The development of pension funds’ net assets

Slides:

Advertisements

Similar presentations

XIV. MARGIN INVESTING. A. DEFINITIONS 1.Leverage – Using borrowed money to multiply investment returns 2.Margin Loan – A loan from a brokerage firm secured.

Advertisements

Entrepreneurship and SMEs Sergey Anokhin, Ph.D. Kent State University January 16, 2009.

BALANCE SHEET STATEMENT OF FINANCIAL POSITION KEY CONCEPTS ASSETS = LIABILITIES + OWNER EQUITY ASSETS AND LIABILITIES ARE CLASSIFIED AS EITHER CURRENT.

© 1999 by Robert F. Halsey In this chapter, we will cover the four financial statements that are provided by companies to shareholders and other interested.

/ F.B : Lec# 1 Chapter # 1 Introduction to Investment Analysis and Portfolio Management By: Nusrat ullah noori / F.B.

Uses of Accounting Information and the Financial Statements

4.01 Understand financial planning..  Assets: what the company owns  Liabilities: what the company owes  Owner’s Equity: value of owner’s investment.

Chapter 2 INVESTMENT ALTERNATIVES Choices Galore.

PENSION FUNDS. PENSION PLANS 1.PUBLIC PENSION FUNDS Created by state, local or federal govt. 2.PRIVATE PENSION PLANS Created by private agencies including.

1 TOWARD THE INTEGRATION OF THE INSTITUTIONAL INVESTORS DATABASE INTO THE FINANCIAL ACCOUNTS DATABASE Working Party on Financial Statistics October.

The Financial Plan Chapter 2. Definitions You Need to Know Personal financial plan: specifying financial goals and describing in detail the spending,

Financial Sector: Saving, Investment and the Financial System AP MACROECONOMICS MR. BORDELON.

Module 22 May  Interest rate – the price, calculated as a % of the amount borrowed, charged by lenders to borrowers for the use of their savings.

Module The relationship between savings and investment spending 2. The purpose of the 5 principal types of financial assets: stocks, bonds, loans,

SESSION OBJECTIVES At the end of this session participants should be able to:  Understand the FIO model  Understand the process of value creation  Identify.

Introduction Dr. Lakshmi Kalyanaraman Dr. Lakshmi Kalyanaraman.

Financial plan. Forms of Financing  Major categories of financing: 1) debt 2) Equity.

1 CHAPTER 6 THE INCOME STATEMENT: ITS CONTENT AND USE.

Direct Investment Measuring Flows and Positions Course on Balance of Payments and International Investment Position Manual (BPM6) IMF-PFTAC Nadi November.

Copyright 2010, The World Bank Group. All Rights Reserved. 1 GOVERNMENT FINANCE STATISTICS INTRODUCTION TO GOVERNMENT FINANCE STATISTICS Part 2 This lecture.

Accounting I/II Chapter 2, Section 2.  What accounts are affected?  How is each account classified?  How is each classification changed?  Increased.

Chapter Outline 9.1Principals of Business Valuation Valuation Formula Components of the Opportunity Cost of Capital Compensation for Risk 9.2Risk Management.

Financial Markets Saving & Capital Formation – Saving – absence of spending Savings – Money available when.

Analyzing Transactions into debit and credit parts Chapter 3.

Chapter 36 Financing the Business Section 36.1 Preparing Financial Documents Section 36.2 Financial Aspect of a Business Plan Section 36.1 Preparing Financial.

Role of Financial Markets and Institutions

TOPIC 1 INTRODUCTION TO MONEY AND THE FINANCIAL SYSTEM.

Chapter 11 Financial Markets. Saving and the Financial System Saving The act of not spending money Savings Dollar Amount from that non consumptions of.

Combined With Fortress Fund

MONETARY POLICY Lecture 4 Role of banks in the process of money creation Marijana Ivanov, Ph.D.

