June 2022
10Jun

The Gender Pensions Gap Report 2022 … and how to close it

By Joanne Segars OBE & Samantha Gould  Lower incomes throughout a woman’s working life will invariably impact their pension savings, creating an obvious pension gap. Furthermore, women who take time away from work to have children or for other caring responsibilities contribute to the widening gulf that we see between men and women’s pension wealth. Three million women are effectively “locked out” of workplace pension saving because they do not meet the £10,000 auto enrolment eligibility criteria. We are on a mission...

June 10, 2022
Books, Labor Market, Reports, System Characterization, , ,
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May 2022

An Exploratory Study on the Health and Wellbeing of Biracial/Multiracial and Bisexual Older Adults
05May

An Exploratory Study on the Health and Wellbeing of Biracial/Multiracial and Bisexual Older Adults

By Deana Williams Though LGBT aging literature is expanding, gerontological and sexual minority studies have yet to examine the lived experiences of biracial/multiracial and bisexual older adults, despite evidence of distinctive life sequences and health disparities among these groups. This study aimed to: (1) examine the lived experiences of biracial/multiracial and bisexual older adults and (2) identify how these lived experiences shape their health and wellbeing, socially supportive relationships, and community connectedness. Qualitative data were collected via audio-based interviews with...

May 5, 2022
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05May

Using dollars for change. Seven key insights into impact investing for 2022 and beyond

By FIDELITY Charitable Impact investing is the practice of making purposeful investments that generate financial returns, while also helping to achieve social or environmental benefits— exemplifying the idea of “doing well while doing good.” The idea of linking one’s investments and values has become increasingly popular in recent years, particularly as there are generational shifts in wealth from Baby Boomers to Gen Xers and Millennials. Younger generations bring a new mindset to their everyday decisions—seeking to align their choices with their...

May 5, 2022
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April 2022
28Apr

Global Pension Finance Watch: First quarter 2022

By Nathan Pavlik & David Finn The sharp increase in discount rates drove positive first quarter pension index results for all regions. Asset returns were negative for all regions except Brazil for the quarter which partially offset the liability gains. Inflationary impact were most pronounced in the UK where plans provide annual pension increases based in inflationary indicators. The overall impact of these changes resulted in positive pension index returns for all markets during the first quarter. While it is always...

April 28, 2022
Books, Pension Management, Reports, System Characterization, , ,
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February 2022
24Feb

Pension Systems and Sustainability: Japan

By United Nations With 297 trillion yen ($2,854 billion) in assets, the Japanese pension system is the third largest in the world.1 Between public and private providers, some 54% of assets are managed by PRI asset owner signatories, a higher proportion than in Australia, the US and the UK. This report builds on ideas set out in the PRI briefing ‘Sustainable Finance Policy in Japan’, published in October 2020, providing an overview of the Japanese system and its key sustainability...

February 24, 2022
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24Feb

GEPF Annual Report 2020/2021

By GEPF Economic environment The financial year ending 31 March 2021, was a ‘tale of two worlds’, with strong recovery from developed financial markets being contrasted by weak economic growth in most emerging markets. This effect was also mirrored by the divergence in vaccination rates between developed and emerging markets. Locally, the picture has been familiar. There was very strong growth in financial markets, however, this needs to be contrasted by the stark economic climate in South Africa. The impact...

February 24, 2022
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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
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January 2022
21Jan

Pension Funding Index January 2022

By Zorast Wadia & Charles J. Clark Corporate pension plans experienced a win-win year in 2021, with an investment gain of 8.33% alongside increasing discount rates and a cumulative liability return (e.g., the projected benefit obligation decrease) of -1.96%. The result was a staggering $183 billion improvement in the funded status deficit of the Milliman 100 Pension Funding Index (PFI), the second-largest in the report’s history (exceeded only by the $204 billion improvement in 2013). In 2021, corporate pension asset returns...

January 21, 2022
Reports, System Sustainability, ,
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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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