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Journal articles on the topic 'Private Wealth Management'

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1

Dziawgo, Leszek, and Danuta Dziawgo. "PRIVATE BANKING − WEALTH MANAGEMENT: ECOLOGICAL ASPECTS." Prace Naukowe Uniwersytetu Ekonomicznego we Wrocławiu, no. 478 (2017): 152–61. http://dx.doi.org/10.15611/pn.2017.478.14.

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2

Саркисянц and A. Sarkisyants. "Private Wealth management: Current Trends." Auditor 2, no. 3 (2016): 32–44. http://dx.doi.org/10.12737/18456.

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The article discusses in detail some aspects of private banking or private banking of most wealthy clients with
 capital in the tens of millions of dollars, types of wealth management and their regional characteristics.
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3

Wilcox, Jarrod W. "Risk Management for Private Wealth." CFA Institute Conference Proceedings 2005, no. 5 (2005): 41–47. http://dx.doi.org/10.2469/cp.v2005.n5.3515.

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4

Yau, Jot K. "Asset–Liability Management in Private Wealth Management." CFA Digest 40, no. 1 (2010): 102–4. http://dx.doi.org/10.2469/dig.v40.n1.71.

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5

Amenc, Noël, Lionel Martellini, Vincent Milhau, and Volker Ziemann. "Asset-Liability Management in Private Wealth Management." Journal of Portfolio Management 36, no. 1 (2009): 100–120. http://dx.doi.org/10.3905/jpm.2009.36.1.100.

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6

Coghlan, John Philip. "Future Strategies for Private Wealth Management." AIMR Conference Proceedings 2002, no. 4 (2002): 80–87. http://dx.doi.org/10.2469/cp.v2002.n4.3219.

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7

Magiera, Frank T. "The Extended Portfolio in Private Wealth Management." CFA Digest 38, no. 4 (2008): 75. http://dx.doi.org/10.2469/dig.v38.n4.30.

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8

Jennings, William W., and William R. Reichenstein. "The Extended Portfolio in Private Wealth Management." Journal of Wealth Management 11, no. 1 (2008): 36–45. http://dx.doi.org/10.3905/jwm.2008.706271.

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9

Lowenhaupt, Charles A. "The Institute for Wealth Management Standards and the Case for Private Wealth Management Standards." Journal of Wealth Management 12, no. 4 (2010): 9–11. http://dx.doi.org/10.3905/jwm.2010.12.4.009.

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10

Lum, Samuel. "Asia-Pacific Private Wealth Management: A Multicultural Mosaic." CFA Institute Magazine 23, no. 4 (2012): 59. http://dx.doi.org/10.2469/cfm.v23.n4.5.

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11

Jennings, William W., Stephen M. Horan, William Reichenstein, and Jean L. P. Brunel. "Perspectives from the Literature of Private Wealth Management." Journal of Wealth Management 14, no. 1 (2011): 8–40. http://dx.doi.org/10.3905/jwm.2011.14.1.008.

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GUNARDI, Hery, Ina PRIMIANA, Nury EFFENDI, and Aldrin HERWANY. "The Performance of Private Wealth Management in Indonesia." Journal of Asian Finance, Economics and Business 7, no. 11 (2020): 717–25. http://dx.doi.org/10.13106/jafeb.2020.vol7.no11.717.

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13

Stockmans, Annelies, Nadine Lybaert, and Wim Voordeckers. "Socioemotional Wealth and Earnings Management in Private Family Firms." Family Business Review 23, no. 3 (2010): 280–94. http://dx.doi.org/10.1177/0894486510374457.

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Earnings management in firms has several different motivations. This article examines the preserving of socioemotional wealth as a motive for earnings management in specific types of private family firms by looking at the generational stage, the management team, and the CEO position. The authors’ results suggest that socioemotional wealth may play a role as motive for upward earnings management when firm performance is poor. Under this condition, first-generation and founder-led private family firms seem to have greater incentive to engage in upward earnings management because of the preservat
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14

Schröder, David. "Asset allocation in private wealth management: Theory versus practice." Journal of Asset Management 14, no. 3 (2013): 162–81. http://dx.doi.org/10.1057/jam.2013.14.

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15

BURTON, DAWN. "The US Racial Wealth Gap and the Implications for Financial Inclusion and Wealth Management Policies." Journal of Social Policy 47, no. 4 (2018): 683–700. http://dx.doi.org/10.1017/s0047279418000065.

