Over the past 20 years we have witnessed both the greatest bull market of all time and one of the most devastating crashes in history. During this period, pension funds posted returns of more than double those realized by individual investors, while being exposed to less than half of the risk and volatility individual investors were forced to endure.
Authors
- Control Number Identifier
- CaOOCEL
- Dewey Decimal Classification Number
- 332.024/014
- General Note
- Includes index Previously published under title: The pension strategy for Canadians Issued as part of the desLibris books collection
- Geographic Area Code
- n-us---
- ISBN
- 1894663896 9781459308466
- LCCN
- HG179
- LCCN Item number
- S5325 2004eb
- Modifying agency
- CaBNVSL
- Original cataloging agency
- CaOONL
- Physical Description | Extent
- 1 electronic text (191 p.)
- Published in
- Canada
- Publisher or Distributor Number
- CaOOCEL
- Rights
- Access restricted to authorized users and institutions
- System Control Number
- (CaBNVSL)slc00213774 (OCoLC)752522544 (CaOOCEL)407877
- System Details Note
- Mode of access: World Wide Web
- Transcribing agency
- CaOONL
Table of Contents
- TABLE OF CONTENTS 8
- CHAPTER ONE: My Quest for a Solution 12
- CHAPTER Two: What Is a Pension Plan? 20
- CHAPTER THREE: Modern Portfolio Theory 28
- The Efficient Frontier 34
- A Note About Possibilities 37
- CHAPTER FOUR: Risk 40
- Currency Risk 44
- Interest Rate Risk 46
- Inflation Risk 47
- Manager (Specific) Risk 49
- Market (Systematic) Risk 50
- Measuring and Eliminating Risk 51
- How Do the Great Pension Plans Measure Risk? 52
- CHAPTER FIVE: Diversification 60
- CHAPTER SIX: Asset Allocation 72
- Cash and Asset Allocation 79
- Asset Allocation and Fixed-Income 80
- The Owner and the Loaner 85
- Government Bonds 88
- Certificates of Deposit 89
- Corporate Bonds 91
- Preferred Shares 92
- Foreign Bonds 94
- Asset Allocation and Equities 95
- Inflation-Proofing Equities 98
- Why Do Equities Work? 103
- The Real Value of Companies 104
- Asset Allocation and Real Estate 108
- Absolute Return Investments and Asset Allocation 112
- CHAPTER SEVEN: What Does the Ideal Pension Plan Look Like? 122
- Adjusting Asset Allocation to Your Risk Tolerance (Comfort Level) 141
- CHAPTER EIGHT: Portfolio Rebalancing: The Art of Dynamic Asset Allocation 146
- CHAPTER NINE: Bringing Professional Help to Your Retirement Plan 156
- Working with an Investment Advisor 164
- CHAPTER TEN: Getting Started 170
- Appendix: A Note on Standard Deviation 180
- Glossary 183
- A 183
- B 183
- C 183
- D 184
- E 184
- F 185
- G 185
- I 185
- M 186
- O 186
- P 186
- R 187
- S 188
- T 188
- V 188
- W 188
- Y 188
- Index 189
- A 189
- B 189
- C 189
- D 189
- E 189
- F 190
- G 190
- I 190
- L 190
- M 190
- N 190
- O 190
- P 191
- R 191
- S 191
- T 191
- U 192
- V 192
- W 192
- Y 192
