Retirement preparation and financial stability of middle managers in selected financial institutions of Makati City Central Business District / (Record no. 11983)

MARC details
000 -LEADER
fixed length control field 04581nam a2200349 a 4500
003 - CONTROL NUMBER IDENTIFIER
control field OSt
005 - DATE AND TIME OF LATEST TRANSACTION
control field 20221205101146.0
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
fixed length control field 180108s19uu xx 00 eng d
040 ## - CATALOGING SOURCE
Transcribing agency CvSU Main Campus Library
041 0# - LANGUAGE CODE
Language code of text/sound track or separate title eng
082 04 - DEWEY DECIMAL CLASSIFICATION NUMBER
Classification number 305.26
Item number C81 2017
100 #0 - MAIN ENTRY--PERSONAL NAME
Personal name Corido, Danika E.
9 (RLIN) 24525
Relator term author
245 10 - TITLE STATEMENT
Title Retirement preparation and financial stability of middle managers in selected financial institutions of Makati City Central Business District /
Statement of responsibility, etc. by Danika E. Corido, Hannah L. Fajura and Thessa Merrianne H. Mojica.
260 0# - PUBLICATION, DISTRIBUTION, ETC.
Place of publication, distribution, etc. Indang, Cavite :
Date of publication, distribution, etc. 2017.
Name of publisher, distributor, etc. Cavite State University- Main Campus,
300 ## - PHYSICAL DESCRIPTION
Extent xvi, 99 pages :
Other physical details illustrations ;
Dimensions 28 cm.
336 ## - CONTENT TYPE
Source rdacontent
Content type term text
337 ## - MEDIA TYPE
Source rdamedia
Media type term unmediated
338 ## - CARRIER TYPE
Source rdacarrier
Carrier type term volume
500 ## - GENERAL NOTE
General note Thesis (BS Business Management--Financial Management) Cavite State University
504 ## - BIBLIOGRAPHY, ETC. NOTE
Bibliography, etc. note Includes bibliographical references.
508 ## - CREATION/PRODUCTION CREDITS NOTE
College and Department College of Economics, Management, and Development Studies (CEMDS)
520 3# - SUMMARY, ETC.
Summary, etc. CORIDO, DANIKA E., FAJURA, HANNAH L., MOJICA, THESSA MERRIANNE<br/>H. Retirement Preparation and Financial Stability of Middle Managers in Selected Financial Institutions of Makati City Central Business District, Undergraduate Thesis, Bachelor of Science in Business Management, major in Financial Management, Cavite State University, Indang, Cavite, May 2017, Adviser: Ms. Glenda S. Perena<br/>The study was conducted to determine the retirement preparation and financial stability of middle managers in banks and insurance companies located in Makati Central Business District. Specifically, the study aimed to; (1) ascertain the socio-economic profile of the participants; (2) identify the preparations made by middle managers prior to retirement in terms of savings and investments; (3) ascertain the level of risk tolerance of the middle managers towards their financial preparations prior to retirement; (4) identify their level of financial stability; (5) ascertain the relationship between the socio-economic profile and risk tolerance of middle managers; (6) ascertain the relationship between the socio-economic profile and financial stability of middle managers; and (7) determine the significant relationship between risk tolerance and financial stability of middle managers.<br/>The participants of the study were 188 middle managers working in aforementioned City.<br/>Based on the results, the age of the participants ranges from 3 1-35 years old, with an average of 33 years. Majority of them are female, more than half of them are married and all of them are college graduate whereas few of them even pursue a Master’s Degree. Moreover, majority of the participants have a monthly income not more than P60,000 and half of them preferred to retire at an age ranging from 56-60 years old, with an average of<br/>58. The top three employment benefits middle managers usually receive are 13th month pay, medical insurance, and performance bonus.<br/> In retirement preparation, findings also revealed that all of the participants have savings accounts. Most of them have time deposit, money market funds or automatic savings account. In investment, they are more involved in investing on stocks, real estate or mutual funds. And overall, the middle managers are perceived to be a moderate risk taker towards their financial preparation prior to retirement. On the other hand, most of the participants are considered to be financially stable. This means that they have an asset that is equal to the amount of their liability.<br/>The socio-economic profile of the middle managers such as age, years in service, monthly income, and preferred age of retirement has a significant relationship to the risk tolerance of middle managers. The age, sex, civil status, years in service and monthly income of the participant also has a significant relationship to their financial stability. In addition, there is also a significant relationship between risk tolerance and financial stability.<br/>
541 ## - IMMEDIATE SOURCE OF ACQUISITION NOTE
Method of acquisition Submitted copy to the University Library.
Date of acquisition 08/23/2018
Accession number T-6972
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Retirement
9 (RLIN) 7789
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Finance
9 (RLIN) 579
690 ## - LOCAL SUBJECT ADDED ENTRY--TOPICAL TERM (OCLC, RLIN)
9 (RLIN) 1343
Course or Program Bachelor of Science in Business Management
Major Financial Management
700 ## - ADDED ENTRY--PERSONAL NAME
Personal name Fajura, Hannah L.
9 (RLIN) 24526
Relator term author
700 ## - ADDED ENTRY--PERSONAL NAME
Personal name Mojica, Thessa Merrianne H.
Relator term author
9 (RLIN) 24527
700 ## - ADDED ENTRY--PERSONAL NAME
Personal name Peña, Glenda S.
Relator term adviser
9 (RLIN) 7293
856 ## - ELECTRONIC LOCATION AND ACCESS
Electronic File <a href="http://library.cvsu.edu.ph/cgi-bin/koha/opac-retrieve-file.pl?id=311d9e99a88e24a5634e43db609563bf">http://library.cvsu.edu.ph/cgi-bin/koha/opac-retrieve-file.pl?id=311d9e99a88e24a5634e43db609563bf</a>
Link text Click here to view thesis abstract and table of contents
942 ## - ADDED ENTRY ELEMENTS (KOHA)
Source of classification or shelving scheme Dewey Decimal Classification
Koha item type Theses / Manuscripts
Holdings
Withdrawn status Lost status Source of classification or shelving scheme Damaged status Not for loan Collection code Home library Current library Shelving location Date acquired Source of acquisition Coded location qualifier Inventory number Total Checkouts Total Renewals Full call number Barcode Date last seen Uniform Resource Identifier Price effective from Koha item type Public note
    Dewey Decimal Classification   Room use only Non-fiction Ladislao N. Diwa Memorial Library Ladislao N. Diwa Memorial Library Theses Section 08/23/2018 Submitted copy for the University Library THESIS/SP 300   2017 305.26 C81 2017 00011963 08/04/2020 http://library.cvsu.edu.ph/cgi-bin/koha/opac-retrieve-file.pl?id=311d9e99a88e24a5634e43db609563bf 08/04/2020 Theses / Manuscripts T-6972
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