Full name：Zhang Yi
Title：Professor, Doctoral Supervisor, Vice Dean
Research Interest： Social Security
Courses Taught：Social Security, Society and Social Security, Social Security Fund Management
E-mail：zhang.yi@mail.shufe.edu.cn
Educational Background
Sep. 2008 – Jul.2011, Shanghai Jiaotong University Antai College of Economics and Management, Doctor's Degree in Finance
Sep. 2005 – Jun, 2007, Shanghai University of Finance and Economics, School of Public Economics and Administration, Master's Degree in Management
Sep. 2001 – Jun 2005 Shanghai University of Finance and Economics, School of Public Economics and Administration, Bachelor's Degree in Management
Working Experience
December 2022 – Present: Vice Dean, School of Public Economics and Administration, Shanghai University of Finance and Economics
July 2021 – Present: Professor and Doctoral Supervisor, School of Public Economics and Administration, Shanghai University of Finance and Economics
March 2020 – February 2021: Deputy Director, BaoShan District Civil Affairs Bureau (on assignment)
August 2015 – June 2021: Associate Professor, School of Public Economics and Administration, Shanghai University of Finance and Economics
March 2014 – March 2015: Visiting Scholar, Department of Economics, National University of Singapore
July 2011 – July 2015: Lecturer, School of Public Economics and Administration, Shanghai University of Finance and Economics
July 2007 – August 2008: Project Manager, Asia-Pacific Finance and Development Research Center, Shanghai National Accounting Institute
Research Projects
1. National Natural Science Foundation of China General Project, "高速人力资本进步经济体的养老保障体系完善问题研究," ongoing.
2. National Natural Science Foundation of China Youth Project, "老年劳动参与率变化机制研究：基于内生退休理论的解释和政策干预," completed, with a post-assessment rating of "Excellent."
3. Shanghai Municipal Philosophy and Social Science Youth Project, "社会保险基金宏观战略资产组合研究," completed.
4. Shanghai Municipal Education Commission and Shanghai Education Development Foundation "Chenguang Program," "现收现付养老金计划的稳健性与自动平衡机制研究," completed.
Publications
1. Yi Zhang, Xuhui Tao, Yuqing Han, “人口流动与最优社会保障区域协调模式,”Economic Research Journal, Issue 2, 2023.
2. Yi Zhang, Xuhui Tao, “人力资本进步、工资压缩与区域赡养负担差异,”Economic Research Journal, Issue 5, 2022.
Replication Guide:
https://www.bilibili.com/video/BV1GT411P7ai/?spm_id_from=333.999.0.0
https://www.bilibili.com/video/BV1K14y1K7Du/?spm_id_from=333.999.0.0
3. Yi Zhang, Shubo Zhang, Xuhui Tao, “中国退休制度设计：基于激励、保险和再分配效应的研究,”Journal of World Economics and Politics, Issue 7, 2022.
4. Anqi Zhang, Yi Zhang (corresponding author), Yici Tao, “Does Retirement Make People Happier? Evidence from China,”Frontiers in Public Health (SSCI Q1), June 2022.
5. Yi Zhang, “社会保障模式与改革：一个基于“不可能三角”理论的分析,”Social Security Review, Issue 3, 2022. The article was reprinted by People’s Daily Reprint of Social Security System.
6. Yi Zhang, Xuhui Tao, Qingqing Zong, “去留之间：流动人口储蓄和劳动决策的分析,”Journal of Finance and Economics, Issue 5, 2021.
7. Yi Zhang, Shubo Zhang, Runquan Wang, “中国养老金改革的逻辑和福利效果：基于人口“数量-质量”转换的视角,”Economic Research Journal, August 2020. The draft of the article received the Second Prize at the 13th Shanghai Youth Economics Scholars Forum.
Replication Guide:
https://www.bilibili.com/video/BV12V4y1u7ya/?spm_id_from=333.999.0.0
8. Yi Zhang, Shubo Zhang, “数量干预还是价格干预？延迟退休的策略及福利效果,”China Economic Quarterly, July 2020.
9. Qingqing Zong, Yi Zhang, Yuyu Chen, “老年健康与照料需求：理论和来自随机实验的证据,”Economic Research Journal, February 2020.
10. Yi Zhang, Chunrong Zheng, et al., "国际社会保障动态：积极老龄化战略下的社会保障", published by Shanghai People’s Publishing House, December 2017.
11. Yi Zhang, Wei Wang, Yufei Liu, “延迟退休年龄、就业率与劳动力流动：岗位占用还是创造？”China Economic Quarterly, April 2017. The article received the Second Prize for the 12th Shanghai Philosophy and Social Science Outstanding Achievements Award.
12. Shibo Bian, Yi Zhang, “开放式信用债券型基金的最优投资策略,”Journal of Systems Management, Issue 6, 2016.
13. Shibo Bian, James Cicon, Yi Zhang, “Optimal Asset Management for DC Pension Funds with Default Risk,”Journal of Risk (SSCI), Vol. 19, No. 1, 2016.
