Life Annuity Products and Their Guarantees [[electronic resource] /] / Organisation for Economic Co-operation and Development |
Pubbl/distr/stampa | Paris, : OECD Publishing, 2016 |
Descrizione fisica | 1 online resource (106 pages) : illustrations |
Disciplina | 332.67254 |
Soggetto topico |
Annuities
Retirement income - Planning Pension trusts |
ISBN |
92-64-26779-4
92-64-26531-7 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Policy considerations with respect to annuity products -- Glossary -- Ensuring suitable products for consumers -- Drivers of annuity product availability, design and sustainability -- Overview of the different types of annuity products -- The risks presented by annuity products and how they are managed -- What is an annuity product? -- Executive Summary -- Foreword. |
Record Nr. | UNINA-9910808725503321 |
Paris, : OECD Publishing, 2016 | ||
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Lo trovi qui: Univ. Federico II | ||
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Optimizing the aging, retirement, and pensions dilemma [[electronic resource] /] / Marida Bertocchi, Sandra L. Schwartz, William T. Ziemba |
Autore | Bertocchi Marida |
Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, c2010 |
Descrizione fisica | 1 online resource (432 p.) |
Disciplina |
331.252
332.024 332.024/014 |
Altri autori (Persone) |
SchwartzS. L <1943-> (Sandra L.)
ZiembaW. T |
Collana | Wiley finance series |
Soggetto topico |
Retirement - Economic aspects
Retirement income - Planning Pensions |
ISBN |
1-282-49090-7
9786612490903 1-118-26638-2 0-470-58566-8 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Optimizing the Aging, Retirement, and Pensions Dilemma; Contents; Acknowledgments; Preface; Part I: The Aging Population: Issues for Retirement; Chapter 1: Issues in Retirement; 1.1 LONGEVITY AND CHANGING DEMOGRAPHICS ACROSS THE WORLD; 1.2 THE EVOLUTION OF RETIREMENT; 1.3 PROVISION FOR RETIREMENT; Chapter 2: The Various Costs of Pensions: Macro and Micro; 2.1 GOVERNMENTAL COST OF RETIREMENT; 2.2 PENSIONS AND CAPITAL FORMATION; 2.3 REGULATING CORPORATE PENSIONS; 2.4 DC VS. DB: SHIFTING THE RISKS; 2.5 FREEZING PENSION PLANS; 2.6 WHERE DO WE GO FROM HERE?
Chapter 3: The Various Pillars of Retirement: Social Security, Company Pensions, Supplementary Pensions, and Private Savings3.1 PILLARS OF RETIREMENT; 3.2 REFORMING OECD PENSIONS; 3.3 CHANGING ROLE OF PRIVATE PENSIONS; 3.4 PLANS FOR REFORMING SOCIAL PENSIONS; 3.5 RETHINKING PENSION PROMISES: BREAKING THE FIXED LINK TO A MONETARY VALUE; 3.6 INTERGENERATIONAL RISK-SHARING; Chapter 4: Asset Classes: Historical Performance and Risk; 4.1 EQUITIES; 4.2 ETFS: EXCHANGE-TRADED FUNDS; 4.3 BONDS AND FIXED INCOME; 4.4 THE BOND-STOCK MEASURE FOR MEDIUM-TERM LARGE CRASH PREDICTION; 4.5 HEDGE FUNDS 4.6 REAL ASSETS4.7 HOUSING AS AN ASSET CLASS; 4.8 GOLD AND OTHER COMMODITIES; 4.9 PRIVATE EQUITY AND RELATED ASSETS; 4.10 CURRENCIES; 4.11 EVALUATION OF GREAT INVESTORS; 4.12 FUNDAMENTAL AND SEASONAL ANOMALIES OF ASSET RETURNS; Chapter 