{"id":140772,"date":"2026-01-12T17:57:23","date_gmt":"2026-01-12T17:57:23","guid":{"rendered":"https:\/\/www.deberes.net\/tesis\/sin-categoria\/planes-y-fondos-de-pensiones-funcion-financiera-y-estrategias-de-inversion\/"},"modified":"2026-01-12T17:57:23","modified_gmt":"2026-01-12T17:57:23","slug":"planes-y-fondos-de-pensiones-funcion-financiera-y-estrategias-de-inversion","status":"publish","type":"post","link":"https:\/\/www.deberes.net\/tesis\/ciencias-economicas\/planes-y-fondos-de-pensiones-funcion-financiera-y-estrategias-de-inversion\/","title":{"rendered":"\u00abplanes y fondos de pensiones: funcion financiera y estrategias de inversion\u00bb"},"content":{"rendered":"<h2>Tesis doctoral de <strong>  Tarrazon Rodon M. Antonia <\/strong><\/h2>\n<p>La funcion financiera y las estrategias de inversion de los fondos de pensiones se estudian desde el punto de vista de la toma de decisiones, contando con dos marcos legales de referencia: la legislacion espa\u00f1ola (ley 8\/1987 de regulacion de los planes y fondos de pensiones y posterior reglamento o rd 1307\/1988) y la normativa estadounidense. Las relaciones financieras establecidas entre los sujetos implicados en un fondo de pensiones se formalizan a partir de titulos financieros conocidos:  acciones, deuda y opciones. La estrategia de inversion de los fondos de pensiones debe ser una estrategia de proteccion de carteras que permita proteger un ratio de dotacion (activo\/deudas). La estrategia de proteccion proporcional propuesta es una estrategia de invariabilidad temporal (brennan-schwartz) aplicada al intercambio de carteras (margrabe), que cumple las condiciones de bookstaber y langsam. No incorpora elementos especulativos, a diferencia de la estrategia de horizonte finito, siendo idonea como estrategia basica de inversion de los fondos de pensiones.<\/p>\n<p>&nbsp;<\/p>\n<h3>Datos acad\u00e9micos de la tesis doctoral \u00ab<strong>\u00abplanes y fondos de pensiones: funcion financiera y estrategias de inversion\u00bb<\/strong>\u00ab<\/h3>\n<ul>\n<li><strong>T\u00edtulo de la tesis:<\/strong>\u00a0 \u00abplanes y fondos de pensiones: funcion financiera y estrategias de inversion\u00bb <\/li>\n<li><strong>Autor:<\/strong>\u00a0  Tarrazon Rodon M. Antonia <\/li>\n<li><strong>Universidad:<\/strong>\u00a0 Aut\u00f3noma de barcelona<\/li>\n<li><strong>Fecha de lectura de la tesis:<\/strong>\u00a0 01\/01\/1992<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3>Direcci\u00f3n y tribunal<\/h3>\n<ul>\n<li><strong>Director de la tesis<\/strong>\n<ul>\n<li>Joan Montllor Serrats<\/li>\n<\/ul>\n<\/li>\n<li><strong>Tribunal<\/strong>\n<ul>\n<li>Presidente del tribunal: Antoni Serra Ramoneda <\/li>\n<li>Jos\u00e9 Luis Raymond Bara (vocal)<\/li>\n<li>Andr\u00e9s Santiago Suarez  Suarez (vocal)<\/li>\n<li>Marti Oliva Furest (vocal)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tesis doctoral de Tarrazon Rodon M. Antonia La funcion financiera y las estrategias de inversion de los fondos de pensiones [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[82,1698,1302],"tags":[7052,47291,29250,11538,255447,63242],"class_list":["post-140772","post","type-post","status-publish","format-standard","hentry","category-ciencias-economicas","category-gestion-financiera","category-organizacion-y-gestion-de-empresas","tag-andres-santiago-suarez-suarez","tag-antoni-serra-ramoneda","tag-joan-montllor-serrats","tag-jose-luis-raymond-bara","tag-marti-oliva-furest","tag-tarrazon-rodon-m-antonia"],"_links":{"self":[{"href":"https:\/\/www.deberes.net\/tesis\/wp-json\/wp\/v2\/posts\/140772","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.deberes.net\/tesis\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.deberes.net\/tesis\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.deberes.net\/tesis\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.deberes.net\/tesis\/wp-json\/wp\/v2\/comments?post=140772"}],"version-history":[{"count":0,"href":"https:\/\/www.deberes.net\/tesis\/wp-json\/wp\/v2\/posts\/140772\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.deberes.net\/tesis\/wp-json\/wp\/v2\/media?parent=140772"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.deberes.net\/tesis\/wp-json\/wp\/v2\/categories?post=140772"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.deberes.net\/tesis\/wp-json\/wp\/v2\/tags?post=140772"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}