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Trimming Bonsai Tree

Academics & Thought Leaders

Economists commonly talk about the benefits of matching risks of important life expenses with secure lifetime income.

Tree on Cliff

Modern Portfolio Theory

Valuing the "Utility" of Annuities

A large body of academic and industry thought leadership exists on the benefits of mortality pooling as a match for longevity risk.  


Some of our mentors are:

Bill Sharpe Published a free e-book which includes chapters describing annuities as "useful" hedges for longevity risk. 


Zvi Bodie has long researched and published thought leadership on the idea that the risk of investing in stocks does not diminish with time.

Barton Waring, former Head of Institutional Client Advisory at Barclays Global Investors, wrote a book about the importance of asset/liability matching in retirement portfolios.

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