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Dissertations / Theses on the topic 'Pension trusts'

Author: Grafiati

Published: 4 June 2021

Last updated: 30 July 2024

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1

Sharif, Kamaruddin Bin. "Pension funding and investment : a multiple criteria decision making approach." Connect to resource, 1985. http://rave.ohiolink.edu/etdc/view.cgi?acc%5Fnum=osu1262290653.

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2

Chan, Ching-ting Janny. "The marketing of pension fund in Hong Kong : services marketing /." [Hong Kong : University of Hong Kong], 1992. http://sunzi.lib.hku.hk/hkuto/record.jsp?B13335856.

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3

Nhabinde, Vasco Correia. "Retirement schemes and economic growth in sub-Saharan countries a panel data analysis /." Pretoria : [s.n.], 2007. http://upetd.up.ac.za/thesis/available/etd-11222007-155952.

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4

Shetty, Shekar T. "The Information Content of Pension Fund Asset Reversion." Thesis, University of North Texas, 1992. https://digital.library.unt.edu/ark:/67531/metadc279197/.

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Prior studies on the impact of the termination of overfunded defined benefit pension plans on shareholders' wealth have produced conflicting findings. The first study on the stock market reaction to pension plan termination was conducted by Alderson and Chen (1986); this study claimed that shareholders realize significant positive abnormal returns around the termination announcement date. A more recent study, by Moore and Pruitt (1990), disclaimed the findings of Alderson and Chen. Reexamination of these two studies with additional evidence and the use of the appropriate announcement date sugg

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5

Lau, Cheung-yun Lily. "Mandatory provident fund as a replacement for civil service pension in Hong Kong." Hong Kong : University of Hong Kong, 2000. http://sunzi.lib.hku.hk/hkuto/record.jsp?B2218871X.

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6

Vidler, Sacha. "Pension reform: an analysis of the economic foundations of private pensions." Thesis, The University of Sydney, 2003. http://hdl.handle.net/2123/577.

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The dissertation investigates support by economists for the global policy shift away from unfunded public pension schemes towards funded private pension schemes. Influential economists and institutions, including the World Bank, present a suite of economic arguments that suggest that this shift will have positive effects on national economies, particularly in the context of aging. The arguments may be categorised according to their relation to the operation of three sets of institutions: capital markets, labour markets and political systems. In capital markets, the transition is pu

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7

Vidler, Sacha. "Pension reform an analysis of the economic foundations of private pensions /." University of Sydney. Political Economy, 2003. http://hdl.handle.net/2123/577.

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The dissertation investigates support by economists for the global policy shift away from unfunded public pension schemes towards funded private pension schemes. Influential economists and institutions, including the World Bank, present a suite of economic arguments that suggest that this shift will have positive effects on national economies, particularly in the context of aging. The arguments may be categorised according to their relation to the operation of three sets of institutions: capital markets, labour markets and political systems. In capital markets, the transition is pu

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8

Mashruwala, Shamin D. "The impact of accounting smoothing on asset allocation in corporate pension plans : evidence from the U.K. /." Thesis, Connect to this title online; UW restricted, 2007. http://hdl.handle.net/1773/8835.

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9

Njuguna, Amos Gitau. "An investigation of financial and operational efficiency of pension funds in Kenya." Thesis, Nelson Mandela Metropolitan University, 2010. http://hdl.handle.net/10948/1144.

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Pension funds are the principal sources of retirement income for millions of people in the world. Pension funds are also important contributors to the gross domestic product (GDP) of countries. This study focuses on pension funds in Kenya. Retirement income accounts for 68 percent of the total income of retirees in Kenya, while pension assets account for 30 percent of Kenya’s GDP. It is therefore important that pension funds be managed effectively, not only in Kenya, but also in other countries. The primary objective of the study is to investigate ways of enhancing pension fund efficiency by e

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10

Mbedzi, Ndivhuhweni Innocent. "A legal analysis on the distribution and payment of the special pensions under the Special Pensions Act, 69 of 1969." Thesis, University of Limpopo, 2013. http://hdl.handle.net/10386/1183.