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AbstractThis paper contributes to debates on economic inequality and ethnic and racial dimensions of social policy by focusing on the US racial wealth gap and assessing in what ways the private wealth management industry has contributed to this gap and reinforced white supremacy. The combined effects of the private wealth management industry reproducing whiteness and the industry being embedded in whiteness act as a barrier to developing a wider understanding of the savings and investment behaviour of people of colour. The paper addresses the role of public policy in closing the gap for invest
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16

Mortezaee, Mojtaba, and Davoud Sanji. "FINANCIAL RISK MANAGEMENT- A COMPARATIVE STUDY BETWEEN IRANIAN BANKS." International Journal of Research -GRANTHAALAYAH 4, no. 12 (2016): 17–23. http://dx.doi.org/10.29121/granthaalayah.v4.i12.2016.2387.

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Undoubtedly financial risk management due to its high impact on stockholders wealth is always considering by Banks. Risk management methods and its accomplishment leads to shareholder consent or dissatisfaction. Present research, examine this issue by three instruments of Financial risk management includes interest rate risk, capital risk and risk of natural hedging. Thus, the main problem in this content is to some extent financial risk management methods can effect on stockholders’ wealth. We separate banks into private sector and public sector and examine hypothesis for each group by regres
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17

Milutinović, Monia. "Private wealth management: The case of the Republic of Serbia." Economics of Sustainable Development 3, no. 1 (2019): 45–59. http://dx.doi.org/10.5937/esd1901045m.

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18

Mrazek, Yann. "UAE private foundations—an overview." Trusts & Trustees 26, no. 6 (2020): 595–99. http://dx.doi.org/10.1093/tandt/ttaa028.

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Abstract Most Middle Eastern entrepreneurial families are familiar with foreign offshore trusts and foundations and have been using these tools to ensure wealth preservation and inter-generational continuity for several generations. In that context, the United Arab Emirates (UAE) now counts three foundation regimes (in the Abu Dhabi Global Market, the Dubai International Financial Centre and the Ras Al Khaimah International Corporate Centre) and provides a local solution to wealth management and preservation, family succession planning, corporate structuring and asset protection. The purpose o
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19

Zhang, Tao, Hedy Jiaying Huang, and Keith Hooper. "Empirical study on the relationship among government holding, asset injection and listed companies performance – evidence from China securities market." Corporate Ownership and Control 12, no. 1 (2014): 169–79. http://dx.doi.org/10.22495/cocv12i1c1p2.

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This paper aims to investigate the private placement of equity (PPE) by asset injection in China. It analyzes the influence to shareholders’ wealth and performance in the state-holding listed companies and private-holding listed companies. The key findings of this paper are the shareholders’ wealth and performance increased in the short-term, but decreased in long-term after announcement of asset injection by major shareholders. After asset injection, the state-holding listed companies experience larger decline in the long-term shareholders wealth and performance than private-holding listed co
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Menyhei, Ákos. "The new Hungarian asset management foundation." Trusts & Trustees 25, no. 6 (2019): 599–610. http://dx.doi.org/10.1093/tandt/ttz047.

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Abstract The most important global issues of wealth planning are privacy, asset protection, and tax compliance. The ultimate question is how these needs match with the current and future legal environment. Obviously, privacy is under attack and the implementation of the fifth Anti-Money Laundering Directive is sweeping away the remaining ruins of it. The separation of private and business assets is one of the bases of the legal work and, during the last 10 years, tax compliance was forced out by The Organisation for Economic Co-operation and Development (OECD) Member States, achieving the resu
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21

Ugolini, Stefano. "The origins of Swiss wealth management? Genevan private banking, 1800–1840." Financial History Review 25, no. 2 (2018): 161–82. http://dx.doi.org/10.1017/s096856501700021x.

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Geneva is host to the most ancient and venerable private banks of Switzerland, but not much is known about the circumstances in which the city allegedly developed an early competitive advantage in wealth management. Using an extraordinary qualitative source (Jacques Mirabaud's papers, and especially his memoirs), this article outlines the microstructure of Genevan private banking at the time of its emergence in the early nineteenth century. It finds that in those years, wealth managers’ ‘raw material’ did not consist of foreign capital, but of a remarkably abundant stock of domestic capital. F
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22

Chitumbura, Jonathan, and Oliver Takawira. "Transformation of the private offshore wealth management service industry in the emerging economy." Journal of Governance and Regulation 10, no. 2 (2021): 157–65. http://dx.doi.org/10.22495/jgrv10i2art13.

