May 2020
15May

Informality and the Challenge of Pension Adequacy: Outlook and Reform Options for Peru

By Christoph Freudenberg and Frederik Toscani Past reforms have put the Peruvian pension system on a largely fiscally sustainable path, but the system faces important challenges in providing adequate pension levels for a large share of the population. Using administrative microdata at the affiliate level, we project replacement rates in the defined benefit (DB) and defined contribution (DC) pillars over the next 30 years and simulate the impact of various reform scenarios on the average level and distribution of...

May 15, 2020
Books, Reports, System Sustainability, ,
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April 2020

18Apr

Pension Funding Index April 2020

By Charles J. Clark and Zorast Wadia Milliman analysis: Corporate pensions in March see surprising $93 billion funded status gain from massive surge in discount rates, despite heavy investment losses Milliman 100 PFI funded ratio improves to 85.6% The funded status of the 100 largest corporate defined benefit pension plans rose by $93 billion during March as measured by the Milliman 100 Pension Funding Index (PFI). The funded status deficit improved to $255 billion at the end of March...

April 18, 2020
Books, Investment, Pension Management, Reports,
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07Apr

Cost and past performance 2020 report

By EIOPA The European Insurance and Occupations Pensions Authority (EIOPA), has today published its second report on cost and past performance of insurance-based investments products (IBIPs) and personal pension products (PPPs) in the European Union. The report is published following a request from the European Commission to the European Supervisory Authorities to periodically report on the costs and past performance of retail investment products. This report provides an analysis of costs for 2018 and past performance for the period...

April 7, 2020
Books, Regulation, Reports, Supervision, ,
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January 2020

01Jan

PPI Year in pensions 2019

Download our yearly report on pensions news, research and events of the year. This publication includes: -Review of the year by Ernesto Brodersohn-Recap of events covered by PPI in Africa and Latin America in 2019-Infographics of research on pensions in our media outlet-Compilation of our weekly newsletters Get Year in Pensions 2019 here

January 1, 2020
Books, Books, Reports
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December 2019

11Dec

MySuper Product Heatmap

By APRA The MySuper Product Heatmap provides assessments of the performance of every MySuper superannuation product. The heatmap provides stakeholders with transparency on the outcomes being delivered by all trustees providing MySuper products. It is designed to lift industry practices and enhance member outcomes by publicly identifying which MySuper products are underperforming and the areas they need to improve. It uses a graduating colour scheme to provide credible, clear and comparable insights into MySuper products across three areas: investment performance, fees...

December 11, 2019
Books, Pension Management, Reports, , , , ,
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10Dec

Asset & Wealth management Revolution

By PwC The world’s Asset & Wealth Management (AWM) industry has turned its eyes to the Latin American (LatAm) region, with many fund managers looking for growth in the burgeoning market. However, the fabric underlying the industry is set to be upended in the coming years as new clients enter the space and the existing, bank dominated, distribution model begins to face challenges as clients look for new, and cheaper, ways of buying products. While economic uncertainty in the region is...

December 10, 2019
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November 2019

28Nov

Pensions at a Glance 2019

By OECD The 2019 edition of Pensions at a Glance highlights the pension reforms undertaken by OECD countries over the last two years. Moreover, two special chapters focus on non-standard work and pensions in OECD countries, take stock of different approaches to organising pensions for non-standard workers in the OECD, discuss why non-standard work raises pension issues and suggest how pension settings could be improved. This edition also updates information on the key features of pension provision in OECD countries and...

November 28, 2019
Aging, Articles, Books, Labor Market, Pension design, Reports, Slider-Left, Sustainability, ,
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October 2019
21Oct

Melbourne Mercer Global Pension Index 2019 (MMGPI)

Ageing populations continue to be a significant issue for many economies as we are living longer and fertility rates continue to decline. Pension systems are becoming more important than ever as households want to maintain their living standards throughout retirement. But how is this possible, especially within the economic environment of low interest rates and reduced economic growth? There are implications for employers, employees, governments, as well as the pension funds. Pension reform is being considered in many countries,...

October 21, 2019
Adequacy, Books, Reports, Slider-Left, Sustainability, , ,
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18Oct

2019 Salary & Retirement Report-Finance & Banking Positions

By Craig Barnes The 2019 Salary & Retirement Report-Finance & Banking Positions is published annually with the most accurate salary data for over 20 positions in Executive functions. The report features national median salaries for each position, percentiles (10%, 25%, 75%, 90%) and median salary by age. The retirement planning data in the report includes: -401k Matching Funds by Age and Matching Percent -401k Fast Track "Aggressive" Cumulative Funds -401k Fast Track "Moderate" Cumulative Funds -401k Fast Track "Protected"...

October 18, 2019
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June 2019

25Jun

Climate Impact Pledge: Tackling the climate emergency

By Meryam Omi Public concern about the danger posed by climate change has reached unprecedented levels. More than a million students have walked out of classes worldwide, while protests have been held across dozens of countries, to call for swift action from governments1. This is no fad. The world is truly in the midst of a climate emergency, which could have drastic consequences for markets, companies and, therefore, our clients’ assets. With the UN warning that there is little over...

June 25, 2019
Articles, Investing, Reports, System Sustainability, ,
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