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Thesis (LLM. (Labour Law)) -- University of Limpopo, 2013<br>The South African government has paid compensation in a form of special pension to individuals who have been exposed to certain types of hardship and suffering caused by the governments or their predecessors. This compensation is described as ‘the appreciation or sense of guilty of society towards those people on whom the government has rightfully or wrongfully and at any rate disproportionally inflicted damage’. Government have been prepared to pay compensation to the following persons: former enemies, victims of war, victims of har

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11

Cozort, Larry A. "The effect of accrued pension benefit preservation on worker mobility in muliemployer plans." Diss., Virginia Polytechnic Institute and State University, 1985. http://hdl.handle.net/10919/54746.

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The relationship between mobility of vested plan participants and the use of reciprocity agreements in multiemployer plans was investigated. The assumption that pension benefit forfeiture retards worker mobility was considered. The assumption that worker mobility is enhanced by benefit preservation is one of the justifications for tax incentives provided retirement plans. Several variables were considered in addition to the use or nonuse of reciprocity agreements; however, none of the variables were found to be significantly related to the turnover rate for vested plan participants in multiem

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12

Myers, David Hobson. "Persistence in pension account returns : the impact of survivorship and reaction of asset flows /." Thesis, Connect to this title online; UW restricted, 2001. http://hdl.handle.net/1773/8783.

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13

Tenbrock, Klaus. "Die betriebliche Altersversorgung im Betriebsübergang bei konkurrierenden Versorgungszusagen /." Frankfurt am Main ; New York : Lang, 2006. http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&doc_number=014841670&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA.

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14

Tse, Wai-kwan Elsa. "A study on Hong Kong mandatory provident fund system /." Hong Kong : University of Hong Kong, 1998. http://sunzi.lib.hku.hk/hkuto/record.jsp?B19878485.

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15

Zhang, Ting. "Three essays on corporate pension underfunding , securities valuation and market efficiency /." View online ; access limited to URI, 2009. http://0-digitalcommons.uri.edu.helin.uri.edu/dissertations/AAI3368009.

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16

Ang, Gerard S. L. "Measuring the performance of the Australian multi-sector superannuation funds using data envelopment analysis /." [St. Lucia, Qld], 2004. http://www.library.uq.edu.au/pdfserve.php?image=thesisabs/absthe18227.pdf.

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17

Gold, Martin Lionel. "Fiduciary finance and the pricing of financial claims a conceptual approach to investment /." Access electronically, 2007. http://www.library.uow.edu.au/adt-NWU/public/adt-NWU20070927.131807/index.html.

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18

Olaifa, Ayodeji. "The impact of pension fund investments on economic development in South Africa." Thesis, Nelson Mandela Metropolitan University, 2012. http://hdl.handle.net/10948/d1015971.

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Pension fund investments have been under the spotlight lately, particularly on the back of the recent global financial and economic crisis that resulted in a significant reduction in pension fund assets across economies. Increased poverty levels and high financial indebtedness abound, as workers grapple with retrenchments, reduction in retirement benefits and reduced wages. This is causing a re-assessment of investment strategies of pension funds across the globe, and increasing support for the argument that, the traditional equity/government bond asset allocation is out - fashioned in a world

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19

Thorp, Susan Jane Economics Australian School of Business UNSW. "Risk management in superannuation." Awarded by:University of New South Wales. Economics, 2005. http://handle.unsw.edu.au/1959.4/20858.

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The aim of this thesis is to investigate how members of Australian superannuation funds can manage risks arising from uncertain security returns and unpredictable mortality so as to ensure a steady income stream during retirement. In chapter 2 we note that the proportion of superannuation assets invested in foreign assets has increased over the past two decades, exposing investors to currency risk. Surveys of superannuation funds verify that most international bond holdings, but not equity holdings, have been hedged for currency risk. We test the mean-variance efficiency of this practice again

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20

Malan, Johannes Hendrik Josephus. "Pension fund investment in unlisted companies as a means of stimulating economic growth in Namibia : risks and opportunities." Thesis, Stellenbosch : Stellenbosch University, 2012. http://hdl.handle.net/10019.1/95582.

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Thesis (MBA)--Stellenbosch University, 2012.<br>Poverty reduction, employment creation and economic growth are priorities in the development of Namibia. Although Namibia has a relatively high domestic savings rate in the form of long-term insurance, unit trust and pension contributions, these savings do not translate into economic growth and job creation. Under Regulation 28 of the Pension Funds Act, Namibian pension funds are required to invest a minimum of 35% of pension fund assets in the domestic economy, with a minimum of 5% of assets to be invested in unlisted entities. Both measures are

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21

Thom, Anna Maria. "Impact of pension funds on stock market development in South Africa and policy implications." Thesis, Stellenbosch : Stellenbosch University, 2014. http://hdl.handle.net/10019.1/97299.

