years

Phone
+61 2 9065 8259
Location
Room 644, UNSW Business School
  • Books | 2023
    Sherris M, 2023, MONEY AND CAPITAL MARKETS: Pricing, Yields and Analysis, Second Edition,
    Books | 2009
    Sherris M, 2009, Principles of Actuarial Science, McGraw Hill, North Ryde, Australia
  • Book Chapters | 2016
    Sherris M, 2016, 'Asset Liability Management for Life Insurers', in , Wiley, pp. 1 - 6,
    Book Chapters | 2008
    Sherris M, 2008, 'Asset-Liability Management for Life Insurers', in , pp. 60 - 63
    Book Chapters | 2008
    Sherris M, 2008, 'Asset–Liability Management for Life Insurers', in , Wiley,
    Book Chapters | 2007
    Piggott JR; Sherris M; Mitchell O; Yow S, 2007, 'Demographic Shift and Financial Risk', in Konig R; Remsperger H (ed.), Third Conference of the Monetary Stability Foundation, Stiftung Geld and Wahrung, pp. 99 - 109
    Book Chapters | 2006
    Mitchell O; Piggott JR; Sherris M; Yow S, 2006, 'Financial Innovation for an Ageing World', in Kent C; Park A; Rees D (ed.), Demography and Financial Markets, Pegasus Print Group, Sydney
    Book Chapters | 2005
    McNeil S; Herabat P, 2005, 'Asset management', in The Handbook of Highway Engineering, pp. 17-1-17-42
    Book Chapters | 2004
    Sherris M, 2004, 'Asset Management', in Sundt JLTB (ed.), Encyclopedia of Actuarial Science - Volume 1, John Wiley & Sons, England, pp. 94 - 99
    Book Chapters | 1998
    Sherris M, 1998, 'Investment Return Models', in Financial Economics with Applications to Investments, Insurance and Pensions, Actuarial Fondation, Schaumburg, Illinois, USA, pp. 433 - 468
    Book Chapters | 1998
    Sherris M, 1998, 'Options and Other Derivatives', in Financial Economics with Applications to Investments, Insurance and Pensions, Actuarial Foundation, Schaumburg, Illinois, USA, pp. 231 - 306
  • Journal articles | 2024
    Nguyen H; Sherris M; Villegas AM; Ziveyi J, 2024, 'Scenario selection with LASSO regression for the valuation of variable annuity portfolios', Insurance: Mathematics and Economics, 116, pp. 27 - 43,
    Journal articles | 2024
    Ungolo F; Garces LPDM; Sherris M; Zhou Y, 2024, 'AffineMortality: An R package for estimation, analysis, and projection of affine mortality models', Annals of Actuarial Science,
    Journal articles | 2024
    Ungolo F; Garces LPDM; Sherris M; Zhou Y, 2024, 'Estimation, Comparison, and Projection of Multifactor Age–Cohort Affine Mortality Models', North American Actuarial Journal, 28, pp. 570 - 592,
    Journal articles | 2023
    Doan B; Reeves JJ; Sherris M, 2023, 'Portfolio management for insurers and pension funds and COVID-19: targeting volatility for equity, balanced, and target-date funds with leverage constraints', Annals of Actuarial Science,
    Journal articles | 2023
    Park K; Sherris M, 2023, 'Actuarial modelling of Australian population retirement risks: an Australian functional disability and health state model', Decisions in Economics and Finance,
    Journal articles | 2023
    Shen Y; Sherris M; Wang Y; Ziveyi J, 2023, 'The Valuation and Assessment of Retirement Income Products: a Unified Markov Chain Monte Carlo Framework', SSRN Electronic Journal,
    Journal articles | 2023
    Xu M; Alonso-García J; Sherris M; Shao AW, 2023, 'Insuring longevity risk and long-term care: Bequest, housing and liquidity', Insurance: Mathematics and Economics, 111, pp. 121 - 141,
    Journal articles | 2022
    Fu Y; Sherris M; Xu M, 2022, 'Functional disability with systematic trends and uncertainty: A comparison between China and the US', Annals of Actuarial Science, 16, pp. 289 - 318,
    Journal articles | 2022
    Huang Z; Sherris M; Villegas AM; Ziveyi J, 2022, 'Modelling USA Age-Cohort Mortality: A Comparison of Multi-Factor Affine Mortality Models †', Risks, 10,
    Journal articles | 2022
    Kessy SR; Sherris M; Villegas AM; Ziveyi J, 2022, 'Mortality forecasting using stacked regression ensembles', Scandinavian Actuarial Journal, 2022, pp. 591 - 626,
    Journal articles | 2022
    Li S; Hardy HL; Sherris M; Villegas AM, 2022, 'A Managed Volatility Investment Strategy for Pooled Annuity Products', Risks, 10,
    Journal articles | 2022
    Sridaran D; Sherris M; Villegas AM; Ziveyi J, 2022, 'A GROUP REGULARISATION APPROACH FOR CONSTRUCTING GENERALISED AGE-PERIOD-COHORT MORTALITY PROJECTION MODELS', ASTIN Bulletin, 52, pp. 247 - 289,
    Journal articles | 2021
    Sherris M; Wei P, 2021, 'A Multi-state Model of Functional Disability and Health Status in the Presence of Systematic Trend and Uncertainty', North American Actuarial Journal, 25, pp. 17 - 39,
    Journal articles | 2021
