Expertise "Validierung des Modellansatzes zur Berechnung und Projektion der Einnahmen und Ausgaben der OASI"

Mandat réalisé pour le compte de l’Office fédéral des assurances sociales par Laurent Donzé

contribution
FSIO
OASI
expertise
UniFr
R
Author
Affiliations

Laurent Donzé

University of Fribourg, Dept. of Informatics

Published

August 20, 2018

Is the Mathematics Section of FSIO’s new OASI budget calculation tool, implemented in R software and validated by external experts, comprehensive, based on plausible assumptions, and consistent between documentation and code, ready to support potential OASI financing system reforms?

Abstract

As part of its “Phoenix” project, the Mathematics Section of the FSIO is responsible, among other things, for the development and re-implementation of the calculation of the OASI budget in the short and long term. This has recently been implemented with the R software. This new tool allows for the flexible projection of long-term pension amounts. With a view to a new reform of the OASI financing system, it is therefore essential to have reliable estimates of the OASI budget.

With this in mind, the FSIO decided to have its pension modelling validated by external experts. Donzé (2018) has been commissioned to do this. Throughout this appraisal, Donzé (2018) has benefited from the help, explanations and comments of Layal Pipoz, a member of the Mathematics Section of the Federal Social Insurance Office (FSIO). In particular, the model for the long-term calculation of expenditures and revenues must be validated according to:

  1. the completeness of the model;

  2. the parametrisation and plausibility of the model’s assumptions

  3. the implementation in computer code, in particular from the point of view of the consistency between the documentation and the code.

References

Donzé, Laurent. 2018. “Expertise «Validierung Des Modellansatzes Zur Berechnung Und Projektion Der Einnahmen Und Ausgaben Der AHV»,” August. https://www.bsv.admin.ch/dam/bsv/de/dokumente/ahv/finanzperspektiven/validierung-modellansatz-ahv.pdf.download.pdf/2018_07_09_definitif_ld_rapport_ofas.pdf.

Citation

BibTeX citation:
@online{donzé2018,
  author = {Donzé, Laurent},
  title = {Expertise \textbackslash{}“Validierung des Modellansatzes zur
    Berechnung und Projektion der Einnahmen und Ausgaben der
    OASI\textbackslash{}”},
  date = {2018-08-20},
  url = {https://www.bsv.admin.ch/dam/bsv/de/dokumente/ahv/finanzperspektiven/validierung-modellansatz-ahv.pdf.download.pdf/2018_07_09_definitif_ld_rapport_ofas.pdf},
  langid = {fr}
}
For attribution, please cite this work as:
Donzé, Laurent. 2018. “Expertise \‘Validierung des Modellansatzes zur Berechnung und Projektion der Einnahmen und Ausgaben der OASI\’.” August 20, 2018. https://www.bsv.admin.ch/dam/bsv/de/dokumente/ahv/finanzperspektiven/validierung-modellansatz-ahv.pdf.download.pdf/2018_07_09_definitif_ld_rapport_ofas.pdf.