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.
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Speaking & LecturesLearn about his public keynote presentations and availability for speaking engagements.
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University & ResearchLearn about his teaching and research at the Schulich School of Business, York University.
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Books & WritingLearn about popular books and scholarly articles he has recently published.
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Consulting & CoachingProf. 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.
[Another cautionary tale for those who believe that a DB pension guarantees you a stable & predictable income for the rest of your life.] https://t.co/vdJ2EKPdLc
Yes. That’s a very polite way of saying “spia commissions stink” https://t.co/ir0yyZpuKt
I’m a bit skeptical of the methodology. As you showed, when you ask hypothetical questions: “Would you be willing to buy this thing?”, HOW you describe and explain the annuity is extremely important. #Framing https://t.co/oDv6SFDcvU
[Very interesting article, although I think the reasons for "annuity aversion" are more complicated than "fairness", it might be part of the story.] https://t.co/65zlfw2MZO via @WSJ
High discount rates could leave pension funds with 'insufficient assets to meet obligations': C.D. Howe https://t.co/pcH4Zfq42J via @nationalpost
A very nice summary of the main idea. I couldn't have explained it better myself. https://t.co/bh85A7E6Zj
Using Biological Age to Plan Retirement https://t.co/XMwob53Dov
Longevity 15 | Cass Business School Washington https://t.co/Yndy1DSfAU
Yo. #britishairways . Why did you just cancel 40 flights? Snow at #LHR?! Please visit #Toronto. This is just another day at the #YYZ office. https://t.co/J1IkQf5fP4
Congratulations to my colleague (and friend) Pauline Shum & WealthScope on this deal... https://t.co/INyQMvRYuC
#Annuity #Pension #Retirement #Longevity https://t.co/tLLNQ9I6vN
Forget Your Real Age, Plan Your Retirement Around Your ‘Biological Age’ https://t.co/blLTBno8xq via @BarronsOnline
Prof. Jim Poterba 🙌 One of the greatest. Period. https://t.co/wBq7kfg9V1
@henryhtapper @wordpressdotcom Perhaps part of solution is to position (i.e. frame) annuities as insurance against being much younger that your chronological age. https://t.co/65LXDfsV8p via @amazon https://t.co/B56O2b8YMH
RetirementQuant Retweeted
RT @GilWeinreich: The No. 1 retirement-planning problem -- podcast (3:42): https://t.co/IXdKdfeE6b