Time for Tontines?
“...the arguments in their favor are compelling." Our research on tontines for the Wharton Pension Research Council is referenced in this...
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Nuovalo
Jun 29, 20201 min read
Tontine Savings Accounts
“A tontine is a financial vehicle that allows people to pool their assets and their mortality risk and thereby enhance their savings. We...
Nuovalo
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...
Nuovalo
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...
Nuovalo
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...
Nuovalo
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...
Nuovalo
Dec 31, 20191 min read
Creating Structured Payouts with Tontines
Tontines are useful vehicles for providing retirement income. Their payouts, however, will necessarily vary as a function of investment...
Nuovalo
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...
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