Retirement | Nuovalo

May 10, 20242 min read

Longevity Risk Sharing Research by Nuovalo

List of published papers authored by Nuovalo co-founders and principals

Apr 4, 20221 min read

Robo Tontines Can Help with Asset Decumulation During Retirement

Robo tontines (risk pooling solutions offered by robo advisors) represent a natural evolution in the retirement income market.

Nov 12, 20205 min read

Individual Tontine Accounts – Yes, Seriously!

A version of this article also appeared in the Retirement Income Journal. Tontines are a much-misunderstood investment arrangement that...

Oct 17, 20201 min read

Brookings Institution Policy Brief on Retirement Tontines

The work of Richard Fullmer and our sister company, Nuova Longevità Research, is referenced in this thoughtful policy brief published by...

Jan 8, 20205 min read

Using Tontines to Manage Longevity Risk the Natural Way

Benjamin Franklin once famously wrote “… in this world nothing can be said to be certain, except death and taxes.” ¹ True, death is...

Jan 2, 20203 min read

On the Matter of Fair and Equitable Tontine Design

Tontines are a type of investment in which the account balances of shareholders who die are forfeited, divided up, and transferred to...

Jan 1, 20201 min read

A Practitioner’s Primer on Tontine Portfolios

We are pleased to announce the CFA Institute Research Foundation has published Tontines: A Practitioner’s Guide to Mortality-Pooled...

Dec 31, 20193 min read

Tontines 101

The term “tontine” may be new to many people. This is not surprising, given that the once-common term largely fell out of use around one...

Dec 1, 20192 min read

Other Research

Bernhardt, T., and C. Donnelly. (2019). Modern Tontine with Bequest: Innovation in Pooled Annuity Products. Insurance: Mathematics and...