IDEAS home Printed from https://ideas.repec.org/f/pba454.html
   My authors  Follow this author

Anup K. Basu

Personal Details

First Name:Anup
Middle Name:K.
Last Name:Basu
Suffix:
RePEc Short-ID:pba454
[This author has chosen not to make the email address public]

Affiliation

School of Economics and Finance
Business School
Queensland University of Technology

Brisbane, Australia
https://www.qut.edu.au/business/about/school-of-economics-and-finance
RePEc:edi:sequtau (more details at EDIRC)

Research output

as
Jump to: Working papers Articles

Working papers

  1. Anup K. Basu & Michael E. Drew, 2009. "The Case for Gender-Sensitive Superannuation Plan Design," Discussion Papers in Finance finance:200904, Griffith University, Department of Accounting, Finance and Economics.
  2. Anup K. Basu & Michael E. Drew, 2009. "The Appropriateness of Default Investment Options in Defined Contribution Plans: Australian Evidence," Discussion Papers in Finance finance:200903, Griffith University, Department of Accounting, Finance and Economics.
  3. Michael E. Drew & Anup Basu & Alistair Byrnes, 2009. "Dynamic Lifecycle Strategies for Target Date Retirement Funds," Discussion Papers in Finance finance:200902, Griffith University, Department of Accounting, Finance and Economics.
    repec:qut:dpaper:275 is not listed on IDEAS

Articles

  1. Basu, Anup K. & Dulleck, Uwe, 2020. "Why do (some) consumers purchase complex financial products? An experimental study on investment in hybrid securities," Economic Analysis and Policy, Elsevier, vol. 67(C), pages 203-220.
  2. Wiafe, Osei K. & Basu, Anup K. & Chen, En Te, 2020. "Portfolio choice after retirement: Should self-annuitisation strategies hold more equities?," Economic Analysis and Policy, Elsevier, vol. 65(C), pages 241-255.
  3. Basu, Anup K. & Wiafe, Osei K., 2017. "Impact of persistent bad returns and volatility on retirement outcomes," Finance Research Letters, Elsevier, vol. 21(C), pages 201-205.
  4. Wiafe, Osei K. & Basu, Anup K. & Chen, John, 2017. "The effects of age pension on retirement drawdown choices," Finance Research Letters, Elsevier, vol. 20(C), pages 81-87.
  5. Basu, Anup K. & Drew, Michael E., 2015. "The value of tail risk hedging in defined contribution plans: what does history tell us," Journal of Pension Economics and Finance, Cambridge University Press, vol. 14(3), pages 240-265, July.
  6. Basu, Anup K. & Huang-Jones, Jason, 2015. "The performance of diversified emerging market equity funds," Journal of International Financial Markets, Institutions and Money, Elsevier, vol. 35(C), pages 116-131.
  7. Basu, Anup K. & Chen, En Te & Clements, Adam, 2014. "Are lifecycle funds appropriate as default options in participant-directed retirement plans?," Economics Letters, Elsevier, vol. 124(1), pages 51-54.
  8. Anup Basu & Stephanie Andrews, 2014. "Asset Allocation Policy, Returns and Expenses of Superannuation Funds: Recent Evidence Based on Default Options," Australian Economic Review, The University of Melbourne, Melbourne Institute of Applied Economic and Social Research, vol. 47(1), pages 63-77, March.
  9. Anup K. Basu & Brigette Forbes & Henk Berkman, 2014. "Does fundamental indexation lead to better risk-adjusted returns? New evidence from Australian Securities Exchange," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 54(3), pages 699-728, September.
  10. Basu, Anup K. & Drew, Michael E., 2010. "The appropriateness of default investment options in defined contribution plans: Australian evidence," Pacific-Basin Finance Journal, Elsevier, vol. 18(3), pages 290-305, June.
  11. Anup K. Basu & Michael E. Drew, 2009. "The Case for Gender‐Sensitive Superannuation Plan Design," Australian Economic Review, The University of Melbourne, Melbourne Institute of Applied Economic and Social Research, vol. 42(2), pages 177-189, June.

