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
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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
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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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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 366 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 373 views

December 6, 2021
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