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Publication details

Document type
Journal articles

Document subtype
Full paper

Title
An overview on the history of actuarial calculus in Portugal until the late 19th century

Participants in the publication
Ana Patrícia Martins (Author)
INSTITUTO POLITÉCNICO DE VISEU
 CIUHCT
Summary
Pension funds, namely survivors' pension funds were established in Portugal in the late 18th century, in mutual benefit societies. The first Portuguese life assurance companies were created in the first half of the 19th century but their activity was not very extensive. Only in the 20th century did both institutions become actuarially-based. In this paper, we provide an overview of the development of actuarial calculus in Portugal until the late 19th century, in order to contextualise the scientific progress of those institutions, mainly the former. This paper lays the groundwork for further research on the history of actuarial calculus in Portugal.

Date of Publication
2020-05

Where published
Historia Mathematica

Publication Identifiers
ISSN - 0315-0860

Address
USA

Publisher
Elsevier BV

Volume
51

Number of pages
42
Starting page
49
Last page
90

Document Identifiers
DOI - https://doi.org/10.1016/j.hm.2020.01.001
URL - http://dx.doi.org/10.1016/j.hm.2020.01.001

Rankings
SCIMAGO Q1 (2020) - SJR2020 - History

Keywords
History of actuarial calculus Portugal 19th century Survivors' pensions Life assurance


Export

APA
Ana Patrícia Martins, (2020). An overview on the history of actuarial calculus in Portugal until the late 19th century. Historia Mathematica, 51, 49-90. ISSN 0315-0860. eISSN . http://dx.doi.org/10.1016/j.hm.2020.01.001

IEEE
Ana Patrícia Martins, "An overview on the history of actuarial calculus in Portugal until the late 19th century" in Historia Mathematica, vol. 51, pp. 49-90, 2020. 10.1016/j.hm.2020.01.001

BIBTEX
@article{55506, author = {Ana Patrícia Martins}, title = {An overview on the history of actuarial calculus in Portugal until the late 19th century}, journal = {Historia Mathematica}, year = 2020, pages = {49-90}, volume = 51 }