中文部分：
1、 符寶玲，「退休基金制度與管理」，華泰書局，1997年。
2、 陳登源，「退撫基金投資哲學與運用概況」，公務人員退休撫卹基金監理委員會，1998年。
3、 白郁婷，「退撫基金資產配置之研究」，公務人員退休撫卹基金監理委員會，1998年。
4、 楊永芳，「退撫基金精算與財務運用原則淺釋」，公務人員月刊，1998年，第23期，21-27頁。5、 余雪明、何憲章，「軍公教退撫基金如何有效管理運用之研究」，銓敘部委託研究報告，1998年。
6、 王儷玲、蘇培雅，「公務人員退休給付之探討」，尚未發表之研究論文，1999年。
7、 吳家宏，「免疫理論應用於壽險業資產負債管理之研究」，政治大學風險管理與保險研究所碩士論文，1995年。8、 黃明煜，「公務人員退休撫卹基金管理與運用之研究」，政治大學企業管理研究所碩士論文，1997年。9、 施淑芳，「壽險公司資產負債管理對公司價值影響之研究」，政治大學風險管理與保險研究所碩士論文，1997年。
10、劉選隆，「退休金資產配置之模擬研究」，中正大學財務金融研究所碩士論文，1998年。英文部分：
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