Citations

Many of the citations below have been collected in an experimental project, CitEc, where a more detailed citation analysis can be found. These are citations from works listed in RePEc that could be analyzed mechanically. So far, only a minority of all works could be analyzed. See under "Corrections" how you can help improve the citation analysis.

Working papers

  1. Anup K. Basu & Michael E. Drew, 2009. "The Case for Gender-Sensitive Superannuation Plan Design," Discussion Papers in Finance finance:200904, Griffith University, Department of Accounting, Finance and Economics.

    Cited by:

    1. Robert J. Bianchi & Michael E. Drew & Adam N. Walk & Osei K. Wiafe, 2016. "Retirement Adequacy of Indigenous Australians: A Baseline Study," Economic Papers, The Economic Society of Australia, vol. 35(4), pages 359-374, December.
    2. Rohan Best & Noura Saba, 2021. "Quantifying Australia’s Gender Superannuation Gap," The Economic Record, The Economic Society of Australia, vol. 97(318), pages 410-423, September.
    3. Wei-Ting Pan, 2016. "The Impact of Mandatory Savings on Life Cycle Consumption and Portfolio Choice," PhD Thesis, Finance Discipline Group, UTS Business School, University of Technology, Sydney, number 2-2016, January-A.

  2. Anup K. Basu & Michael E. Drew, 2009. "The Appropriateness of Default Investment Options in Defined Contribution Plans: Australian Evidence," Discussion Papers in Finance finance:200903, Griffith University, Department of Accounting, Finance and Economics.

    Cited by:

    1. Kirsten L. MacDonald & Robert J. Bianchi & Michael E. Drew, 2020. "Equity risk versus retirement adequacy: asset allocation solutions for KiwiSaver," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 60(4), pages 3851-3873, December.
    2. Wilson Sy, 2009. "Towards a national default option for low‐cost superannuation," Accounting Research Journal, Emerald Group Publishing Limited, vol. 22(1), pages 46-67, July.
    3. Luković Stevan & Marinković Srđan, 2019. "Comparative Analysis of Retirement Benefits in Private Pension Funds and Public Pension System," Economic Themes, Sciendo, vol. 57(2), pages 145-164, June.
    4. Liam A. Gallagher & Fionnuala Ryan, 2017. "A Portfolio Approach to Assessing an Auto-Enrolment Pension Scheme for Ireland," The Economic and Social Review, Economic and Social Studies, vol. 48(4), pages 515-548.
    5. John Burnett & Kevin Davis & Carsten Murawski & Roger Wilkins & Nicholas Wilkinson, 2014. "Measuring Adequacy of Retirement Savings," Melbourne Institute Working Paper Series wp2014n05, Melbourne Institute of Applied Economic and Social Research, The University of Melbourne.
    6. Panha Heng & Scott J. Niblock & Jennifer L. Harrison, 2015. "Retirement policy: a review of the role, characteristics, and contribution of the Australian superannuation system," Asian-Pacific Economic Literature, The Crawford School, The Australian National University, vol. 29(2), pages 1-17, November.
    7. Sergey A. Budko & Dmitry Yu. Fedotov, 2017. "World Experience and Russian Practice of the Pension System’s Revenue Formation: Mathematic Methods of Estimation," Journal of Tax Reform, Graduate School of Economics and Management, Ural Federal University, vol. 3(3), pages 199-215.
    8. Humphrey, Jacquelyn E. & Benson, Karen L. & Low, Rand K.Y. & Lee, Wei-Lun, 2015. "Is diversification always optimal?," Pacific-Basin Finance Journal, Elsevier, vol. 35(PB), pages 521-532.
    9. Amandha Ganegoda & John Evans, 2017. "The Australian retirement lottery: A system failure," Australian Journal of Management, Australian School of Business, vol. 42(1), pages 3-31, February.
    10. Adam Butt & M. Scott Donald & F. Douglas Foster & Susan Thorp & Geoffrey J. Warren & Tom Smith, 2017. "Design of MySuper default funds: influences and outcomes," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 57(1), pages 47-85, March.
    11. Lhaopadchan, Suntharee & Gerrans, Paul & Treepongkaruna, Sirimon, 2024. "Retirement savings behaviours and COVID-19: Evidence from Thailand," Pacific-Basin Finance Journal, Elsevier, vol. 85(C).
    12. Gordon L. Clark & Emiko Caerlewy‐Smith & John C. Marshall, 2009. "Solutions to the Asset Allocation Problem by Informed Respondents: The Significance of the Size‐of‐Bet and the 1/N Heuristic," Risk Management and Insurance Review, American Risk and Insurance Association, vol. 12(2), pages 251-271, September.
    13. Peng, Xiaowen & Alpert, Karen & Hsu, Grace Chia-Man, 2020. "Switching between superannuation funds: Does performance and marketing matter?," Pacific-Basin Finance Journal, Elsevier, vol. 63(C).

