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受托管理：出色的养老基金规划Fiduciary Management : Blueprint for Pension Fund Excellence

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版次：1
页数：274
字数：
印刷时间：2007年12月01日
开本：16开
纸张：胶版纸
包装：精装
是否套装：否
国际标准书号ISBN：9780470171035

作者:A. van Nunen　著出版时间:2007年12月

内容简介

Fiduciary Management offers an in-depth explanation of every facet of this fast-growing approach to organizing the management of an institutional investment portfolio. Expert author Anton van Nunen begins by outlining the historic shift that has brought this strategy to the attention of the investment community and quickly moves on to illustrate fiduciary management in practice; giving advice in terms of asset-liability modeling and financial markets, constructing portfolios, selecting and overseeing investment managers, benchmarking and performance measurement, and reporting. 作者简介： 　　ANTON VAN NUNEN,PHD, has headed Van Nunen & Partners, a consulting firm serving both institutional and individual investors, since 1998. His clients have included a number of major institutional investors in the Netherlands and beyond. Van Nunen has not only spelled out the concepts of fiduciary management, he has also implemented them at such institutions as VGZ-IZA, a major Dutch health insurance company, the Campina Pension Fund, and the Yarden Insurance Company. Van Nunen earned a PhD in economics from Tilburg University, where he went on to spend twelve years as an assistant professor.

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目　　录

Foreword
Preface
CHAPTER 1
The Pendulum Swings Back in Asset Management
　　The Forces of History
　　The Rise of Modern Portfolio Theory
　　Support for Shares
　　The New Paradigm
　　The Rise of Indexing
　　Discontent with the Paradigm
　　The Need for Fiduciary Managers
CHAPTER 2
Pension Plans; The Principal Setting for Fiduciary Management
　　The Historical Idea of Pensions

Foreword Preface CHAPTER 1 The Pendulum Swings Back in Asset Management 　　The Forces of History 　　The Rise of Modern Portfolio Theory 　　Support for Shares 　　The New Paradigm 　　The Rise of Indexing 　　Discontent with the Paradigm 　　The Need for Fiduciary Managers CHAPTER 2 Pension Plans; The Principal Setting for Fiduciary Management 　　The Historical Idea of Pensions 　　A Patchwork of Pension Provisions 　　Organization and Regulation of the Pension System in 　　　several OECD Countries 　　　Denmark 　　　France 　　　Germany 　　　The Netherlands 　　　　Marking to Market 　　　　Sufficiency Test 　　　Sweden 　　　Switzerland 　　　United Kingdom 　　　The United States 　　　Australia 　　　Similarities and Differences 　　　Commonalities on the Asset Side CHAPTER 3 The Role of the fiduciary Manager as Chief Advisor 　　The Asset-Liability Study 　　Thinking through Risk and Return 　　Portfolio Construction 　　Selecting and Overseeing Investment Managers 　　Measuring and Benchmarking 　　Education 　　The Trusted Counselor, the Fellow Fiduciary CHAPTER 4 Shaping the Fundamental Investment Policies 　　Liability-Driven Investments 　 Choosing an Active Investment Policy 　 Integrating Active Policy in the Overall Portfolio 　　Completion Account as a Necessary Adjunct to Active Policy 　　The Fiduciary Platform to Integrate Active Policy in the Overall Investment Portfolio 　 A Special Case: Bridging the Duration Gap 　 What a Fiduciary Manager's Report Looks Like CHAPTER 5 Asset-Liability Modeling and the Fiduciary Manager 　 The Role of the Fiduciary Manager 　　The Asset-Liability Model (ALM) 　　Policy Instruments Used in Asset-Liability Modeling 　　Calculations to Cope with Uncertainty 　　The Crucial Role of ALM 　　Asset-Liability Modeling in Practice 　　 Prognosis of Future Reserves without Policy Changes 　　 Future Financial Situation with Flexible Premium 　　 　Levels under the Regime of a Fixed Compound Rate 　　　Future Financial Situation with Flexible Premium 　　　　Levels under the Regime of Compound Rates Equalto Market Interest Rates 　　　Future Financial Situation with Changes in Investment Policy 　　…… CHAPTER 6 Fiduciary Management In Practice-Portfolio Construction CHAPTER 7 Horses For Courses-Selecting And Overseeing Investment Managers CHAPTER 8 Performance Measurement and Benchmarking CHAPTER 9 The Fiduciary Manager Experience in the Netherlands and Beyond CHAPTER 10 Summing Up Fiduciary Management:What It Is and Is Not Appendix:Suppliers of Fiduciary Services Notes Bibliography Index

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