This document has not been cited yet.

1. Allen, Steven G. ; Clark, Robert L. ; Sumner, Daniel A. Postretirement adjustments of pension benefits. 1986 J. Hum. Resour.. 118-137

2. An, Heng ; Huang, Zhaodan ; Zhang, Ting What determines corporate pension fund risk-taking strategy?. 2013 J. Bank. Finance. 37 597-613

3. Andonov, Aleksandar ; Bauer, Rob ; Cremers, Martijn Can large pension funds beat the market? Asset allocation, market timing, security selection and the limits of liquidity. 2012 Maastricht University:
   Paper not yet in RePEc: Add citation now
   

4. Ang, Andrew Asset Management: A Systematic Approach to Factor Investing. 2014 Oxford University Press:

5. Ang, Andrew ; Chen, Bingxu ; Sundaresan, Suresh Liability-driven investment with downsiderisk. 2013 J. Portf. Manag.. 40 71-87

6. Bergstresser, Daniel ; Desai, Mihir ; Ruah, Joshua Earnings manipulations, pension assumptions, and managerial investment decisions. 2006 Q. J. Econ.. 121 157-195

7. Berk, Jonathan B. ; DeMarzo, Peter M. Corporate Finance. 2016 Pearson Education:
   Paper not yet in RePEc: Add citation now
   
8. Black, Fischer The tax consequences of long-run pension policy. 1980 Financ. Anal. J.. 36 21-28
   Paper not yet in RePEc: Add citation now
   
9. Bodie, Z. ; Papke, L.E. Pension Fund Finance, Pensions and the Economy: Sources, Uses and Limitations of Data. 1992 University of Pennsylvania: Philadelphia
   Paper not yet in RePEc: Add citation now
   

10. Bodie, Zvi Pension Fund Investment Policy. 1988 National Bureau of Economic Research Cambridge, Mass.: USA

11. Bodie, Zvi The abo, the pbo and pension investment policy. 1990 Financ. Anal. J.. 46 27-34
    Paper not yet in RePEc: Add citation now
    

12. Bodie, Zvi ; Light, Jay O. ; Morck, Randall Funding and asset allocation in corporate pension plans: an empirical investigation. 1987 En : Issues in Pension Economics. University of Chicago Press:

13. Bodie, Zvi ; Light, Jay O. ; Morck, Randall ; Taggart, Robert A. Corporate pension policy: an empirical investigation. 1985 Financ. Anal. J.. 41 10-16
    Paper not yet in RePEc: Add citation now
    

14. Bulow, Jeremy I. ; Morck, Randall ; Summers, Lawrence H. How does the market value unfunded pension liabilities?. 1987 En : Issues in Pension Economics. University of Chicago Press:

15. Bulow, Jeremy I. ; Scholes, Myron S. Who owns the assets in a defined-benefit pension plan?. 1983 En : Financial Aspects of the United States Pension System. University of Chicago Press:

16. Busse, Jeffrey A. ; Goyal, Amit ; Wahal, Sunil Performance and persistence in institutional investment management. 2010 J. Finance. 65 765-790

17. Carroll, Thomas J. ; Niehaus, Greg Pension plan funding and corporate debt ratings. 1998 J. Risk Insur.. 427-443
    Paper not yet in RePEc: Add citation now
    

18. Cather, David A. ; Cooperman, Elizabeth S. ; Wolfe, Glenn A. Excess pension asset reversions and corporate acquisition activity. 1991 J. Bus. Res.. 23 337-348

19. Chen, Xuanjuan ; Yao, Tong ; Yu, Tong ; Zhang, Ting Learning and incentive: a study on analyst response to pension underfunding. 2014 J. Bank. Finance. 45 26-42

20. Cobb, J. Adam Risky business: the decline of defined benefit pensions and firms' shifting of risk. 2015 Organ. Sci.. 26 1332-1350

21. Cocco, Joao F. Corporate pension plans. 2014 Annu. Rev. Financ. Econ.. 6 163-184
    Paper not yet in RePEc: Add citation now
    

22. Constantinides, George M. Habit formation: a resolution of the equity premium puzzle. 1990 J. Polit. Econ.. 98 519-543

