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Author
Chybalski Filip
Title
Ranking otwartych funduszy emerytalnych
Open Pension Funds Ranking
Source
Prace Naukowe Akademii Ekonomicznej we Wrocławiu, 2006, nr 1109, s. 124-131, bibliografia 4 poz.
Issue title
Zarządzanie finansami firm : teoria i praktyka
Keyword
Otwarte Fundusze Emerytalne (OFE), Fundusze emerytalne, Ranking, System emerytalny, Ubezpieczenia społeczne
Open Pension Funds (OPF), Pension funds, Ranking, Pension schemes, Social insurance
Note
summ.
Abstract
Autor prezentuje ranking OFE oparty na mierniku syntetycznym. Przedstawiony sposób rankingowania otwartych funduszy emerytalnych mógłby stanowić bardzo istotne źródło informacji dla osób ubezpieczonych w OFE bądź dokonujących dopiero jego wyboru.

The market of open pension funds in Poland has been existing since 1999 but the choices of pension fund made by Poles are not based on economical criteria. Because of that the need of assessing open pension funds in an understandable way is observed. The main aim of the article is the construction of open pension funds ranking based on a synthetic measure The variables creating the synthetic measure are the most important variables, which characterize the activity of open pension funds and its effects. There are the rate of return, modified standard semi-deviation, assets of open pension fund, charges for universal pension fund society, managing open pension fund and assets of universal pension fund society. The different meaning of these variables for the final rating of open pension funds must by pointed out. It is possible by assignment wages to the variables. Finally, we receive the ranking of open pension funds in which every fund has a note from the interval <0,1>. The best open pension fund receives the highest note.(original abstract)
Accessibility
The Main Library of the Cracow University of Economics
The Library of Warsaw School of Economics
The Library of University of Economics in Katowice
The Main Library of Poznań University of Economics and Business
The Main Library of the Wroclaw University of Economics
Bibliography
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  1. Chybalski F., Prognozowanie efektów działalności inwestycyjnej otwartych funduszy emerytalnych w Polsce oraz decyzji ich członków, praca doktorska, AE, Wrocław 2004.
  2. DoliniakK., Oni zarządzają emeryturami Polaków, "Forbes" 2005, nr 12.
  3. Ekonometria, red. J. Dziechciarz, Wydawnictwo AE, Wrocław 2002.
  4. Publicewicz T., Dalsze wzrosty, "Gazeta Ubezpieczeniowa" 2004, nr 47.
Cited by
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ISSN
0324-8445
Language
pol
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