Longevity Analytics Explained
Moshe A. Milevsky is a leading authority on the intersection of wealth management, financial mathematics and insurance.
As a tenured professor in a business school he has one foot planted squarely in the ivory tower and the other in the commercial world, with a unique communication style and talent for explaining complex ideas clearly and with humor.
Speaking & Lectures
Learn about his public keynote presentations and availability for speaking engagements.
University & Research
Learn about his teaching and research at the Schulich School of Business, York University.
Books & Writing
Learn about popular books and scholarly articles he has recently published.
Consulting & Coaching
Prof. Milevsky has interests in a number of commercial ventures, which are explained and disclosed here.
Moshe A. Milevsky is a finance professor at the Schulich School of Business at York University in Toronto. He is also a member of the graduate faculty in the Department of Mathematics and Statistics and Managing Director of PiLECo.
Moshe A. Milevsky has published 13 books (translated into 6 languages) and over sixty peer-reviewed scholarly papers in addition to hundreds of popular articles and blog pieces. In addition to being an award-winning author, he is a fin-tech entrepreneur with a number of U.S. patents and computational innovations in the retirement income space. He was named by Investment Advisor magazine as one of the 35 most influential people in the U.S. financial advisory business during the last 35 years, and he received a lifetime achievement award from the Retirement Income Industry Association.
My day-job at the University revolves around teaching undergraduate, graduate and doctoral students, courses on wealth management, investments, insurance, pensions and retirement planning.
As part of my academic responsibilities, I publish books, popular articles and technical papers, many of which you can download or link-to from this website.
My current research interests revolve around the area of financial history and the evolution of (retirement) insurance & annuity products over the centuries.
[Because the world doesn't have enough ETFs...] https://t.co/NPdTUvtVTE
[In many cases, it's not as much as Canadian's think it is...] https://t.co/03L8S5AyN7
Loving this tool from @SecurePensions. https://t.co/pwZpDDroSS I was able to shrink Illinois gap to only $28 Billion. Too bad I can't "expect" returns of 20%. I'm sure I could make it vanish. https://t.co/BduwweLriP
[Zapruder 2.0] https://t.co/PNcs1TjvGu
For comparison, the (US) 30-year Treasury Yield is 3.44%. https://t.co/vQz4TKvbhD
Simple life annuities (i.e. the ones we economists love) require no more than a paragraph to explain. Investment-linked annuities with bells, whistles and guarantees (i.e. the ones loved by industry) require a Ph.D. thesis. https://t.co/ewDoobFSqF
[Brilliant. If we can get them down to about 1,000 pages it will be wonderful] https://t.co/V4sOKKC71S
Ah, ok. I stand corrected... (Probably not a good time to mention GE, eh?) https://t.co/8fz6EMvlW0
Uhm...do indexed annuities pay total returns, or just index returns? Will they even get the juicy dividends? Am I the only person who thinks this is weird? https://t.co/P2iWFLavqb
If Halloween were a Jewish holiday: Trick-or-treating would begin 42 minutes after sunset. The requirement would be to visit at least 10 houses. And, of course, the “best” pumpkins would cost $350.