Democratizing pension funds [[electronic resource] ] : corporate governance and accountability / / Ronald B. Davis |
Autore | Davis Ronald <1947-> |
Pubbl/distr/stampa | Vancouver, BC, : UBC Press, c2008 |
Descrizione fisica | 1 online resource (253 p.) |
Disciplina | 332.67/254 |
Soggetto topico |
Pension trusts - Investments
Social responsibility of business Institutional investments - Social aspects Corporate governance Pension trusts - Management Institutional investors Régimes privés de retraite - Investissements Entreprises - Responsabilité sociale Investissements institutionnels - Aspect social Gouvernement d'entreprise Régimes privés de retraite - Gestion Investisseurs institutionnels |
Soggetto genere / forma | Electronic books. |
ISBN |
1-282-45699-7
9786612456992 0-7748-5607-6 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Record Nr. | UNINA-9910456294803321 |
Davis Ronald <1947-> | ||
Vancouver, BC, : UBC Press, c2008 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Democratizing pension funds [[electronic resource] ] : corporate governance and accountability / / Ronald B. Davis |
Autore | Davis Ronald <1947-> |
Pubbl/distr/stampa | Vancouver, BC, : UBC Press, c2008 |
Descrizione fisica | 1 online resource (253 p.) |
Disciplina | 332.67/254 |
Soggetto topico |
Pension trusts - Investments
Social responsibility of business Institutional investments - Social aspects Corporate governance Pension trusts - Management Institutional investors Régimes privés de retraite - Investissements Entreprises - Responsabilité sociale Investissements institutionnels - Aspect social Gouvernement d'entreprise Régimes privés de retraite - Gestion Investisseurs institutionnels |
ISBN |
1-282-45699-7
9786612456992 0-7748-5607-6 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Front Matter -- Contents -- Acknowledgments -- Introduction -- Corporate Investment by Employee Pension Funds: A Deal with the Devil? -- Pension Fund Assets and Plan Members: A Question of Ownership? -- The Duties of Pension Fund Managers towards Plan Members with Respect to the Governance of Investee Corporations -- Corporate Law's Opportunities and Limitations for Pension Fund Corporate Governance Activity -- The Enhancing and Constraining Effects of Securities Regulation on Corporate Governance by Pension Funds -- Designing Democratic Corporate Governance Accountability Options -- Conclusion: Pension Funds Must Be Accountable to Plan Members for Using Corporate Governance to Enhance Corporate Environmental, Social, and Governance Performance -- Notes -- Bibliography -- Index |
Record Nr. | UNINA-9910780848703321 |
Davis Ronald <1947-> | ||
Vancouver, BC, : UBC Press, c2008 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Democratizing pension funds : corporate governance and accountability / / Ronald B. Davis |
Autore | Davis Ronald <1947-> |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Vancouver, BC, : UBC Press, c2008 |
Descrizione fisica | 1 online resource (253 p.) |
Disciplina | 332.67/254 |
Soggetto topico |
Pension trusts - Investments
Social responsibility of business Institutional investments - Social aspects Corporate governance Pension trusts - Management Institutional investors Regimes prives de retraite - Investissements Entreprises - Responsabilite sociale Investissements institutionnels - Aspect social Gouvernement d'entreprise Regimes prives de retraite - Gestion Investisseurs institutionnels |
ISBN |
1-282-45699-7
9786612456992 0-7748-5607-6 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Front Matter -- Contents -- Acknowledgments -- Introduction -- Corporate Investment by Employee Pension Funds: A Deal with the Devil? -- Pension Fund Assets and Plan Members: A Question of Ownership? -- The Duties of Pension Fund Managers towards Plan Members with Respect to the Governance of Investee Corporations -- Corporate Law's Opportunities and Limitations for Pension Fund Corporate Governance Activity -- The Enhancing and Constraining Effects of Securities Regulation on Corporate Governance by Pension Funds -- Designing Democratic Corporate Governance Accountability Options -- Conclusion: Pension Funds Must Be Accountable to Plan Members for Using Corporate Governance to Enhance Corporate Environmental, Social, and Governance Performance -- Notes -- Bibliography -- Index |
