企業年金運用の成功条件―受託者としての責任と行動指針 [単行本]

企業の年金運用担当者による“新しい視点”で書かれた年金運用の実務書。1．5兆円にも及ぶコダック社の企業年金資産を28年間運用してきた著者の経験と教訓が随所に生かされている。

“全米ベスト年金運用担当者”に輝いた著者の知識と教訓。21世紀に向けた企業年金運用のヒントはここにある。

リターンとリスクの基本概念から、基金の投資目標の設定、投資マネジャーの選択とモニタリング、不動産投資とオルタナティブ投資、基金のマスタートラスティの紹介まで、実務にも役立つようわかりやすく解説する。

Praise for The Independent Fiduciary "Rusty Olson is a pioneer and leader in wise investing for pension funds. Institutional executives in all nations should study his experienced advice." —John M. Templeton Founder, Templeton Investment Counsel "Rusty Olson has provided a reader-friendly tour through the complex jungle of investing, pointing out both the opportunities and pitfalls that lie before the independent fiduciary. At once constructive and skeptical, his common sense—particularly the wit and wisdom of Chapter 18, ‘Aphorisms’—shows through this thoughtful book." —John C. Bogle Founder, The Vanguard Group "Rusty Olson is one of the best managers the fund sponsor side has ever produced. He understands the risk and reward of diverse asset classes and has the stomach to follow his convictions. He is in every sense a professional investor." —William Crerend Founder, Evaluation Associates, Inc. "I can highly recommend Rusty Olson’s new book on the basis of almost twenty years’ experience with him. He touches on all the bases of possible intelligent investment, by no means limiting his responsibilities to the active market of the stock exchange, NASDAQ, etc. It would seem essential that every library in the country should want to own this volume." —Roy R. Neuberger Founder, Neuberger Berman "Rusty Olson is a wise fiduciary. Drawing on his vast experience he introduces the language, concepts, and issues that every fiduciary must understand and suggests solutions to many thorny problems." —Barr Rosenberg Chairman, AXA Rosenberg Group LLC "Rusty Olson has been one of the most intense students and brilliant executors of investment opportunities and risk assessment for retirement funds. BARRA RogersCasey has had the honor to serve Rusty and Eastman Kodak for over twenty years—always learning from him. The Independent Fiduciary will evolve into Retirement Fund Investing 101 for newcomers and experienced practitioners alike." —John F. Casey Chairman, BARRA RogersCasey
--このテキストは、 ハードカバー 版に関連付けられています。

RUSTY OLSON is Director of Pension Investments Worldwide at Eastman Kodak. Kodak s pension portfolio has been rated closest to the "efficient frontier" of risk/return by Ibbotson Associates. Mr. Olson has been listed among America s best pension officers by Institutional Investor. In 1993 the Investment Management Institute named him its first Plan Sponsor of the Year. --このテキストは、 ハードカバー 版に関連付けられています。

オルソン,ラッセル・L.
1954年イーストマン・コダック社へ入社。1964年同社広報室国際サービス次長。1971年ハーバード・ビジネススクールでMBAを取得。1972年年金基金運用担当。1982年年金運用担当ディレクターに就任。1987年『Institutional Investor』誌で“全米ベスト年金運用担当者”に選出。1993年投資経営研究所(Investment Management Institute)による年間最優秀年金スポンサーに選出。1994年コダック年金基金運用担当世界統括責任者ディレクターに就任。1999年本書をJohn Wiley&Sonsより出版。2000年イーストマン・コダック社を退社(本データはこの書籍が刊行された当時に掲載されていたものです)