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Dollarisation in emerging economies of Southern Africa like Zambia and Zimbabwe, led High-Income Earning Individuals (HIEI) to invest offshore as an investment diversification strategy. The turbulent past experiences influenced African HIEI behavior in relation to their wealth management approaches. HIEI started looking for ways to protect its financial assets against future political and economic volatilities. The purpose of this study was to equip academics and the wider commercial fraternity with practical and strategic knowledge of the emerging markets’ offshore wealth management services
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23

Fanea-Ivanovici, Mina, Marius-Cristian Pană, Mihail Dumitru Sacală, and Cristina Voicu. "Measuring and Assessing the Wealth Influence on the Efficiency of the Health System through the Private Sector." Engineering Economics 31, no. 4 (2020): 437–49. http://dx.doi.org/10.5755/j01.ee.31.4.24324.

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The aim of the paper is to provide an analysis of the dynamics of the public and private health sectors in Romania. Using descriptive statistics, it first investigates whether the public health sector follows the reformation trends suggested by official strategies and reports, and to what extent the private health sector is a viable alternative to the public one, by analysing the demand for private inpatient services. We look into the reduction in the occupancy degree in public hospitals as a means to increase the efficiency of public health expenditures, which represents one way to reform the
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24

Liang, Xiaoya, Lihua Wang, and Zhiyu Cui. "Chinese Private Firms and Internationalization." Family Business Review 27, no. 2 (2013): 126–41. http://dx.doi.org/10.1177/0894486513480885.

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Applying the socioemotional wealth perspective of family businesses, this study examines how family control affects whether firms tend to go international. Departing from prior research that has treated family involvement in management and family ownership as interchangeable and inseparable, we suggest that they are two different aspects of family control, which independently and differently affect firms’ internationalization strategies. A sample of private Chinese firms supports our predictions that family involvement in management has an inverted-U-shaped relationship with the likelihood of
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25

Sepp, Katrin, Urmas Kaarlep, and Turgay Kuleli. "Unblocking the bottlenecks of the Estonian wealth-management scene for private foundations." Trusts & Trustees 24, no. 6 (2018): 558–64. http://dx.doi.org/10.1093/tandt/tty093.

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26

Razzak, Mohammad Rezaur, Raida Abu Bakar, and Norizah Mustamil. "Socioemotional wealth and performance in private family firms." Journal of Entrepreneurship in Emerging Economies 11, no. 3 (2019): 392–415. http://dx.doi.org/10.1108/jeee-07-2018-0074.

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Purpose Socioemotional wealth (SEW) has emerged as a defining concept that distinguishes family-owned business organizations from businesses that are not exclusively controlled by family coalitions. This empirical study expands the literature by presenting a more nuanced understanding of how individual dimensions of socioemotional wealth interacts with firm performance outcomes. Deploying the stakeholder theory, the purpose of this study is to propose a research model linking the five dimensions of SEW with firm performance to propose and test a set of hypotheses. Design/methodology/approach T
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27

Long, J. A., and D. Tan. "The growth of the private wealth management industry in Singapore and Hong Kong." Capital Markets Law Journal 6, no. 1 (2010): 104–26. http://dx.doi.org/10.1093/cmlj/kmq022.

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28

Hartmann, Elke. "Wealthy Women and Legacy Hunters in Late Imperial Rome." Annales (English ed.) 67, no. 03 (2012): 431–52. http://dx.doi.org/10.1017/s2398568200000492.

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This article examines the historical value of poetical texts, such as the Roman poet Martial’sEpigrams, with regard to the relationship betweencaptatores(legacy hunters) and wealthy, often elderly single women. By comparing the provisions and limits of private law, common practices of acquisition, and wealth management in Roman society during the first and second centuries AD with the behavioral patterns elaborated in poetic texts, this article demonstrates that the theme of legacy hunting was not a mere literarytopos, but a scenario based on models of gender and age in addition to the values
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29

Johan, Sofia A., April Knill, and Nathan Mauck. "Determinants of sovereign wealth fund investment in private equity vs public equity." Journal of International Business Studies 44, no. 2 (2013): 155–72. http://dx.doi.org/10.1057/jibs.2013.1.

