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The effect of financial education on behavior of defined contribution pension plan participants

Research Project

Project/Area Number 21730257
Research Category

Grant-in-Aid for Young Scientists (B)

Allocation TypeSingle-year Grants
Research Field Public finance/Monetary economics
Research InstitutionPrefectural University of Hiroshima

Principal Investigator

MURAKAMI Keiko  県立広島大学, 経営情報学部, 准教授 (90325142)

Co-Investigator(Renkei-kenkyūsha) NISHIMURA Yoshiko  京都産業大学, 経済学部, 教授 (90319442)
NISHIDA Sayuri  東海大学, 政治経済学部, 准教授 (80390285)
Project Period (FY) 2009 – 2011
Project Status Completed (Fiscal Year 2011)
Budget Amount *help
¥2,340,000 (Direct Cost: ¥1,800,000、Indirect Cost: ¥540,000)
Fiscal Year 2011: ¥650,000 (Direct Cost: ¥500,000、Indirect Cost: ¥150,000)
Fiscal Year 2010: ¥650,000 (Direct Cost: ¥500,000、Indirect Cost: ¥150,000)
Fiscal Year 2009: ¥1,040,000 (Direct Cost: ¥800,000、Indirect Cost: ¥240,000)
Keywords確定拠出年金 / 金融教育 / 金融資産選択行動 / 教育効果
Research Abstract

The purpose of this research is to verify the effect of financial education on behavior of defined contribution pension plan participants.(1) Participants of defined contribution pension plan are classified into four types according to their attitudes toward risk taking with equities and attention paid to retirement planning.(2) The effect of financial education is different for different types of defined contribution pension plan participants. Participants who pay to retirement planning and take risk could change their behavior after they received a financial education

Report

(3 results)
  • 2011 Annual Research Report   Final Research Report ( PDF )
  • 2009 Annual Research Report
  • Research Products

    (10 results)

All 2012 2011 2010 2009 Other

All Journal Article (7 results) (of which Peer Reviewed: 1 results) Presentation (3 results)

  • [Journal Article] 金融教育が家計の金融資産選択に及ぼす影響-投資家タイプ別にみた教育効果測定の試み-2012

    • Author(s)
      村上恵子, 西村佳子
    • Journal Title

      個人金融

      Volume: Vol.6, No.4 Pages: 31-42

    • Related Report
      2011 Annual Research Report
  • [Journal Article] 確定拠出年金加入者像をとらえる試み(研究ノート)2011

    • Author(s)
      西村佳子、西田小百合、村上恵子
    • Journal Title

      生活経済学研究

      Volume: 第33巻 Pages: 49-57

    • Related Report
      2011 Final Research Report
    • Peer Reviewed
  • [Journal Article] 確定拠出年金加入者の資産選択と制度移行の影響2011

    • Author(s)
      西田小百合, 村上恵子, 西村佳子
    • Journal Title

      東海大学紀要

      Volume: 第43号 Pages: 89-103

    • NAID

      120006591103

    • Related Report
      2011 Annual Research Report
  • [Journal Article] 家計の金融資産選択行動と統計的素養についての考察2009

    • Author(s)
      西田小百合、西村佳子、村上恵子
    • Journal Title

      東海大学紀要

      Volume: 第41号 Pages: 179-208

    • NAID

      120006591078

    • URL

      http://www.u-tokai.ac.jp/undergraduate/political_science_and_eco/kiyou/2009.html

    • Related Report
      2011 Final Research Report
  • [Journal Article] 家計の金融資産選択行動と統計的素養についての考察2009

    • Author(s)
      西田小百合, 西村佳子, 村上恵子
    • Journal Title

      東海大学紀要 第41号

      Pages: 179-208

    • NAID

      120006591078

    • Related Report
      2009 Annual Research Report
  • [Journal Article] 金融教育が家計の金融資産選択に及ぼす影響-投資家タイプ別にみた教育効果測定の試み-

    • Author(s)
      村上恵子、西村佳子
    • Journal Title

      個人金融

      Volume: Vol.6、No.4 Pages: 31-42

    • Related Report
      2011 Final Research Report
  • [Journal Article] 確定拠出年金加入者の資産選択と制度移行の影響

    • Author(s)
      西田小百合、村上恵子、西村佳子
    • Journal Title

      東海大学紀要

      Volume: 第43号 Pages: 89-103

    • NAID

      120006591103

    • URL

      http://www.u-tokai.ac.jp/undergraduate/political_science_and_eco/kiyou/index.html

    • Related Report
      2011 Final Research Report
  • [Presentation] 確定拠出年金と金融教育2010

    • Author(s)
      西村佳子、西田小百合、村上恵子
    • Organizer
      生活経済学会第26回研究大会
    • Place of Presentation
      東北福祉大学
    • Year and Date
      2010-06-20
    • Related Report
      2011 Final Research Report
  • [Presentation] 家計の金融資産選択行動と統計的素養についての考察2009

    • Author(s)
      西田小百合, 西村佳子, 村上恵子
    • Organizer
      中四国商経学会
    • Place of Presentation
      広島修道大学(広島県)
    • Year and Date
      2009-12-09
    • Related Report
      2009 Annual Research Report
  • [Presentation] 家計の金融資産選択行動と統計的素養についての考察2009

    • Author(s)
      西田小百合、西村佳子、村上恵子
    • Organizer
      第50回中四国商経学会
    • Place of Presentation
      広島修道大学
    • Year and Date
      2009-12-06
    • Related Report
      2011 Final Research Report

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Published: 2009-04-01   Modified: 2016-04-21  

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