Member’s default utility function (MDUF)

Useful resource for those looking to create a quantifiable retirement objective

A short introduction to MDUF
March 2017

A short introductory flyer

Download

An introduction to MDUF
March 2017

A longer introductory paper

Download

Introductory presentation
March 2017

An introductory presentation

Download

Questions and answers
March 2017

A large collection of questions and answers regarding MDUF v1

Download

Working paper
March 2017

This paper is a document of working records for MDUF v1

Download

Technical note – static model calculator
March 2017

Technical explanation of the measures and calculation in the excel static model calculator

Download

Static model calculator spreadsheet
March 2017

This model simulates outcomes and estimates utility for different retirement solutions

Download

Technical paper 1: derivation
March 2017

A paper detailing in steps the derivation of MDUF v1

Download

Technical paper 2: static models
March 2017

Uses MDUF v1 to compare static retirement product solutions

Download

Technical paper 3: dynamic strategies
March 2017

Uses MDUF v1 to derive optimal retirement solutions

Download