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Record W2605593537 · doi:10.11575/prism/30163

Increased Efficiency for Canadian Retirement Investment

2015· article· en· W2605593537 on OpenAlexaboutno aff
Robert Townsend

Bibliographic record

VenuePRISM (University of Calgary) · 2015
Typearticle
Languageen
FieldSocial Sciences
TopicRetirement, Disability, and Employment
Canadian institutionsnot available
Fundersnot available
KeywordsLabour economicsInvestment (military)BusinessEconomicsPolitical science

Abstract

fetched live from OpenAlex

Canada, along with the rest of the developed world, has witnessed a precipitous drop in traditional defined benefit pension plan coverage. The result has been a shift to defined contribution plans and an increased reliance on personal savings vehicles. This process has effectively shifted the risk away from employers to the individual. The consequence of this shift is an individual-centric retirement model possessing heightened complexity and significantly higher costs. On average, the fees paid under a pension plan structure are 0.38% of the assets under management while comparable mutual fund fees average 2.1%. Although the numbers appear small, on a relative basis, this constitutes a cost difference of over five times. Ultimately, the cost difference results in a Canadian mutual fund investor having to delay retirement by over 7 years compared to a pension fund investor with the same investment performance. Does the mutual fund industry’s investment performance justify the significantly higher costs? Overwhelmingly, the academic evidence suggests no! In fact, the vast majority of active mutual fund managers consistently underperform a simple market index such as the S&P/TSX Composite Index. The Canadian retirement model has shifted towards a system where the dominant retirement vehicle consistently underperforms and aggressively over charges. In addition to unjustified fees, the individual-centric retirement model shifts the responsibility for investment decision making onto the individual. This requires the individual

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.004
metaresearch head score (Gemma)0.015
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Not applicable · Consensus signal: Not applicable
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.115
Threshold uncertainty score0.835

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0040.015
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.001
Bibliometrics0.0040.004
Science and technology studies0.0050.001
Scholarly communication0.0070.001
Open science0.0010.003
Research integrity0.0010.001
Insufficient payload (model declined to judge)0.0290.003

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.118
GPT teacher head0.315
Teacher spread0.197 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designNot applicable
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

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Citations0
Published2015
Admission routes1
Has abstractyes

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Same venuePRISM (University of Calgary)Same topicRetirement, Disability, and EmploymentFrench-language works237,207