Mark | Date Date | Title Title | |||
---|---|---|---|---|---|
No. 29 | 07 Dec 2012 |
Trends in Large Pension Fund Investment in Infrastructure
Favourable conditions such as the growth of pension fund assets, privatisation trends and changing regulations have increased the interest of institutional investors in infrastructure investment. However, data on pension fund investment in... |
|||
No. 28 | 18 Oct 2012 |
Communicating Pension Risk to DC Plan Members
The purpose of this paper is to discuss a few issues related to how best to communicate uncertainty about projections of future pension benefits to members of DC plans, and especially to present a pension risk simulator developed by the Chilean... |
|||
No. 27 | 19 Oct 2012 |
The Role of Funded Pensions in Retirement Income Systems
This paper reviews the recent development of the funded pension system in the Russian Federation and considers it role in the context of the overall retirement income system. By describing current OECD practices and policy recommendations and... |
|||
No. 26 | 03 Dec 2012 |
Infrastructure Investment in New Markets
This report reviews the existing evidence on pension fund investment in infrastructure in “new” markets, covering a number of non-OECD countries, such as Brazil, China, India, Indonesia and South Africa, as well as some OECD countries like Chile and... |
|||
No. 25 | 01 Jul 2012 |
The Status of Financial Education in Africa
While the African situation displays disparities both within and between countries in terms of economic and human development, on average, many African countries have relatively low school enrolment ratios, highly informal labour markets, high... |
|||
No. 24 | 01 Sept 2012 |
Defining and Measuring Green Investments
This definitional, stocktaking paper aims to provide a comprehensive review of the concepts and definitions related to “green” investments that are currently used in the market place. The purpose of this research is not to take a position on a... |
|||
No. 23 | 24 Sept 2012 |
The Role of Institutional Investors in Financing Clean Energy
Decarbonising the world?s energy system, moving towards a resource efficient economy and providing energy access for all will require doubling existing investment levels to around USD 2 trillion a year or 2% of GDP. Governments understand that large... |
|||
No. 22 | 01 Jul 2012 |
Financial Education, Savings and Investments
Savings and investments by individuals are important both for personal financial well-being and for economic growth. Many governments try to encourage their citizens to save more, or to save more appropriately, by preferring formal institutions to... |
|||
No. 21 | 01 Jul 2012 |
Identification and Assessment of Publicly Available Data Sources to Calculate Indicators of Private Pensions
Considering the growing role of private and funded pension provision and the sensitivity of private pension provision to the economic climate, there is an increasing need of comparable and reliable information on private pension plans in order to... |
|||
No. 20 | 01 Jun 2012 |
Coverage of Private Pension Systems
To adapt pension systems to demographic trends, many countries are reducing pay-as-you-go public pension levels and lifting retirement ages. In this context, funded pensions could play a major role to avoid adequacy gaps. Yet, as this paper shows,... |
|||
No. 19 | 11 Jun 2012 |
Annual DC Pension Statements and the Communications Challenge
This paper examines and evaluates the content and design of the annual pension statement sent to members of funded defined contribution (DC) pension schemes in a selection of OECD and non-OECD countries. The aims of the research are to identify the... |
|||
No. 18 | 14 May 2012 |
Lessons from National Pensions Communication Campaigns
The present report focuses on the pre-campaign planning, the design, the delivery, and the monitoring and evaluation of National Pension Communication Campaigns in a range of OECD and non-OECD countries. The research identifies barriers to effective... |
|||
No. 17 | 04 May 2012 |
Review of the Swedish National Pension Funds
This paper provides a review of the Swedish National Pension Funds based on international good practice and OECD guidelines. The paper focuses mainly on the general size and structure of the funds, the investment framework and the governance of the... |
|||
No. 16 | 20 Apr 2012 |
Current Status of National Strategies for Financial Education
In both developing and developed economies, the awareness of the importance of financial education led to the development of an increasing number of tailored national strategies for financial education. These frameworks promote a smoother and more... |
|||
No. 15 | 26 Mar 2012 |
Measuring Financial Literacy
This paper presents the findings from an OECD International Network on Financial Education pilot study undertaken in 14 countries. The analysis focuses on variations in financial knowledge, behaviour and attitude across countries and within countries... |
|||
No. 14 | 01 Mar 2012 |
Empowering Women Through Financial Awareness and Education
The potential implications of gender differences in financial literacy are far-reaching. This paper describes the findings of a review of the literature on gender differences in financial literacy with the aim to better understand their causes and... |
|||
No. 13 | 01 Sept 2011 |
Pension Funds Investment in Infrastructure
Pension funds are increasingly looking at infrastructure investment with some investors actively pursuing opportunities in the sector. Different countries are at different stages in the evolution of pension fund investment in infrastructure. A survey... |
|||
No. 12 | 01 Nov 2011 |
Designing Optimal Risk Mitigation and Risk Transfer Mechanisms to Improve the Management of Earthquake Risk in Chile
The property losses from the Feb 27th 2010 Maule earthquake are assessed as $18.1Bn paid for 38% by insurers, 47% by the Government of Chile and 15% by individuals and businesses. Including $4Bn damage to infrastructure and the costs of lost economic... |
|||
No. 11 | 01 Sept 2011 |
The Role of Guarantees in Defined Contribution Pensions
This paper examines the role of guarantees in DC pension plans, in particular minimum investment return guarantees during the accumulation phase. The main goal is to assess the cost and benefits of different return guarantees. The report uses a... |
|||
No. 10 | 01 Sept 2011 |
The Role of Pension Funds in Financing Green Growth Initiatives
It is estimated that transitioning to a low-carbon, and climate resilient economy, and more broadly „greening growth? over the next 20 years to 2030 will require significant investment and consequently private sources of capital on a much larger... |
OECD Working Papers on Finance, Insurance and Private Pensions
English
- ISSN: 20797117 (online)
- https://doi.org/10.1787/20797117
21 - 40 of 49 results
Trends in Large Pension Fund Investment in Infrastructure
Raffaele Della Croce
07 Dec 2012
Favourable conditions such as the growth of pension fund assets, privatisation trends and changing regulations have increased the interest of institutional investors in infrastructure investment. However, data on pension fund investment in...
