Nieruchomość jako składnik portfela inwestycyjnego funduszu emerytalnego

• Authors: Rafał Wolski , Załęczna

Title variants

EN

Immovables as a component of investment portofolio of retiring funds

• Languages of publication: PL

Abstracts

EN

Legal limitations in Poland regarding activities of retiring funds exclude their direct investing in immovables, which leads to the decreasing of their diversification options, and consequently – in the authors’ to this paper opinion – to increasing potential investment risks. By means of some quantitative methods the authors analyze the effectiveness of investment portfolios of the retiring funds in Poland. The purpose of the present research is to achieve an answer to the question whether adding immovables to the investment portfolios of the Polish retiring funds would result in their better diversification and effectiveness.

Keywords

PL

nieruchomości; portfel inwestycyjny; fundusz emerytalny

EN

real estate; investment portfolio; pension fund

• Publisher: Łódzkie Towarzystwo Naukowe, Stowarzyszenie
• Journal: Studia Prawno-Ekonomiczne
• Year: 2009
• Volume: LXXIX (79)
• Pages: 225-239

Dates

published

2009

Contributors

author

Rafał Wolski

• Katedra Ekonomii Przemysłu i Rynku Kapitałowego

author

Załęczna

• Katedra Inwestycji i Nieruchomości UŁ

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Identifiers

ISSN

0081-6841