Pension Fund Excellence: Creating Value for Stockholders

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John Wiley & Sons, Apr 23, 1998 - Business & Economics - 238 pages
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Internationally recognized experts in the field introduce their "business excellence paradigm".

In this book, two leading pension fund experts lay out a comprehensive plan for effective fund management. With the help of domestic and global case studies they critically assess current approaches to pension fund management and isolate what works and what doesn't using their unique critically acclaimed "run-it-like-a-business" model.

Keith P. Ambachtsheer (Toronto, Canada) is principle at KPA Advisory Service, Inc., a pension fund management consulting firm. He runs The Ambachtsheer Letter and cofounded Cost Effective Measurement, Inc., which monitors the performance of 300 of the world's largest asset funds. D. Don Ezra (Toronto, Canada) is Director of European Consulting at Frank Russell Co. His previous books include The Struggle for Pension Fund Wealth.
 

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Contents

PENSION FUNDS AS FINANCIAL BUSINESSES
1
How Good Is Pension Fund Management?
13
Mapping the Road to Excellence
23
WHAT EVERY PENSION FUND FIDUCIARY
31
The Pension Fund Business and Its Investment Fundamentals
39
Define What the Creation of Investment Value Means to You
49
What Fiduciaries Should Know about the Investment
67
MANAGING THE PENSION FUND BUSINESS
79
Creating Value through Policy Implementation
121
From Data to Information to Knowledge
131
Managing Small Pension Funds
149
EXCELLENCE IN ACTION
155
HiTechCo MidWest Resources Pension
167
PENSION FUNDS IN
181
Contents
190
Fixing Broke National Pension Schemes
203

The Right Funding Policy
93
Contents
96
The Right Asset Allocation Policy
105
Pension Funds Politics and Power
219
Index
233
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About the author (1998)

KEITH P. AMBACHTSHEER is President of KPA Advisory Services Inc., a pension fund advisory firm based in Toronto. He writes The Ambachtsheer Letter and is the cofounder of Cost Effectiveness Measurement Inc., which monitors the organizational performance of many of the world's largest pension funds. He has contributed to numerous financial publications and is the author of Pension Funds and the Bottom Line.

D. DON EZRA has held a number of senior positions in the United States with Frank Russell Company, a pension fund advisory firm whose clients' assets exceed $1 trillion. He is currently Director of European Consulting, based in London. He writes frequently for financial publications. His most recent book was The Struggle for Pension Wealth.

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