Investment & Savings: Research & Articles

Programmes  | Articles

Programmes

Government programmes

• Consumer Education and Financial Literacy Programs , The Financial Consumer Agency of Canada (FCAC)
• Investors communication, Treasury Debt Office, Italian Ministry of Economy and Finance
• Financial Education Master Plan (FEP), Bangko Sentral ng Pilipinas (BSP)

Civil society programmes

• MyBnk Programmes, MyBnk, United Kingdom

Articles

Key articles on investment & savings issues are listed below, in alphabetical order, by author/institution:

A | B | C | D | E | F | G | H |  I | J | K | L | M | N | O | P | Q| R | S | T | U | V| W | X | Y | Z

A

• Steve Anderson et al.(2002), Financial links for low-income people (FLLIP): an evaluation of implementation and initial training activity, School of Social Work University of Illinois at Urbana-Champaign, December 2002
• ANZ bank (2005), Kick-start your financial fitness
• Adele Atkinson (2005), Introducing financial capability skills: A pilot study with Fairbridge West, Bristol, Evaluation Report from the Personal Finance Research Centre, University of Bristol, July 2005.
• AMF Autorité des Marchés Financiers (2005), Pour l'éducation économique et financière des épargnants (in French).

B

• Bertelsmann Stiftung (2004), Finanzieller analphabetimus in Deutschland: schlechte voraussetzungen fur eigenverantwortliche vorsorge, March 2004 (in German only).

C

• Commerzbank (2004),  Kanon der finanziellen allgemeinbildung, June 2004 (in German only).

E

• A.G. Edwards (2007), Background information on their Nest Egg Score
• A.G. Edwards (2006), Nest Egg Score shows that Americans doing a fair job at building wealth

F

• Fannie Mae Foundation (2000), Personal Finance and the Rush to Competence: Financial Literacy Education in the US
• Federal Reserve Board (2004), Federal Reserve Personal Financial Education Initiatives, Federal Reserve Bulletin, Autumn 2004.
• Paul Fronstin, EBRI (2003), Retiree health benefits: savings needed to fund health care in retirement, EBRI Issue Brief no. 254, February 2003.

I

• IIMS Dataworks (2007), Invest India Incomes and Savings Survey 2007. This survey provides a view of the financial capabilities, practices and preferences of Indian retail finance consumers. 

K

• Elaine Kempson (2005), Incentives to Save: Encouraging Saving Among Low-Income Households, Personal Finance Research Centre,University of Bristol, March 2005.

R

• Dory Rand (2004), Financial education and asset building programs for welfare recipients and low income workers: the Illinois experience, an essay prepared for the Local Innovations in Welfare and Work Series, The Brookings Institution, Center on Urban and Metropolitan Policy, April 2004.
• RMIT University (2007), Saver Plus–encouraging savings and increasing financial capabilities among low-income families, June 2007. 

W

• Washington University, St. Louis,(2001), A framework of asset-accumulation stages and strategies, Working Paper 01-1.
• Washington University, St. Louis (2000), Saving and asset accumulation strategies used by low-income individuals, Center for Social Development, Working Paper 00-17.