Record Nr. | UNINA-9910828831303321 |
Davis Ronald <1947-> | ||
Vancouver, BC, : UBC Press, c2008 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Governance and investment of public pension assets [[electronic resource] ] : practitioners' perspectives / / editors, Sudhir Rajkumar, Mark C. Dorfman |
Pubbl/distr/stampa | Washington, D.C., : World Bank, c2011 |
Descrizione fisica | 1 online resource (364 p.) |
Disciplina | 332.67/254 |
Altri autori (Persone) |
RajkumarSudhir
DorfmanMark C |
Soggetto topico |
Pension trusts
Pension trusts - Investments Financial crises - 21st century |
Soggetto genere / forma | Electronic books. |
ISBN |
1-283-10005-3
9786613100054 0-8213-8471-6 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Summary and key messages -- Key principles of governance and investment management -- Governance of public pension assets -- Governance structures and accountabilities -- Qualification, selection, and operation of governing bodies -- Operational policies and procedures -- Managing fiscal pressures in defined-benefit schemes -- Policy responses to turbulent financial markets -- Investment of public pension assets -- Defining the investment policy framework for public pension funds -- Managing risk for different cohorts in defined contribution schemes -- An asset-liability approach to strategic asset allocation for pension funds -- In-house investment versus outsourcing to external investment managers -- International investments and managing the resulting currency risk -- Alternative asset classes and new investment themes. |
Record Nr. | UNINA-9910457093903321 |
Washington, D.C., : World Bank, c2011 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Governance and investment of public pension assets : : practitioners' perspectives / / editors, Sudhir Rajkumar, Mark C. Dorfman |
Pubbl/distr/stampa | Washington, D.C. : , : World Bank, , c2011 |
Descrizione fisica | xvi, 343 pages : illustrations (some color) ; ; 26 cm |
Disciplina | 332.67/254 |
Altri autori (Persone) |
RajkumarSudhir
DorfmanMark C |
Soggetto topico |
Pension trusts
Pension trusts - Investments Financial crises - 21st century |
ISBN |
1-283-10005-3
9786613100054 0-8213-8471-6 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Summary and key messages -- Key principles of governance and investment management -- Governance of public pension assets -- Governance structures and accountabilities -- Qualification, selection, and operation of governing bodies -- Operational policies and procedures -- Managing fiscal pressures in defined-benefit schemes -- Policy responses to turbulent financial markets -- Investment of public pension assets -- Defining the investment policy framework for public pension funds -- Managing risk for different cohorts in defined contribution schemes -- An asset-liability approach to strategic asset allocation for pension funds -- In-house investment versus outsourcing to external investment managers -- International investments and managing the resulting currency risk -- Alternative asset classes and new investment themes. |
Record Nr. | UNINA-9910781358403321 |
Washington, D.C. : , : World Bank, , c2011 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Governance and investment of public pension assets : : practitioners' perspectives / / editors, Sudhir Rajkumar, Mark C. Dorfman |
Pubbl/distr/stampa | Washington, D.C. : , : World Bank, , c2011 |
Descrizione fisica | xvi, 343 pages : illustrations (some color) ; ; 26 cm |
Disciplina | 332.67/254 |
Altri autori (Persone) |
RajkumarSudhir
DorfmanMark C |
Soggetto topico |
Pension trusts