    Sherris M, 2021, 'On Sustainable Aged Care Financing in Australia', Australian Economic Review, 54, pp. 275 - 284,
    Journal articles | 2021
    Zhou Y; Sherris M; Ziveyi J; Xu M, 2021, 'An innovative design of flexible, bequest-enhanced life annuity with natural hedging', Scandinavian Actuarial Journal, 2022, pp. 488 - 509,
    Journal articles | 2020
    Njenga CN; Sherris M, 2020, 'Modeling mortality with a Bayesian vector autoregression', Insurance: Mathematics and Economics, 94, pp. 40 - 57,
    Journal articles | 2020
    Sherris M; Xu Y; Ziveyi J, 2020, 'Cohort and value-based multi-country longevity risk management', Scandinavian Actuarial Journal, 2020, pp. 650 - 676,
    Journal articles | 2020
    Xu M; Sherris M; Shao AW, 2020, 'Portfolio insurance strategies for a target annuitization fund', ASTIN Bulletin, 50, pp. 873 - 912,
    Journal articles | 2020
    Xu Y; Sherris M; Ziveyi J, 2020, 'Continuous-time multi-cohort mortality modelling with affine processes', Scandinavian Actuarial Journal, 2020, pp. 526 - 552,
    Journal articles | 2020
    Xu Y; Sherris M; Ziveyi J, 2020, 'Market Price of Longevity Risk for a Multi-Cohort Mortality Model With Application to Longevity Bond Option Pricing', Journal of Risk and Insurance, 87, pp. 571 - 595,
    Journal articles | 2019
    Alai DH; Ignatieva K; Sherris M, 2019, 'The investigation of a forward-rate mortality framework', Risks, 7, pp. 61,
    Journal articles | 2019
    Alonso-García J; Sherris M, 2019, 'One size fits all? Drawdown structures in Australia and The Netherlands', Journal of the Economics of Ageing, 13, pp. 14 - 27,
    Journal articles | 2019
    Fung MC; Ignatieva K; Sherris M, 2019, 'Managing systematic mortality risk in life annuities: An application of longevity derivatives', Risks, 7, pp. 2,
    Journal articles | 2019
    Shao AW; Chen H; Sherris M, 2019, 'To borrow or insure? Long term care costs and the impact of housing', Insurance: Mathematics and Economics, 85, pp. 15 - 34,
    Journal articles | 2019
    Xu M; Sherris M; Meyricke R, 2019, 'Systematic Mortality Improvement Trends and Mortality Heterogeneity: Insights from Individual-Level HRS Data', North American Actuarial Journal, 23, pp. 197 - 219,
    Journal articles | 2018
    Chang Y; Sherris M, 2018, 'Longevity risk management and the development of a value-based longevity index', Risks, 6, pp. 10,
    Journal articles | 2018
    Doan B; Papageorgiou N; Reeves JJ; Sherris M, 2018, 'Portfolio management with targeted constant market volatility', Insurance: Mathematics and Economics, 83, pp. 134 - 147,
    Journal articles | 2018
    Shao AW; Hanewald K; Sherris M, 2018, 'House Price Models for Banking and Insurance Applications: The Impact of Property Characteristics', Asia-Pacific Journal of Risk and Insurance, 12, pp. 20170003,
    Journal articles | 2018
    Shen Y; Sherris M, 2018, 'Lifetime asset allocation with idiosyncratic and systematic mortality risks', Scandinavian Actuarial Journal, 2018, pp. 294 - 327,
    Journal articles | 2017
    Blackburn C; Hanewald K; Olivieri A; Sherris M, 2017, 'Longevity Risk Management and Shareholder Value for a Life Annuity Business', ASTIN Bulletin - The Journal of the International Actuarial Association, 47, pp. 43 - 77,
    Journal articles | 2017
    Fong JH; Sherris M; Yap J, 2017, 'Forecasting disability: application of a frailty model', Scandinavian Actuarial Journal, 2017, pp. 125 - 147,
    Journal articles | 2017
    Li Z; Shao AW; Sherris M, 2017, 'The impact of systematic trend and uncertainty on mortality and disability in a multistate latent factor model for transition rates', North American Actuarial Journal, 21, pp. 594 - 610,
    Journal articles | 2017
    Liu C; Sherris M, 2017, 'Immunization and hedging of post retirement income annuity products', Risks, 5, pp. 19,
    Journal articles | 2017
    Wong A; Sherris M; Stevens R, 2017, 'Natural Hedging Strategies for Life Insurers: Impact of Product Design and Risk Measure', Journal of Risk and Insurance, 84, pp. 153 - 175,
    Journal articles | 2016
    Alai DH; Landsman Z; Sherris M, 2016, 'Modelling lifetime dependence for older ages using a multivariate Pareto distribution', Insurance: Mathematics and Economics, 70, pp. 272 - 285,
    Journal articles | 2016
    Alai DH; Landsman Z; Sherris M, 2016, 'Multivariate Tweedie lifetimes: The impact of dependence', Scandinavian Actuarial Journal, 2016, pp. 692 - 712,
    Journal articles | 2016
    Hanewald K; Post T; Sherris M, 2016, 'Portfolio Choice in Retirement - What is the Optimal Home Equity Release Product?', Journal of Risk and Insurance, 83, pp. 421 - 446,
    Journal articles | 2016
