| Reference: | 一、 中文部份
王琮瑜，1996，”共同基金的類型、規模與其操作績效關係之研究”，交通大學管科所未出版碩士論文。
林妙姍，1998，”確定提撥退休金計劃的應用與相關精算之研究”，政治大學風險管理與保險研究所未出版碩士論文。
唐祖蔭、何憲章，2000，”亞洲國家實質利率均衡及相關模型實證研究”，復華季刊。
陳炳宏，1998，”共同基金投資組合績效之研究”，政治大學企研所未出版碩士論文。
黃鴻文，1999，”共同基金績效評估方法”，政治大學國貿所未出版碩士論文。
二、英文部份
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Owadally, I. M. and Steven Haberman, 1999. “Pension Fund Dynamics and Gains/Losses Due Random Rates of Investment Return”. North American Actuarial Journal, Vol.3, No.3.
Palmer, Bruce A., 1988. “The Impact of Tax Reform on Wage Replacement Ratios”. Atlanta: Georgia State University, Center for Risk Management and Insurance Research.
Palmer, Bruce A., 1991. 1991 Georgia State University/Alexander & Alexander Consulting Group RETIRE Project Report. Atlanta: Georgia State University, Center for Risk Management and Insurance Research.
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