Pension trusts - Investments Financial crises - 21st century |
ISBN |
1-283-10005-3
9786613100054 0-8213-8471-6 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Summary and key messages -- Key principles of governance and investment management -- Governance of public pension assets -- Governance structures and accountabilities -- Qualification, selection, and operation of governing bodies -- Operational policies and procedures -- Managing fiscal pressures in defined-benefit schemes -- Policy responses to turbulent financial markets -- Investment of public pension assets -- Defining the investment policy framework for public pension funds -- Managing risk for different cohorts in defined contribution schemes -- An asset-liability approach to strategic asset allocation for pension funds -- In-house investment versus outsourcing to external investment managers -- International investments and managing the resulting currency risk -- Alternative asset classes and new investment themes. |
Record Nr. | UNINA-9910828177603321 |
Washington, D.C. : , : World Bank, , c2011 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Pension finance [[electronic resource] /] / David Blake |
Autore | Blake David <1954-> |
Pubbl/distr/stampa | Chichester, England ; ; Hoboken, NJ, : John Wiley & Sons, c2006 |
Descrizione fisica | 1 online resource (485 p.) |
Disciplina |
332.67/254
332.67254 |
Soggetto topico |
Pension trusts - Management
Pension trusts - Investments Portfolio management |
Soggetto genere / forma | Electronic books. |
ISBN |
1-119-20894-7
1-280-72146-4 9786610721467 0-470-05870-6 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Pension Finance; Contents; Preface; 1 Investment Assets Held by Pension Funds; 1.1 Money-Market Securities; 1.2 Bonds and Loans; 1.3 Shares; 1.4 Collective Investment Vehicles; 1.4.1 Unit Trusts and Open-Ended Investment Vehicles; 1.4.2 Investment Trusts; 1.4.3 Insurance Products; 1.4.4 Exchange-Traded Funds and Guaranteed Growth Funds; 1.5 Real Assets; 1.5.1 Property; 1.5.2 Land; 1.5.3 Collectibles; 1.6 Derivatives; 1.6.1 Forwards and Futures; 1.6.2 Options, Warrants and Convertibles; 1.6.3 Swaps; 1.6.4 Forward-Rate Agreements; 1.6.5 Synthetic Securities; 1.7 Alternative Investments
1.7.1 Public Market Strategies1.7.2 Private Market or Private Equity Strategies; 1.7.3 Natural Resources; 1.8 Socially Responsible Investment; 1.9 Global Custody; 1.10 Different Asset Characteristics and Uses; 1.10.1 Asset Characteristics; 1.10.2 Asset Uses; 1.11 Conclusions; Questions; Appendix: Standard Deviation, Value-At-Risk and Correlation; References; 2 Personal Finance: The Allocation of Personal Wealth to Different Asset Classes; 2.1 Introduction; 2.2 Modelling the Allocation of Personal Wealth to Different Asset Classes; 2.3 Conclusions; Questions; References 3 Corporate Pension Finance3.1 The Valuation of Pension Liabilities: Differences Between the Actuarial and Economic Approaches; 3.2 Pensions and the Company Balance Sheet: Differences Between the Accounting and Economic Approaches; 3.3 The Asset Allocation of the Pension Fund; 3.3.1 A Fully Funded Pension Fund; 3.3.2 An Underfunded Pension Fund; 3.3.3 A Pension Fund with Liabilities Linked to Earnings Growth; 3.3.4 An Insured Pension Fund; 3.4 The Relationship between the Pension Fund and the Sponsoring Company's Profitability, Credit Rating and Share Price; 3.4.1 Profitability 3.4.2 Credit Rating3.4.3 Share Price; 3.5 Conclusions; Questions; References; 4 Defined Contribution Pension Schemes - The Accumulation Phase; 4.1 The Optimal Design of DC Schemes During the Accumulation Phase; 4.1.1 Stochastic Pension Scheme Design; 4.1.2 Risk Factors; 4.1.3 Control Variables; 4.1.4 Simulation Output; 4.1.5 Choosing the Optimal Asset-Allocation Strategy; 4.1.6 The Trade-Off between Risk and Contribution Rates; 4.2 Charges; 4.2.1 Types of Charges; 4.2.2 Reduction in Yield; 4.2.3 Reduction in Contributions; 4.2.4 Changing Charging Structures and the Impact of