    Sherris M, 2016, 'Editorial', Geneva Papers on Risk and Insurance: Issues and Practice, 41, pp. 1 - 3,
    Journal articles | 2016
    Ziveyi JONATHAN; Sherris MICHAEL; Shen Y, 2016, 'Valuation of guaranteed minimum maturity benefits in variable annuities with surrender options', Insurance: Mathematics and Economics,
    Journal articles | 2015
    Alai DH; Landsman Z; Sherris M, 2015, 'A multivariate Tweedie lifetime model: Censoring and truncation', Insurance: Mathematics and Economics, 64, pp. 203 - 213,
    Journal articles | 2015
    Arnold (-Gaille) S; Sherris M, 2015, 'Causes-of-Death Mortality: What Do We Know on Their Dependence?', North American Actuarial Journal, 19, pp. 116 - 128,
    Journal articles | 2015
    Arnold-Gaille S; Sherris M, 2015, 'INTERNATIONAL CAUSE-SPECIFIC MORTALITY RATES: NEW INSIGHTS FROM A COINTEGRATION ANALYSIS', ASTIN Bulletin, 46, pp. 9 - 38,
    Journal articles | 2015
    Cho D; Hanewald K; Sherris M, 2015, 'Risk Analysis for Reverse Mortgages with Different Payout Designs', Asia-Pacific Journal of Risk and Insurance, 9, pp. 77 - 105,
    Journal articles | 2015
    Fong JH; Piggott J; Sherris M, 2015, 'Longevity selection and liabilities in public sector pension funds', Journal of Risk and Insurance, 82, pp. 33 - 64,
    Journal articles | 2015
    Fong JH; Shao AW; Sherris M, 2015, 'Multistate Actuarial Models of Functional Disability', North American Actuarial Journal, 19, pp. 41 - 59,
    Journal articles | 2015
    Shao A; Sherris M; Fong JH, 2015, 'Product Pricing and Solvency Capital Requirements for Long-Term Care Insurance', Scandinavian Actuarial Journal, 2017, pp. 175 - 208,
    Journal articles | 2015
    Shao AW; Hanewald K; Sherris M, 2015, 'Reverse mortgage pricing and risk analysis allowing for idiosyncratic house price risk and longevity risk', Insurance: Mathematics and Economics, 63, pp. 76 - 90,
    Journal articles | 2015
    Sherris M, 2015, 'Whither actuarial research?', Annals of Actuarial Science, 9, pp. 1 - 2,
    Journal articles | 2014
    Alai DH; Chen H; Cho D; Hanewald K; Sherris M, 2014, 'Developing Equity Release Markets: Risk Analysis for Reverse Mortgages and Home Reversions', North American Actuarial Journal, 18, pp. 217 - 241,
    Journal articles | 2014
    Alai DH; Gaille SA; Sherris M, 2014, 'Modelling cause-of-death mortality and the impact of cause-elimination', Annals of Actuarial Science, 9, pp. 167 - 186,
    Journal articles | 2014
    Fung MC; Ignatieva K; Sherris M, 2014, 'Systematic mortality risk: An analysis of guaranteed lifetime withdrawal benefits in variable annuities', Insurance: Mathematics and Economics, 58, pp. 103 - 115,
    Journal articles | 2014
    Meyricke R; Sherris M, 2014, 'Longevity risk, cost of capital and hedging for life insurers under Solvency II', Insurance: Mathematics and Economics, 55, pp. 147 - 155,
    Journal articles | 2014
    Nirmalendran M; Sherris M; Hanewald K, 2014, 'Pricing and solvency of value-maximizing life annuity providers', ASTIN Bulletin, 44, pp. 39 - 61,
    Journal articles | 2014
    Veprauskaite E; Sherris M, 2014, 'Reinsurance decisions in life insurance: An empirical test of the risk-return criterion', International Review of Financial Analysis, 35, pp. 128 - 139,
    Journal articles | 2013
    Alai D; Landsman Z; Sherris M, 2013, 'Lifetime Dependence Modelling using the Truncated Multivariate Gamma Distribution', Insurance: Mathematics and Economics
    Journal articles | 2013
    Alai D; Landsman Z; Sherris M, 2013, 'Lifetime dependence modelling using a truncated multivariate gamma distribution', Insurance Mathematics and Economics, 52, pp. 542 - 549,
    Journal articles | 2013
    Arnold (-Gaille) S; Sherris M, 2013, 'Forecasting Mortality Trends Allowing for Cause-of-Death Mortality Dependence', North American Actuarial Journal, 17, pp. 273 - 282,
    Journal articles | 2013
    Blackburn C; Sherris M, 2013, 'Consistent dynamic affine mortality models for longevity risk applications', Insurance Mathematics and Economics, 53, pp. 64 - 73,
    Journal articles | 2013
    Chen H; Sherris M; Sun T; Zhu W, 2013, 'Living with ambiguity: Pricing mortality-linked securities with smooth ambiguity preferences', Journal of Risk and Insurance, 80, pp. 705 - 732,
    Journal articles | 2013
    Hanewald K; Piggott J; Sherris M, 2013, 'Individual post-retirement longevity risk management under systematic mortality risk', Insurance Mathematics and Economics, 52, pp. 87 - 97,
    Journal articles | 2013
    Hanewald K; Sherris M, 2013, 'Postcode-Level House Price Models for Banking and Insurance Applications', Economic Record,
    Journal articles | 2013
