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.
[And, just as a reminder, driving a motorcycle without a helmet or proper insurance has a 99.9% success rate on the roads of Monte Carlo, Atlantic City or Las Vegas. Please find some utility.] https://t.co/3e5FZqIAVA
[Very good article on lifecycle approach to personal financial planning...which is really the only way to do it.] https://t.co/qIoGh435Yz
Very interesting... https://t.co/DDxYehq3ut
Continuing education for the relevant congressional committee? https://t.co/DXZ4Hb9OBb
[Uhm, yes. There is an inverse relationship between interest rates and present values. Perhaps time for Finance 101 refresher?] https://t.co/ifwUA6OAV5
Agreed...and I suspect the tax treatment is better, no? https://t.co/Y9H5mIdflj
Based on recent data from @CannexTweets the most popular SPIAs are now the ones with cash refunds and installments, which of course water-down the longevity insurance. #AnnuityPuzzle https://t.co/tEWlbz87Ty
@DavidPOLeary Would also love to understand why they are leveraged....
@DavidPOLeary I’m skeptical. Constraining the investable universe reduces returns, unless someone -- without a pony in the race -- can convince me that the excluded assets are redundant or inferior. Of course everyone is entitled to spend THEIR money as they please, but not my money.
Oh, I'm sure that somebody somewhere has created "research" to support the idea that what is good for the environment also happens to maximize returns and there is no penalty on performance, etc., etc. https://t.co/NGWGbxISuM
@tcouchcpa I have a basic (free) Excel spreadsheet that computes all 7 of the equations. I can send, if you want.
You looked everywhere?? 😳 https://t.co/zEWt5ndErg