  3. Michael E. Drew & Anup Basu & Alistair Byrnes, 2009. "Dynamic Lifecycle Strategies for Target Date Retirement Funds," Discussion Papers in Finance finance:200902, Griffith University, Department of Accounting, Finance and Economics.

    Cited by:

    1. Mitchell, Olivia S. & Utkus, Stephen P., 2022. "Target-date funds and portfolio choice in 401(k) plans," Journal of Pension Economics and Finance, Cambridge University Press, vol. 21(4), pages 519-536, October.
    2. Kirsten L. MacDonald & Robert J. Bianchi & Michael E. Drew, 2020. "Equity risk versus retirement adequacy: asset allocation solutions for KiwiSaver," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 60(4), pages 3851-3873, December.
    3. Andrew Clare & James Seaton & Peter N. Smith & Stephen Thomas, 2019. "The Rehabilitation of Glidepath Investing," Discussion Papers 19/17, Department of Economics, University of York.
    4. Andrew Clare & James Seaton & Peter N. Smith & Stephen Thomas, 2017. "Decumulation, Sequencing Risk and the Safe Withdrawal Rate: Why the 4% Withdrawal Rule leaves Money on the Table," Discussion Papers 17/06, Department of Economics, University of York.
    5. Leung, Andrew P., 2011. "Reactive investment strategies," Insurance: Mathematics and Economics, Elsevier, vol. 49(1), pages 89-99, July.
    6. Youngjun Yoon, 2010. "Glide path and dynamic asset allocation of target date funds," Journal of Asset Management, Palgrave Macmillan, vol. 11(5), pages 346-360, December.
    7. Peter A. Forsyth & Kenneth R. Vetzal, 2019. "Defined Contribution Pension Plans: Who Has Seen the Risk?," JRFM, MDPI, vol. 12(2), pages 1-27, April.
    8. Catherine Donnelly & Montserrat Guillén & Jens Perch Nielsen, 2015. "On the practical implementation of retirement gains by using an upside and a downside terminal wealth constraint," Working Papers 2015-07, Universitat de Barcelona, UB Riskcenter.
    9. Gregorio Impavido & Esperanza Lasagabaster & Manuel Garcia-Huitron, 2010. "New Policies for Mandatory Defined Contribution Pensions : Industrial Organization Models and Investment Products," World Bank Publications - Books, The World Bank Group, number 2462.
    10. Catherine Donnelly & Russell Gerrard & Montserrat Guillén & Jens Perch Nielsen, 2015. "Less is more: increasing retirement gains by using an upside terminal wealth constraint," Working Papers 2015-02, Universitat de Barcelona, UB Riskcenter.
    11. Forsyth, Peter A., 2020. "Optimal dynamic asset allocation for DC plan accumulation/decumulation: Ambition-CVAR," Insurance: Mathematics and Economics, Elsevier, vol. 93(C), pages 230-245.
    12. Basu, Anup K. & Chen, En Te & Clements, Adam, 2014. "Are lifecycle funds appropriate as default options in participant-directed retirement plans?," Economics Letters, Elsevier, vol. 124(1), pages 51-54.
    13. Wei-Ting Pan, 2016. "The Impact of Mandatory Savings on Life Cycle Consumption and Portfolio Choice," PhD Thesis, Finance Discipline Group, UTS Business School, University of Technology, Sydney, number 2-2016, January-A.

