Zhou, Zhikai

School of Insurance and Economics (SIE)

University of International Business and Economics (UIBE)

Beijing, China, 10029

zhouzhikai@uibe.edu.cn; zzkay@163.com

861064496410

2023

ACADEMIC EXPERIENCE

Associate Professor, SIE, UIBE, 2011-PRESENT

Visiting Professor, Clemson University, 2016-2018

Assistant Professor, SIE, UIBE, 2009-2010

Visiting Scholar, Raj Soin College of Business, Wright State University, 2008-2009

Visiting Scholar (with Kent Smetters), Wharton School, University of Pennsylvania, 2007-2008

Post-doctorate Research Fellow, Research Institute for Fiscal Science, Ministry of Finance, 2005-2009

EDUCATION

PhD, Management Science, Center for Social Security Studies (CSSS), Wuhan University, 2005

RESEARCH INTEREST

Pension system, Medical Insurance, Social Security in Rural Area

Pension fund investment and management, Public finance and Social Security

PUBLICATIONS AND PRESENTATIONS

Published and Accepted Articles (In the past 10 years)

[1] Jian Zhou, Zhikai Zhou and Min HE (2019). Does Social Medical Insurance Reduce Poverty of the Rural Elderly?——From New Rural Cooperation Medical Insurance (NCMS) to Urban and Rural Residents’ Medical Insurance (URMS). Social Security Studies, 2019(3), 33-45

[2] Bingjie Han and Zhikai Zhou (2018). The Effect of Deferring Mandatory Retirement Age on Social Security Wealth – Based on Life Cycle Actuarial Method. Social Security Studies, 2018(2), 36-46

[3] Shanshan Mou and Zhikai Zhou (2017). Health Performance Evaluation of the New Rural Cooperative Medical Insurance and the Basic Medical Insurance for Urban Residents on Children. Social Security Studies, 2017(4), 45-54

[4] Xia Du and Zhikai Zhou (2016). Empirical Analysis of Willingness to Participate in Long-Term Care Insurance and its Influencing Factors ——Based on the Survey in Yulin City of Shanxi Province. Social Security Studies, 2016(3), 41-50

[5] Zhikai Zhou (2015). The Pension Fund Investment Aims to be Steady and Profitable. Tianjin Social Insurance, 2015(06),1.

[6] Ziwei Xu and Zhikai Zhou (2015). Old-age Pension System of South Korea: Composition, Characteristics and Enlightenment. Hubei Social Science, 2015(03), 47-51.

[7] Zhikai Zhou, Ziwei Xu and Mengyun Lin (2015). The Fiscal Responsibility on the Basic Pension System for Urban and Rural Residents. Journal of Public Finance Research, 2015(01), 20-23.

[8] Zhikai Zhou (2014). How to Choose the Model of Pension System for the Public Service Institutions? Tianjin Social Insurance, 2014(09), 14-16.

[9] Hao Lu and Zhikai Zhou (2014). The Measurement of the Risk of Securities Investment Fund: Based on the GARCH_GED Model. Journal of Finance Theory and Practice, 2014(03), 8-11.

[10] Zhikai Zhou and Guojun Wang (2010). Analysis on Risk Factors and Coping Strategies of the New Rural Social Endowment Insurance System. Social Security Studies, 2013(04), 9-17.

[11] Zhikai Zhou (2013). New Channel to Improve the Retirement Life: House-for-Pension. Tianjin Social Science, 2013(06), 1.

[12] Zhikai Zhou and Shouji Sun (2013). International Comparison of Investment Management of the Public Pension Reserve Funds from the Perspective of Integrative Investment Theory. Journal of Jiangxi University of Finance and Economics, 2013(02), 54-62.

[13] Zhikai Zhou and Mingming Jin (2013). Income Distribution Effect of the Basic Pension System at the Provincial Level-Take Zhejiang Province as an Example. Journal of Huazhong University of Science and Technology (Social Science Edition), 2013(02), 113-117.