14. Yi Zhang, “内生退休年龄研究前沿,”Economic Trends, March 2015. The article was reprinted by China Social Science Abstracts.
15. Yi Zhang, Shibo Bian, “遗产税、民生财政与中国经济结构转型,”Journal of Finance and Economics, January 2015.
16. Yi Zhang, "中国公共养老金体系研究：模式选择与改革路径", published by Shanghai People’s Publishing House, August 2014. The book was funded by the Shanghai Academic Monograph Publishing Fund and received the Second Prize for the Shanghai Philosophy and Social Science Award.
17. Yi Zhang, “人口老龄化、 经济增速减缓与普享金计划,”Journal of Finance and Economics, January 2014.
18. Yi Zhang, Jindong Liu, “养老金双轨制改革：求同还是存异？”Economic Research Journal (Youth Economics Scholars Forum), December 2013. The article received the Second Prize for the 12th Shanghai Philosophy and Social Science Outstanding Achievements Award and the Second Prize at the 8th Shanghai Youth Economics Scholars Forum.
19. Yi Zhang, Jindong Liu, Shibo Bian, “国民储蓄、政府债务与社会保障基金投资,”World Economics, January 2013. The article was reprinted by People’s Daily Reprint of Social Security System.
20. Yi Zhang, Shibo Bian, “我国最优混合养老保险体制的选择：收益和风险分析,”Journal of Finance and Economics, January 2012. The article was reprinted by People’s Daily Reprint of Social Security System.
21. Yi Zhang, “延迟退休年龄与养老保险收支余额：作用机制及政策效应,”Journal of Finance and Economics, July 2011. The article was reprinted by People’s Daily Reprint of Social Security System.
22. Yi Zhang, “社会保障基金国债投资的规模扩大效应分析,”Journal of Financial Research, February 2011. The article received the First Prize at the 1st “Financial Research Forum” and was reprinted by Economic Research Reference.
23. Yi Zhang, “现收现付公共养老金计划收支平衡条件研究,”Journal of Finance and Economics, September 2010.
Educational and Teaching Activities
1. Led the development of the course “Social Security Studies” (China University MOOC), which was recognized as a National First-Class Undergraduate Course (Online) in the second batch.
2. Participated in the development of Shanghai Municipal High-Quality Courses and Shanghai Municipal Ideological and Political Demonstration Courses. The team was awarded as a Shanghai Municipal Ideological and Political Demonstration Team, and also participated in Shanghai Municipal Teaching Reform Projects.
Awards and Honors
1. August 2023: Selected as a Young Scholar in the National Talent Program of the Ministry of Education.
2. August 2023: Selected as a Young Scholar in the National Talent Program of the Ministry of Education.
3. August 2023: As the contact person, the team was awarded the "Third Batch of Huang Danyan-Style Teacher Teams."
4. September 2022: Received the Special Prize of the "Shenwan Hongyuan Teaching Award."
5. October 2021: Honored with the title of "Shanghai University of Finance and Economics Role Model in Teaching and Nurturing Students."
6. October 2018: Received the "Second Prize of the 14th Shanghai Philosophy and Social Science Outstanding Achievements Award."
7. September 2017: Honored with the title of "Shanghai University of Finance and Economics Advanced Worker."
8. April 2017: Received the "Third Prize for Outstanding Achievements in the Sixth National Excellent Financial Theory Research Awards (Monograph Category)."
9. January 2017: Received the "23rd Zhongzhen Research Fund Outstanding Achievement Award" from Shanghai University of Finance and Economics.
10. November 2016: Received the "Second Prize of the 13th Shanghai Philosophy and Social Science Outstanding Achievements Award."
11. July 2016: Received the Excellence Prize of the "Shenwan Hongyuan Teaching Award."
12. September 2016: Awarded the "Shanghai May Day Labor Medal."
13. September 2016: Honored with the title of "Shanghai Teaching Expert."
14. June 2016: Received the Special Prize in the Social Science Group of the "Second Shanghai Higher Education Institution Young Teacher Teaching Competition."
15. July 2015: Honored with the title of "Shanghai University of Finance and Economics Advanced Worker."
16. August 2014: Received the "Second Prize of the 12th Shanghai Philosophy and Social Science Outstanding Achievements Award."
17. July 2014: Received the "Third Prize of the Shanghai University of Finance and Economics Teaching Fund Award."
18. November 2012: Awarded the title of "Shanghai Morning Light Scholar."
Social Working
1. Member of the Social and Legal Affairs Committee of the Central Committee of the Revolutionary Committee of the Kuomintang (Min Ge); Member of the Hongkou District Political Consultative Conference
2. Member of the Youth Committee of the China Association for Social Security; Director of the Social Assistance Branch; Director of the Pension Branch; Director of the Elderly Care Services Branch
3. First Batch of Professionals in the Ministry of Finance's Social Security Talent Pool
4. Anonymous Reviewer for Journals including Economic Research Journal, Journal of World Economics and Politics, China Economic Quarterly, World Economics, Financial Research, Journal of Finance and Economics, and China Economic Review
5. Researcher and Elderly Care Planning Trainer at the Research Center for Elderly Care Industry, Shanghai International College of Banking and Finance