요 약 ······································································································ 1
Ⅰ. 서 론 ····························································································· 47
1. 연구의 필요성 및 목적 ································································· 47
2. 기존 연구 검토와 시사점 ······························································ 52
3. 연구 내용 ····················································································· 56
Ⅱ. 국민연금기금의 사회서비스 투자의 개념과 필요성 ······························ 59
1. 국민연금기금 사회투자의 개념과 종류 ·········································· 59
2. 국민연금기금 사회투자와 사회서비스투자의 필요성 ······················ 66
Ⅲ. 해외 연기금 사회서비스투자 사례와 시사점 ······································· 75
1. 해외 연기금 사례연구 관련 유의할 점 ········································· 75
2. 연기금 사회투자: 인프라 투자의 의미 ·········································· 77
3. 해외 사례 검토: 일본, 독일을 중심으로 ······································· 79
4. 최근 공적연기금의 사회투자 및 인프라 투자 동향 ······················· 89
5. 시사점: 사회서비스 인프라 투자의 타당성을 중심으로 ················ 94
Ⅳ. 국민연금기금 사회서비스투자의 쟁점 ················································· 99
1. 국민연금기금투자의 사회적 수익 측정 ·········································· 99
2. 국민연금기금 사회서비스투자방식: 민자투자방식 응용을 중심으로 ··116
3. 기타 논쟁 ··················································································· 131
Ⅴ. 국민연금기금의 사회서비스투자 방안 ··············································· 141
1. 공공보육서비스 인프라 투자 ······················································· 141
2. 공공재활서비스 인프라 투자 ····················································· 165
3. 공공노인장기요양서비스 인프라 투자 ········································· 182
4. 국민연금기금의 공공 보육, 재활, 노인요양서비스투자 로드맵
(2017~2027) ············································································· 227
Ⅵ. 국민연금기금 사회서비스인프라 투자의 사회적 편익 ························ 231
1. 국민연금기금 공공보육서비스인프라 투자의 사회적 편익 ··········· 231
2. 국민연금기금 공공재활서비스인프라 투자의 사회적 편익 ··········· 237
3. 국민연금기금 공공노인장기요양인프라 투자의 사회적 편익 ········ 239
4. 국민연금기금 공공사회서비스인프라 투자의 제도적 수익과
산업연관표에 의한 수익 산출 ····················································· 249
Ⅶ. 결 론 ····························································································· 255
참고문헌 ······························································································· 259
부 록 ································································································ 267
