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Research & Resources

Essays, Papers and Chapters

The Feel Free Retirement
Spending Strategy

First Prize Essay

How much can you spend in retirement?

A Risk-Based Framework for Retirement Planning

First Prize Essay

How to determine asset allocation and the need for annuity income in retirement

VALUE Annuities

How to create an uninsured longevity pool for paying retirement income

Saving the Next Billion from Old Age Poverty

Retirement policy outlook and interventions globally

My chapter is Paying the Pension: Markets, Products & Choices

Asian Provident Funds: Meeting Tomorrow’s Challenges

An analysis of retirement security,

investment and governance practices

Articles

Hitting the Wall 

Why investors can expect lower returns in the future, and for a long time to come

Guaranteed Retirement Income -
How Much Do You Need?

A method for making a decision about whether to buy an annuity or not

Replacement Ratio:
The Dinosaur of Retirement Planning

Why the traditional replacement ratios isn’t that useful for retirement planning

Drafts & Working Papers

Equity Risk Sentiment

Adjusting CAPE ratios for interest rates for better forecasting and modeling

Glidepath Principles

The wisdom behind investment glidepaths for many purposes

Market Value Perspective

Why public pension plans should adopt a market value perspective (probably not what you think)

Research I Like

The Value of Longevity Pooling

Assigning a quantitative value to getting income for life

Retirement Income Primer

A complete guide to strategic thinking about retirement income
  • The Feel Free Retirement Spending Strategy
    How much can you spend in retirement? Read More
  • A Risk-Based Framework for Retirement Planning
    How to determine asset allocation and the need for annuity income in retirement Read More
  • VALUE Annuities
    How to create an uninsured longevity pool for paying retirement income Read More
  • Saving the Next Billion from Old Age Poverty
    Retirement policy outlook and interventions globally My chapter is Paying the Pension: Markets, Products & Choices Read More
  • Asian Provident Funds: Meeting Tomorrow’s Challenges
    An analysis of retirement security, investment and governance practices Read More
  • Hitting the Wall
    Why investors can expect lower returns in the future, and for a long time to come Read More
  • Guaranteed Retirement Income - How Much Do You Need?
    A method for making a decision about whether to buy an annuity or not and how much of your savings to use Read More
  • Replacement Ratio: The Dinosaur of Retirement Planning
    Why the traditional replacement ratios isn’t that useful for retirement planning Read More
  • Equity Risk Sentiment
    Adjusting CAPE ratios for interest rates for better forecasting and modeling Read More
  • Glidepath Principles
    The wisdom behind investment glidepaths for many purposes Read More
  • Market Value Perspective
    Why public pension plans should adopt a market value perspective (probably not what you think) Read More
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