PARTICIPANTS IN FINANCIAL MARKET

BALANCE SHEET STATEMENT OF FINANCIAL POSITION KEY CONCEPTS

Financial Statement Analysis

The development of pension funds’ net assets

Saving and Investing.

Financial Strategy and Financial Objectives

Financial overview of Finnish insurance companies

The development of pension funds’ net assets

The 4 Questions You Must Ask When Analyzing a Transaction…

POB 4.01 Part 3 – Income Statements & Balance Sheets

The development of pension funds’ net assets

TYPES OF INVESTMENT Dr.P.Saradhamani, DoMS,.

The development of pension funds’ net assets

Real Estate Principles, 11th Edition

How does leasing bank guarantees work

An Overview of Financial Markets and Institutions

How can values be expressed in multiple ways?

The development of pension funds’ net assets

Summary of financial results for the period 1-12/2016

There is no “Bob” narration on this series of slides (yea!)

WHERE CAN PEOPLE INVEST?

Lecture 03 Classification of Accounts

Chapter 36 Financing the Business

FIN 100 Innovative Education-- snaptutorial.com

Relationship of Revenue, Expenses, and Withdrawals to Owner’s Equity

Circulation of earnings-related pension money in the private and public sectors in 2017 Updated April 2018.

19 Savings and Investment Strategies

2 Business Transaction and Accounting Equation Objectives:

Institutional sector accounts

Intermediary Financing

Learning objectives After you have studied this chapter, you should be able to: Explain, in the context of shares and loan notes, the difference between.

How can values be expressed in multiple ways?

RATIO ANALYSIS.

Financial account THE CONTRACTOR IS ACTING UNDER A FRAMEWORK CONTRACT CONCLUDED WITH THE COMMISSION.

The development of pension funds’ net assets

The development of pension funds’ net assets

Mr. Stasa- Willoughby-Eastlake City Schools

According to the annual reports, the investment assets of the earnings-related pension system totalled EUR 194,9 billion on the 31st December The.

Financial Statements: Basic Concepts and Comprehensive Analysis

ESTP Course Balance of Payments – Introductory course Paris, May 2014 Primary Income.

Presentation transcript:

The development of pension funds’ net assets

25.5.2018 Source: Tela

25.5.2018 Source: Tela

25.5.2018 Source: Tela

25.5.2018 Source: Tela

25.5.2018 Source: Tela

25.5.2018 Source: Tela

25.5.2018 Source: Tela

25.5.2018 Source: Tela

1.3.2018 Source: Tela

1.3.2018 Source: Tela

Real return accumulated on investments by private-sector pension providers in 1997-2017, percentage of capital employed 1.3.2018 Source: Tela

The impacts of the new data collection model for investment statistics In the reporting adopted in 2016, some fund units previously classified as equity fund investments have now been classified as units in hybrid funds. For instance, cash collateral given and received in connection with derivatives, and purchase price claims and liabilities associated with investments, were reported in more detail than before. In the new data collection model for earnings-related pension assets devised by Statistics Finland, data are collected on both external and internal lending done by a group of companies. Internal lending comprises all lending to the pension insurer’s own companies, including its own real estate companies Thus, the statistical report does not specify directly how much of the lending goes to the pension insurer’s own real estate companies. Alongside the new reporting, all lending, whether internal or external, is included in investment loans. In consequence, the amount of real estate investments has decreased but, on the other hand, the amount of investment loans has increased by the same sum. This change in classification therefore has no effect on total investment assets, because one asset type merely transferred from one investment category to another. In addition, in the reporting adopted in 2016, some fund units previously classified as equity fund investments have now been classified as units in hybrid funds. However, this has no effect on total assets. The way in which the net value of derivative contracts is reported and handled has also been specified. Instructions by Statistics Finland for collecting data on earnings-related pension assets http://www.stat.fi/keruu/telq/ohjeet.html 1.3.2018 Source: Tela