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30

Dou, Junsheng, Zhongyuan Zhang, and Emma Su. "Does Family Involvement Make Firms Donate More? Empirical Evidence From Chinese Private Firms." Family Business Review 27, no. 3 (2014): 259–74. http://dx.doi.org/10.1177/0894486514538449.

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This article follows recent development on the socioemotional wealth perspective to examine the impact of family involvement on corporate charitable donations. Based on data collected from 2,821 Chinese private firms, we find that (a) family ownership and the duration of family control positively affect charitable donations and (b) when the next generation is unwilling to take over the business, the positive relationship between family ownership and charitable donations becomes weaker. These findings show that firms’ proactive stakeholder engagement is susceptible to family involvement. They a
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31

Wulandari, Deni Titin Ragil, and Imam Machali. "Wealth Management sebagai Strategi Pengelolaan Aset di PPPA Daarul Qur’an Yogyakarta." MANAGERIA: Jurnal Manajemen Pendidikan Islam 4, no. 2 (2019): 199–218. http://dx.doi.org/10.14421/manageria.2019.42-02.

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This research was conducted to study the management of assets in Islamic educational institutions. Financial assets and human resources management are the key component needs to be managed professionally in order to produce qualified educational output in PPPA Daarul Qur'an, Yogyakarta branch. This is a descriptive qualitative research in which data were collected through interviews, documentation and observations. The results showed that: 1) wealth management of PPPA Daarul Qur'an Yogyakarta branch is carried out using the systemic-communicative concept. 2) analysed by Robert T. Kiyosaki quad
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32

Chowney, Philip Edward, and Emmanuel Fragnière. "Regaining Loyalty in Wealth Management: An Empirical Behavioural Inquiry in the Geneva Private Banking Sector." International Journal of Social Science and Humanity 4, no. 4 (2014): 254–59. http://dx.doi.org/10.7763/ijssh.2014.v4.358.

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33

McKenzie, Rex, and Rowland Atkinson. "Anchoring capital in place: The grounded impact of international wealth chains on housing markets in London." Urban Studies 57, no. 1 (2019): 21–38. http://dx.doi.org/10.1177/0042098019839875.

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Taking as our focus the city of London over the last decade, we use state-held records of house sales to consider the impact of competition for housing resources in the luxury property market. This data suggests that the use of offshore investment vehicles and the concealment of wealth from national tax agencies have become key mechanisms by which housing resources have been exploited by the wealthy and their capital deployed by agents of the rich. Using the concept of wealth chains, we consider these methods of capital accumulation as these extending flows of managed capital become ‘anchored’
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34

Rossouw, Laura, and Hana Ross. "Understanding Period Poverty: Socio-Economic Inequalities in Menstrual Hygiene Management in Eight Low- and Middle-Income Countries." International Journal of Environmental Research and Public Health 18, no. 5 (2021): 2571. http://dx.doi.org/10.3390/ijerph18052571.

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Menstrual hygiene management and health is increasingly gaining policy importance in a bid to promote dignity, gender equality and reproductive health. Effective and adequate menstrual hygiene management requires women and girls to have access to their menstrual health materials and products of choice, but also extends into having private, clean and safe spaces for using these materials. The paper provides empirical evidence of the inequality in menstrual hygiene management in Kinshasa (DRC), Ethiopia, Ghana, Kenya, Rajasthan (India), Indonesia, Nigeria and Uganda using concentration indices a
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35

Arano, Kathryn G., Tamara L. Cushing, and Ian A. Munn. "Forest Management Expenses of Mississippi's Nonindustrial Private Forest Landowners." Southern Journal of Applied Forestry 26, no. 2 (2002): 93–98. http://dx.doi.org/10.1093/sjaf/26.2.93.

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Abstract Detailed information about the forest management expenditures incurred by nonindustrial private forest (NIPF) landowners over time provides a wealth of information about costs associated with forestland ownership, management practices implemented by NIPF landowners, and changes in management intensity over time. A survey of Mississippi's nonindustrial private forest (NIPF) landowners owning 20 ac or more of forestland was conducted to determine their annual expenditures on forest management practices for the period 1995–1997. Landowners were asked how much they spent on property taxes
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36

Coskun, Yener, Christos Bouras, Rangan Gupta, and Mark E. Wohar. "Multi-Horizon Financial and Housing Wealth Effects across the U.S. States." Sustainability 13, no. 3 (2021): 1341. http://dx.doi.org/10.3390/su13031341.

