Asset allocation under partial and complete privatization of social security contributions

Document Type

Article

Publication Date

1998

Abstract

Social Security reform has focused on allowing individuals to choose where to invest a portion of their retirement contributions as a means of avoiding insolvency of the retirement system. Chilean reforms in the early 1980s have demonstrated, at least for a developing and immature stock market, that privatization can be an effective way to increase returns on retirement savings. Mature security markets in the United States provide a large variety of potential investments that appear to be attractive alternatives to the Social Security trust fund's implied rate return of 2.3%. These returns have a zero variance, which still makes them a good choice when compared to more volatile alternatives in the event of full or partial privatization of Social Security contributions assuming assets are allocated according to mean variance efficiency analysis.

Comments

Copyright 1998 Journal of Financial Services Research.

Publication Title

Journal of Financial Services Research

Published Citation

Tucker, M. (1998). Asset allocation under partial and complete privatization of social security contributions. Journal of Financial Services Research, 14(1), 5-16. DOI: 10.1023/A:1008062701529

DOI

10.1023/A:1008062701529

Peer Reviewed

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