    Meyricke R; Sherris M, 2013, 'The determinants of mortality heterogeneity and implications for pricing annuities', Insurance: Mathematics and Economics, 53, pp. 379 - 387,
    Journal articles | 2013
    Ziveyi J; Blackburn C; Sherris M, 2013, 'Pricing European Options on Deferred Annuities', Insurance Mathematics and Economics, 52, pp. 300 - 311,
    Journal articles | 2012
    Alai D; Sherris M, 2012, 'Rethinking age-period-cohort mortality trend models', Scandinavian Actuarial Journal, 2012, pp. 1 - 20,
    Journal articles | 2012
    Sherris M; Alai D; Olivieri A, 2012, 'Modeling Longevity Dynamics for Pensions and Annuity Business.', JOURNAL OF PENSION ECONOMICS & FINANCE, 11, pp. 126 - 128,
    Journal articles | 2012
    Sherris M; Qiao C, 2012, 'Managing Systematic Mortality Risk With Group Self-Pooling and Annuitization Schemes', Journal of Risk and Insurance, 2012, pp. 1 - 26,
    Journal articles | 2012
    Sherris M, 2012, 'The Longevity Revolution: The Benefits and Challenges of Living a Long Life.', JOURNAL OF PENSION ECONOMICS & FINANCE, 11, pp. 121 - 122,
    Journal articles | 2012
    Su S; Sherris M, 2012, 'Heterogeneity of Australian population mortality and implications for a viable life annuity market', Insurance Mathematics and Economics, 51, pp. 322 - 332,
    Journal articles | 2011
    Blake D; Courbage C; MacMinn R; Sherris M, 2011, 'Longevity risk and capital markets: The 2010-2011 update', Geneva Papers on Risk and Insurance: Issues and Practice, 36, pp. 489 - 500,
    Journal articles | 2011
    Evans JR; Sherris M, 2011, 'The Development of a Life Annuity Market in Australia: an analysis of supplier risks and their mitigation', JASSA - Journal of the Securities Institute of Australia, 2011, pp. 11 - 15,
    Journal articles | 2011
    Gaille S; Sherris M, 2011, 'Modelling Mortality with Common Stochastic Long-Run Trends', Geneva Papers on Risk and Insurance - Issues and Practice, 2011, pp. 595 - 621,
    Journal articles | 2011
    Ngai A; Sherris M, 2011, 'Longevity risk management for life and variable annuities: The effectiveness of static hedging using longevity bonds and derivatives', Insurance Mathematics and Economics, 49, pp. 100 - 114,
    Journal articles | 2011
    Njenga C; Sherris M, 2011, 'Longevity Risk and the Econometric Analysis of Mortality Trends and Volatility', Asia-Pacific Journal of Risk and Insurance, 5, pp. 1 - 54,
    Journal articles | 2011
    Sherris M; Ding JJ, 2011, 'Comparison of market models for measuring and hedging synthetic CDO tranche spread risks', European Actuarial Journal, 1,
    Journal articles | 2010
    Sherris M; Wills S, 2010, 'Securitization, structuring and pricing of longevity risk', Insurance Mathematics and Economics, 46, pp. 173 - 185,
    Journal articles | 2009
    Sherris M; Carneiro LA, 2009, 'Demand For Reinsurance: Evidence from Australian Insurers', China-USA Business Review, 8, pp. 1 - 21
    Journal articles | 2008
    Sherris M; Carneiro LA, 2008, 'Corporate Interest Rate Risk Management with Derivatives in Australia: Empirical Results', Revista Contabilidade e Financas, 19, pp. 86 - 107
    Journal articles | 2008
    Sherris M; Wills S, 2008, 'Financial Innovation and the Hedging of Longevity Risk', Asia Pacific Journal of Risk and Insurance, 38, pp. 52 - 64
    Journal articles | 2008
    Sherris M; Yow S, 2008, 'Enterprise Risk Management, Insurer Value Maximisation, and Market Frictions', ASTIN Bulletin, 38, pp. 293 - 339
    Journal articles | 2008
    Yow S; Sherris M, 2008, 'Enterprise Risk Management, Insurer Value Maximisation, and Market Frictions', ASTIN Bulletin, 38, pp. 293 - 339,
    Journal articles | 2007
    Furman E; Zitikis R, 2007, '"An Actuarial Premium Pricing Model for Nonnormal Insurance and Financial Risks in Incomplete Markets"', NORTH AMERICAN ACTUARIAL JOURNAL, 11, pp. 174 - +,
    Journal articles | 2007
    Sherris M; Valdez E; Wu ML, 2007, 'Simlating from Exchangeable Archimedean Copulas', Communications in Statistics - Simulation and Computation, 36, pp. 1019 - 1034
    Journal articles | 2007
    Sherris M, 2007, 'An Actuarial Premium Pricing Model for Non-normal Insurance and Financial Risks in Incomplete Markets', North American Actuarial Journal, 11, pp. 119 - 136
    Journal articles | 2007
    Sherris M, 2007, 'Book Review: The Econometrics of Individual Risk: Credit, Insurance and Marketing', Journal of Economic Literature, XLV, pp. 1049 - 1053
    Journal articles | 2007
    Sherris M, 2007, 'The econometrics of individual risk: Credit, insurance, and marketing', Journal of Economic Literature, 45, pp. 1049 - 1053
    Journal articles | 2007
