Results 31 to 40 of about 24,684 (134)
, 2017 This Article explains how to create “survivor funds”—short-term investment funds that would pay more to those investors who live until the end of the fund’s term than to those who die before then. For example, instead of just investing in a ten-year bond
Forman, Jonathan Barry +1 more
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Journal of Public Affairs, Volume 26, Issue 2, May 2026.ABSTRACT This paper examines the differential effects of quantitative easing on the young, middle‐aged and pensioners by comparing the periods before and after quantitative easing interventions in the UK. Quantitative easing may have boosted employment opportunities, as suggested by a few studies, but this paper finds that quantitative easing did not ...
Aminat A. Raheem
wiley +1 more source
The Benefits of Access: Evidence from Private Meetings with Portfolio Firms
The Journal of Finance, Volume 81, Issue 2, Page 739-789, April 2026.ABSTRACT We use large language models to analyze the content of 4,700 private meetings between a large active asset manager and its portfolio firms. The high‐level meetings convey mostly soft information about the firm, and little about industry or market. Fund manager meetings focus on business models and financial metrics, while governance specialist
MARCO BECHT +2 more
wiley +1 more source
Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion [PDF]
Retirees must draw down their accumulated assets in an orderly fashion so as not to exhaust their funds too soon. We derive the optimal retirement portfolio from a menu that includes payout annuities as well as an investment allocation and a withdrawal ...
Ivica Dus +3 more
core
Joint Life Annuities and Annuity Demand by Married Couples [PDF]
This paper explores the value of purchasing joint life annuities for married couples. It describes the existing market for joint life annuities, and summarizes the range of annuity products that are currently available to couples.
James M. Poterba, Jeffrey R. Brown
core
The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program [PDF]
We explore four issues concerning annuitization options that retirees might use in the decumulation phase of an individual accounts' retirement saving system. First, we investigate the operation of both real and nominal annuity individual annuity markets
James M. Poterba +2 more
core
A comparative study of parametric mortality projection models [PDF]
, 2010 The relative merits of different parametric models for making life expectancy and annuity value predictions at both pensioner and adult ages are investigated. This study builds on current published research and considers recent model enhancements and the
Butt, Z., Haberman, S.
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On the Measurement of Long-Term Income Inequality and Income Mobility [PDF]
This paper proposes a two-step aggregation method for measuring long-term income inequality and income mobility, where mobility is defined as an equalizer of long-term income.
Magne Mogstad, Rolf Aaberge
core +3 more sources
Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts [PDF]
This paper explores the current tax treatment of non-qualified immediate annuities and distributions from tax-qualified retirement plans in the United States. First, we describe how immediate annuities held outside retirement accounts are taxed.
James M. Poterba +3 more
core
Redefining the role of the transfusion medicine physician in the era of advanced cellular therapies
Transfusion, EarlyView.
Eric A. Gehrie, Kevin J. Land
wiley +1 more source