Nieruchomość jako składnik portfela inwestycyjnego funduszu emerytalnego

• Autorzy: Rafał Wolski , Magdalena Załęczna

Warianty tytułu

Immovables as a Component of Investment Portofolio of Retiring Funds

• Języki publikacji: PL

Abstrakty

W artykule przeanalizowano działalność inwestycyjną funduszy emerytalnych. Omówiono takie zagadnienia jak: zasady i regulacje inwestycyjne na szczeblu międzynarodowym, aktywa w portfelach inwestycyjnych funduszy emerytalnych, fundusze emerytalne w świetle polskiej regulacji. Autorzy artykułu przeprowadzili i opisali także badanie wpływu dodania nieruchomości do portfela inwestycyjnego funduszu emerytalnego.

EN

Legal limitations in Poland regarding activities of retiring funds exclude their direct investing in immovables, which leads to the decreasing of their diversification options, and consequently - in the authors' to this paper opinion - to increasing potential investment risks. By means of some quantitative methods the authors analyze the effectiveness of investment portfolios of the retiring funds in Poland. The purpose of the present research is to achieve an answer to the question whether adding immovables to the investment portfolios of the Polish retiring funds would result in their better diversification and effectiveness.(original abstract)

Słowa kluczowe

PL

Nieruchomości; Inwestowanie; Fundusze emerytalne; Portfel inwestycyjny

EN

Real estate; Investing; Pension funds; Investment portfolio

• Czasopismo: Studia Prawno-Ekonomiczne
• Rocznik: 2009
• Tom: 79
• Strony: 225--239

Twórcy

autor

Rafał Wolski

• Uniwersytet Łódzki

autor

Magdalena Załęczna

• Uniwersytet Łódzki

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