Hidden Charges 4.3 Persistency4.3.1 Persistency Rates; 4.3.2 Adjusting Reported Charges for Policy Lapses; 4.4 Conclusions; Questions; Appendix: Charges; A.1 Reduction in Yield; A.2 Reduction in Contributions; A.3 Adjusting for Lapse Rates; References; 5 Defined Contribution Pension Schemes - The Distribution Phase; 5.1 Annuities; 5.1.1 Purchase Arrangements; 5.1.2 Coverage; 5.1.3 Variations; 5.1.4 Other Features; 5.1.5 Payment Terms; 5.1.6 Decomposition of Annuity Charges; 5.1.7 Mortality Drag; 5.2 The Optimal Design of DC Schemes During the Distribution Phase; 5.2.1 Alternative Distribution Programmes 5.2.2 Stochastic Pension Scheme Design |
Record Nr. | UNINA-9910143707303321 |
Blake David <1954-> | ||
Chichester, England ; ; Hoboken, NJ, : John Wiley & Sons, c2006 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Pension finance [[electronic resource] /] / David Blake |
Autore | Blake David <1954-> |
Pubbl/distr/stampa | Chichester, England ; ; Hoboken, NJ, : John Wiley & Sons, c2006 |
Descrizione fisica | 1 online resource (485 p.) |
Disciplina |
332.67/254
332.67254 |
Soggetto topico |
Pension trusts - Management
Pension trusts - Investments Portfolio management |
ISBN |
1-119-20894-7
1-280-72146-4 9786610721467 0-470-05870-6 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Pension Finance; Contents; Preface; 1 Investment Assets Held by Pension Funds; 1.1 Money-Market Securities; 1.2 Bonds and Loans; 1.3 Shares; 1.4 Collective Investment Vehicles; 1.4.1 Unit Trusts and Open-Ended Investment Vehicles; 1.4.2 Investment Trusts; 1.4.3 Insurance Products; 1.4.4 Exchange-Traded Funds and Guaranteed Growth Funds; 1.5 Real Assets; 1.5.1 Property; 1.5.2 Land; 1.5.3 Collectibles; 1.6 Derivatives; 1.6.1 Forwards and Futures; 1.6.2 Options, Warrants and Convertibles; 1.6.3 Swaps; 1.6.4 Forward-Rate Agreements; 1.6.5 Synthetic Securities; 1.7 Alternative Investments
1.7.1 Public Market Strategies1.7.2 Private Market or Private Equity Strategies; 1.7.3 Natural Resources; 1.8 Socially Responsible Investment; 1.9 Global Custody; 1.10 Different Asset Characteristics and Uses; 1.10.1 Asset Characteristics; 1.10.2 Asset Uses; 1.11 Conclusions; Questions; Appendix: Standard Deviation, Value-At-Risk and Correlation; References; 2 Personal Finance: The Allocation of Personal Wealth to Different Asset Classes; 2.1 Introduction; 2.2 Modelling the Allocation of Personal Wealth to Different Asset Classes; 2.3 Conclusions; Questions; References 3 Corporate Pension Finance3.1 The Valuation of Pension Liabilities: Differences Between the Actuarial and Economic Approaches; 3.2 Pensions and the Company Balance Sheet: Differences Between the Accounting and Economic Approaches; 3.3 The Asset Allocation of the Pension Fund; 3.3.1 A Fully Funded Pension Fund; 3.3.2 An Underfunded Pension Fund; 3.3.3 A Pension Fund with Liabilities Linked to Earnings Growth; 3.3.4 An Insured Pension Fund; 3.4 The Relationship between the Pension Fund and the Sponsoring Company's Profitability, Credit Rating and Share Price; 3.4.1 Profitability 3.4.2 Credit Rating3.4.3 Share Price; 3.5 Conclusions; Questions; References; 4 Defined Contribution Pension Schemes - The Accumulation Phase; 4.1 The Optimal Design of DC Schemes During the Accumulation Phase; 4.1.1 Stochastic Pension Scheme Design; 4.1.2 Risk Factors; 4.1.3 Control Variables; 4.1.4 Simulation Output; 4.1.5 Choosing the Optimal Asset-Allocation Strategy; 4.1.6 The Trade-Off between Risk and Contribution Rates; 4.2 Charges; 4.2.1 Types of Charges; 4.2.2 Reduction in Yield; 4.2.3 Reduction in Contributions; 4.2.4 Changing Charging Structures and the Impact of Hidden Charges 4.3 Persistency4.3.1 Persistency Rates; 4.3.2 Adjusting Reported Charges for Policy Lapses; 4.4 Conclusions; Questions; Appendix: Charges; A.1 Reduction in Yield; A.2 Reduction in Contributions; A.3 Adjusting for Lapse Rates; References; 5 Defined Contribution Pension Schemes - The Distribution Phase; 5.1 Annuities; 5.1.1 Purchase Arrangements; 5.1.2 Coverage; 5.1.3 Variations; 5.1.4 Other Features; 5.1.5 Payment Terms; 5.1.6 Decomposition of Annuity Charges; 5.1.7 Mortality Drag; 5.2 The Optimal Design of DC Schemes During the Distribution Phase; 5.2.1 Alternative Distribution Programmes 5.2.2 Stochastic Pension Scheme Design |
