October 2021
22Oct

The Future of Pension Management: Integrating Design, Governance, and Investing

By Keith P. Ambachtsheer The Future of Pension Management offers a progress report from the field, using actual case studies from around the world. In the mid-70s, Peter Drucker predicted that demographic dynamics would eventually turn pensions into a major societal issue; in 2007, author Keith Ambachsheer's book Pension Revolution laid out the ways in which Drucker's predictions had come to pass. This book provides a fresh look at the situation on the ground, and details the encouraging changes that...

October 22, 2021
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19Oct

2021 Mercer CFA Institute Global Pension Index

By Mercer & CFA Institute The impact of the COVID-19 pandemic continues to affect the well-being of millions of individuals around the world. Its effects, however, are not confined to the health systems or those who contract the virus. There are broader economic effects with higher government debt and restricted economic activity in many countries. While it would be easy for governments to concentrate on these short term challenges, it would be a mistake to do so. With ageing populations,...

October 19, 2021
Adequacy, Books, Pension Management, Regulation, Reports, Sustainability, , ,
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15Oct

Gender Inequality in Retirement Savings

By Dr David Knox, Michael Rice and Richard Dunn Over the last twenty years, there has been increasing interest in the reasons for the gap between the average male and female retirement balances. This gap, known as the gender pension gap1, is characterised by the fact that, on average, women tend to live on a lower income in retirement than men. It is usually measured by combining all sources of retirement income, whether public or private, pay-as-you-go or funded. In this...

October 15, 2021
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15Oct

Global Public Pensions 2020

By OMFIF The inaugural edition of Global Public Pensions, sponsored by Citi and Capital Group, builds on the seven-year track record of OMFIF’s benchmark Global Public Investor annual report and aggregates the portfolios of 100 leading global public pension funds. In total, global public pensions have more than $17tn of assets under management – more than twice as much as sovereign wealth funds, according to OMFIF research. This new report captures 77% of those investable assets. The research reveals that: Public pensions are...

October 15, 2021
Books, Investment, Pension Management,
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08Oct

The South African Retirement Reality Report 2020

By 10X Investment Even before Covid-19 and the associated lockdown, many South Africans, including many thousands of pensioners, were in crisis. The global pandemic has magnified many vulnerabilities in our society. It is in this context that 10X Investments launches the third annual report on retirement readiness in South Africa. The inaugural Retirement Reality Report, published in 2018, set out to interrogate the developing retirement crisis and its underlying causes based on the results of our Retirement Reality survey. The report...

October 8, 2021
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08Oct

Social Security Programs and Retirement around the World: Reforms and Retirement Incentives

By Axel Börsch-Supan & Courtney Coile This ninth phase of the International Social Security project, which studies the experiences of twelve developed countries, examines the effects of public pension reform on employment at older ages. In the last two decades, men’s labor force participation at older ages has increased, reversing a long-term pattern of decline; participation rates for older women have increased dramatically as well. While better health, more education, and changes in labor-supply behavior of married couples may have...

October 8, 2021
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Values at Work: Sustainable Investing and ESG Reporting

By Daniel C. Esty, Todd Cort Sustainable investing is a rapidly growing and evolving field. With investors expressing ever greater interest in environmental, social, and governance (ESG) metrics and reporting, companies face a sustainability imperative and the need to remake their business models to respond to an array of pressing issues including climate change, air and water pollution, racial justice, workplace diversity, economic inequality, privacy, corporate integrity, and good governance. From equities to fixed income and from private equity to...

October 1, 2021
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September 2021
17Sep

The Ageing & Development Report: a summary Poverty, Independence & the World’s Older People

By Help Age International What is The Ageing & Development Report? The Ageing & Development Report is the first extensive survey of the roles and needs of older people in developing countries. The report examines the major social and economic implications of the rapid growth in numbers of older people in Africa, Asia, the Americas and Russia, Eastern and Central Europe. It covers the impact on economies, health systems, housing, working patterns and family relationships. The report draws on HelpAge...

September 17, 2021
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17Sep

Retirement Benefits Sector Report 2020

By URBRA URBRA’s supervisory approach is focused on the particular characteristics of each supervised entity. The approach has key and consistent underlying themes focusing on: • a detailed understanding of the strengths, weaknesses and major risks facing supervised entities through rigorous off-site and on-site analysis, and strategic discussions with trustees and service providers; • ensuring that supervised entities are effective in their operations, and constantly demonstrate that they are financially sound and prudently managed.   Get the book here 280 views

September 17, 2021
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10Sep

Social Protection in Lebanon Bridging the Immediate Response With Long- Term Priorities

By Unicef, ILO, & Beyond Since the Beirut Port explosion in August 2020 the social protection debate has been focused on the immediate and short-term response. Building on ongoing efforts for the development of a national social protection strategy for Lebanon, it is important to align the emergency response with medium term priorities and a longer-term vision for the sector. This paper serves to complement the Reform, Recovery and Reconstruction Framework (3RF)1. It draws on the findings of various assessments in...

September 10, 2021
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