Annuity - Publications - Faculty & Research

10 Jan 2005
What Do You Think?

Public Pension Reform: Does Mexico Have the Answer?

is the wrong discussion ...Instead of creating the equivalent of mini-401(k) accounts, the focus on social security reform should be on the income side. By utilizing an institutionally-provided defined benefit approach that better integrates investment and View Details

Keywords: by James Heskett; Financial Services

02 Mar 2015
Research & Ideas

Retail Reaches a Tipping Point—Which Stores Will Survive?

generator for the shareholders. Basically you are managing to create an attractive annuity for shareholders. Lal: It's not just about eliminating the stores, but managing the business to maximize cash-flow. If done intelligently this can... View Details

Keywords: by Sean Silverthorne; Retail

June 2011 (Revised September 2011)
Case

Tough Choices for the Illinois Pension System

By: Robert C. Pozen and Brij S. Khurana

This case describes the precarious fiscal situation of the Illinois public pension system in the spring of 2009 and the accounting of pension plans by non-federal municipalities more generally. In February 2009, in the midst of a recession, recently-appointed Governor... View Details

Keywords: Budgets and Budgeting; Financial Crisis; Financial Liquidity; Annuities; Financial Management; Financing and Loans; Taxation; Strategic Planning; Problems and Challenges; Illinois

Citation

Educators

Purchase

28 Apr 2009
First Look

First Look: April 28, 2009

Bazerman, 2009), and, as a result, it should be carefully prescribed and closely monitored. Download the paper: http://www.hbs.edu/research/pdf/09-122.pdf Can a Continuously-Liquidating Tontine (or Mutual Inheritance Fund) Succeed Where Immediate View Details

Keywords: Martha Lagace

10 Aug 2010
First Look

First Look: August 10

company's brand among its stakeholders. Glass needed to weigh the pros and cons of private capital versus federal assistance or somehow combine the two. This case reviews the impact of the financial crisis on the life insurance and View Details

Keywords: Martha Lagace

November 2016 (Revised March 2018)
Case

Deutsche Bank: Structured Retail Products

By: Boris Vallée and Jérôme Lenhardt

Describes how Deutsche Bank, a leading European bank, is deciding whether or not to launch a new structured retail product in Germany: an autocallable note. Will this product find a market and how does it fit into the bank’s product portfolio? The case investigates how... View Details