Pension - Publications - Faculty & Research

2004
Working Paper

Earnings Manipulation, Pension Assumptions and Managerial Investment Decisions

By: Daniel B. Bergstresser, Mihir A. Desai and Joshua Rauh

07 Jul 2020
Podcast

Incorporating Climate Risk in Pension Fund Investment Decisions

Hiro Mizuno, former head of the Japanese Government Pension Investment Fund (GPIF), and Professor Vikram Gandhi discuss the steps GPIF has taken to incorporate climate risk in its investment process. Mizuno highlights the need to address the entire investment universe... View Details

August 2016
Case

APG Group: Managing Pensions for the Future (Abridged)

By: Luis M. Viceira and Elena Corsi

Citation

Educators

March 2014
Teaching Note

The Canada Pension Plan Investment Board: October 2012

By: Josh Lerner, Matthew Rhodes-Kropf and Nathaniel Burbank

Citation

Purchase

June 2011 (Revised January 2012)
Teaching Note

Tough Choices for the Illinois Pension System (TN)

By: Robert C. Pozen and Brij S. Khurana

Teaching Note for 311-139. View Details

Keywords: Illinois

Citation

Purchase

09 May 2012
News

Blackstone Counters Fee Pressure Via Custom Pension Deals

Article

Time to Tighten Rules on U.S. Pensions

By: Robert C. Pozen

Citation

November 2011
Teaching Note

The Canada Pension Plan Investment Board (TN)

By: Josh Lerner, Felda Hardymon and Ann Leamon

Keywords: Retirement; Investment Funds; Canada

Citation

Purchase

06 Jul 2014
News

US pension funds keep fossil fuels burning

22 Aug 2011
News

US must learn from others' pension plans

10 Jan 2005
What Do You Think?

Public Pension Reform: Does Mexico Have the Answer?

opinion is that the Administration should be candid and recognize that social security is a TAX used to fund a basic retirement benefit—the pension equivalent of food stamps. Higher income retirees should not receive a social security... View Details

Keywords: by James Heskett; Financial Services

2024
Working Paper

Does Pension Automatic Enrollment Increase Debt? Evidence from a Large-Scale Natural Experiment

By: John Beshears, Matthew Blakstad, James J. Choi, Christopher Firth, John Gathergood, David Laibson, Richard Notley, Jesal D. Sheth, Will Sandbrook and Neil Stewart

Does automatic enrollment into retirement saving increase household debt? We study the randomized roll-out of automatic enrollment pensions to ~160,000 employers in the United Kingdom with 2-29 employees. We find that the additional savings generated through automatic... View Details

Keywords: Retirement; Saving; Personal Finance; Borrowing and Debt; Credit; Compensation and Benefits

Citation

Read Now

February 2003 (Revised November 2003)
Exercise

Accounting for Pensions at General Motors Corporation (B)

By: David F. Hawkins and Jacob Cohen

A potential investor in General Motor's stock reviews the retiree benefit note data included in the company's 2001 financial statements as part of the investment analysis of the company. View Details

Keywords: Investment; Accounting; Compensation and Benefits; Financial Services Industry; Auto Industry; Accounting Industry

Citation

Purchase

May 2017
Case

Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund

By: Steven Rogers and Valerie Mosley

Vicki Fuller traveled from a four-room tenement bordering Chicago’s infamous Cabrini-Green housing projects to speaking at conferences around the world and typically holding court wherever she went. As a teenager, she helped raise her siblings. As a Wall Street... View Details