ARTICLE LISTING
ROTMAN INTERNATIONAL JOURN A L
OF PENSION MANAGEMENT
Building Better Pension Plans
The Dysfunctional “DB vs. DC” Pensions Debate: Why and How to Move Beyond It
Keith Ambachtsheer (Vol.5, Iss.2, Fall 2012)
Why Sweden’s Notional DC Pension System Needs a Calculation Correction
Doug Andrews (Vol.5, Iss.2, Fall 2012)
Why Sweden’s Notional DC Pension System Does Not Need a Calculation Correction
Ole Settergren (Vol.5, Iss.2, Fall 2012)
Benchmarking Retirement Income Systems around the World: Which Countries Rank Highest and Why?
David Knox (Vol.5, Iss.1, Spring 2012)
Pension Liability Measurement and Intergenerational Fairness: Two Case Studies
Theo Kocken (Vol.5, Iss.1, Spring 2012)
Buttoning Up Australian Superannuation
Jack Gray and Bill Watson (Vol.4, Iss.2, Fall 2011)
The Global Financial Crisis and the Performance of Target-Date Funds in the United States
Laurence Booth and Bin Chang (Vol.4, Iss.2, Fall 2011)
DC 20/20 Pathways to a Secure Retirement
Rick Wurster (Vol.4, Iss.2, Fall 2011)
What DC Plan Members Really Want
Ioulia Tretiakova and Mark S. Yamada
(Vol.4, Iss.2, Fall 2011)
How Should Retirees Manage Investment and Longevity Risk in a Defined Contribution World?
Don Ezra (Vol.4, Iss.1, Spring 2011)
Why the Design of Maturing Defined Benefit Plans Needs Rethinking
Theo Kocken (Vol.4, Iss.1, Spring 2011)
Redesigning Choice and Competition in Australian Superannuation
Wilson Sy (Vol.4, Iss.1, Spring 2011)
Super for Members: A New Paradigm for Australia’s Retirement Income System
Jeremy Cooper (Vol.3, Iss.2, Fall 2010)
Can Internal Swap Market Enhance Welfare in Defined Contribution Plans?
Jiajia Cui and Eduard Ponds (Vol.3, Iss.2, Fall 2010)
Measuring the Sustainability of National Social Insurance Plans: The Case of the Canada Pension Plan
Jean-Claude Ménard (Vol.3, Iss.2, Fall 2010)
Comparing Retirement Income Systems Through an Index
David Knox (Vol.3, Iss.1, Spring 2010)
A Life-Cycle Approach in the Dutch Occupational Pension System?
Dirk Broeders and David Rijsbergen (Vol.3, Iss.1, Spring 2010)
Supersized Superannuation: The Startling Fair-Value Cost of Canadian Public Service Pensions
Alexandre Laurin and William B.P. Robson (Vol.3, Iss.1, Spring 2010)
Why are Firms in the United States Abandoning Defined Benefit Plans?
Joshua Rauh and Irina Stefanescu (Vol.2, Iss.2, Fall 2009)
Australia’s ‘Choice of Fund’ Legislation: Success or Failure?
Joshua Fear and Geraldine Pace (Vol.2, Iss.2, Fall 2009)
A Pension for All: Pension Reform in the United Kingdom
Tim Jones (Vol.2, Iss.2, Fall 2009)
Modernizing Private Pensions: Canada Responds to a Global Challenge
William B. P. Robson (Vol.2, Iss.2, Fall 2009)
Pension Reform in the United States: Guaranteed Pension Accounts are Key
Teresa Ghilarducci (Vol.2, Iss.2, Fall 2009)
Moving Beyond the ‘DB vs DC’ Debate: The Appeal of Hybrid Pension Plans
Hans Blommestein, Pascal Janssen, Niels Kortleve, and Juan Yermo (Vol.2, Iss.2, Fall 2009)
Should Pension Investing Be Regulated?
E. Philip Davis and Yu-Wei Hu (Vol.2, Iss.1, Spring 2009)
Three Certainties and a Speculation: Reflections of a Pension Professional
Don Ezra (Vol.2, Iss.1, Spring 2009)
We encourage you to use our
ARTICLE LISTING
Building Better Pension Plans (cont’d)
LinkedIn
Reading List Tool on the ICPM website
to download or share Journal Articles,
Research Papers, or Discussion Forum
materials. www.rotman.utoronto.ca/icpm
a new way to think | pension management
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ARTICLE LISTING
ROTMAN INTERNATIONAL JOURN A L
OF PENSION MANAGEMENT
Investment Beliefs and Risk Management
Selling Hope
Jason Hsu (Vol.5, Iss.2, Fall 2012)
Misadventures of an Irresponsible Investor
Jack Gray (Vol.5, Iss.2, Fall 2012)
Total Shareholder Return (TSR) and Management Performance: A Performance Metric Appropriately Used,
or Mostly Abused?