23. Cooper, Stephen ; Bianco, David Should Pension Funds Invest in Equities. 2003 :
    Paper not yet in RePEc: Add citation now
    

24. Dammon, Robert M. ; Spatt, Chester S. ; Zhang, Harold H. Optimal asset location and allocation with taxable and tax-deferred investing. 2004 J. Finance. 59 999-1038

25. Doherty, Neil A. ; Schlesinger, Harris Rational insurance purchasing: consideration of contract nonperformance. 1990 Q. J. Econ.. 105 243-253

26. Feldstein, Martin ; Morck, Randall Pension funding decisions, interest rate assumptions, and share prices. 1983 En : Financial Aspects of the United States Pension System. University of Chicago Press:

27. Feldstein, Martin ; Seligman, Stephanie Pension funding, share prices, and national savings. 1981 J. Finance. 36 801-824

28. French, Kenneth R. Presidential address: the cost of active investing. 2008 J. Finance. 63 1537-1573

29. Froot, Kenneth A. ; Stein, Jeremy C. Risk management, capital budgeting, and capital structure policy for financial institutions: an integrated approach. 1998 J. Financ. Econ.. 47 55-82

30. Harris, Milton ; Holmstrom, Bengt A theory of wage dynamics. 1982 Rev. Econ. Stud.. 49 315-333

31. Hennessy, Christopher A. ; Whited, Toni M. How costly is external financing? Evidence from a structural estimation. 2007 J. Finance. 62 1705-1745

32. Holmstrom, Bengt Equilibrium long-term labor contracts. 1983 Q. J. Econ.. 98 23-54
    Paper not yet in RePEc: Add citation now
    

33. Huang, Jennifer Taxable and tax-deferred investing: a tax-arbitrage approach. 2008 Rev. Financ. Stud.. 21 2173-2207

34. Jin, Li ; Merton, Robert C. ; Bodie, Zvi Do a firm's equity returns reflect the risk of its pension plan?. 2006 J. Financ. Econ.. 81 1-26

35. Lakonishok, Josef ; Shleifer, Andrei ; Vishny, Robert W. ; Hart, Oliver ; Perry, George L. The structure and performance of the money management industry. 1992 Microeconomics. 1992 339-391

36. Leibowitz, Martin L. Liability Returns: A New Perspective on Asset Allocation (Salomon Bros.). 1986 :
    Paper not yet in RePEc: Add citation now
    
37. Leibowitz, Martin L. The dedicated bond portfolio in pension funds–part I: motivations and basics. 1986 Financ. Anal. J.. 42 68-75
    Paper not yet in RePEc: Add citation now
    
38. Leibowitz, Martin L. The dedicated bond portfolio in pension funds–part ii: immunication, horizon matching and contingent procedures. 1986 Financ. Anal. J.. 42 47-57
    Paper not yet in RePEc: Add citation now
    
39. Leibowitz, Martin L. ; Ilmanen, Antti Us corporate db pension plans–today's challenges. 2016 J. Retire.. 3 34-
    Paper not yet in RePEc: Add citation now
    

40. Love, David A. ; Smith, Paul A. ; Wilcox, David W. The effect of regulation on optimal corporate pension risk. 2011 J. Financ. Econ.. 101 18-35

41. Lucas, Deborah ; Zeldes, Stephen P. Valuing and hedging defined benefit pension obligations—the role of stocks revisited. 2006 Northwestern University and Columbia University:
    Paper not yet in RePEc: Add citation now
    
42. McDonnell, Ken History of Pension Plans. 1998 :
    Paper not yet in RePEc: Add citation now
    

43. Merton, Robert C. Allocating shareholder capital to pension plans. 2006 J. Appl. Corp. Finance. 18 15-24

44. Miller, Merton ; Scholes, Myron Pension funding and corporate valuation. 1981 Univ. Chic.. 31 -
    Paper not yet in RePEc: Add citation now
    

45. Munnell, Alicia ; Soto, Mauricio Why are companies freezing their pensions?. 2007 Center for Retirement Research at Boston College:

46. Munnell, Alicia Haydock The Economics of Private Pensions, vol. 21. 1982 Brookings Inst Press:
    Paper not yet in RePEc: Add citation now
    