    Wu F; Valdez E; Sherris M, 2007, 'Simulating from exchangeable Archimedean copulas', Communications in Statistics: Simulation and Computation, 36, pp. 1019 - 1034,
    Journal articles | 2007
    Yow S; Sherris M, 2007, 'Enterprise Risk Management, Insurer Pricing and Capital Allocation', Geneva Papers on Risk and Insurance - Issues and Practice, July 2007, pp. 33 - 62
    Journal articles | 2006
    Hamada M; Sherris M; Hoek JVD, 2006, 'Dynamic Portfolio Allocation, the Dual Theory of Choice and Probability Distortion Functions', ASTIN Bulletin, 36, pp. 187 - 217,
    Journal articles | 2006
    Sherris M; Chandra V, 2006, 'Capital Management and Frictional Costs in Insurance', Australian Actuarial Journal, 12, pp. 399 - 447
    Journal articles | 2006
    Sherris M; Krvavych Y, 2006, 'Enhancing insurer value through reinsurance optimization', Insurance Mathematics and Economics, 38, pp. 495 - 517
    Journal articles | 2006
    Sherris M; Mitchell O; Piggott JR, 2006, 'Financial Innovation for an Ageing World',
    Journal articles | 2006
    Sherris M; van der Hoek J; Hamada M, 2006, 'Dynamic Portfolio Allocation, the Dual Theory of Choice and Probability Distortion Functions', ASTIN Bulletin, 36, pp. 187 - 217
    Journal articles | 2006
    Sherris M; van der Hoek J, 2006, 'Capital Allocation in Insurance: Economic Capital and the Allocation of the Default Option Value', North American Actuarial Journal, 10, pp. 39 - 61
    Journal articles | 2006
    Sherris M, 2006, 'Actuarial education and research: A perspective from down under', ASTIN Bulletin, 36, pp. 1 - 3
    Journal articles | 2006
    Sherris M, 2006, 'Solvency, Capital Allocation and fair Rate of Return in Insurance', Journal of Risk and Insurance, 73, pp. 71 - 96
    Journal articles | 2006
    van der Hoek J; Sherris M, 2006, 'A flexible approach to multivariate risk modelling with a new class of copulas.', INSURANCE MATHEMATICS & ECONOMICS, 39, pp. 398 - 399,
    Journal articles | 2005
    Sherris M; Sutherland-Wong C, 2005, 'Risk-Based Regulatory Capital for Insurers: A Case Study', Journal of Actuarial Practice, 12, pp. 5 - 45
    Journal articles | 2003
    Sherris M; Hamada M, 2003, 'Contingent Claim Pricing Using Probability Distortion Operators: Methods from Insurance Risk Pricing and their Relationship to Financial Theory', Applied Mathematical Finance, 10, pp. 19 - 47
    Journal articles | 2003
    Sherris M, 2003, 'Economic Valuation: Something Old, Something New', Australian Actuarial Journal, 9, pp. 625 - 665
    Journal articles | 2001
    Landsman Z; Sherris M, 2001, 'Risk measures and insurance premium principles', Insurance: Mathematics and Economics, 29, pp. 103 - 115,
    Journal articles | 2001
    Sherris M; Landsman Z, 2001, 'Risk Measures and Insurance Premium Principles, Insurance: Mathematics and Economics', Insurance Mathematics and Economics, pp. 103 - 115
    Journal articles | 2001
    Sherris M; van der Hoek J, 2001, 'A Class of Non-Expected Utility Risk Measures and Implications for Asset Allocation, Insurance: Mathematics and Economics', Insurance Mathematics and Economics, pp. 69 - 82
    Journal articles | 2001
    Van Der Hoek J; Sherris M, 2001, 'A class of non-expected utility risk measures and implications for asset allocations', Insurance: Mathematics and Economics, 28, pp. 69 - 82,
    Journal articles | 2000
    Sherris M; Pliska S; Bielecki T, 2000, 'Risk Sensitive Asset Allocation', Journal of Economic Dynamics and Control, pp. 1145 - 1177
    Journal articles | 1999
    Sherris M; Tedesco L; Zehnwirth B, 1999, 'Investment Returns and Inflation Models: Some Australian Evidence', British Actuarial Journal, pp. 237 - 267
    Journal articles | 1999
    Sherris M, 1999, 'Long-Term Yield Rates for Actuarial Valuations', North American Actuarial Journal, pp. 22 - 23
    Journal articles | 1999
    Sherris M, 1999, 'Term Structure Models: A Perspective from the Long Rate', North American Actuarial Journal, pp. 138 - 138
    Journal articles | 1999
    Sherris M, 1999, '“term structure models: A perspective from the long rate”, yong yao, july, 1999', North American Actuarial Journal, 3, pp. 138 - 138,
    Journal articles | 1998
    Sherris M, 1998, 'Actuarial Model Assumptions for Inflation, Equity Returns, and Interest Rates', Journal of Actuarial Practice, pp. 227 - 253
    Journal articles | 1998
    Sherris M, 1998, 'Discussion of `Presidential Address`', Transactions of the Institute of Actuaries of Australia -- 1997, pp. 71 - 74
    Journal articles | 1998
    Sherris M, 1998, 'Review of Financial Calculus by M. Baxter and A. Rennie', North American Actuarial Journal, 2, pp. 134 - 135
    Journal articles | 1997