Record Nr. | UNINA-9910877872203321 |
Blake David <1954-> | ||
Chichester, England ; ; Hoboken, NJ, : John Wiley & Sons, c2006 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Privatizing social security [[electronic resource] /] / edited by Martin Feldstein |
Pubbl/distr/stampa | Chicago, : University of Chicago Press, 1998 |
Descrizione fisica | 1 online resource (484 p.) |
Disciplina | 332.67/254 |
Altri autori (Persone) | FeldsteinMartin S |
Collana | National Bureau of Economic Research project report |
Soggetto topico |
Pension trusts
Pension trusts - United States Social security individual investment accounts - United States |
Soggetto genere / forma | Electronic books. |
ISBN |
1-281-43089-7
9786611430894 0-226-24182-3 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Front matter -- Contents -- Preface -- Introduction -- 1. The Chilean Pension Reform: A Pioneering Program -- 2. Australia's Retirement Income System -- 3. The Roles of the Public and Private Sectors in the U.K. Pension System -- 4. Pension System Reform: The Mexican Case -- 5. The Shift to a Funded Social Security System: The Case of Argentina -- 6. The Transition Path in Privatizing Social Security -- 7. Simulating the Privatization of Social Security in General Equilibrium -- 8. Privatizing Social Security: First-Round Effects of a Generic, Voluntary, Privatized U.S. Social Security System -- 9. Individual Financial Decisions in Retirement Saving Plans and the Provision of Resources for Retirement -- 10. Administrative Costs in Public and Private Retirement Systems -- Contributors -- Author Index -- Subject Index |
Record Nr. | UNINA-9910451292603321 |
Chicago, : University of Chicago Press, 1998 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Privatizing social security [[electronic resource] /] / edited by Martin Feldstein |
Pubbl/distr/stampa | Chicago, : University of Chicago Press, 1998 |
Descrizione fisica | 1 online resource (484 p.) |
Disciplina | 332.67/254 |
Altri autori (Persone) | FeldsteinMartin S |
Collana | National Bureau of Economic Research project report |
Soggetto topico |
Pension trusts
Pension trusts - United States Social security individual investment accounts - United States |
Soggetto non controllato | social security, retirement, finance, privatization, reform, investment, nonfiction, saving, individual accounts, pension trusts, chile, australia, mexico, argentina, united kingdom, england, administrative costs, public, private, government, policy, income, aging, employment, labor, personal financial decisions, taxation, mandate, economics, economy, budget |
ISBN |
1-281-43089-7
9786611430894 0-226-24182-3 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Front matter -- Contents -- Preface -- Introduction -- 1. The Chilean Pension Reform: A Pioneering Program -- 2. Australia's Retirement Income System -- 3. The Roles of the Public and Private Sectors in the U.K. Pension System -- 4. Pension System Reform: The Mexican Case -- 5. The Shift to a Funded Social Security System: The Case of Argentina -- 6. The Transition Path in Privatizing Social Security -- 7. Simulating the Privatization of Social Security in General Equilibrium -- 8. Privatizing Social Security: First-Round Effects of a Generic, Voluntary, Privatized U.S. Social Security System -- 9. Individual Financial Decisions in Retirement Saving Plans and the Provision of Resources for Retirement -- 10. Administrative Costs in Public and Private Retirement Systems -- Contributors -- Author Index -- Subject Index |
Record Nr. | UNINA-9910784992903321 |
Chicago, : University of Chicago Press, 1998 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|