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Thesis (MDF)--Stellenbosch University, 2014.<br>ENGLISH ABSTRACT: Pension funds are large institutional investors in South Africa and hold some of the highest levels of investment, relative to gross domestic product, in the world. The South African stock market is also the largest stock market in Africa. Research has shown that pension funds can play an important role in developing stock markets. This assignment investigated the impact that pension fund investment has had on the development of the South African stock market. This question is particularly relevant in the light of the changing d

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22

Marisetty, Vijaya Bhaskar 1973. "Performance evaluation of Australian superannuation funds." Monash University, Dept. of Accounting and Finance, 2003. http://arrow.monash.edu.au/hdl/1959.1/5843.

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23

Enticott, Steven John. "A critical evaluation of exchange traded option 'Delta' as a risk management tool for self-managed superannuation funds." Australasian Digital Thesis Program, 2006. http://adt.lib.swin.edu.au/public/adt-VSWT20061117.125347.

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Thesis (DBA) - Swinburne University of Technology, 2006.<br>Submitted to the partial fulfilment of the requirements for the degree of Doctor of Business Administration, Australasian Graduate School of Management, Swinburne University of Technology, 2006. Typescript. Includes bibliographical references (p. 89-92).

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24

Lau, Cheung-yun Lily, and 劉章欣. "Mandatory provident fund as a replacement for civil service pension inHong Kong." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 2000. http://hub.hku.hk/bib/B3196624X.

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25

Chan, Ching-ting Janny, and 陳靜婷. "The marketing of pension fund in Hong Kong: services marketing." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1992. http://hub.hku.hk/bib/B31265182.

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26

Taylor, Suzanne Mary. "A statistical analysis of the origins and impacts of twenty-six years of regulatory regime changes in the Australian occupational superannuation industry." Connect to thesis, 2008. http://repository.unimelb.edu.au/10187/3138.

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27

Brand, Hugo. "Die voorbereiding tot aftreebeplanning binne plaaslike owerhede." Thesis, Cape Technikon, 1999. http://hdl.handle.net/20.500.11838/2083.

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Thesis (MTech (Human Resource Management))--Cape Technikon, 1999.<br>Although retirement planning is well known in most South African organizations it is an aspect that enjoys a low priority in the majority of organisations resulting in weak and insufficient retirement planning. The aforementioned together with a lack of sufficient retirement planning preparation within local authorities often leads to the formation of an incorrect perception when individuals retire. Aspects affecting retirement planning include the continued high inflation rate, affirmative action, political and econom

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28

Brandt, Lily. "The macroeconomic impact of asset restrictions on pension funds." Thesis, Stellenbosch : Stellenbosch University, 2012. http://hdl.handle.net/10019.1/21381.

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Thesis (MBA)--Stellenbosch University, 2012.<br>Asset restrictions are prudential regulations applied by regulators around the globe. In essence, they prescribe asset restrictions as a risk-control measure to establish appropriate capital requirements for regulated institutions. The aim of prudential regulations and standards is to protect consumers who acquire the products and services offered by these institutions. Pension funds in Namibia must comply with Regulation 28 of the Pension Funds Act, 1956. Regulation 28 is the prudential regulation that governs investment limits for pension

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29

Li, Kin-yin Mark. "Interest groups and the debate on the establishment of a central provident fund in Hong Kong." Click to view the E-thesis via HKUTO, 1988. http://sunzi.lib.hku.hk/hkuto/record/B31975501.

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30

Marens, Richard Sim. "Labor's capital revisited : a social movement perspective on the fourth wave of shareholder activism /." Thesis, Connect to this title online; UW restricted, 2000. http://hdl.handle.net/1773/8754.

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31

Matotoka, Motlhatlego Dennis. "Section 37C of the Pension Funds Act, 24 of 1956 : a social security measure to escape destitution." Thesis, University of Limpopo, Turfloop Campus, 2013. http://hdl.handle.net/10386/1102.

