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  • 标题:Pension Fund Management and International Investment - A Global Perspective
  • 本地全文:下载
  • 作者:E Philip Davis
  • 期刊名称:Discussion Paper / The Pensions Institute
  • 印刷版ISSN:1367-580X
  • 出版年度:2002
  • 卷号:2002
  • 出版社:Pensions Institute
  • 摘要:

    This paper examines the potential and actual role played by international
    investment in pension fund management. The paper draws largely on
    experience of a range of OECD countries and selected emerging market
    economies with established funded pensions systems, although we also
    provide estimates for Trindad and Tobago, and for Jamaica. It is shown that
    international investment allows superior investment performance in terms of
    risk and return, and pension funds are well placed to take advantage of the
    benefits, but they typically hold low proportions of foreign assets in their
    portfolios. Whereas some degree of "home bias" is likely to occur naturally,
    it is undesirable for regulations to enforce tighter limits on foreign assets than
    these market forces would suggest. The arguments favouring regulatory
    restrictions are weak. The future of funding itself seems likely to be turbulent,
    given the growing scope of asset flows and the future decumulation when
    ageing accelerates in OECD countries. These developments do not negate
    the case for internation investment, but they do suggest a need to retain
    elements of a pay-as-you-go system, as a form of insurance.

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