This paper describes the financial planning model InnoALM we developed at Innovest for
the Austrian pension fund of the electronics firm Siemens. The model uses a multiperiod …

The first chapter introduces the topic of the study, which is employee ownership, or more
precisely, a" people management" or" human resource management"(HRM) framework of …

As the level of retirement-related assets has grown, so too has public and private interest in
so-called “Socially Responsible Investment”(SRI), an investment strategy that employs …

Using data from a survey of employees in three UK companies, the article examines
concentration of savings in employer shares. It is found that a substantial minority of …

There is no way my travels and experiences can begin to match Leonardo's but at least I set
a high goal. In this book, I trace a career from a small town in Massachusetts to the big time …

This paper reviews contributions to portfolio theory and practice by William T. Ziemba and
his colleagues. The paper covers static and dynamic portfolio and capital growth theory …

Investment and longevity risks are the two key risks that retirees face, particularly given the
global trend towards contribution accumulation funds. One of the issues beginning to face …

This dissertation contains two essays on the optimal portfolio decision for long-term
investors. The first essay studies the optimal asset allocation for long-horizon investors with …