[14] Xiaoping Zhang and Zhikai Zhou (2012). Analysis on the Current Situation, Problems and Countermeasures of the Donation Revenue of Chinese Universities. Research in Educational Development, 2012(23), 22-27.

[15] Shouji Sun and Zhikai Zhou (2012). Integrated Social Security Policy and Coordinated Reform of Public Service Institutions. Chongqing Social Science, 2012(09), 10-15.

[16] Shouji Sun and Zhikai Zhou (2012). UK: the Pension System Reform of Public Sectors is Under Way. China Social Security, 2012(08), 38-40.

[17] Zhikai Zhou (2011). Five Internal Risks: the New Rural Social Endowment Insurance System is Facing Stress. Financial Times 09/11/2011.

[18] Zhikai Zhou and Shouji Sun (2011). Analysis on Investment Management System in China’s Individual Account Pension Fund. Reform of the Economic System, 2011(03),132-135.

[19] Zhikai Zhou (2010). Analysis on Investment Operation of Singapore Central Provident Fund and its Revelations to China. Social Security Studies, 2010(06), 107-111.

[20] Junmin Liu and Zhikai Zhou (2010). Promote the Sustainable Development of New Rural Social Endowment Insurance, Chinese Public Finance, 2010(1), 12-14.

[21] Zhikai Zhou (2009). Discussion on Public Pension Fund Management. Dasong Deng and Yunhua Xiang: Study on Social Security-Harmonious Society Construction and Social Security International Forum, Renmin publishing House, 2009(2).

[22] Zhikai Zhou (2009). The US Private Pension Fund under Financial Crisis and its Inspiration to China, Public Finance Research,2009(09),75-77.

[23] Zhikai Zhou (2008). On Investment Choice of International Individual Pension Account, Insurance Studies, 2008(11),56-60.

[24] Zhikai Zhou (2007). On the Rural Cause of Social Welfare for the Disability in China, Financial and Economic Information of China, 2007(29),23-28.

[25] Zhikai Zhou (2006): A comparison of Management Patterns of Individual Pension Accounts in Chile, Singapore and Sweden. Journal of Public Finance Research,2006(11),78-80.

[26] Zhikai Zhou (2006). On China’s Rural Social Welfare. Journal of Productivity Research, 2006(6),40-41, reprinted in the Research Material Series: C41 Social Security System, 2006(11), Renming University.

[27] Zhikai Zhou (2005). Conditions for the Sustainable Development of Pension System. Journal of Reform of Economic Systems, 2005(6),115-119.

[28] Zhikai Zhou (2005). The Swedish Premium Pension System: Framework and Operation. Journal of Macroeconomic Management, 2005(8),57-58.

[29] Zhikai Zhou (2005). Preliminary Discussion on the Sustainable Development of Pension System. Theoretical Monthly, 2005(6),143-137.

[30] Zhikai Zhou (2005). On the Rural Cause of Social Welfare for the Old in China. Journal of Socialism Studies, 2005(3),76-78.

[31] Zhikai Zhou (2004). On Building the Rural Old-age Security System in China. Journal of ShanXi Finance and Economics University, 2004(5),33-37.

[32] Zhikai Zhou (2004). A Discussion of the Development Strategies of China’s Financial Institutions in the Enterprise Annuity Market. Monthly Journal of Wuhan Finance, 2004(9),53-56.

Books and Monographs

ZhiKai Zhou (2009). Research on the Individual Pension Account System, People’s publishing house. Beijing.

Jie Sun, Zhikai Zhou(2011).The lecture on social insurance laws, China legal publishing house, Beijing.

