February 2022

Morningstar’s Annual Target-Date Strategy Landscape
03Feb

Morningstar’s Annual Target-Date Strategy Landscape

By  MorningStar The coronavirus pandemic presented the biggest challenge for target-date strategies since the financial crisis of 2008. Target-date strategies play a central role in many Americans' retirement success by often serving as the default investment option in their defined-contribution retirement plans. Although targetdate performance rebounded sharply from the first quarter’s bear market, the fallout from the economic shock continued to weigh on investor contributions throughout the year. In this report, we examine the impact of the economic uncertainty created by the pandemic on...

February 3, 2022
Books, Investment, Pension Management, Reports,
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Pension Markets in Focus 2021
03Feb

Pension Markets in Focus 2021

By OECD Pension Markets in Focus provides detailed and comparable statistics on retirement savings around the world. This annual statistical report contributes to the effort of making data on retirement savings available, as the OECD Core Principles of Private Pension Regulation advocates for, to enable regulators and stakeholders to evaluate the design and operation of the pension system relative to its goals. These statistics can support policy discussions through international comparisons and peer learning, and are the basis of policy...

February 3, 2022
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January 2022
26Jan

Pandemics: Insurance and Social Protection

By María del Carmen Boado-Penas, Julia Eisenberg & Şule Şahin This open access book collects expert contributions on actuarial modelling and related topics, from machine learning to legal aspects, and reflects on possible insurance designs during an epidemic/pandemic. Starting by considering the impulse given by COVID-19 to the insurance industry and to actuarial research, the text covers compartment models, mortality changes during a pandemic, risk-sharing in the presence of low probability events, group testing, compositional data analysis for detecting data...

January 26, 2022
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14Jan

The Sustainable Finance Policy Tracker

By OMFIF The Sustainable Finance Policy Tracker provides a comprehensive overview of different countries’ approaches to mitigating climate risks in the financial sector. Covering 22 countries and jurisdictions, the tracker presents information on 14 areas that include regulatory and supervisory measures, climate stress testing activity, net zero strategies, green bond issuance and disclosure requirements. On the interactive map, use the drop-down menu to select indicators. Scroll over the map to view more information. On the country directory, select a country or jurisdiction to...

January 14, 2022
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14Jan

Occupational pensions statistics

By EIOPA About Occupational Pensions Statistics EIOPA provides statistical data on how institutions for occupational retirement provision in the EU and the European Economic Area (EEA) perform. The statistics contain aggregated country level information about the basic information, balance sheet, asset exposures, expenses, member data, contributions, benefits, and transfers. Data refers to the latest information available for each reference date. Our statistics are based on quantitative pensions data reports. Occupational pension institutions in the EU and the European Economic Area (EEA) provide...

January 14, 2022
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06Jan

Demographics Unravelled: How Demographics Affect and Influence Every Aspect of Economics, Finance and Policy

By Amlan Roy In Demographics Unravelled, renowned Macro-Demographics expert Amlan Roy delivers an insightful and timely exploration of the impact that “people characteristics” have on national economies. Considering factors like gender, race, migrant status, family background, and education, the author delves deeply into a subject that drives market behavior and economic variables, including growth, debt, inflation, employment, and productivity. These have national and international policy implications. In this one-of-a-kind book, you’ll discover: Why the study of demographics is the hidden key...

January 6, 2022
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06Jan

The Future of Multi-Pillar Pensions

By Lans Bovenberg, Casper van Ewijk & Ed Westerhout Pension systems are under serious pressure worldwide. This pressure stems not only from the well-known trend of population aging, but also from those of increasing heterogeneity of the population and increasing labour mobility. The current economic crisis has aggravated these problems, thereby exposing the vulnerability of many pension schemes to macroeconomic shocks. This book reconsiders the multi-pillar pension scheme against the background of these pressures. It adopts an integral perspective and...

January 6, 2022
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December 2021
20Dec

Fintech Regulation in Mexico Updated: March 31, 2021

By Catalyst Fund. BFA Global The CCAF and BFA Global have produced this deck to support fintech startups working in Mexico and those seeking to enter the Mexican fintech market. This deck provides an overview of Mexico’s regulatory regime as it relates to the fintech verticals of: ❏ Banking ❏ Credit ❏ Insurance ❏ Payments ❏ Investment The deck also offers recommendations on how startups can best engage with regulators and tools to help them do so. Get the book here 358 views  

December 20, 2021
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Pensions at a Glance 2021 OECD AND G20 INDICATORS
08Dec

Pensions at a Glance 2021 OECD AND G20 INDICATORS

By: OECD This ninth edition of Pensions at a Glance provides a range of indicators for comparing pension policies and their outcomes between OECD countries. The indicators are also, where possible, provided for the other major economies that are members of the G20. Two special chapters provide a review of the impact of COVID‑19 on pensions and of recent pension reforms (Chapter 1) and an indepth analysis of automatic adjustment in pension systems (Chapter 2). Get the book here

December 8, 2021
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Priorities for social security Trends, challenges and solutions
06Dec

Priorities for social security Trends, challenges and solutions

By ISSA This report is the result of collective efforts by the professional staff of the Social Security Development branch of the General Secretariat of the International Social Security Association and external experts. Staff were assigned responsibility for authoring specific chapters and sections for this seminal report. Get the book here 368 views

December 6, 2021
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