The Curve Triangle & Rectangle Institute℠
About Us
The Shapes of Retirement Planning
The Shapes of Retirement Planning
The Shapes of Retirement Planning
Over the past 30 years, CTRI’s founders have led businesses through the “Curve” (Modern Portfolio Theory), “Triangle” (Behavioral Finance), and “Rectangle” (Household Balance Sheet) approaches to financial planning.
CTRI is the next step to discover, and develop what comes next.
Experience suggests that it will not start as the consensus
Over the past 30 years, CTRI’s founders have led businesses through the “Curve” (Modern Portfolio Theory), “Triangle” (Behavioral Finance), and “Rectangle” (Household Balance Sheet) approaches to financial planning.
CTRI is the next step to discover, and develop what comes next.
Experience suggests that it will not start as the consensus view.
Read a summary* of “The Shapes of Retirement Planning: Are You a Curve, a Triangle, or a Rectangle?”, which highlights the core themes for
The Curve Triangle & Rectangle Institute℠ (CTRI℠).
*For the full CTR paper, visit the download area below.
Comprehensive Approach
The Shapes of Retirement Planning
The Shapes of Retirement Planning
CTRI explores the unseen connections in research, and translates research findings in plain English in order to (i) find the powerful ideas that are not widely known, (ii) flag the false positives, and (iii) validate the insights that can be transformed into differentiated business practices, or new ventures.
Members prioritize research ba
CTRI explores the unseen connections in research, and translates research findings in plain English in order to (i) find the powerful ideas that are not widely known, (ii) flag the false positives, and (iii) validate the insights that can be transformed into differentiated business practices, or new ventures.
Members prioritize research based on the issues that keep them up at night. Findings are shared with members in membership notes, personal calls, and group meetings. Members have the option to customize the development of shared findings, under NDA. From time to time, members approve a limited number of these findings for general publication.
Become a Member
The Shapes of Retirement Planning
Become a Member
The Curve, Triangle, & Rectangle Institute℠ (CTRI℠) is a not-for-profit, research & development institute that was founded in 2018.
Membership is by invitation only, exclusive by industry, and currently includes leaders from an investment company, a life insurance company, a financial distributor, a professional education provider, and a f
The Curve, Triangle, & Rectangle Institute℠ (CTRI℠) is a not-for-profit, research & development institute that was founded in 2018.
Membership is by invitation only, exclusive by industry, and currently includes leaders from an investment company, a life insurance company, a financial distributor, a professional education provider, and a fintech start-up. Invitations are extended based on personal recommendations from existing members.
Regular Members (product manufacturers/distributors seeking to improve best practices) are first to receive research results, and provide governance. Start-up Members (technology vendors/fintech start-ups seeking to implement new solutions) have access to research results.
Bring your firm into this leading edge organization. Contact François Gadenne, 781-738-0484 or fg@ctri-usa.org.