    Adams M; Sherris M; Hossain M, 1997, 'The determinants of external audit costs in the New Zealand life insurance industry', Journal of International Financial Management and Accounting, 8, pp. 69 - 86,
    Journal articles | 1997
    Ang A; Sherris M, 1997, 'Interest rate risk management: Developments in interest rate term structure modeling for risk management and valuation of interest-rate-dependent cash flows', North American Actuarial Journal, 1, pp. 1 - 26,
    Journal articles | 1980
    Pollard JH; Sherris M, 1980, 'Application of matrix methods to pension funds', Scandinavian Actuarial Journal, 1980, pp. 77 - 95,
    Journal articles |
    Fung MC; Ignatieva K; Sherris M, 'Managing Systematic Mortality Risk in Life Annuities: An Application of Longevity Derivatives', SSRN Electronic Journal,
  • Working Papers | 2022
    Garces LP; Kolar J; Sherris M; Ungolo F, 2022, Affine Mortality Models with Jumps: Parameter Estimation and Forecasting, CEPAR Working Paper 2022/12, ,
    Working Papers | 2017
    Alonso-García J; Sherris M, 2017, One Size Fits All? Drawdown Structures in Australia and the Netherlands,
    Working Papers | 2009
    Sherris M; Njenga C, 2009, Longevity Risk and the Econometric Analysis of Mortality Trends and Volatility,
    Working Papers | 2009
    Sherris M; Zhang BW, 2009, Economic Scenario Generation with Regime Switching Models,
    Working Papers | 2005
    Sherris M; Landsman Z, 2005, Pricing in the Multi-Line Insurer with Dependent Gamma Distributed Risks allowing for Frictional Costs of Capital,
    Working Papers |
    Shen Y; Sherris M; Wang Y; Ziveyi J, The Valuation and Assessment of Retirement Income Products: a Unified Markov Chain Monte Carlo Framework, Elsevier BV, ,
  • Submissions to Government | 2020
    Kudrna G; Chomik R; Bateman H; Piggott J; Keane M; Sherris M; De Cure M; Woodland A, 2020, CEPAR Submission to the Retirement Income Review,
    Preprints | 2015
    Fung MC; Ignatieva K; Sherris M, 2015, Managing Systematic Mortality Risk in Life Annuities: An Application of Longevity Derivatives,
    Conference Papers | 2006
    Sherris M; Krvavych Y, 2006, 'Insurer Risk Management In The Presence Of Frictional Costs', Paris, presented at 28th International Congress of Actuaries, Paris, 28 May 2006 - 02 June 2006
    Conference Papers | 2004
    Sherris M; van der Hoek J, 2004, 'Capital Allocation in Insurance: Economic Capital and the Allocation of the Default Option Value', in 14th Annual International AFIR Colloquium, Boston, Massachusetts, presented at 14th Annual International AFIR Colloquium, Boston, Massachusetts, 08 November 2004 - 09 November 2004
    Conference Papers | 2003
    Sherris M, 2003, 'Equilibrium Insurance Pricing, Market Value of Liabilities and Optimal Capitalization', in Berhouwer H; Kleynen R (ed.), International AFIR Colloqium 2003, Maastricht, The Netherlands, pp. 195 - 220, presented at International AFIR Colloqium 2003, Maastricht, The Netherlands, 17 September 2003 - 19 September 2003
    Conference Papers | 2002
    Sherris M, 2002, 'Contingent Claim Pricing using Probability Distortion Operators', in AFIR, Cancun, Mexico, presented at AFIR, Cancun, Mexico
    Conference Papers | 2001
    Sherris M; Hamada M; van der Hoek J, 2001, 'Martingale Methods in Portfolio Allocation with Distortion Operators', in XIth Annual International AFIR Colloquium, Toronto, presented at XIth Annual International AFIR Colloquium, Toronto
    Conference Papers | 2000
    Sherris M, 2000, 'Investment Strategies for Retirement', in Diana Olsberg (ed.), Ageing and Active. Australia in the 21st Century. Future challenges and opportunities for Australia`s ageing population, Sydney, pp. 16 - 20, presented at Ageing and Active. Australia in the 21st Century. Future challenges and opportunities for Australia`s ageing population, Sydney, -
    Conference Papers | 1999
    Sherris M; Hoek J, 1999, 'Non Expected Utility Risk Measures and Implications for Asset Allocation', in Sherris M; van der Hoek J (ed.), Institute of Actuaries of Australia Biennial Convention, pp. 1 - 38, presented at Institute of Actuaries of Australia Biennial Convention
    Conference Papers | 1994
    Sherris M, 1994, 'The valuation of option features in retirement benefits', in JOURNAL OF RISK AND INSURANCE, AMER RISK INSURANCE ASSOC, INC, PA, UNIV PENN, WHARTON SCH, PHILADELPHIA, pp. 509 - 534, presented at 4th International Conference on Insurance Solvency and Finance, PA, UNIV PENN, WHARTON SCH, PHILADELPHIA, 25 April 1994 - 27 April 1994,
    Preprints |
    Alai DH; Chen H; Cho DW; Hanewald K; Sherris M, Developing Equity Release Markets: Risk Analysis for Reverse Mortgages and Home Reversions,