47. Oldfield, George S. Financial aspects of the private pension system. 1977 J. Money Credit Bank.. 9 48-54

48. Panis, Constantijn W.A. ; Brien, Michael J. Asset Allocation of Defined Benefit Pension Plans. 2015 Deloitte Consulting Publications:
    Paper not yet in RePEc: Add citation now
    

49. Rauh, Joshua D. Investment and financing constraints: evidence from the funding of corporate pension plans. 2006 J. Finance. 61 33-71

50. Rauh, Joshua D. Risk shifting versus risk management: investment policy in corporate pension plans. 2008 Rev. Financ. Stud.. 22 2687-2733
    Paper not yet in RePEc: Add citation now
    
51. Rauh, Joshua D. ; Stefanescu, Irina Why are firms in the United States abandoning defined benefit plans?. 2009 Rotman Int. J. Pension Manag.. 2 18-25
    Paper not yet in RePEc: Add citation now
    

52. Rauh, Joshua D. ; Stefanescu, Irina ; Zeldes, Stephen P. Cost saving and the freezing of corporate pension plans. 2020 J. Public Econ.. 188 -

53. Rudolf, Markus ; Ziemba, William T. Intertemporal surplus management. 2004 J. Econ. Dyn. Control. 28 975-990

54. Sharpe, William F. Corporate pension funding policy. 1976 J. Financ. Econ.. 3 183-193

55. Sharpe, William F. ; Tint, Lawrence G. Liabilities-a new approach. 1990 J. Portf. Manag.. 16 5-10
    Paper not yet in RePEc: Add citation now
    

56. Sharpe, William F. ; Treynor, Jack L. The principles of corporate pension finance. 1977 J. Finance. 32 627-638

57. Stockton, Kimberly A. Survey of Defined Benefit Plan Sponsors. 2012 :
    Paper not yet in RePEc: Add citation now
    

58. Sundaresan, Suresh ; Zapatero, Fernando Valuation, optimal asset allocation and retirement incentives of pension plans. 1997 Rev. Financ. Stud.. 10 631-660

59. Tepper, Irwin Taxation and corporate pension policy. 1981 J. Finance. 36 1-13

60. van Binsbergen, Jules H. ; Brandt, Michael W. Optimal asset allocation in asset liability management. 2016 En : Handbook of Fixed-Income Securities. :
    Paper not yet in RePEc: Add citation now
    
61. VanDerhei, Jack L. The effect of voluntary termination of overfunded pension plans on shareholder wealth. 1987 J. Risk Insur.. 131-156
    Paper not yet in RePEc: Add citation now
    
62. VanDerhei, Jack L. ; Holden, Sarah ; Alonso, Luis ; Bass, Steven 401(k) plan asset allocation, account balances, and loan activity in 2016. 2018 EBRI Issue Brief. 458 1-56
    Paper not yet in RePEc: Add citation now
    

1. Mitigating risk-shifting in corporate pension plans: Evidence from stakeholder constituency statutes. (2025). Kubick, Thomas R ; Garman, Amy D.
   In: Journal of Accounting and Economics.
   RePEc:eee:jaecon:v:79:y:2025:i:1:s016541012400034x.

   Full description at Econpapers || Download paper

2. Are Companies Offloading Risk onto Employees in Times of Uncertainty? Insights from Corporate Pension Plans. (2024). Cumming, Douglas ; Yu, Chia-Feng ; Xu, Limin ; Lu, Fanyu.
   In: Journal of Business Ethics.
   RePEc:kap:jbuset:v:195:y:2024:i:3:d:10.1007_s10551-024-05655-6.

   Full description at Econpapers || Download paper

3. Why are pension schemes frozen, and how does a freeze affect the Employers risk?. (2024). Sutcliffe, Charles ; Zhao, Zucheng.
   In: International Review of Economics & Finance.
   RePEc:eee:reveco:v:94:y:2024:i:c:s105905602400385x.

   Full description at Econpapers || Download paper

4. Investment policies and risk sharing by corporate pensions. (2024). Li, Wei C ; Yao, Tong ; Ying, Jie.
   In: Journal of Economic Dynamics and Control.
   RePEc:eee:dyncon:v:165:y:2024:i:c:s0165188924000836.