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Thesis (LLM. (Labour Law)) -- University of Limpopo, 2013<br>The study will analyse section 37C of the Pension Funds Act, 24 of 1956. This section limits the deceased’s freedom of testate by placing the death benefits and the control of the board of trustees who are tasked to distribute such benefits equitably among the dependants and nominees of the deceased. Section 37C of the Act was enacted to protect dependency by ensuring that the dependants of the deceased are not left in destitute. In order to achieve this, three duties are placed on the board of trustees namely, to identify the depend

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32

Siklóssy, Patrick. "Vergleich der Durchführungswege der betrieblichen Altersversorgung aus Eigentümer- und Arbeitnehmersicht /." Frankfurt, M. [u.a.] : Lang, 2009. http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&doc_number=017592249&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA.

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33

Mangammbi, Mafanywa Jeffrey. "The laws regulating beneficiary funds in South Africa : a critical analysis." Thesis, University of Limpopo (Turfloop Campus), 2013. http://hdl.handle.net/10386/1165.

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Thesis (LLM. (Labour Law)) -- University of Limpopo, 2013<br>This mini-dissertation evaluates the laws regulating beneficiary funds in South Africa. A beneficiary fund is a fund established for the purposes of accepting lump sum death benefits awarded in terms of Section37C of the Pension Funds Act (the Act) to a beneficiary (dependant or nominee) on the death of a member, which are not paid directly to that beneficiary or to a trust nominated by the member, or to the member’s estate or to the guardian’s fund. This replaces the previous payments to trusts and a fund can now only pay to a trust

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34

Kruger, Leander. "Comparison of taxation reforms regarding retirement funding between South Africa and the United Kingdom." Thesis, Nelson Mandela Metropolitan University, 2017. http://hdl.handle.net/10948/18200.

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The purpose of this study was to review the provision of public and private retirement funding in both South Africa and the United Kingdom and the role of taxation in encouraging greater private provision for retirement. The study described the basis of taxation and determination of ‘taxable income’ in each jurisdiction, before addressing the relationship between taxation and retirement funding in each jurisdiction respectively. Both jurisdictions have introduced significant reforms of their systems of retirement funding and these reforms were accordingly addressed in the present research. The

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35

Laaradh, Kamel. "Analyse financière des investissements institutionnel : performance et persistance de la performance des fonds de pension et des unit trusts britanniques." Orléans, 2007. http://www.theses.fr/2007ORLE0507.

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En tant que principaux détenteurs d'avoirs financiers et ayant une participation de plus en plus accrue sur les marchés des capitaux, les investisseurs institutionnels exercent une influence maîtresse sur le développement des marchés financiers. Dans le cadre de cette thèse, nos études se limitent aux fonds de pension et aux mutual funds. Ces fonds ne présentent certes pas la totalité des investisseurs institutionnels mais constituent les deux composantes les plus importantes et les plus dynamiques. De plus d’une présentation de leurs montées sur quelques marchés (principalement ceux des pays

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36

Rajasakran, Thanaseelen. "Effects of advertising self-disclosure, message appeal and regulatory orientation: a field experiment on private retirement schemes in Malaysia." HKBU Institutional Repository, 2015. https://repository.hkbu.edu.hk/etd_oa/157.

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This dissertation examines the impact of advertising self-disclosures (present versus absent) and advertising message appeals (hard sell versus soft sell) which is moderated by innate personal traits within the context of financial services advertising. In particular this study investigates the impact of self-regulatory focus (i.e. innate personal traits) on self-disclosures and advertising message appeal with regards to cognitive (knowledge), affective (attribute evaluation) and conative (buying intention) responses of retail investors. The industry concerns private retirement schemes (PRS).

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37

Kgatla, Itumeleng Peter. "Social security and retirement reforms in South Africa : prospects and challenges." Thesis, University of Limpopo, Turfloop Campus, 2013. http://hdl.handle.net/10386/1114.

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Thesis (LLM. (Development and Management Law)) -- University of Limpopo, 2013<br>This mini-dissertation discusses South African social security and retirement reforms that will be used as guidelines towards promulgation of the new Pension Funds Act which will incorporate both private and public pensions. These proposals have been highlighted in the Retirement Reform Discussion Paper issued by National Treasury in 2004 and the Social Security and Retirement Reform paper, issued by both National Treasury and Department of Social Development, 2007. Further, the recent discussion papers entitled ‘

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38

Clark, James Peter. "Performance, performance persistence and fund flows : UK equity unit trusts/open-ended investment companies vs. UK equity unit-linked personal pension funds." Thesis, University of Exeter, 2013. http://hdl.handle.net/10871/10821.