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We investigate for the presence of multi-horizon wealth effects across U.S. states over the period of 1975:Q2 to 2012:Q2 by utilizing multi-horizon non-causality testing and multi-horizon causality measurement. At the state/aggregate level, we document that housing wealth has more statistically significant and persistent impact on private consumption than financial wealth. We also find that state-level housing/financial wealth effects are present at long time horizons and exhibit heterogeneity across the U.S. From a policy perspective, we suggest that state-level policies may specifically util
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37

Bargeron, Leonce L., Frederik P. Schlingemann, René M. Stulz, and Chad J. Zutter. "What is the shareholder wealth impact of target CEO retention in private equity deals?" Journal of Corporate Finance 46 (October 2017): 186–206. http://dx.doi.org/10.1016/j.jcorpfin.2017.07.008.

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38

Carney, Michael, and Robert S. Nason. "Family Business and the 1%." Business & Society 57, no. 6 (2016): 1191–215. http://dx.doi.org/10.1177/0007650316661165.

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Growing concern about economic inequality has generated a polarized narrative regarding the causes and consequences of extreme wealth. We contend that divided ideological positions obscure a more mundane reality about the typical wealthiest 1% households. Using data from the triennial survey of consumer finance, we demonstrate that there is substantial heterogeneity within the 1%. Contrary to public discourse, the typical 1% household does not have wealth reflective of popular rich lists, but derives a significant share of its wealth from ownership and active management of small- to medium-siz
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39

ANTÓN, JOSÉ-IGNACIO, RAFAEL MUÑOZ DE BUSTILLO, and ENRIQUE FERNÁNDEZ-MACÍAS. "Supplementary private pensions and saving: evidence from Spain." Journal of Pension Economics and Finance 13, no. 4 (2014): 367–88. http://dx.doi.org/10.1017/s1474747214000158.

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AbstractThis paper analyzes the effect of private supplementary pensions (and the tax reliefs that aim to stimulate such plans) on national saving in Spain. It tries to test the alleged positive effects of private pension plans on savings. Using a longitudinal dataset and fixed-effects methods, we find that tax-favored contributions to a pension fund are not associated with a lower consumption level, which implies that this policy does not increase national saving. The empirical results on the impact of contributions on private household wealth are less clear.
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Karake-Shalhoub, Zeinab. "Private equity, Islamic finance, and sovereign wealth funds in the MENA region." Thunderbird International Business Review 50, no. 6 (2008): 359–68. http://dx.doi.org/10.1002/tie.20223.

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41

Belloni, Michele, Agar Brugiavini, Raluca E. Buia, et al. "What do we learn about redistribution effects of pension systems from internationally comparable measures of Social Security wealth?" Journal of Pension Economics and Finance 19, no. 4 (2019): 548–66. http://dx.doi.org/10.1017/s1474747219000118.

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AbstractWe present novel estimates of Social Security Wealth (SSW) at the individual level based on the SHARE survey. Our estimates are based on a rigorous methodology taking into account country-specific legislations, the earning history and the longevity prospects of individuals. The key advantage over existing estimates is that our measures of SSW are fully comparable across countries. This allows us to construct indexes of the redistribution enacted by the pension systems in Europe. Finally, we provide descriptive evidence of the relationship between SSW and private wealth.
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42

Ari, Ibrahim, and Muammer Koc. "Sustainable Financing for Sustainable Development: Agent-Based Modeling of Alternative Financing Models for Clean Energy Investments." Sustainability 11, no. 7 (2019): 1967. http://dx.doi.org/10.3390/su11071967.

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Renewable energy investments require a substantial amount of capital to provide affordable and accessible energy for everyone in the world, and finding the required capital is one of the greatest challenges faced by governments and private entities. In a macroeconomic perspective, national budget deficits and inadequate policy designs hinder public and private investments in renewable projects. These problems lead governments to borrow a considerable amount of money for sustainable development, although such excessive debt-based financing pushes them to unsustainable economic development. This
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43

Beaverstock, Jonathan V., Sarah Hall, and Thomas Wainwright. "Servicing the Super-Rich: New Financial Elites and the Rise of the Private Wealth Management Retail Ecology." Regional Studies 47, no. 6 (2013): 834–49. http://dx.doi.org/10.1080/00343404.2011.587795.

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44

Sciascia, Salvatore, Pietro Mazzola, and Franz W. Kellermanns. "Family management and profitability in private family-owned firms: Introducing generational stage and the socioemotional wealth perspective." Journal of Family Business Strategy 5, no. 2 (2014): 131–37. http://dx.doi.org/10.1016/j.jfbs.2014.03.001.

