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Subjective Economic Risk to Beneficiaries in Notional Defined Contribution Accounts

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Author Info
Carlos Vidal-Meliá
Inmaculada Domínguez-Fabián
José Enrique Devesa-Carpio

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Abstract

This article aims to quantify the "aggregate subjective economic" risk to which beneficiaries would be exposed if a retirement pension system based on notional account philosophy were introduced. We use scenario generation techniques to make projections of the factors that determine the real expected internal rate of return (IRR) and the expected replacement rate (RR) for the beneficiary according to six retirement formulae based on the most widely accepted rates or indices. We then apply the model to the case of Spain. Our projections are based on Herce and Alonso's macroeconomic scenario 2000-2050 (2000) and include information about the past performance of the indices and the time period the forecast is to cover. The results of the IRR calculation-average value, standard deviation, and value-at-risk (VaR)-are analyzed both in objective terms and for different degrees of participants' risk aversion. Copyright The Journal of Risk and Insurance, 2006.

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File URL: http://www.blackwell-synergy.com/doi/abs/10.1111/j.1539-6975.2006.00185.x
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Publisher Info
Article provided by The American Risk and Insurance Association in its journal Journal of Risk & Insurance.

Volume (Year): 73 (2006)
Issue (Month): 3 ()
Pages: 489-515
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Handle: RePEc:bla:jrinsu:v:73:y:2006:i:3:p:489-515

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Web page: http://www.blackwellpublishing.com/journal.asp?ref=0022-4367

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  1. Carlos Vidal-Meliá & Inmaculada Domínguez-Fabián & María del Carmen Boado-Penas, . "Notional Defined Contribution Accounts (NDCs): Solvency and Risk; Application to the Case of Spain," Studies on the Spanish Economy 226, FEDEA. [Downloadable!]
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This page was last updated on 2009-12-15.


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