top

  Info

  • Utilizzare la checkbox di selezione a fianco di ciascun documento per attivare le funzionalità di stampa, invio email, download nei formati disponibili del (i) record.

  Info

  • Utilizzare questo link per rimuovere la selezione effettuata.
Democratizing pension funds [[electronic resource] ] : corporate governance and accountability / / Ronald B. Davis
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
Opac: Controlla la disponibilità qui
Democratizing pension funds [[electronic resource] ] : corporate governance and accountability / / Ronald B. Davis
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
Opac: Controlla la disponibilità qui
Democratizing pension funds : corporate governance and accountability / / Ronald B. Davis
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
Opac: Controlla la disponibilità qui
Governance and investment of public pension assets [[electronic resource] ] : practitioners' perspectives / / editors, Sudhir Rajkumar, Mark C. Dorfman
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
Opac: Controlla la disponibilità qui
Governance and investment of public pension assets : : practitioners' perspectives / / editors, Sudhir Rajkumar, Mark C. Dorfman
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
Opac: Controlla la disponibilità qui
Governance and investment of public pension assets : : practitioners' perspectives / / editors, Sudhir Rajkumar, Mark C. Dorfman
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
Opac: Controlla la disponibilità qui
Pension finance [[electronic resource] /] / David Blake
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
Opac: Controlla la disponibilità qui
Pension finance [[electronic resource] /] / David Blake
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
Opac: Controlla la disponibilità qui
Privatizing social security [[electronic resource] /] / edited by Martin Feldstein
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
Opac: Controlla la disponibilità qui
Privatizing social security [[electronic resource] /] / edited by Martin Feldstein
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
Opac: Controlla la disponibilità qui