   Full description at Econpapers || Download paper

5. Non‐operating risk and cash holdings: Evidence from pension risk. (2023). Almaghrabi, Khadija S.
   In: Journal of Banking & Finance.
   RePEc:eee:jbfina:v:152:y:2023:i:c:s0378426623001024.

   Full description at Econpapers || Download paper

6. Risk Analysis of Pension Fund Investment Choices. (2023). Brooks, Robert ; Do, Hung Xuan ; Bissoondoyalbheenick, Emawtee.
   In: Abacus.
   RePEc:bla:abacus:v:59:y:2023:i:3:p:872-898.

   Full description at Econpapers || Download paper

7. Swiss pension funds: funding ratio, discount rate, and asset allocation. (2022). Schäublin, Jorma ; Schaublin, Jorma J.
   In: Swiss Journal of Economics and Statistics.
   RePEc:spr:sjecst:v:158:y:2022:i:1:d:10.1186_s41937-022-00092-6.

   Full description at Econpapers || Download paper

8. The asset allocation of defined benefit pension plans: the role of sponsor contributions. (2022). Wagner, Alexander ; Dyachenko, Artem ; Ley, Patrick ; Rieger, Marc Oliver.
   In: Journal of Asset Management.
   RePEc:pal:assmgt:v:23:y:2022:i:5:d:10.1057_s41260-022-00277-x.

   Full description at Econpapers || Download paper

9. Corporate risk management and pension investment policy. (2022). Henry, Darren ; Li, Yong.
   In: European Management Journal.
   RePEc:eee:eurman:v:40:y:2022:i:4:p:590-605.

   Full description at Econpapers || Download paper

10. Essays on institutional investors, portfolio choice, and asset prices. (2021). Jansen, Kristy.
    In: Other publications TiSEM.
    RePEc:tiu:tiutis:fd998408-d282-4e0f-b542-40e6154f40d2.

    Full description at Econpapers || Download paper

11. The role of institutional investors in pension risk transfers. (2021). McCarthy, Mary ; Pana, Elisabeta ; Weinberger, Andrew.
    In: Journal of Economics and Finance.
    RePEc:spr:jecfin:v:45:y:2021:i:3:d:10.1007_s12197-020-09537-1.

    Full description at Econpapers || Download paper

12. Pension insurance schemes and moral hazard: The Pension Benefit Guaranty Corporation should restrict the insured pension plans’ portfolio policy. (2021). Romaniuk, Katarzyna.
    In: The Quarterly Review of Economics and Finance.
    RePEc:eee:quaeco:v:82:y:2021:i:c:p:37-43.

    Full description at Econpapers || Download paper

13. Pension risk and corporate investment distortion. (2021). Waelchli, Urs ; Dichter, Oliver ; Berchtold, Demian ; Loderer, Claudio.
    In: Journal of Corporate Finance.
    RePEc:eee:corfin:v:68:y:2021:i:c:s0929119921000535.

    Full description at Econpapers || Download paper

14. Pension funds illiquid assets allocation under liquidity and capital requirements. (2021). Broeders, Dirk.
    In: Journal of Pension Economics and Finance.
    RePEc:cup:jpenef:v:20:y:2021:i:1:p:102-124_6.

    Full description at Econpapers || Download paper

15. Financial Actuarial Assumptions: Empirical Study of How Brazilian Companies Manage Their Defined Benefit Plans. (2020). de Souza, Joao Evangelista ; Galdi, Fernando Caio.
    In: European Journal of Studies in Management and Business.
    RePEc:bco:mbrqaa::v:14:y:2020:p:61-77.

    Full description at Econpapers || Download paper

16. Premiums of the Pension Benefit Guarantee Corporation and risk-taking by pension plans. (2019). Romaniuk, Katarzyna.
    In: The Quarterly Review of Economics and Finance.
    RePEc:eee:quaeco:v:74:y:2019:i:c:p:301-307.

    Full description at Econpapers || Download paper

17. Regulation and pension fund risk-taking. (2018). Rigot, S ; Briere, M ; Boon, L N.
    In: Journal of International Money and Finance.
    RePEc:eee:jimfin:v:84:y:2018:i:c:p:23-41.

