Moshe A. Milevsky is an associate professor of finance at the Schulich School of Business, York University in Toronto.
Areas of Expertise: retirement income planning, pensions, insurance, annuities
Twitter Feed: twitter.com/RetirementQuant
Books: “Are You a Stock or a Bond? Create Your Own Pension Plan for a Secure Financial Future,” “Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life,” “Your Money Milestones: A Guide to Making the 9 Most Important Financial Decisions of Your Life” and “The Calculus of Retirement Income: Financial Models for Pension Annuities and Life Insurance”
Topics Presented in Speeches: retirement income planning
Moshe Milevsky is a tenured finance professor at York University in Toronto. He is also executive director of The IFID (pronounced EYE-FID) Centre and president and CEO of the QWeMA (pronounced KWEE-MA) Group. Milevsky has lectured and given seminars at the Wharton School of Business at the University of Pennsylvania, the London School of Economics (UK), University of New South Wales (Australia), ORT University in Montevideo (Uruguay), University of Cyprus, and University of Leuven (Belgium). Milevsky has consulted for many global insurance companies, banks, mutual fund companies, state pension plans and regulators in both North and South America. He has published eight books, over 60 peer-reviewed papers and 200 popular magazine and newspaper articles on the topics of insurance, investments, pensions, retirement and annuities.
In the summer of 2002, Milevsky was elected a Fellow of the Fields Institute for Research in Mathematical Sciences. In 2003, he received two National Magazine (Canada) awards for his popular writing. He received a Graham and Dodd scroll award from the CFA Institute for a 2006 article in the Financial Analysts Journal. In fall 2008, he was honored by the Retirement Income Industry Association (RIIA) with a lifetime achievement award for applied research. In May 2009, Investment Advisor magazine named him to their IA25 list of the most influential people in the financial advisory business, and Investment News magazine selected him as one of the 20 people to watch in 2010. Milevsky’s most recent book, “Pensionize Your Nest Egg: How to Use Product Allocation to Guarantee a Lifetime Income,” was published in September 2010 by John Wiley & Sons.
Articles by this Author
Portfolio Strategies »
No consensus exists on an acceptable risk of outliving savings, and current models don’t reveal the magnitude of the shortfall retirees face.
April 2016 | Journal
Financial Planning »
The optimal amount to withdraw depends on survival probabilities, pension income, legacy goals and the willingness to risk outliving one’s assets.
September 2011 | Journal