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Relevant bibliographies by topics / Sustainable retirement portfolio

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Journal articles

Academic literature on the topic 'Sustainable retirement portfolio'

Author: Grafiati

Published: 3 June 2025

Last updated: 31 July 2025

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Journal articles on the topic "Sustainable retirement portfolio"

1

Klimavičienė, Aušra. "Stochastic Optimization of Heuristic Method Rule to Determine Asset Allocation to Retirement Portfolio." Business: Theory and Practice 12, no. (1) (2011): 92–98. https://doi.org/10.3846/btp.2011.10.

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The article examines the problem of determining asset allocation to sustainable retirement portfolio. The article attempts to apply heuristic method – 100 minus age in stocks rule – to determine asset allocation to sustainable retirement portfolio. Using dynamic stochastic simulation and stochastic optimization techniques the optimization of heuristic method rule is presented and the optimal alternative to "100" is found. Seeking to reflect the stochastic nature of stock and bond returns and the human lifespan, the dynamic stochastic simulation models incorporate both the stochastic returns an

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2

Klimavičienė, Aušra. "Using Dynamic Stochastic Simulation to Determine Asset Allocation of Sustainable Retirement Portfelio for a Stochastic Lifetime." Business: Theory and Practice 11, no. (4) (2010): 381–86. https://doi.org/10.3846/btp.2010.41.

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The article examines the problem of determining asset allocation of sustainable retirement portfolio. Former researches used to analyse the fixed retirement planning horizon. Seeking to reflect the stochastic nature of the human lifespan the dynamic stochastic simulation models used for calculations are updated to incorporate the probability of living another year based on Lithuanians ' mortality tables. The article presents the attempts to analyse the methods used to identify the optimal asset allocation of retirement portfolio using dynamic stochastic simulation techniques. The research resu

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3

Klimavičienė, Aušra. "STOCHASTIC OPTIMIZATION OF HEURISTIC METHOD RULE TO DETERMINE ASSET ALLOCATION TO RETIREMENT PORTFOLIO / STOCHASTINIS EURISTINIO METODO TAISYKLĖS PENSIJOS PORTFELIO SUDĖČIAI NUSTATYTI OPTIMIZAVIMAS." Business: Theory and Practice 12, no. 1 (2011): 92–98. http://dx.doi.org/10.3846/btp.2011.10.

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The article examines the problem of determining asset allocation to sustainable retirement portfolio. The article attempts to apply heuristic method – 100 minus age in stocks rule – to determine asset allocation to sustainable retirement portfolio. Using dynamic stochastic simulation and stochastic optimization techniques the optimization of heuristic method rule is presented and the optimal alternative to „100“ is found. Seeking to reflect the stochastic nature of stock and bond returns and the human lifespan, the dynamic stochastic simulation models incorporate both the stochastic returns an

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4

Dziwisch, Alexander, Philippe Krahnhof, and Alexander Zureck. "Empirical determination of sustainable withdrawal rates considering historical yields and inflation rates in Germany." Zeitschrift für die gesamte Versicherungswissenschaft 110, no. 2-3 (2021): 117–32. http://dx.doi.org/10.1007/s12297-021-00504-1.

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AbstractOn account of the current low interest rate phase, which is most likely to continue in the coming years, the average yields to be achieved in the bond, time deposit and savings product sectors are declining, so that risk-averse investors in particular have few opportunities to generate return-oriented retirement provisions.This scientific article analyzes the level of a possible safe withdrawal rate for diversified pension portfolios, considering historical returns and inflation rates. Consequently, this article provides immediate practical added value for a possible retirement provisi

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5

Clayton, Ronnie, Lemuel Davis, Bill Schmidt, and Bill Scroggins. "Sufficient Income and Sustainable Withdrawal Rates for Retirement." Journal of Finance Issues 20, no. 1 (2022): 1–15. http://dx.doi.org/10.58886/jfi.v20i1.2277.