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This thesis analyses and compares the performance, performance persistence and fund flows for UK equity unit trusts/OEICs and UK equity unit-linked personal pensions over the sample period January 1980 to December 2007. Unit-linked personal pension funds are an illiquid investment from the investor’s perspective since any invested capital is inaccessible until retirement whereas for unit trusts/OEICs capital invested can be withdrawn at any time. Since decreasing returns to scale from fund flows are the equilibrating mechanism in Berk and Green (2004) that results in no persistence in performa

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39

Kekana, Makabelo Ephraim. "A critical narrative analysis of the deployment of corporate arrangements in the conduct of government employee pension fund." Thesis, Stellenbosch : University of Stellenbosch, 2010. http://hdl.handle.net/10019.1/5372.

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Thesis (MPA (Public Management and Planning))--University of Stellenbosch, 2010.<br>ENGLISH ABSTRACT: The South African (SA) government is experiencing problems with regard to its service delivery mandate in public institutions. These problems have resulted from a number of factors, such as SA’s history of unequal distribution of resources; the introduction of remedial legislations and programmes when the new government took office in 1994; incorrect implementation of these legislations and programmes with the accompanying departure of skilled managers accompanied by the influx of new an

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40

Hirschbeck, Lisa. "Encouraging individual retirement savings in South Africa." Thesis, Rhodes University, 2015. http://hdl.handle.net/10962/d1017535.

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Many South Africans may not have adequate retirement savings when they retire and this has the effect of a low income replacement ratio on retirement that may lead to a decrease in the standard of living of the retiree and in extreme cases the retiree becoming dependent on their family and the government. Owing to this trend of no or inadequate retirement savings, South Africa embarked on a retirement reform journey in 2004. The goal of this research is to determine whether the retirement reform mechanisms outlined by National Treasury would encourage individual retirement savings that should

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41

Koegelenberg, Frederik Johannes. "Optimal asset allocation for South African pension funds under the revised Regulation 28." Thesis, Stellenbosch : Stellenbosch University, 2012. http://hdl.handle.net/10019.1/20232.

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Thesis (MComm)--Stellenbosch University, 2012.<br>ENGLISH ABSTRACT: On 1 July 2011 the revised version of Regulation 28, which governs the South African pension fund industry with regard to investments, took effect. The new version allows for pension funds to invest up to 25 percent compared to 20 percent, in the previous version, of its total investment in foreign assets. The aim of this study is to determine whether it would be optimal for a South African pension fund to invest the full 25 percent of its portfolio in foreign assets. Seven different optimization models are evaluated in

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42

Chuckun, Vedvyas Sharma. "Using pension funds in infrastructure finance in Africa : the case of NEPAD projects." Thesis, Stellenbosch : University of Stellenbosch, 2010. http://hdl.handle.net/10019.1/917.

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Thesis (MDF (Development Finance))--University of Stellenbosch, 2010.<br>ENGLISH ABSTRACT: Infrastructure and related services are crucial for facilitating economic activities, creating employment opportunities and generating economic growth. The African continent has a huge infrastructure gap estimated by the World Bank at US$75 billion per annum. However, the current levels of public sector resources and foreign capital inflows in Africa are insufficient to fund this infrastructure gap. Africa, therefore, needs to explore new sources of funding to finance its infrastructure backlog. It

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43

Li, Kin-yin Mark, and 李建賢. "Interest groups and the debate on the establishment of a central provident fund in Hong Kong." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1988. http://hub.hku.hk/bib/B31975501.

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Valero, Carreras Diego. "Análisis económico actuarial del desarrollo de planes de pensiones complementarios en las empresas latinoamericanas y de países emergentes." Doctoral thesis, Universitat de Barcelona, 2011. http://hdl.handle.net/10803/52153.

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La tesis pretende demostrar que el desarrollo de pensiones complementarias en países emergentes puede ser una fórmula posible de reducción de la pobreza en la vejez, entendida esta como la provisión de elementos suficientes para que el ingreso tras el retiro permita mantenimientos dignos del nivel de vida. Para ello se analiza la viabilidad económica para las empresas y el Estado, y la suficiencia económica para las personas. Concretamente esta tesis investiga acerca del nivel adicional de coste que pueden tener las empresas en el desarrollo de pensiones complementarias que sean suficientes pa

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45

Camargo, Regina Galhardi de. "Modelos de decis??o para aquisi????o, manuten????o ou baixa de investimentos de renda vari??vel para fundos de pens??o." FECAP - Faculdade Escola de Com??rcio ??lvares Penteado, 2005. http://132.0.0.61:8080/tede/handle/tede/559.