5: The Current Economic Crisis and Its Impact on Retirement Decisions; 5.1 HOUSEHOLD AND GOVERNMENT DEBT; 5.2 WERE THE CRASH MODELS HELPFUL INSIGNALING THE US AND WORLDWIDE 2007-2009 CRASH?; 5.3 THE SUBPRIME CRISIS AND HOW IT EVOLVED; 5.4 IMPACT ON RETIREMENT EXPECTATIONS; 5.5 PENSIONS IN TROUBLE; 5.6 STATE PENSIONS; 5.7 FUTURE ERP 5.8 FUTURE INFLATION AND PENSIONSPart II: Special Issues and Models; Chapter 6: The Impact of Population Aging on Household Portfolios and Asset Returns; 6.1 INTRODUCTION; 6.2 THE EMPIRICAL EVIDENCE; 6.3 MODELS FOR PORTFOLIO CHOICES AND LIFE-CYCLE ASSET ALLOCATIONS; 6.4 CONCLUSIONS; Chapter 7: A Continuous Time Approach to Asset-Liability Surplus Management; 7.1 THE RUDOLF-ZIEMBA (2004) INTERGENERATIONAL SURPLUS MANAGEMENT MODEL; 7.2 A CASE STUDY APPLICATION OF THE RUDOLF-ZIEMBA MODEL; Chapter 8: Should Defined Benefit Pension Schemes Be Career Average or Final Salary?; 8.1 INTRODUCTION 8.2 CAREER AVERAGE DEFINED BENEFIT SCHEMES8.3 COST NEUTRALITY; 8.4 CHOOSING THE REVALUATION RATE; 8.5 THE ADOPTION OF CAREER AVERAGE PENSION SCHEMES; 8.6 ADVANTAGES OF A SWITCH TO A CAREER AVERAGE SCHEME; 8.7 DISADVANTAGES OF A SWITCH TO A CAREER AVERAGE SCHEME; 8.8 REDISTRIBUTION EFFECTS OF A SWITCH TO CAREER AVERAGE PENSIONS; 8.9 CONCLUSIONS; Chapter 9: Applying Stochastic Programming to the US Defined Benefit Pension System; 9.1 INTRODUCTION; 9.2 INTEGRATED CORPORATE/PENSION PLANNING MODEL; 9.3 ASSISTING THE DEFINED BENEFIT PENSION SYSTEM; 9.4 CONCLUSIONS Chapter 10: Mortality-Linked Securities and Derivatives |
Record Nr. | UNINA-9910139466503321 |
Bertocchi Marida
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Hoboken, NJ, : John Wiley & Sons, c2010 | ||
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Lo trovi qui: Univ. Federico II | ||
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Optimizing the aging, retirement, and pensions dilemma [[electronic resource] /] / Marida Bertocchi, Sandra L. Schwartz, William T. Ziemba |
Autore | Bertocchi Marida |
Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, c2010 |
Descrizione fisica | 1 online resource (432 p.) |
Disciplina |
331.252
332.024 332.024/014 |
Altri autori (Persone) |
SchwartzS. L <1943-> (Sandra L.)
ZiembaW. T |
Collana | Wiley finance series |
Soggetto topico |
Retirement - Economic aspects
Retirement income - Planning Pensions |
ISBN |
1-282-49090-7
9786612490903 1-118-26638-2 0-470-58566-8 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Optimizing the Aging, Retirement, and Pensions Dilemma; Contents; Acknowledgments; Preface; Part I: The Aging Population: Issues for Retirement; Chapter 1: Issues in Retirement; 1.1 LONGEVITY AND CHANGING DEMOGRAPHICS ACROSS THE WORLD; 1.2 THE EVOLUTION OF RETIREMENT; 1.3 PROVISION FOR RETIREMENT; Chapter 2: The Various Costs of Pensions: Macro and Micro; 2.1 GOVERNMENTAL COST OF RETIREMENT; 2.2 PENSIONS AND CAPITAL FORMATION; 2.3 REGULATING CORPORATE PENSIONS; 2.4 DC VS. DB: SHIFTING THE RISKS; 2.5 FREEZING PENSION PLANS; 2.6 WHERE DO WE GO FROM HERE?
