Financial services have evolved over the last decade and continuous innovation with product design and risk management has demanded new analytical approaches. Our research group specializes in the fields of retirement income planning and annuity product design.

We provide consulting support to assist leading financial institutions in the research and development efforts which include:

  • New Product Development
  • Proprietary Tools & Applications
  • Annuity Product & Case Evaluation
  • White Papers
  • Speaking & Education
  • Marketing Program Support

Our quantitative research team was originally established in 2005 by Professor Moshe Milevsky and was incubated at the Fields Institute for Research in Mathematical Sciences (one of the top math institutes in the world). Through our close affiliation with the Fields Institute we have access to some of the world’s leading specialists in financial and actuarial mathematics. A number of our models and algorithms have been granted patent protection by the United States Patent and Trademark Office (USPTO).