Недержавне пенсійне забезпечення


Бібліотека. Міжнародний досвід

Регулювання пенсійних інвестицій. Рекомендовані публікації

 
  • Acuna, R. and Iglesias, A. (2001), "Chile's pension reform after 20 years", Pension Reform Primer series, Social Protection Discussion Paper no. 0129, World Bank, Washington D.C.
  • Anusic, Z., O'Keefe, P. and Madzarevic-Sujster, S. (2003), "Pension reform in Croatia", Pension Reform Primer series, Social Protection Discussion Paper no. 0304, World Bank, Washington D.C.
  • Bateman, H. (2001), "Disclosure of superannuation fees and charges", University of New South Wales, Sydney.
  • Bodie, Z. and Merton, R. (2001), "International pension swaps", Discussion Paper no. PI-0114, The Pensions Institute, Birkbeck College, London.
  • Bodie, Z. and Merton, R. (2002), "International pension swaps", Working Paper no. 02-01, Boston University School of Management, Boston.
  • Chlon, A. (2002), "Administrative costs of pension funds in Poland in international perspective", presented at INPRS regional meeting for CEE countries, Tallinn, Estonia, 7-8 February 2002.
  • Chlon, A., Gora, M. and Rutkowski, M. (1999), "Shaping pension reform in Poland: security through diversity", Pension Reform Primer series, Social Protection Discussion Paper no. 9923, World Bank, Washington D.C.
  • Davis, E. P. (2000), "Regulation of private pensions - a case study of the UK", Discussion Paper no. PI-0009, The Pensions Institute, Birkbeck College, London.
  • Davis, E. P. (2001), "Regulation of funded pensions - a case study of the United Kingdom", Occasional Paper no. OP15, Financial Services Authority, London.
  • Davis, E. P. (2001), "Portfolio regulation of life insurance companies and pension funds", Discussion Paper no. PI-0101, The Pensions Institute, Birkbeck College, London.
  • Davis, E. P. (2001), "Portfolio regulation of life insurance companies and pension funds", Book 1, Part 1, 4)a and Book 2, Part 1, 3)a of the OECD Insurance and Private Pensions Compendium for Emerging Economies, Organisation for Economic Co-operation and Development, Paris.
  • Davis, E.P. (2002), "Pension fund management and international investment - a global perspective", Brunel University, West London.
  • Demarco, G., Rofman, R., with Whitehouse, E.R. (1998), "Supervising mandatory pension funds: issues and challenges", Pension Reform Primer Series, Social Protection Discussion Paper no. 9817, World Bank, Washington, D.C.
  • Devesa-Carpio, J. E., Vidal-Melia, C. (2002), "The Reformed Pension Systems in Latin America", Pension Reform Primer Series, Social Protection Discussion Paper no. 0209, World Bank, Washington, D.C.
  • Dickinson, G. (2001), "Principles for investment regulation of pension funds and life insurance companies", Book 1, Part 1, 4)c and Book 2, Part 1, 3)c of the OECD Insurance and Private Pensions Compendium for Emerging Economies, Organisation for Economic Co-operation and Development, Paris.
  • Goswami, R. (2002), "Should pension funds invest in equities? An analysis of risk-return tradeoff and asset allocation decisions", NSE Research Initiative, Paper no. 6, National Stock Exchange of India.
  • Holzmann, R. (1998), "Financing the transition to multipillar", Pension Reform Primer series, Social Protection Discussion Paper no. 9809, World Bank, Washington, D.C.
  • James, E., Smalhout, J. and Vittas, D. (2001), "Administrative costs and the organisation of individual account systems: a comparative perspective", Book 2, Part 1, 6)a of the OECD Insurance and Private Pensions Compendium for Emerging Economies, Organisation for Economic Co-operation and Development, Paris.
  • Laboul, A. (1998), "Private pension systems: regulatory policies", Ageing Working Paper no. 2.2, Organisation for Economic Co-operation and Development, Paris.
  • Lindeman, D., Rutkowski, M. and Sluchynskyy, O. (2000), "The evolution of pension systems in Eastern Europe and Central Asia: opportunities, constraints, dilemmas and emerging practices", World Bank, Washington, D.C.
  • OECD Financial Affairs Division (1998), "Selected principles for the regulation of investments by insurance companies and pension funds", Book 1, Part 1, 1)e of the OECD Insurance and Private Pensions Compendium for Emerging Economies, Organisation for Economic Co-operation and Development, Paris.
  • OECD Working Party on Private Pensions (2000), "Selected principles for the regulation of investments by insurance companies and pension funds", Book 2, Part 1, 1)b of the OECD Insurance and Private Pensions Compendium for Emerging Economies, Organisation for Economic Co-operation and Development, Paris.