COURSES TAUGHT

Public Finance (Undergraduate, UIBE)

Economics of Social Security (Undergraduate, UIBE)

Employee Benefit Plan (Graduate, UIBE)

Pension Research Topics (Graduate, UIBE)

MEMBERSHIP IN ASSOCIATIONS

Member of the Pension Branch of the China Social Security Society (2018-)

Expert from the Professional Think Tank of the China Association for Disaster Prevention (2022-)

Director of the Agricultural Insurance Branch of the China Agricultural Risk Management Research Association (2023-)

Researcher at Shanghai TaiAn Agricultural Insurance Research Institute (2021-)

Member of the Chinese Economists Society (CES) (2009-)

ADMINISTRATION

STUDENT AND PUBLIC SERVICE

Student Service

Thesis Supervisor

Guide an average of 6 undergraduate students per year since 2009

Guide an average of 6 master students per year since 2011

Thesis Defense Committee

Participate in undergraduate defense every year

Participate in graduate defense every year

Faculty Advisor, 2010-2014

Research Mentor

Supervised undergraduate students to publish 2 CSSCI papers

Judge or Mentor of Student Competition

Judge of the Final of the Capital University Insurance · Financial Advertising Design Competition (2018, 2022)

Advisor of Interns and Careers

Guide an average of over 6 students per year

Curriculum Design and Management

Revision of Master Curriculum Design of SIE (2012- )

Revision of Undergraduate Curriculum Design of RMI (2009- )

Admission Counseling

College Entrance Examination Enrollment Consultation, 2020-

Public Service

Lecturer, PICC Management School, 2020, 2021

Advisor, PingAn Insurance Company, 2015

Bid Evaluation Committee Member, China Construction Bank, Beijing, 2022

Lecturer, United Life Insurance, 2022-2023

Lecturer, China Banking Association, 2018

Lecturer, Beijing Insurance Association, 2015-2017

Lecturer, Bank of China Financial Research Institute, 2015-2017

Lecturer, Oriental Wall Financial Services Group, 2014-2016

Lecturer, Xinhua Life Insurance Company, 2014

Reviewer, Journal of central University of Finance and Economics, Journal of Anhui University of Finance and Economics, Social Security Research

RESEARCH GRANTS

Projects hosted:

-2020 Ministry of Education, Humanities and Social Science research planning funds project: “Research on the Fiscal Responsibility and Realization Mechanism of National Social Pooling of Basic Pension Insurance under the Backgroud of Reducing Contribution Rates”. (reference: 20YJA63010)

-2013 Ministry of Education, Group No.46 Scientific Funds Project organized by returned overseas scholars: “Research on the Fund-raising Mechanism of New Rural Social Endowment Insurance System: Based on the view of Capability”.

-2011 Ministry of Education, Humanities and Social Science research planning funds project: “Research on the Fiscal Capability and Support Mechanism of New Rural Social Endowment Insurance System: Based on the view of Planning Urban and Rural Area as a whole”. (reference: 11YJA630218)

-2009 University of International Business and Economics: “Research on the New Rural Social Endowment Insurance System” (reference: 09QD21)

Projects Participated:

-2012 Ministry of Education, Humanities and Social Science Research Youth Scholars Fund Project: “The Contradiction between Supply and Demand of Labor Force in the Urban Aged Disabled People and the Development of Relevant Human Resources” (reference:12YJC840006)

-2011Scientific Research Fund Project: “Research on the Mechanism of Developing Technological Talents: Based on the view of the Union of the Talents, Projects and Basement” (reference: 71173038)

-2011 Beijing Municipal Philosophy and social sciences planning project: “Research on Developing the Human Resources of Providing Caring Services in Beijing Municipal Communities” (reference: 11JGC123)

-2010 Ministry of Education, Humanities and Social Science Research Youth Scholars Fund Project: “Research on the Investment Operation and Supervision of China Institutional Organizations’ Occupational Annuity” (reference: 10YJC790226)

- 2010 Ministry of Education, Humanities and Social Science Research Planning Fund Project: “Research on Controlling the Human Resources Integration Risk in Enterprise M&A Business” (reference: 10YJA790164)

AWARDS AND HONORS

Research Awards and Honors

Excellent Paper Award of China Insurance Education Forum (2015)

Teaching Awards and Honors

Excellent Instructor of the 7th "Challenge Cup" Capital University Extracurricular Academic and Technological Works Competition (2013)

Others