    Preprints |
    Alai DH; Gaille S; Sherris M, Modelling Cause-of-Death Mortality and the Impact of Cause-Elimination,
    Preprints |
    Alai DH; Ignatieva K; Sherris M, A Multivariate Forward-Rate Mortality Framework, ,
    Preprints |
    Alai DH; Landsman Z; Sherris M, A Multivariate Tweedie Lifetime Model: Censoring and Truncation, ,
    Preprints |
    Alai DH; Landsman Z; Sherris M, Lifetime Dependence Modelling Using the Truncated Multivariate Gamma Distribution, ,
    Preprints |
    Alai DH; Landsman Z; Sherris M, Multivariate Tweedie Lifetimes: The Impact of Dependence, ,
    Preprints |
    Alonso-García J; Sherris M; Thirurajah S; Ziveyi J, Taxation and Policyholder Behavior: The Case of Guaranteed Minimum Accumulation Benefits,
    Preprints |
    Arnold (-Gaille) S; Sherris M, International Cause-Specific Mortality Rates: New Insights from a Cointegration Analysis, ,
    Preprints |
    Blackburn C; Sherris M; Ziveyi J, Pricing European Options on Deferred Insurance Contracts, ,
    Preprints |
    Blake DP; Courbage C; MacMinn RD; Sherris M, Longevity Risks and Capital Markets: The 2010-2011 Update, ,
    Preprints |
    Chang Y; Sherris M, A Value Based Cohort Index for Longevity Risk Management,
    Preprints |
    Chen H; Sherris M; Sun T; Zhu W, Living with Ambiguity: Pricing Mortality-Linked Securities with Smooth Ambiguity Preferences, ,
    Preprints |
    Cho DW; Hanewald K; Sherris M, Risk Management and Payout Design of Reverse Mortgages,
    Preprints |
    Doan BH; Reeves JJ; Sherris M, Portfolio Management for Insurers and Pension Funds and COVID-19: Targeting Volatility for Equity, Balanced and Target-Date Funds with Leverage Constraints,
    Preprints |
    Fong JHY; Piggott J; Sherris M, Public Sector Pension Funds in Australia: Longevity Selection and Liabilities, ,
    Preprints |
    Fong JHY; Shao AW; Sherris M, Multi-State Actuarial Models of Functional Disability,
    Preprints |
    Fu Y; Sherris M; Xu M, Functional Disability with Systematic Trends and Uncertainty: A Comparison between China and the U.S.,
    Preprints |
    Fung MC; Ignatieva K; Sherris M, Systematic Mortality Risk: An Analysis of Guaranteed Lifetime Withdrawal Benefits in Variable Annuities,
    Preprints |
    Fung MC; Ignatieva K; Sherris M, Systematic Mortality Risk: An Analysis of Guaranteed Lifetime Withdrawal Benefits in Variable Annuities, ,
    Preprints |
    Gaille S; Sherris M, Age Patterns and Trends in Mortality by Cause of Death and Implications for Modeling Longevity Risk, ,
    Preprints |
    Gaille S; Sherris M, Forecasting Mortality Trends Allowing for Cause-of-Death Mortality Dependence, ,
    Preprints |
    Garces LPD; Kolar J; Sherris M; Ungolo F, Affine Mortality Models with Jumps: Parameter Estimation and Forecasting, ,
    Preprints |
    Hanewald K; Post T; Sherris M, Portfolio Choice in Retirement - What is the Optimal Home Equity Release Product?,
    Preprints |
    Hanewald K; Post T; Sherris M, Portfolio Choice in Retirement What is the Optimal Home Equity Release Product?,
    Preprints |
    Hanewald K; Post T; Sherris M, Portfolio Choice in Retirement: What is the Optimal Home Equity Release Product?,
    Preprints |
    Huang Z; Sherris M; Villegas A; Ziveyi J, The Application of Affine Processes in Cohort Mortality Risk Models,
    Preprints |
    KESSY S; Sherris M; Villegas A; Ziveyi J, Mortality Forecasting Using Stacked Regression Ensembles,
    Preprints |
    Kabuche D; Sherris M; Villegas A; Ziveyi J, Pooling Functional Disability and Mortality in Long-Term Care Insurance and Care Annuities: A Matrix Approach for Multi-State Pools, ,
    Preprints |
    Li S; Labit Hardy H; Sherris M; Villegas A, A Managed Volatility Investment Strategy for Pooled Annuity Products,
    Preprints |
    Li Z; Shao AW; Sherris M, The Impact of Systematic Trend and Uncertainty on Mortality and Disability in a Multi-State Latent Factor Model for Transition Rates,
    Preprints |
    Liu CE; Sherris M, Immunization and Hedging of Longevity Risk,
    Preprints |
    Meyricke R; Sherris M, Longevity Risk, Cost of Capital and Hedging for Life Insurers Under Solvency II,
    Preprints |
    Meyricke R; Sherris M, The Determinants of Mortality Heterogeneity and Implications for Pricing Underwritten Annuities,
    Preprints |
    Mitchell OS; Piggott J; Sherris M; Yow S, Financial Innovation for an Aging World,
    Preprints |
    Nirmalendran M; Sherris M; Hanewald K, Solvency Capital, Pricing and Capitalization Strategies of Life Annuity Providers,
    Preprints |
    Papageorgiou NA; Reeves JJ; Sherris M, Equity Investing with Targeted Constant Volatility Exposure,
