Moshe Milevsky

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Moshe Milevsky
Born Toronto, Ontario
Nationality Canadian
Alma mater York University

Associate Finance professor (tenured)

Executive Director of the IFID Centre, the Fields Institute for Research in Mathematical Sciences (Toronto)
Employer Schulich School of Business, York University, Toronto
Known for Wealth management, financial risk management
Website Home page

Moshe Milevsky is the Executive Director of The IFID (Individual Finance and Insurance Decisions) Centre and is an Associate Professor of Finance at the Schulich School of Business at York University in Toronto, Canada. He has lectured in the joint Kellogg/Schulich EMBA program, as well as at the University of Leuven in Belgium and ORT University in Uruguay.

Milevsky's expertise is on the interplay between financial risk management and personal wealth management. In addition to teaching he also works as a consultant for a variety of financial services companies and pension funds. He has been interviewed by Business Week, The Wall Street Journal, The New York Times, Barron's, Fortune and Money Magazine. Milevsky has published over 40 scholarly research articles, is the founding co-editor of the Journal of Pension Economics and Finance, and is the author of the 1999 Canadian best seller Money Logic: Financial Strategies for the Smart Investor (Stoddart Press). In 2003, a series of articles he wrote for the National Post Business were honoured with National Magazine Awards.


Milevsky is the author/co-author of the following award-winning papers.[1][2]

Year Award Study
2008 Kenneth Black Jr. Award A Gentle Introduction to the Calculus of Sustainable Income: What Is Your Retirement RisQuotient?[3]
2006 Graham and Dodd Scroll Human Capital, Asset Allocation and Life Insurance[4]
2000 Canadian Institute of Actuaries The Titanic Option: Valuation of the Guaranteed Minimum Death Benefit in Variable Annuities and Mutual Funds[5]

Published books

Milevsky is the author of the following books, written for a general audience.

  • Milevsky, Moshe A. (2015). King William's Tontine: Why the Retirement Annuity of the Future should Resurrect its Past. Cambridge: Cambridge University Press. ISBN 978-110-707612-9.
  • Milevsky, Moshe; Alexandra Macqueen (2015). Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life. Mississauga, Ontario: John Wiley & Sons. ISBN 0-470-68099-7.
  • Milevsky, Moshe (2012). The 7 Most Important Equations for Your Retirement: ...and the Stories Behind Them. Mississauga, Ontario: John Wiley & Sons. ISBN 978-1118291535.
  • Milevsky, Moshe (2010). Your Money Milestones: A Guide to Making the 9 Most Important Financial Decisions of Your Life. Upper Saddle River: FT Press. ISBN 0-13-702910-1.
  • Milevsky, Moshe (2008). Are You a Stock or a Bond?: Create Your Own Pension Plan for a Secure Financial Future. Upper Saddle River: FT Press. ISBN 978-0133115291.
  • Milevsky, Moshe (2006). The Calculus of Retirement Income: Financial Models for Pension Annuities and Life Insurance. New York: Cambridge University Press. ISBN 0-521-84258-1.
  • Milevsky, Moshe; Michael Posner (1999). Money Logic: Financial Strategies for the Serious Investor. Toronto: Stoddart. ISBN 0-7737-3171-7.


External links