Home  Journals  Financial Analytics: Science and Experience  29(311) - 2016 August

A marketing analysis of the market of private pension funds: problems and predictions

Vol. 9, Iss. 29, AUGUST 2016

Article PDF Version

Received: 8 July 2016

Received in revised form: 21 July 2016

Accepted: 27 July 2016

Available online: 16 August 2016

Subject Heading: MONITORING OF ECONOMIC PROCESSES

JEL Classification: E47, G17, G23, M31

Pages: 23-37

Subject The article studies the market of non-State pension funds.
Objectives The paper aims to combine disaggregated data contained in open sources of information, to obtain the amount of information and gain a better understanding of the interdependence between the non-State pension funds market players and predict further development and possible implications for Government, business and the population in the study area.
Methods For the study, I used the econometric and statistical methods of analysis.
Results The paper presents analytical data, which reflect the performance of the targeted market segment, and the development forecast.
Conclusions and Relevance The risk profile of the market of non-State pension funds contains the remains of risky assets in the portfolios, increased costs to retain customers of compulsory pension insurance and restructuring of infrastructure, in accordance with the requirements of the regulator. The main reason for the non-State pension funds license reviews in 2015 were the subprime-related assets in the portfolios of pension savings, acquired before raising the requirements. The results of the research can be helpful for students and teachers, as well as the non-State pension funds management.

Keywords: finance, forecast, marketing, analysis, pension fund

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