(redirected fromTarget Funds) Amutual fundthatinvestsexclusively inbondswithmaturitiesaround a certain date. Once that date is reached, all proceeds are distributed toshareholders; the fundliquidatesand ceases to exist. A target fund operates much like aunit investment trust(UIT) because both have fi...
We analyze the newly introduced German occupational pension scheme called target pension ("Zielrente"), which links the beneficiaries' benefits during the retirement phase to the mortality experienced among the pension beneficiaries and the performance of the financial market, from a pension beneficiary'...
In November 2022, the personal retirement pension system was launched, and the personal retirement fund Y shares established at the same time have also reached two years. In terms of performance, the retirement target fund Y shares have performed well, with an average return rate of 1.49% ...
Pension target funds are mutual funds that encourage long-term holding by investors, adopt mature asset allocation strategies and control the risk of volatility to seek long-term, stable returns on retirement savings. 养老目标基金是一种鼓励投资者长...
Several key lessons for pension design have emerged in the last decade from behavioral economics and finance research. This article analyzes the insights from this literature on how workers decide to save, manage their retirement investm... OS Mitchell,SP Utkus - 《Journal of Applied Corporate Fin...
DEFINED benefit pension plansPENSIONSSIMULATION methodsOLDER peopleDespite the growing importance of target date funds as retirement accumulation vehicles, there exists a paucity of literature on their comparative risk-return characteristics. This paper develops a stochastic simulation model to capture the ...
Pension target funds are mutual funds that encourage long-term holding by investors, adopt mature asset allocation strategies and control the risk of volatility to seek long-term, stable returns on retirement savings. Currently, China's retirement plans mostly rely on state- and corporate-sponsored ...
The article focuses on the retirement plans offered by Fortune 100 companies in U.S. as of June 2010. It says that the quantity of hybrid pension plans rem... Watson,Towers - 《Pension Benefits》 被引量: 5发表: 2010年 THE Recruit/Retain Shuffle. (cover story) The article focuses on th...
Target date funds provide a simple, automated approach to retirement savings in defined contribution plans. The passing of the Pension Protection Act of 20... B Doran,M Drew,A K. Basu - 《Journal of Financial Services Marketing》 被引量: 0发表: 2013年 'A homosexual institution': Same-sex...
Target benefit pension plans would offer members a monthly income stream in retirement at a predictable cost for employers. For plans that wish to undergo the conversion process, there would be initial costs associated with developing written governance and funding policies and filing with the Chief ...