    Preprints |
    Shao AW; Chen H; Sherris M, Managing Retirement Risks with Reverse Mortgage Loans and Long-Term Care Insurance,
    Preprints |
    Shao AW; Hanewald K; Sherris M, Reverse Mortgage Pricing and Risk Analysis Allowing for Idiosyncratic House Price Risk and Longevity Risk,
    Preprints |
    Shao AW; Sherris M; Fong JH, Product Pricing and Solvency Capital Requirements for Long-Term Care Insurance,
    Preprints |
    Shao AW; Sherris M; Hanewald K, Disaggregated House Price Indices,
    Preprints |
    Shen Y; Sherris M; Ziveyi J, Valuation of Guaranteed Minimum Maturity Benefits in Variable Annuities with Surrender Options, ,
    Preprints |
    Shen Y; Sherris M, Lifetime Asset Allocation with Idiosyncratic and Systematic Mortality Risks,
    Preprints |
    Sherris M; Ding JJ, Pricing and Hedging Synthetic CDO Tranche Spread Risks,
    Preprints |
    Sherris M; Gaille S, Improving Longevity and Mortality Risk Models with Common Stochastic Long-Run Trends,
    Preprints |
    Sherris M; Gaille S, Modeling Long-Run Cause of Death Mortality Trends, ,
    Preprints |
    Sherris M; Njenga CN, Longevity Risk and the Econometric Analysis of Mortality Trends and Volatility,
    Preprints |
    Sherris M; Njenga CN, Modeling Mortality with a Bayesian Vector Autoregression,
    Preprints |
    Sherris M; Qiao C, Managing Systematic Mortality Risk with Group Self Pooling and Annuitisation Schemes,
    Preprints |
    Sherris M; Quang DTPH, Portfolio Selection for Insurance Linked Securities: An Application of Multiple Criteria Decision Making,
    Preprints |
    Sherris M; Su S, Heterogeneity of Australian Population Mortality and Implications for a Viable Life Annuity Market, ,
    Preprints |
    Sherris M; Sun D, Risk Based Capital and Pricing for Reverse Mortgages Revisited,
    Preprints |
    Sherris M; Tang A, Spatial Variability in Mortality and Socioeconomic Factors for Australian Mortality, ,
    Preprints |
    Sherris M; Veprauskaite E, An Analysis of Reinsurance Optimisation in Life Insurance, ,
    Preprints |
    Sherris M; Wei P, A Multi-State Model of Functional Disability and Health Status in the Presence of Systematic Trend and Uncertainty,
    Preprints |
    Sherris M; Wills S, Integrating Financial and Demographic Longevity Risk Models: An Australian Model for Financial Applications,
    Preprints |
    Sherris M; Xu Y; Ziveyi J, Market Price of Longevity Risk for a Multi-Cohort Mortality Model with Application to Longevity Bond Option Pricing,
    Preprints |
    Sherris M; Zhang B, Economic Scenario Generation with Regime Switching Models,
    Preprints |
    Sherris M; Zhou Q, Model Risk, Mortality Heterogeneity and Implications for Solvency and Tail Risk, ,
    Preprints |
    Sherris M; Zhou Q, Model Risk, Mortality Heterogeneity, and Implications for Solvency and Tail Risk,
    Preprints |
    Sherris M, Data Analytics in Actuarial Education and Research, ,
    Preprints |
    Sherris M, On Sustainable Aged Care Financing in Australia, ,
    Preprints |
    SriDaram D; Sherris M; Villegas A; Ziveyi J, A Group Regularisation Approach for Constructing Generalised Age-Period-Cohort Mortality Projection Models,
    Preprints |
    Ungolo F; Sherris M; Zhou Y, Multi-factor, Age-Cohort, Affine Mortality Models: A Multi-Country Comparison,
    Preprints |
    Ungolo F; Sherris M; Zhou Y, affine_mortality: A Github repository for estimation, analysis, and projection of affine mortality models,
    Preprints |
    Wong A; Sherris M; Stevens R, Managing Life Insurer Risk and Profitability: Annuity Market Development Using Natural Hedging Strategies,
    Preprints |
    Xu M; Alonso-García J; Sherris M; Shao AW, Insuring Longevity Risk and Long-Term Care: Bequest, Housing and Liquidity, ,
    Preprints |
    Xu M; Sherris M; Meyricke R, Mortality Heterogeneity and Systematic Mortality Improvement,
    Preprints |
    Xu M; Sherris M; Shao AW, Portfolio Insurance Strategies for Target Annuitisation Funds, ,
    Preprints |
    Xu M; Sherris M; Shao AW, Portfolio Insurance Strategies for a Target Annuitization Fund,
    Preprints |
    Xu Y; Sherris M; Ziveyi J, The Application of A ffine Processes in Multi-Cohort Mortality Model, ,
    Preprints |
    Xu Y; Sherris M; Ziveyi J, The Application of Affine Processes in Multi-Cohort Mortality Model,
    Preprints |
    Zhou Y; Garces LPD; Shen Y; Sherris M; Ziveyi J, Age-Dependent Multi-Cohort Affine Mortality Model with Cohort Correlation, ,
    Preprints |
    Zhou Y; Sherris M; Ziveyi J; Xu M, Financial Engineering: A Flexible Longevity Bond to Manage Individual Longevity Risk, ,