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Made available in DSpace on 2015-12-04T11:45:12Z (GMT). No. of bitstreams: 1 Regina_Galhardi_de_Camargo.pdf: 603725 bytes, checksum: c70c2b715bbf9202b54c36c60a7cfded (MD5) Previous issue date: 2005-08-30<br>Due to difficulties faced by the Brazilian official social security, the government has been supporting the expansion of the private social security. Through regulatory and legal agencies, the Brazilian official social security has been being given more transparency, security and flexibility. As part of the situation, the pension funds, also named EFPC, have the basic function of providin

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Pádua, Rosana Passos de. "Um estudo sobre os impactos contábeis e econômicos da marcação a mercado dos investimentos de longo prazo na definição do déficit, equilíbrio ou superávit atuarial dos fundos de pensão no Brasil (IAS 19 e IAS 26)." Pontifícia Universidade Católica de São Paulo, 2018. https://tede2.pucsp.br/handle/handle/21063.

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Submitted by Filipe dos Santos (fsantos@pucsp.br) on 2018-05-07T12:56:34Z No. of bitstreams: 1 Rosana Passos de Pádua.pdf: 2042065 bytes, checksum: 9d29868f47767b9c0fc87f79b6b1a55c (MD5)<br>Made available in DSpace on 2018-05-07T12:56:34Z (GMT). No. of bitstreams: 1 Rosana Passos de Pádua.pdf: 2042065 bytes, checksum: 9d29868f47767b9c0fc87f79b6b1a55c (MD5) Previous issue date: 2018-03-14<br>Brazil is facing many discussions about the future of social security, and in this context, complementary social security becomes even more relevant; due to this, a great interest arose in studying

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Fisher, Hilton. "An Assessment of the state of e-government in South Africa the case of the Government Employees Pension Fund /." Thesis, Pretoria : [s.n.], 2005. http://upetd.up.ac.za/thesis/available/etd-06192006-154208.

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Liberato, Marcos de Mello. "A rela????o entre estrutura e mecanismos de governan??a corporativa e o desempenho dos fundos de pens??o no Brasil." FECAP - Faculdade Escola de Com??rcio ??lvares Penteado, 2013. http://132.0.0.61:8080/tede/handle/tede/531.

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Made available in DSpace on 2015-12-03T18:35:29Z (GMT). No. of bitstreams: 1 Marcos_de_Mello_Liberato.pdf: 734486 bytes, checksum: cf5e35324052e71d3641a4810970e357 (MD5) Previous issue date: 2013-10-15<br>Pension Funds in Brazil are presented as large institutional investors, moving a significant sum of money in the financial market. Investment decisions made by its managers should generate positive returns in order to ensure a dignified retirement to its participants and beneficiaries. The corporate governance structure of pension funds and their mechanisms are essential elements in the man

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Molinari, Claire Marcella. "The environment, intergenerational equity & long-term investment." Thesis, University of Oxford, 2011. http://ora.ox.ac.uk/objects/uuid:30dd270b-3f0f-4b8b-979e-904af5cb597b.

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This thesis brings together two responses to the question ‘how can the law extend the timeframe for environmentally relevant decision-making?’ The first response is drawn from the context of institutional investment, and addresses the timeframe and breadth of environmental considerations in pension fund investment decision-making. The second response is related to the context of public environmental decision-making by legislators, the judiciary, and administrators. Three themes underlie and bind the thesis: the challenges to decision-making posed by the particular temporal and spatial characte

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Průdek, Tomáš. "Návrh expertního systému pro výběr vhodného spořícího produktu pro klienty společnosti AWD." Master's thesis, Vysoké učení technické v Brně. Fakulta podnikatelská, 2009. http://www.nusl.cz/ntk/nusl-222066.

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Abstract:

This thesis object with functioning of present retirement system in the Czech republic and in selected countries. There are described differences of financing and differences of pillars on which are this systems built. Further are in this thesis answered reasons for reforming of this systems. The goal of this thesis is design expert system used to serve to financial advisers for suitable saving product selection according to client requests.

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