November 2023
17Nov

Social Security Programs and Retirement around the World

By Axel Börsch-Supan & Courtney C. 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 past 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...

November 17, 2023
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10Nov

Annual Survey of Investment Regulation of Pension Funds and Other Pension Providers 2021

By Organización para la Cooperación y el Desarrollo Económicos This report describes the main quantitative investment regulations that pension funds are subject to in OECD and a selection of non-OECD countries, most of which are IOPS Member countries. This report also covers the investment rules for other pension providers, such as life insurance companies, for countries like Denmark, France, Ireland, Korea, Latvia and Sweden among OECD countries and Jordan among non-OECD jurisdictions. The information reflects the rules in force at the end of 2020...

November 10, 2023
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10Nov

The world’s largest pension funds – 2023

By Thinking Ahead Institute  The global top 300 pension funds is an annual study conducted by the Thinking Ahead Institute, in conjunction with Pensions and Investments. The research highlights high-level trends in the pension fund industry and provides information on how the characteristics of these top funds have changed. Key findings Assets Under Management (AUM) of the top 300 pension funds total US$20.6 trillion, having reduced by 12.9% in 2022, down from 8.9% growth the previous year Volatility and uncertainty in...

November 10, 2023
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03Nov

2022 Future Focus Survey: ESG and sustainable investing trends in Europe

By J.P. Morgan Asset Management   While allocations to sustainable investing strategies continue to grow, the average allocation across Europe is relatively low, at 23%. Even in Finland, which tops the table, the average allocation is only 33%. It is clear that even in the region where sustainable investing is most popular, broad ESG adoption is still at the early part of its journey.* Interestingly, there is far more divergence among the investors within countries than between them. Therefore, we urge investors to focus on the...

November 3, 2023
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03Nov

Alberta pension plan: Analysis of costs, benefits, risks and considerations

By LifeWorks Alberta Treasury Board and Finance (ATBF) has engaged LifeWorks to prepare a detailed analysis of the costs, benefits and structure of a potential Alberta Pension Plan (APP). This analysis includes actuarial, economic, legal, and technical information regarding the establishment and ongoing operation of an APP. This analysis will give ATBF a clearer picture on what a future provincial pension plan may look like and help answer key questions that Albertans are asking about the costs and benefits of such a move. This report does...

November 3, 2023
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October 2023
27Oct

Allianz Pension Report Latam special 2022

By Allianz Research Even before the pandemic, the pension systems of most Latin American countries ranked in the bottom third in international comparison of their long-term adequacy and sustainability in our last Global Pension Report. The Covid-19 pandemic has been a double blow with respect to pension systems’ adequacy: On the one hand, rocketing unemployment rates diminished the share of the labor force in formal employment that is covered by pension schemes; on the other hand, lower contributions to pension...

October 27, 2023
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27Oct

Insights for helping employees build enduring financial wellness

By Always Designing for People Improving long-term financial wellness is a clear priority for many employees, according to a recent survey by Retirement Insights, LLC. Seventy-eight percent of survey respondents said they prefer saving for the future over spending on current needs. Yet, many of them find some pieces of the retirement planning puzzle to be unclear and would like financial education from their employer to help them with complicated calculations and decisions. You can fulfill this unmet need and make...

October 27, 2023
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20Oct

Global Pension Risk Survey: UK Findings 2023/24

By Aon The Global Pension Risk Survey has been running every two years for over a decade and it gives the pension industry great insight into how the pensions landscape has developed. The 2023 findings show that many pension schemes are grappling with recent challenges including persistent high inflation, rising interest rates and a raft of regulatory change. Schemes are having to prioritise carefully which actions they will address and when, while also navigating the risk of non-compliance as well as...

October 20, 2023
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20Oct

Mercer CFA Institute Global Pension Index 2023

By CFA Institute & Monash University  The Mercer CFA Institute Global Pension Index benchmarks 47 retirement income systems around the world, highlighting challenges and opportunities within each. Botswana, Croatia and Kazakhstan were added to the mix this year. We also used updated data from the OECD and added some new questions to the integrity sub-index. The Index is made up of three sub-indices, including adequacy, sustainability and integrity, to measure each retirement income system against more than 50 indicators. Each year...

October 20, 2023
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06Oct

Asian Retirement Markets 2023: Building Security Against Uncertainty

By Shaun Ng As Asia’s retirement pension funds evaluate the funding status for the many approaching their golden years, alternative investments offer diversification and returns. Major pension funds in Asia have been diversifying further into alternatives, driven by the need to deliver solid returns and combat inflationary pressures as they face a looming underfunding crisis. However, nearly 41% of Asian pensions surveyed by Cerulli cite a “limited understanding” of alternatives, while one-third say they lack in-house expertise when investing in alternatives....

October 6, 2023
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