Articles

  1. Basu, Anup K. & Dulleck, Uwe, 2020. "Why do (some) consumers purchase complex financial products? An experimental study on investment in hybrid securities," Economic Analysis and Policy, Elsevier, vol. 67(C), pages 203-220.

    Cited by:

    1. Ömür Saltık & Wasim ul Rehman & Rıdvan Söyü & Süleyman Değirmen & Ahmet Şengönül, 2023. "Predicting loss aversion behavior with machine-learning methods," Palgrave Communications, Palgrave Macmillan, vol. 10(1), pages 1-14, December.

  2. Wiafe, Osei K. & Basu, Anup K. & Chen, En Te, 2020. "Portfolio choice after retirement: Should self-annuitisation strategies hold more equities?," Economic Analysis and Policy, Elsevier, vol. 65(C), pages 241-255.

    Cited by:

    1. Bonilla, Claudio A. & Tapia, Pablo & Ruiz, Jose Luis, 2024. "Are annuities an inferior or normal good? Evidence from a less-developed country," Economic Analysis and Policy, Elsevier, vol. 82(C), pages 724-734.
    2. Ömür Saltık & Wasim ul Rehman & Rıdvan Söyü & Süleyman Değirmen & Ahmet Şengönül, 2023. "Predicting loss aversion behavior with machine-learning methods," Palgrave Communications, Palgrave Macmillan, vol. 10(1), pages 1-14, December.

  3. Wiafe, Osei K. & Basu, Anup K. & Chen, John, 2017. "The effects of age pension on retirement drawdown choices," Finance Research Letters, Elsevier, vol. 20(C), pages 81-87.

    Cited by:

    1. Koimisis, Georgios & Giannikos, Christos I., 2024. "Inequality, premium and the timing of resolution of uncertainty," Finance Research Letters, Elsevier, vol. 60(C).

  4. Basu, Anup K. & Huang-Jones, Jason, 2015. "The performance of diversified emerging market equity funds," Journal of International Financial Markets, Institutions and Money, Elsevier, vol. 35(C), pages 116-131.

    Cited by:

    1. Mohammad, Nazeeruddin & Ashraf, Dawood, 2015. "The Market Timing Ability and Return Performance of Islamic Equities: an Empirical Study," Working Papers 1436-6, The Islamic Research and Teaching Institute (IRTI).
    2. Azra Zaimovic & Adna Omanovic & Almira Arnaut-Berilo, 2021. "How Many Stocks Are Sufficient for Equity Portfolio Diversification? A Review of the Literature," JRFM, MDPI, vol. 14(11), pages 1-30, November.
    3. Wagner, Moritz & Margaritis, Dimitris, 2017. "All about fun(ds) in emerging markets? The case of equity mutual funds," Emerging Markets Review, Elsevier, vol. 33(C), pages 62-78.
    4. Bernardo, Márcio R. & Campani, Carlos Heitor, 2019. "Liability driven investment with alternative assets: Evidence from Brazil," Emerging Markets Review, Elsevier, vol. 41(C).
    5. Božović, Miloš, 2022. "Recent evidence on the short-term and long-term performance persistence of emerging-market mutual fund returns," The North American Journal of Economics and Finance, Elsevier, vol. 62(C).

  5. Basu, Anup K. & Chen, En Te & Clements, Adam, 2014. "Are lifecycle funds appropriate as default options in participant-directed retirement plans?," Economics Letters, Elsevier, vol. 124(1), pages 51-54.

    Cited by:

    1. Wiafe, Osei K. & Basu, Anup K. & Chen, En Te, 2020. "Portfolio choice after retirement: Should self-annuitisation strategies hold more equities?," Economic Analysis and Policy, Elsevier, vol. 65(C), pages 241-255.

  6. Anup Basu & Stephanie Andrews, 2014. "Asset Allocation Policy, Returns and Expenses of Superannuation Funds: Recent Evidence Based on Default Options," Australian Economic Review, The University of Melbourne, Melbourne Institute of Applied Economic and Social Research, vol. 47(1), pages 63-77, March.