Roland Burgman and Mark Van Clieaf (Vol.5, Iss.2, Fall 2012)
Incorporating Uncertainty into Accounting Estimates of Pension Liabilities
Ulrich Menzefricke and Wally Smieliauskas (Vol.5, Iss.1, Spring 2012)
The Road Ahead: Rethinking the Investment Policy Roadmap
Ranji Nagaswami (Vol.5, Iss.1, Spring 2012)
Really Investing for the Long-Term: A Case Study
Alex van der Velden and Otto van Buul (Vol.5, Iss.1, Spring 2012)
Thinking Strategically about Climate Change: Risks and Opportunities
Danyelle Guyatt, Jane Ambachtsheer and Elisabeth Bourqui (Vol.5, Iss.1, Spring 2012)
The BP Crisis as a “Preventable Surprise”: Lessons for Institutional Investors
Raj Thamotheram and Maxime Le Floc’h (Vol.5, Iss.1, Spring 2012)
International Codes and Conventions: Are Pension Funds Missing in Action?
Jane Ambachtsheer (Vol.4, Iss.2, Fall 2011)
When Should Shareholders Say “Yes” On Pay?
Aubrey E. Bout and Ira T. Kay (Vol.4, Iss.1, Spring 2011)
Recasting Executive Compensation: From Gamesmanship to Authenticity
Roger L. Martin (Vol.4, Iss.1, Spring 2011)
How Green is Your Property Portfolio? The Global Real Estate Sustainability Benchmark
Rob Bauer, Piet Eichholtz, Nils Kok, and John M. Quigley (Vol.4, Iss.1, Spring 2011)
Dutch Pension Funds: Aging Giants Suffering from Weak and Inconsistent Risk Management
Jean Frijns (Vol.3, Iss.2, Fall 2010)
Higher Pensions and Less Risk: Innovation at Denmark’s ATP Pension Plan
Lars Rohde and Chresten Dengsøe (Vol.3, Iss.2, Fall 2010)
How Pension Funds Manage Investment Risks: A Global Survey
Sandy Halim, Terrie Miller, and David Dupont (Vol.3, Iss.2, Fall 2010)
Does Portfolio Turnover Exceed Expectations?
Danyelle Guyatt and Jon Lukomnik (Vol.3, Iss.2, Fall 2010)
Balancing Longevity Risk and Market Risk in Target Date Funds
Brian Jacobsen, Christian Chan, and Olivia Barbee (Vol.3, Iss.2, Fall 2010)
Pricing Risk in Corporate Pension Plans: Understanding the Real Pension Deal
Roy Hoevenaars, Theo Kocken, and Eduard Ponds (Vol.2, Iss.1, Spring 2009)
Can Pension Funds Hedge Wage Risk?
Carolina Fugazza, Maela Giofré, and Giovanna Nicodano (Vol.2, Iss.1, Spring 2009)
Rethinking Investment Beliefs in a Time of Crisis: The Calming Hand of Philosophy
Jack Gray (Vol.2, Iss.1, Spring 2009)
Do Institutional Investors Have Sensible Investment Beliefs?
Kees Koedijk and Alfred Slager (Vol.2, Iss.1, Spring 2009)
We encourage you to use our
ARTICLE LISTING
Investment Beliefs and Risk Management (cont’d)
LinkedIn
Reading List Tool on the ICPM website
to download or share Journal Articles,
Research Papers, or Discussion Forum
materials. www.rotman.utoronto.ca/icpm
a new way to think | pension management
www.rotman.utoronto.ca/icpm
ARTICLE LISTING
ROTMAN INTERNATIONAL JOURN A L
OF PENSION MANAGEMENT
Pension Fund Governance and Organization Design
Managing Public Pension Reserve Funds: The Case of the Government Pension Investment Fund (GPIF) of Japan
Nobusuke Tamaki (Vol.5, Iss.2, Fall 2012)
How Large Pension Funds Organize Themselves: Findings from a Unique 19-Fund Survey
Jody MacIntosh and Tom Scheibelhut (Vol.5, Iss.1, Spring 2012)
Reclaiming Fiduciary Duty Balance
James Hawley, Keith Johnson, and Ed Waitzer (Vol.4, Iss.2, Fall 2011)
Pension Reserve Funds: Aligning Form and Function
Gordon L. Clark and Ashby H.B. Monk (Vol.4, Iss.2, Fall 2011)
How Should Pension Funds Pay Their Own People?
