Age Cohort Effect on Financial Planning Preparation

Kock, Tan Hoe; Yoong, Folk Jee; Fatt, Choong Kwai

doi:10.5539/jms.v2n2p18

Cited by 2 publications

(1 citation statement)

References 61 publications

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“…Cohort analysis originated in demographic science. Currently, cohort analyzes are used in different scientific fields, including finance (Kock et al, 2012).…”

Section: Resultsmentioning

confidence: 99%

ETFs in European Emerging Markets: Performance, Risk and Sustainability

Adamo,

Federico,

Notte

2023

American Journal of Economics and Business Administration

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Over the past few decades, Exchange-Traded Funds (ETFs) have become one of the most innovative financial instruments traded in financial markets. The aim is to offer an overview of the ETF market in Emerging Europe through a study on performance, risks and sustainability. The research examines the costs, the performance of the fund over calendar year periods (annual return), the volatility measurements (standard deviation and Sharpe ratio), the components of modern portfolio theory (R-squared, alpha and beta) and the sustainability measurements (Morningstar Portfolio Corporate Sustainability Score and the Portfolio Carbon Risk Score). It is developed through the collecting and re-elaborating of a data set of 46 ETFs in emerging Europe published on www.morningstar.co.uk using a screener tool. Data are collected on October 7 th , 2023. The study uses an age-cohort analysis which is a method to analyze and evaluate changes in the behavior of a group with a common demographic feature in a given period of time. In particular, the analysis puts in evidence the value of some parameters of the cohort of funds in the period 2005-2022. Results of the study show that ETFs continue to have a positive performance, resisting the negative economic and social context and the investors' attention to sustainable ETFs, especially in recent years, has increased. The findings will serve as an important point of reference for investment choices for building a profitable portfolio for the investor. This study contributes to the current understanding of how ETFs are developing in emerging Europe and how investments must always be oriented towards ethical and sustainability principles.

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“…Cohort analysis originated in demographic science. Currently, cohort analyzes are used in different scientific fields, including finance (Kock et al, 2012).…”

Section: Resultsmentioning

confidence: 99%

ETFs in European Emerging Markets: Performance, Risk and Sustainability

Adamo,

Federico,

Notte

2023

American Journal of Economics and Business Administration

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An Application of the Resource-Based Dynamic Process Model in the Context of Retirement Planning

Noone

Earl

Stephens

et al. 2021

Work, Aging and Retirement

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Retirement planning is a widely promoted activity to enhance wellbeing for aging populations. However, there is limited follow-up data to understand the antecedents of multi-dimensional retirement planning activities, the resources such activities produce or the explanatory mechanisms. This research draws on recent theorizing, which suggests that retirement planning may play a mediating role in explaining how pre-retirement antecedents are transformed into retirement resources. Antecedents, planning and retirement resources were examined using 3 waves of follow-up data collected in 2006, 2008, and 2014. Four hundred thirty-five people originally employed in 2008 and retired by 2014 participated in the study. Health, income, and a positive retirement attitude (T1) were the strongest predictors of retirement planning (T2), but job satisfaction and occupation also played smaller predictive roles. Financial planning (T2) predicted health, psychosocial, and financial resources in retirement (T3). However, health, lifestyle, and psychosocial planning played a minimal role in explaining retirement resources, and only financial planning demonstrated noteworthy evidence of mediation. Findings can help to inform policy decisions by identifying those at greatest risk of not planning, and to isolate the factors most likely to explain the longer-term effects of planning. Understanding which resources are predicted by different domains of planning will also help inform the targeting of interventions.

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Age Cohort Effect on Financial Planning Preparation

Cited by 2 publications

References 61 publications

ETFs in European Emerging Markets: Performance, Risk and Sustainability

ETFs in European Emerging Markets: Performance, Risk and Sustainability

An Application of the Resource-Based Dynamic Process Model in the Context of Retirement Planning

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