Analýza Penzijního fondu AXA

Abstract

The work is about pension additional insurance in the Czech Republic, a financial product whose primary objective should be to ensure a peaceful old age and maintain living standards well above retirement age. The theory part contains a general description of the pension insurance and pension fund characteristics, principles of operation and management. The analysis part compares the AXA Pension Fund, Inc. With the pension funds of two companies like Komerční banka and Česká pojišťovna. It compares their investment portfolios, contract bonuses and the amount of benefits paid on the basis of model examples of potential participants. It also evaluates the results and proposes recommendations for potential clients of pension funds.