    Full description at Econpapers || Download paper

18. Pension funds illiquid assets allocation under liquidity and capital constraints. (2017). Jansen, Kristy ; Broeders, Dirk ; Werker, Bas.
    In: Working Papers.
    RePEc:dnb:dnbwpp:555.

    Full description at Econpapers || Download paper

19. Pension funds carbon footprint and investment trade-offs. (2017). Boermans, Martijn ; Galema, Rients.
    In: Working Papers.
    RePEc:dnb:dnbwpp:554.

    Full description at Econpapers || Download paper

20. Scale economies in pension fund investments: A dissection of investment costs across asset classes. (2016). Broeders, Dirk ; Rijsbergen, David R ; van Oord, Arco.
    In: Journal of International Money and Finance.
    RePEc:eee:jimfin:v:67:y:2016:i:c:p:147-171.

    Full description at Econpapers || Download paper

21. Pension scheme redesign and wealth redistribution between the members and sponsor: The USS rule change in October 2011. (2016). Sutcliffe, Charles ; Platanakis, Emmanouil.
    In: Insurance: Mathematics and Economics.
    RePEc:eee:insuma:v:69:y:2016:i:c:p:14-28.

    Full description at Econpapers || Download paper

22. Pension Scheme Redesign and Wealth Redistribution Between the Members and Sponsor: The USS Rule Change in October 2011. (2015). Sutcliffe, Charles ; Platanakis, Emmanouil.
    In: ICMA Centre Discussion Papers in Finance.
    RePEc:rdg:icmadp:icma-dp2015-05.

    Full description at Econpapers || Download paper

23. Shareholder activism of public pension funds: The political facet. (2015). Wang, Yong ; Mao, Connie X.
    In: Journal of Banking & Finance.
    RePEc:eee:jbfina:v:60:y:2015:i:c:p:138-152.

    Full description at Econpapers || Download paper

24. Scale economies in pension fund investments: A dissection of investment costs across asset classes. (2015). Van Oord, Arco ; Broeders, Dirk ; Rijsbergen, David.
    In: Working Papers.
    RePEc:dnb:dnbwpp:474.

    Full description at Econpapers || Download paper

25. Integrating corporate ownership and pension fund structures: A general equilibrium approach. (2014). Ebrahim, M. Shahid ; ap Gwilym, Rhys ; Mathur, Ike.
    In: Journal of Banking & Finance.
    RePEc:eee:jbfina:v:49:y:2014:i:c:p:553-569.

    Full description at Econpapers || Download paper

26. Retirement in Dual-Career Families: A Structural Model.. (2000). Gustman, Alan ; Steinmeier, Thomas L.
    In: Journal of Labor Economics.
    RePEc:ucp:jlabec:v:18:y:2000:i:3:p:503-45.

    Full description at Econpapers || Download paper

27. Pensions and the Distribution of Wealth. (1998). McGarry, Kathleen M. ; Davenport, Andrew.
    In: NBER Chapters.
    RePEc:nbr:nberch:7310.

    Full description at Econpapers || Download paper

28. The Economic Status of the Elderly in the United States. (1994). Hurd, Michael D..
    In: NBER Chapters.
    RePEc:nbr:nberch:8042.

    Full description at Econpapers || Download paper

29. The Effect of Labor Market Rigidities on the Labor Force Behavior of Older Workers. (1993). Hurd, Michael.
    In: NBER Working Papers.
    RePEc:nbr:nberwo:4462.

    Full description at Econpapers || Download paper

30. Pensions and the U.S. Labor Market. (1990). Mitchell, Olivia ; Gustman, Alan.
    In: NBER Working Papers.
    RePEc:nbr:nberwo:3331.

    Full description at Econpapers || Download paper

31. Explaining Pension Dynamics. (1989). Mitchell, Olivia ; Luzadis, Rebecca A..
    In: NBER Working Papers.
    RePEc:nbr:nberwo:3084.

    Full description at Econpapers || Download paper

32. Pensions and Firm Performance. (1987). Allen, Steven ; Clark, Robert L..
    In: NBER Working Papers.
    RePEc:nbr:nberwo:2266.

    Full description at Econpapers || Download paper

Report date: 2025-09-23 15:50:10 || Missing content? Let us know