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Providing Retirement Savings Plans w...

Mccauley, Michael S., Jr.

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Providing Retirement Savings Plans with Alternative Investments to Allow Participants Greater Diversification.

Record Type:	Electronic resources : Monograph/item
Title/Author:	Providing Retirement Savings Plans with Alternative Investments to Allow Participants Greater Diversification./
Author:	Mccauley, Michael S., Jr.
Published:	Ann Arbor : ProQuest Dissertations & Theses, : 2018,
Description:	119 p.
Notes:	Source: Dissertation Abstracts International, Volume: 80-03(E), Section: A.
Contained By:	Dissertation Abstracts International80-03A(E).
Subject:	Finance. -
Online resource:	http://pqdd.sinica.edu.tw/twdaoapp/servlet/advanced?query=10976112
ISBN:	9780438602649

Providing Retirement Savings Plans with Alternative Investments to Allow Participants Greater Diversification.
Mccauley, Michael S., Jr.

Providing Retirement Savings Plans with Alternative Investments to Allow Participants Greater Diversification. - Ann Arbor : ProQuest Dissertations & Theses, 2018 - 119 p.

Source: Dissertation Abstracts International, Volume: 80-03(E), Section: A.

Thesis (D.B.A.)--Baker College (Michigan), 2018.

Most workplace retirement plans have limited investment options from which workers may select, resulting in limits to asset allocation and diversification. The purpose of this grounded theory study is to explore offering alternative investments beyond stocks, bonds, and mutual funds to offer greater diversification and improve long-term performance. The theoretical framework supporting this grounded theory research is based on Markowitz's modern portfolio theory, Grover and Lavin's portfolio optimization theory, Tversky and Khaneman's cumulative prospect theory, and Walker's wave theory for alternative investments. Research questions focus on factors influencing retirement plan participants' decisions on allocating funds, what factors retirement plan sponsors use in selecting fund options, and what alternative investments increase retirement plan diversification. The first sample of 10 was obtained from a retirement savings plan in Metro Detroit, Michigan. The second sample of 10 came from 50 local retirement plan providers in the Metro Detroit, Michigan area. All interviews were completed by the researcher, who analyzed the findings using NVivo software. The findings of this research were that providers relied upon sponsor companies to provide due diligence for investment options, there was interest by plan participants to consider alternative investments as an option among funds to consider, risk-adjusted return potential could be positively influenced when including alternative investments, and alternative investments increase diversification when included with traditional asset categories.

ISBN: 9780438602649Subjects--Topical Terms:

542899
Finance.

Providing Retirement Savings Plans with Alternative Investments to Allow Participants Greater Diversification.
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