Chapter 3: The Various Pillars of Retirement: Social Security, Company Pensions, Supplementary Pensions, and Private Savings3.1 PILLARS OF RETIREMENT; 3.2 REFORMING OECD PENSIONS; 3.3 CHANGING ROLE OF PRIVATE PENSIONS; 3.4 PLANS FOR REFORMING SOCIAL PENSIONS; 3.5 RETHINKING PENSION PROMISES: BREAKING THE FIXED LINK TO A MONETARY VALUE; 3.6 INTERGENERATIONAL RISK-SHARING; Chapter 4: Asset Classes: Historical Performance and Risk; 4.1 EQUITIES; 4.2 ETFS: EXCHANGE-TRADED FUNDS; 4.3 BONDS AND FIXED INCOME; 4.4 THE BOND-STOCK MEASURE FOR MEDIUM-TERM LARGE CRASH PREDICTION; 4.5 HEDGE FUNDS 4.6 REAL ASSETS4.7 HOUSING AS AN ASSET CLASS; 4.8 GOLD AND OTHER COMMODITIES; 4.9 PRIVATE EQUITY AND RELATED ASSETS; 4.10 CURRENCIES; 4.11 EVALUATION OF GREAT INVESTORS; 4.12 FUNDAMENTAL AND SEASONAL ANOMALIES OF ASSET RETURNS; Chapter 5: The Current Economic Crisis and Its Impact on Retirement Decisions; 5.1 HOUSEHOLD AND GOVERNMENT DEBT; 5.2 WERE THE CRASH MODELS HELPFUL INSIGNALING THE US AND WORLDWIDE 2007-2009 CRASH?; 5.3 THE SUBPRIME CRISIS AND HOW IT EVOLVED; 5.4 IMPACT ON RETIREMENT EXPECTATIONS; 5.5 PENSIONS IN TROUBLE; 5.6 STATE PENSIONS; 5.7 FUTURE ERP 5.8 FUTURE INFLATION AND PENSIONSPart II: Special Issues and Models; Chapter 6: The Impact of Population Aging on Household Portfolios and Asset Returns; 6.1 INTRODUCTION; 6.2 THE EMPIRICAL EVIDENCE; 6.3 MODELS FOR PORTFOLIO CHOICES AND LIFE-CYCLE ASSET ALLOCATIONS; 6.4 CONCLUSIONS; Chapter 7: A Continuous Time Approach to Asset-Liability Surplus Management; 7.1 THE RUDOLF-ZIEMBA (2004) INTERGENERATIONAL SURPLUS MANAGEMENT MODEL; 7.2 A CASE STUDY APPLICATION OF THE RUDOLF-ZIEMBA MODEL; Chapter 8: Should Defined Benefit Pension Schemes Be Career Average or Final Salary?; 8.1 INTRODUCTION 8.2 CAREER AVERAGE DEFINED BENEFIT SCHEMES8.3 COST NEUTRALITY; 8.4 CHOOSING THE REVALUATION RATE; 8.5 THE ADOPTION OF CAREER AVERAGE PENSION SCHEMES; 8.6 ADVANTAGES OF A SWITCH TO A CAREER AVERAGE SCHEME; 8.7 DISADVANTAGES OF A SWITCH TO A CAREER AVERAGE SCHEME; 8.8 REDISTRIBUTION EFFECTS OF A SWITCH TO CAREER AVERAGE PENSIONS; 8.9 CONCLUSIONS; Chapter 9: Applying Stochastic Programming to the US Defined Benefit Pension System; 9.1 INTRODUCTION; 9.2 INTEGRATED CORPORATE/PENSION PLANNING MODEL; 9.3 ASSISTING THE DEFINED BENEFIT PENSION SYSTEM; 9.4 CONCLUSIONS Chapter 10: Mortality-Linked Securities and Derivatives |
Record Nr. | UNINA-9910813260403321 |
Bertocchi Marida
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Hoboken, NJ, : John Wiley & Sons, c2010 | ||
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Lo trovi qui: Univ. Federico II | ||
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Retirement income [[electronic resource] ] : ensuring income throughout retirement requires difficult choices : report to the Chairman, Special Committee on Aging, U.S. Senate |
Pubbl/distr/stampa | [Washington, D.C.] : , : U.S. Govt. Accountability Office, , [2011] |
Descrizione fisica | 1 online resource (iv, 72 pages) : color illustrations |
Soggetto topico |
Retirement income
Retirement income - Planning Defined benefit pension plans Defined contribution pension plans |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Retirement income |
Record Nr. | UNINA-9910700905503321 |
[Washington, D.C.] : , : U.S. Govt. Accountability Office, , [2011] | ||
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Lo trovi qui: Univ. Federico II | ||
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Retirement market insights |
Pubbl/distr/stampa | Lake Forest, IL : , : Spectrem Group, , 2005- |
Descrizione fisica | 1 online resource |
Disciplina | 336.2428 |
Soggetto topico |
Retirement income - Planning
Pensions |
Soggetto genere / forma | Periodicals. |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Periodico |
Lingua di pubblicazione | eng |
Record Nr. | UNISA-996297327603316 |
Lake Forest, IL : , : Spectrem Group, , 2005- | ||
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Lo trovi qui: Univ. di Salerno | ||
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Retirement market insights |
Pubbl/distr/stampa | Lake Forest, IL : , : Spectrem Group, , 2005- |
Descrizione fisica | 1 online resource |
Disciplina | 336.2428 |
Soggetto topico |
Retirement income - Planning
Pensions |
Soggetto genere / forma | Periodicals. |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Periodico |
Lingua di pubblicazione | eng |
Record Nr. | UNINA-9910680563503321 |
Lake Forest, IL : , : Spectrem Group, , 2005- | ||
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Lo trovi qui: Univ. Federico II | ||
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Retirement plan investing : clearer information on consideration of environmental, social and governance factors would be helpful |
Pubbl/distr/stampa | [Washington, D.C.] : , : United States Government Accountability Office, , 2018 |
Descrizione fisica | 1 online resource (iii, 57 pages) : illustrations |
Soggetto topico |
Investments - Moral and ethical aspects
Retirement income - Planning Social responsibility of business - United States |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Altri titoli varianti | Retirement Plan Investing |
