April 2019

15Apr

Accounting for Pension Liabilities

By Katrin Brugger This book presents the US pension system and its development which is described by an overview of accounting standards and regulation boards and by comparing those to the International Financial Reporting Standard. The ideas of future pension plans and payments are underlined by an analysis of the demographic development in the US. Major pension plans are presented and information on: how participation is made, what kinds of benefits arise and who is eligible for those, is given....

April 15, 2019
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15Apr

Achieving Investment Excellence: A Practical Guide for Trustees of Pension Funds, Endowments and Foundations

By Kees Koedijk, Alfred Slager, Jaap Van Dam Achieving Investment Excellence offers trustees and asset managers a comprehensive handbook for improving the quality of their investments. With a stated goal of substantially and sustainably improving annual returns, this book clarifies and demystifies important concepts surrounding trustee duties and responsibilities, investment strategies, analysis, evaluation and much more. Low interest rates are making the high cost of future pension payouts fraught with tension, even as the time and knowledge required to manage these funds...

April 15, 2019
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10Apr

IMPACT OF DIGITALISATION OF FINANCIAL SERVICES ON PENSION SUPERVISORY PRACTICES: CASE STUDIES

By Nina Paklina As the proportion of retirement income provided by private pensions becomes increasingly important, the quality and effectiveness of their supervision becomes more and more crucial. The IOPS Working Paper Series, launched in August 2007, highlights a range of challenges to be met in the development of national pension supervisory systems. The papers review the nature and effectiveness of new and established pensions supervisory systems, providing examples, experiences and lessons learnt for the benefit of IOPS members...

April 10, 2019
Books, Books, Regulation, Supervision,
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08Apr

Liability-Driven Investment: From Analogue to Digital, Pensions to Robo-Advice

By Dan Tammas-Hastings Understand the investment template that dominates the pension industry Liability-Driven Investment is the practitioner's guide to this increasingly popular investment template. Already the dominant framework for pension schemes in Europe and the UK, the LDI market is expected to grow significantly with the shift from Defined Benefit to Defined Contribution, and then into Digital Asset Management -- or Robo-Advice. With an aging population and significant under-saving globally, more and more finance professionals will need to know how to work...

April 8, 2019
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08Apr

Corporate Governance in Banking and Investor Protection: From Theory to Practice

By Belen Diaz Diaz, Samuel O Idowu, Philip Molyneux This book explores the status quo of corporate governance in banking and investor protection from both theoretical and practical perspectives. Bringing together original conclusions with a regional and international focus, it provides a timely and comprehensive overview of the effectiveness of corporate governance in the financial sector and an assessment of investor protection. It also includes a number of examples and case studies to illustrate the findings. The book compares corporate...

April 8, 2019
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March 2019

31Mar

Corporate Governance in Banking and Investor Protection: From Theory to Practice

By Belen Diaz Diaz, Samuel O Idowu, Philip Molyneux This book explores the status quo of corporate governance in banking and investor protection from both theoretical and practical perspectives. Bringing together original conclusions with a regional and international focus, it provides a timely and comprehensive overview of the effectiveness of corporate governance in the financial sector and an assessment of investor protection. It also includes a number of examples and case studies to illustrate the findings. The book compares corporate...

March 31, 2019
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31Mar

Global Pension Crisis: Unfunded Liabilities and How We Can Fill the Gap

By Richard A. Marin, Robert H. Frank A comprehensive look at the crisis of unfunded pension liabilities and what must be done to avoid the same problem in the future As the generational bubble of the Baby Boomers begins to retire, it is increasingly evident that governments, corporations, and individuals have failed to adequately prepare for the obligations and needs of this giant cohort. Retirees are outliving actuarial life expectancies, pension liabilities are skyrocketing, pension plans are underfunded, and medical costs...

March 31, 2019
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27Mar

Report on other information to be provided to prospective and current members: guidance and principles based on current practices

By EIOPA This report analyses certain national practices existing prior to the implementation of the Directive (EU) 2016/2341 of the European Parliament and of the Council of 14 December 2016 on the activities and supervision of institutions for occupational retirement provision (IORP II). It concerns disclosure documents to be given to prospective members and members in the pre-retirement and pay-out phase, as set out in Chapter III “Other information documents to be provided” within Title IV “Information to...

March 27, 2019
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17Mar

Actuarial Finance: Derivatives, Quantitative Models and Risk Management

By Mathieu Boudreault, Jean-Francois RenaudA Drs. Boudreault and Renaud answer the need for a clear, application-oriented guide to the growing field of actuarial finance with this volume, which focuses on the mathematical models and techniques used in actuarial finance for the pricing and hedging of actuarial liabilities exposed to financial markets and other contingencies. With roots in modern financial mathematics, actuarial finance presents unique challenges due to the long-term nature of insurance liabilities, the presence of mortality or other contingencies...

March 17, 2019
Books, Investing, Management,
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17Mar

Global Microscope 2018: The Enabling Environment for Financial Inclusion

By Economist Intelligence Unit (EIU) The 2018 Global Microscope provides a unique insight into the leading practices that governments and regulators are adopting to channel the digital revolution of financial services into greater levels of financial inclusion. It sets a model for an enabling environment for financial inclusion across five domains: 1. Government and Policy Support; 2. Stability and Integrity; 3. Products and Outlets; 4. Consumer Protection; and 5. Infrastructure. Developed through expert consultation, the five-part model framework represents the...

March 17, 2019
Books, Labor Market, Sustainability,
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