    Cited by:

    1. Panha Heng & Scott J. Niblock & Jennifer L. Harrison, 2015. "Retirement policy: a review of the role, characteristics, and contribution of the Australian superannuation system," Asian-Pacific Economic Literature, The Crawford School, The Australian National University, vol. 29(2), pages 1-17, November.
    2. Adam Butt & M. Scott Donald & F. Douglas Foster & Susan Thorp & Geoffrey J. Warren & Tom Smith, 2017. "Design of MySuper default funds: influences and outcomes," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 57(1), pages 47-85, March.

  7. Anup K. Basu & Brigette Forbes & Henk Berkman, 2014. "Does fundamental indexation lead to better risk-adjusted returns? New evidence from Australian Securities Exchange," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 54(3), pages 699-728, September.

    Cited by:

    1. Pysarenko, Sergiy & Alexeev, Vitali & Tapon, Francis, 2019. "Predictive blends: Fundamental Indexing meets Markowitz," Journal of Banking & Finance, Elsevier, vol. 100(C), pages 28-42.
    2. Santosh Kumar & Ranjit Tiwari, 2021. "Does the fundamental indexation portfolio perform better? An Indian investigation," Accounting Research Journal, Emerald Group Publishing Limited, vol. 35(2), pages 121-144, June.
    3. Wenguang Lin & Gary C. Sanger, 2019. "An alternative fundamental weighting scheme based on enterprise value multiple," Journal of Asset Management, Palgrave Macmillan, vol. 20(2), pages 146-156, March.
    4. Michael Ludwig & Herbert G. Mayer & Andreas W. Rathgeber & Christina Spriegel & Florian Vogg, 2017. "A truly market-value weighted commodity index," Journal of Asset Management, Palgrave Macmillan, vol. 18(3), pages 222-242, May.
    5. Raphael Moses Roquete & Ricardo P. C. Leal & Carlos Heitor Campani, 2018. "Corporate governance and fundamental indexation in Brazil," Economics Bulletin, AccessEcon, vol. 38(3), pages 1494-1504.
    6. M. Volkov & М. Волков, 2018. "Анализ фундаментальной индексации как эффективный подход к активному инвестированию // Analysis of Fundamental Indexation as an Efficient Approach to Active Investing," Review of Business and Economics Studies // Review of Business and Economics Studies, Финансовый Университет // Financial University, vol. 6(4), pages 41-51.
    7. Dean Katselas & Baljit K. Sidhu & Chuan Yu & Tom Smith, 2016. "Merging time-series Australian data across databases: challenges and solutions," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 56(4), pages 1071-1095, December.

  8. Basu, Anup K. & Drew, Michael E., 2010. "The appropriateness of default investment options in defined contribution plans: Australian evidence," Pacific-Basin Finance Journal, Elsevier, vol. 18(3), pages 290-305, June.
    See citations under working paper version above.
  9. Anup K. Basu & Michael E. Drew, 2009. "The Case for Gender‐Sensitive Superannuation Plan Design," Australian Economic Review, The University of Melbourne, Melbourne Institute of Applied Economic and Social Research, vol. 42(2), pages 177-189, June.
    See citations under working paper version above.

More information

Research fields, statistics, top rankings, if available.

Statistics

Access and download statistics for all items

Co-authorship network on CollEc

NEP Fields

NEP is an announcement service for new working papers, with a weekly report in each of many fields. This author has had 1 paper announced in NEP. These are the fields, ordered by number of announcements, along with their dates. If the author is listed in the directory of specialists for this field, a link is also provided.
  1. NEP-CFN: Corporate Finance (1) 2007-05-26

Corrections

All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. For general information on how to correct material on RePEc, see these instructions.

To update listings or check citations waiting for approval, Anup K. Basu should log into the RePEc Author Service.

To make corrections to the bibliographic information of a particular item, find the technical contact on the abstract page of that item. There, details are also given on how to add or correct references and citations.

To link different versions of the same work, where versions have a different title, use this form. Note that if the versions have a very similar title and are in the author's profile, the links will usually be created automatically.

Please note that most corrections can take a couple of weeks to filter through the various RePEc services.

IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.