Record Nr. | UNINA-9910714234903321 |
[Washington, D.C.] : , : United States Government Accountability Office, , 2018 | ||
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Lo trovi qui: Univ. Federico II | ||
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Retirement portfolios [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher |
Autore | Zwecher Michael J. <1957-> |
Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2010 |
Descrizione fisica | 1 online resource (306 p.) |
Disciplina |
332.024/014
332.024014 |
Collana | Wiley finance series |
Soggetto topico |
Retirement income - Planning
Portfolio management |
ISBN |
1-282-68973-8
9786612689734 1-118-26826-1 0-470-58559-5 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Retirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality; Chapter 5: Flooring with Capital Markets Products; Part Two: Adapting Portfolios for Retirement Income; Chapter 6: Building Retirement Income Portfolios
Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Part Three: Managing Portfolios for Retirement Income; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Part Four: Making It Happen; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal; Chapter 12: Market Segmentation; Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies Appendix A: History of Theoretical Developments in Life-Cycle Planning THE MODEL; RISING LIFESTYLES AND HABIT FORMATION; EMPIRICAL STUDIES OF LIFE-CYCLE BEHAVIOR; Appendix B: How Professionals Can Maximize the Usefulness of this Book; TRANSACTION-ORIENTED SALESPEOPLE; ASSET GATHERERS; INSURANCE PLANNERS; FINANCIAL PLANNERS; PORTFOLIO MANAGERS; Notes; Glossary; References; Index |
Record Nr. | UNINA-9910139513703321 |
Zwecher Michael J. <1957->
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Hoboken, NJ, : Wiley, c2010 | ||
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Lo trovi qui: Univ. Federico II | ||
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Retirement portfolios [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher |
Autore | Zwecher Michael J. <1957-> |
Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2010 |
Descrizione fisica | 1 online resource (306 p.) |
Disciplina |
332.024/014
332.024014 |
Collana | Wiley finance series |
Soggetto topico |
Retirement income - Planning
Portfolio management |
ISBN |
1-282-68973-8
9786612689734 1-118-26826-1 0-470-58559-5 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Retirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality; Chapter 5: Flooring with Capital Markets Products; Part Two: Adapting Portfolios for Retirement Income; Chapter 6: Building Retirement Income Portfolios
Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Part Three: Managing Portfolios for Retirement Income; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Part Four: Making It Happen; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal; Chapter 12: Market Segmentation; Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies Appendix A: History of Theoretical Developments in Life-Cycle Planning THE MODEL; RISING LIFESTYLES AND HABIT FORMATION; EMPIRICAL STUDIES OF LIFE-CYCLE BEHAVIOR; Appendix B: How Professionals Can Maximize the Usefulness of this Book; TRANSACTION-ORIENTED SALESPEOPLE; ASSET GATHERERS; INSURANCE PLANNERS; FINANCIAL PLANNERS; PORTFOLIO MANAGERS; Notes; Glossary; References; Index |
Record Nr. | UNINA-9910816127203321 |
Zwecher Michael J. <1957->
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Hoboken, NJ, : Wiley, c2010 | ||
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Lo trovi qui: Univ. Federico II | ||
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Retirement portfolios workbook [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher |
Autore | Zwecher Michael J. <1957-> |
Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, Ltd., c2010 |
Descrizione fisica | 1 online resource (210 p.) |
Disciplina |
332.024/014
332.024014 |
Collana | Wiley finance series |
Soggetto topico |
Retirement income - Planning
Portfolio management |
ISBN |
1-282-68972-X
9786612689727 1-118-26818-0 0-470-58620-6 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Retirement Portfolios Workbook: Theory, Construction, and Management; Contents; Preface; BEFORE YOU GET STARTED: TOOLS YOU'LL NEED TO COMPLETE THE EXERCISES; Part One: Questions; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income Portfolios
Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal; Chapter 12: Market Segmentation; Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies; Part Two: Solutions; Chapter 1: Portfolio Focus and Stage of Life Chapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income Portfolios; Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal Chapter 12: Market Segmentation Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies |
Record Nr. | UNINA-9910139512803321 |
Zwecher Michael J. <1957->
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Hoboken, NJ, : John Wiley & Sons, Ltd., c2010 | ||
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Lo trovi qui: Univ. Federico II | ||
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