Keith Ambachtsheer (Vol.4, Iss.1, Spring 2011)
Pension Funds as Universal Owners: Opportunity Beckons and Leadership Calls
Roger Urwin (Vol.4, Iss.1, Spring 2011)
Choosing to Fail Conventionally
Anonymous (Vol.3, Iss.2, Fall 2010)
The Governance of Corporate Sustainability
Claude Kruse and Stefan Lundbergh (Vol.3, Iss.2, Fall 2010)
The Norwegian Government Pension Fund: Ethics over Efficiency
Gordon L. Clark and Ashby Monk (Vol.3, Iss.1, Spring 2010)
The Norwegian Government Pension Fund: Moving Forward on Responsible Investing and Governance
Trude Myklebust (Vol.3, Iss.1, Spring 2010)
Building Value and Reputation with Stakeholder Management: The Case of Washington State Investment Board
Theresa Whitmarsh (Vol.3 Iss.1, Spring 2010)
Restructuring Sweden’s AP Funds for Scale and Global Impact
Malin Björkmo and Stefan Lundbergh (Vol.3, Iss.1, Spring 2010)
Improving the Cost Efficiency of Australian Pension Management
Wilson Sy and Kevin Liu (Vol.3, Iss.1, Spring 2010)
Structuring Corporate and Public Pensions for Sustainability in the 21st Century: The Case of Japan
Yuji Kage (Vol.3, Iss.1, Spring 2010)
Defeating Short-Termism: Why Pension Funds Must Lead
Ed Waitzer (Vol.2, Iss.2, Fall 2009)
Active Shareowner Stewardship: A New Paradigm for Capitalism
Stephen Davis, Jon Lukomnik, and David Pitt-Watson (Vol.2, Iss.2, Fall 2009)
Improving Pension Management and Delivery: An (Im)Modest and Likely (Un)Popular Proposal
Ron Bird and Jack Gray (Vol.2, Iss.2, Fall 2009)
Integrating Goals, Structure, and Decision-Making at Canada Pension Plan Investment Board
Donald M. Raymond (Vol.2, Iss.1, Spring 2009)
Pension Funds and Incentive Compensation: A Story Based on the Ontario Teachers’ Experience
Robert Bertram and Barbara Zvan (Vol.2, Iss.1, Spring 2009)
Modernizing Pension Fund Legal Standards for the Twenty-First Century
Keith L. Johnson and Frank Jan de Graaf (Vol.2, Iss.1, Spring 2009)
Bringing Mutuality to Mutual Funds
John C. Bogle (Vol.1, Iss.1, Fall 2008)
The Pension Fund Advantage: Are Canadians Overpaying their Mutual Funds?
Rob Bauer and Luc Kicken (Vol.1, Iss.1, Fall 2008)
Effective Pension Governance: The Ontario Teachers’ Story
Claude Lamoureux (Vol.1, Iss.1, Fall 2008)
The Conception of APG: Reorganizing Pension Delivery in The Netherlands
Roderick Munsters (Vol.1, Iss.1, Fall 2008)
The Pension Governance Deficit: Still With Us
Keith Ambachtsheer, Ronald Capelle, and Hubert Lum (Vol.1, Iss.1, Fall 2008)
Public Sector Pension Governance in the United States: Up to the Task?
Joel T. Harper (Vol.1, Iss.1, Fall 2008)
Pension Governance in Australia: An Anatomy and an Interpretation
Wilson Sy (Vol.1, Iss.1, Fall 2008)
Making Pension Boards Work: The Critical Role of Leadership
Gordon L. Clark and Roger Urwin (Vol.1, Iss.1, Fall 2008)
Pension Collaboration: Strength in Numbers
Danyelle Guyatt (Vol.1, Iss.1, Fall 2008)
We encourage you to use our
ARTICLE LISTING
Pension Fund Governance and Organization Design (cont’d)
LinkedIn
Reading List Tool on the ICPM website
to download or share Journal Articles,
Research Papers, or Discussion Forum
materials. www.rotman.utoronto.ca/icpm
a new way to think | pension management
www.rotman.utoronto.ca/icpm