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Since the passage of the Employee Retirement Income Security Act of 1974 (ERISA), numerous companies from throughout the United States have chosen to change from providing “Defined Benefit” pension plans to providing “Defined Contribution” pension plans. Successful retirement planning is an iterative process that requires the management of many variables. Some are random and unpredictable in scope and magnitude and others are choices we make as our retirement objectives change. It’s essential that changes be incorporated expeditiously to minimize adverse outcomes. One can begin the process by

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6

Ashok, Shruti, and Deepika Dhingra. "Reverse Mortgage: A Financial Planning Tool for the Retirees— Case Study Approach in India." South Asian Journal of Business and Management Cases 9, no. 3 (2020): 375–86. http://dx.doi.org/10.1177/2277977920958668.

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Reverse mortgage has always been viewed as a product meant exclusively for the elderly with financial hardship. However, there is a brighter side to it too. This article attempts to project reverse mortgage as a financial planning tool through a case study analysis. Using the coordinated strategy, this case explores how the line-of-credit option in reverse mortgage can meet the cash needs of a retiree during market downturns, allowing his portfolio to stay invested. The suggested strategy is a direct attack on investment risks, especially, sequence of return risk. Using this strategy, the depr

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7

Muthwii, Yvonne, and Julius Miroga Bichanga. "Relationship Between Operational Factors and Cost Efficiency in Defined Contributions Pension Schemes." International Journal of Social Science and Humanities Research (IJSSHR) ISSN 2959-7056 (o); 2959-7048 (p) 2, no. 3 (2024): 97–109. http://dx.doi.org/10.61108/ijsshr.v2i3.130.

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Pension schemes in Kenya provide income for individuals who attain the retirement age and consequently boost economic growth as well as accelerate domestic savings. The industry is regulated by the Retirement Benefits Authority (RBA). The purpose of the study was to determine the relationship between operational practices on cost efficiency in defined contributions pension schemes in Kenya. The specific objectives were to determine the relationship between service provider costs on cost efficiency in defined contributions pension schemes, to examine the relationship between fund size on cost e

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8

Yassine, TAIB, and Kenza CHERKAOUI. "Study of the profitability of the RCAR-portfolio." African Scientific Journal Vol 3, N° 2 (2020): 159. https://doi.org/10.5281/zenodo.5534186.

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<strong>Résumé :</strong> En tant qu’investisseur institutionnel, le Régime Collectif d’Allocation de Retraite (RCAR)  adopte une stratégie de diversification des placements, l’objet de cette stratégie est de réaliser  une rentabilité durable et moins sensible au risque spécifique lié à la nature des actifs financiers,  ainsi que d’assurer une liquidité permanente de l’ensemble des Poches qui permette au régime  de transformer facilement le portefeuille en num&e

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9

Tumewang, Yunice Karina. "CAN YALE ENDOWMENT MODEL BE APPLIED FOR ISLAMIC PENSION FUND?" Journal of Islamic Monetary Economics and Finance 3 (May 31, 2018): 131–62. http://dx.doi.org/10.21098/jimf.v3i0.787.

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This paper examines Yale Endowment model and proposes a modified investment model to achieve an investment objective of mainstream investors and to comply with Sharia principle. The proposed model utilizes Islamic CAPM to formulate the optimal asset allocation for Islamic pension fund’s portfolio. It will offer a strong investment strong which could be adopted by government to manage the Islamic pension fund and raise the awareness of society to see the great potential of Islamic pension fund in the future. Promoting an efficient and productive investment of pension-fund assets not only helps

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10

Almaz, Tolymbek. "Comparative standing of Kazakhstan pension system performance: learning policy lessons from Canadian experience." Technology audit and production reserves, no. 4 (68) (December 31, 2022): 34–42. https://doi.org/10.15587/2706-5448.2022.271585.

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<em>The study examines the current state of Kazakhstan public pension system in terms of its performance and asset structure as compared to that of the OECD countries as well as structural and regulatory issues confronting the national pension market as an impediment to ensuring adequate retirement savings of the population. The underlying issue to be addressed is current low real rate of return by the national pension fund, which translates into its future inability to provide for pension payouts that would meet retirement needs of the nation accounting for recent elevated inflation rates. As

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