  • OECD (2006), "Survey of investment regulation of pension funds", Organisation for Economic Co-operation and Development, Paris.
  • OECD (2002), ""Prudent person rule" standard for the investment of pension fund assets", Organisation for Economic Co-operation and Development, Paris.
  • Orszag, P. R., Stiglitz, J. E. (1999), "Rethinking pension reform: ten myths about social security systems", presented at the conference on "New Ideas About Old Age Security", World Bank, Washington, D.C.
  • Palacios, R. and Rocha, R. (1998), "The Hungarian pension system in transition", Pension Reform Primer series, Social Protection Discussion Paper no. 9805, World Bank, Washington, D.C.
  • Pennacchi , G. (1998), "Government guarantees on pension fund returns", Pension Reform Primer series, Social Protection Discussion Paper no. 9806, World Bank, Washington, D.C.
  • Rocha, R., Gutierrez, J., and Hinz, R. (1999), "Improving the regulation and supervision of pension funds : Are there lessons from the banking sector?", Pension Reform Primer series, Social Protection Discussion Paper no. 9929, World Bank, Washington, D.C.
  • Rofman, R. (2000), "Pension system in Argentina: six years after the reform", Pension Reform Primer series, Social Protection Discussion Paper no. 0015, World Bank, Washington, D.C.
  • Shah, A. (2003), "Investment risk in the Indian pension sector and the role for pension guarantees", Ministry of Finance, New Delhi.
  • Shah, H. (1997), "Toward better regulation of private pension funds", Policy Research Working Paper no. 1791, World Bank, Washington, D.C.
  • Sin, Y. (2002), "Minimum pension guarantees. Introductory report", International Social Security Association, Seminar for Social Security Actuaries and Statisticians: Actuarial Aspects of Pension Reform, Moscow, Russian Federation, 3-5 July 2002.
  • Smetters, K. (2000), "The design and cost of pension guarantees", Wharton School, University of Pennsylvania.
  • Srinivas, P.S., Whitehouse, E.R. and Yermo, J. (2000), "Regulating private pension funds' structure, performance and investments: cross-country evidence", Pension Reform Primer series, Social Protection Discussion Paper no. 0113, World Bank, Washington, D.C.
  • Turner, J. A. and Rajnes, D. M. (2002), "Relative rate of return guarantees for social security defined contribution plans: what do they accomplish?", Discussion Paper no. PI-0202, The Pensions Institute, Birkbeck College, London.
  • Valdes-Prieto, S. (1999), "Reply to the article Do Investment Regulations compromise pension fund performance? Evidence from Latin America, by P.S. Srinivas and Juan Yermo", Catholic University of Chile, Santiago.
  • Vittas, D. (1998), "Regulatory controversies of private pension funds", Policy Research Working Paper no. 1893, World Bank, Washington, D.C.
  • Walliser, J. (2002), "Retirement guarantees in mandatory defined contribution systems", Pension Research Council, Wharton School, University of Pennsylvania.
  • Whitehouse, E. (2000), "Administrative charges for funded pensions: an international comparison and assessment", Pension Reform Primer series, Social Protection Discussion Paper no. 0016, World Bank, Washington, D.C.
  • Whitehouse, E. (2001), "Administrative charges for funded pensions: comparison and assessment of 13 countries", Book 1, Part 1, 4)b and Book 2, Part 1, 6)b of the OECD Insurance and Private Pensions Compendium for Emerging Economies, Organisation for Economic Co-operation and Development, Paris.
  • World Bank (2000), "Guarantees: counting the cost of guaranteeing defined contribution pensions", Pension Reform Primer briefing.
  • World Bank (2000), "Portfolio limits: pension investment restrictions compromise fund performance", Pension Reform Primer briefing.
  • Yermo, J. (2000), "Investment regulation of insurance companies and pension funds", Book 1, Part 1, 4)b and Book 2, Part 1, 3)b of the OECD Insurance and Private Pensions Compendium for Emerging Economies, Organisation for Economic Co-operation and Development, Paris.
  • Yermo, J. (2000), "Pension funds in Latin America: recent trends and regulatory challenges", Book 2, Part 2, 2)a of the OECD Insurance and Private Pensions Compendium for Emerging Economies, Organisation for Economic Co-operation and Development, Paris.
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