Pension Fund Excellence: Creating Value for Stakeholders

by Keith P. Ambachtsheer, D. Don Ezra

Internationally recognized experts in the field introduce their "business excellence paradigm".

In this book, two leading pension fund experts lay out a comprehensive plan for effective fund management. With the help of domestic and global case studies they critically assess current approaches to pension fund management and isolate what works and what doesn't using their unique critically acclaimed "run-it-like-a-business" model.

Keith P. Ambachtsheer (Toronto, Canada) is principle at KPA Advisory Service, Inc., a pension fund management consulting firm. He runs The Ambachtsheer Letter and cofounded Cost Effective Measurement, Inc., which monitors the performance of 300 of the world's largest asset funds. D. Don Ezra (Toronto, Canada) is Director of European Consulting at Frank Russell Co. His previous books include The Struggle for Pension Fund Wealth.

256 pages, Hardcover

First published April 9, 1998

Reviews

[Grant · Rating 3 out of 5]

A bit dated. Was probably quite educational, even revolutionary, when it was released but now (2017) seems very much like old news, especially to those who work in the pensions industry. Still a useful read for those who are new to the pensions industry though.

[Jon A · Rating 3 out of 5]

A lot of valuable information. even if the book needs to be refreshed, the principles are still true today. Skip all the (dated) VaR part and risk measurement, these old methods have been debunked.