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45

Pienaar, WJ (Wessel). "The likely role of an executive logistics and supply chain management portfolio on the boards of private industrial corporations." Corporate Board role duties and composition 9, no. 1 (2013): 18–25. http://dx.doi.org/10.22495/cbv9i1art2.

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The paper outlines the need for an executive logistics and supply chain management portfolio on the boards of private industrial corporations. The concepts of logistics and supply chain management are described in a business context, and the strategic, tactical and operational tiers thereof are discussed. The various business activities that form part of logistics and supply chain management are indicated. It is described how efficient and effective logistics and supply chain management can enhance the competitive advantage and long-term wealth of a business. Five performance areas that collec
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46

Li, Peter Ping. "The Puzzle of China's Township–Village Enterprises The Paradox of Local Corporatism in a Dual-Track Economic Transition." Management and Organization Review 1, no. 02 (2005): 197–224. http://dx.doi.org/10.1111/j.1740-8784.2005.00009.x.

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This paper seeks to reconcile and synthesize the diverse views about the township–village enterprises (TVEs) and local corporatism in the context of ongoing institutional changes in China as a transition economy. Specifically, I attempt to integrate the economic, political, cultural, and social explanations for TVEs, especially the two competing views of market competition and political corruption. I focus on the puzzle of TVE efficiency as well as the paradox of local corporatism as a government–business partnership with both a positive function of public alliance for wealth creation and a ne
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47

Qassas, Khulah, and Ahmad Areıqat. "Management Intellectual Capital and its Role in Achieving Competitive Advantages at Jordnanian Private Universities." International Journal of Higher Education 10, no. 2 (2020): 92. http://dx.doi.org/10.5430/ijhe.v10n2p92.

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This study aimed to identify the role of intellectual capital (human capital, structural capital, and relational capital) in achieving competitive advantage (quality of education, flexible and responsive, and innovation) at Al-Ahliyya Amman University, to achieve these goals, the researcher used the descriptive and analytical approach. The study tool in collecting information and data was a questionnaire distributed to all the university's employees, who numbered (630) individuals. The data, the study questions and hypotheses were analyzed through the Statistical Package for Social Sciences (S
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48

Chen, Chia-Wei, Jang-Shee Barry Lin, and Bingsheng Yi. "Two faces of busy outside directors." Corporate Ownership and Control 6, no. 2 (2008): 467–74. http://dx.doi.org/10.22495/cocv6i2c4p5.

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In this study, we examine how multiple directorships held by outside directors (busy outside directors) influence shareholder wealth in diversifying acquisitions. With a sample of 893 diversifying acquisitions from 1998 to 2004, we find a negative (positive) busy-director effect for diversifying acquisitions of public-targets (private-targets). Busy directors are negatively (positively) associated with the five-day cumulative abnormal returns in acquisitions involving public (private) targets, where merger-related agency problems are more likely. Our evidence support the notion that, in the ca
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49

Al Kharusi, Sami, and Sree Rama Murthy Y. "Financial sustainability of private higher education institutions: the case of publicly traded educational institutions." Investment Management and Financial Innovations 14, no. 3 (2017): 25–38. http://dx.doi.org/10.21511/imfi.14(3).2017.03.

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Public and private education can unlock different doors and help to flood the country with a rising power, sunlight and sustainable development. Hence, this paper argued that there is a need to sustain both public and private higher education. Financial difficulties restrict private higher education from balancing their budget and maintain a balance between a quality education and maximization of shareholders wealth. This paper outlines and analyzes a critical business model for higher education institutions, Dhofar University and Majan College, both of which are publicly traded in Muscat Secu
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FERRARI, IRENE. "The effectiveness of incentives to postpone retirement: evidence from Italy." Journal of Pension Economics and Finance 18, no. 2 (2017): 220–46. http://dx.doi.org/10.1017/s1474747217000452.

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AbstractThis paper investigates whether financial incentives may be used as an effective device to induce workers to postpone retirement by evaluating the Italian so-called ‘super-bonus’ reform. The bonus consisted of economic incentives given for a limited period to private sector workers who had reached the requirements for seniority pension but who chose to postpone retirement. Using data from the Bank of Italy Survey on Household Income and Wealth, this paper assesses the effect of the bonus on the decision to postpone retirement, by comparing private and public workers before and after th
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