Communicating Pension Risk to DC Plan Members
Pablo Antolin and Olga Fuentes
18 Oct 2012
The purpose of this paper is to discuss a few issues related to how best to communicate uncertainty about projections of future pension benefits to members of DC plans, and especially to present a pension risk simulator developed by the Chilean...
The Role of Funded Pensions in Retirement Income Systems
Juan Yermo
19 Oct 2012
This paper reviews the recent development of the funded pension system in the Russian Federation and considers it role in the context of the overall retirement income system. By describing current OECD practices and policy recommendations and...
Infrastructure Investment in New Markets
Fiona Stewart and Juan Yermo
03 Dec 2012
This report reviews the existing evidence on pension fund investment in infrastructure in “new” markets, covering a number of non-OECD countries, such as Brazil, China, India, Indonesia and South Africa, as well as some OECD countries like Chile and...
The Status of Financial Education in Africa
Flore-Anne Messy and Chiara Monticone
01 Jul 2012
While the African situation displays disparities both within and between countries in terms of economic and human development, on average, many African countries have relatively low school enrolment ratios, highly informal labour markets, high...
Defining and Measuring Green Investments
Georg Inderst, Christopher Kaminker and Fiona Stewart
01 Sept 2012
This definitional, stocktaking paper aims to provide a comprehensive review of the concepts and definitions related to “green” investments that are currently used in the market place. The purpose of this research is not to take a position on a...
The Role of Institutional Investors in Financing Clean Energy
Christopher Kaminker and Fiona Stewart
24 Sept 2012
Decarbonising the world?s energy system, moving towards a resource efficient economy and providing energy access for all will require doubling existing investment levels to around USD 2 trillion a year or 2% of GDP. Governments understand that large...
Financial Education, Savings and Investments
Sue Lewis and Flore-Anne Messy
01 Jul 2012
Savings and investments by individuals are important both for personal financial well-being and for economic growth. Many governments try to encourage their citizens to save more, or to save more appropriately, by preferring formal institutions to...
Identification and Assessment of Publicly Available Data Sources to Calculate Indicators of Private Pensions
Stéphanie Payet
01 Jul 2012
Considering the growing role of private and funded pension provision and the sensitivity of private pension provision to the economic climate, there is an increasing need of comparable and reliable information on private pension plans in order to...
Coverage of Private Pension Systems
Pablo Antolin, Stéphanie Payet and Juan Yermo
01 Jun 2012
To adapt pension systems to demographic trends, many countries are reducing pay-as-you-go public pension levels and lifting retirement ages. In this context, funded pensions could play a major role to avoid adequacy gaps. Yet, as this paper shows,...
Annual DC Pension Statements and the Communications Challenge
Pablo Antolín and Debbie Harrison
11 Jun 2012
This paper examines and evaluates the content and design of the annual pension statement sent to members of funded defined contribution (DC) pension schemes in a selection of OECD and non-OECD countries. The aims of the research are to identify the...
Lessons from National Pensions Communication Campaigns
Adele Atkinson, Debbie Harrison, Flore-Anne Messy and Juan Yermo
14 May 2012
The present report focuses on the pre-campaign planning, the design, the delivery, and the monitoring and evaluation of National Pension Communication Campaigns in a range of OECD and non-OECD countries. The research identifies barriers to effective...
Review of the Swedish National Pension Funds
Clara Severinson and Fiona Stewart
04 May 2012
This paper provides a review of the Swedish National Pension Funds based on international good practice and OECD guidelines. The paper focuses mainly on the general size and structure of the funds, the investment framework and the governance of the...
Current Status of National Strategies for Financial Education
Andrea Grifoni and Flore-Anne Messy
20 Apr 2012
In both developing and developed economies, the awareness of the importance of financial education led to the development of an increasing number of tailored national strategies for financial education. These frameworks promote a smoother and more...
Measuring Financial Literacy
Adele Atkinson and Flore-Anne Messy
26 Mar 2012
This paper presents the findings from an OECD International Network on Financial Education pilot study undertaken in 14 countries. The analysis focuses on variations in financial knowledge, behaviour and attitude across countries and within countries...
Empowering Women Through Financial Awareness and Education
Angela Hung, Joanne Yoong and Elizabeth Brown
01 Mar 2012
The potential implications of gender differences in financial literacy are far-reaching. This paper describes the findings of a review of the literature on gender differences in financial literacy with the aim to better understand their causes and...
Pension Funds Investment in Infrastructure
Raffaele Della Croce
01 Sept 2011
Pension funds are increasingly looking at infrastructure investment with some investors actively pursuing opportunities in the sector. Different countries are at different stages in the evolution of pension fund investment in infrastructure. A survey...
Designing Optimal Risk Mitigation and Risk Transfer Mechanisms to Improve the Management of Earthquake Risk in Chile
Robert Muir-Wood
01 Nov 2011
The property losses from the Feb 27th 2010 Maule earthquake are assessed as $18.1Bn paid for 38% by insurers, 47% by the Government of Chile and 15% by individuals and businesses. Including $4Bn damage to infrastructure and the costs of lost economic...
The Role of Guarantees in Defined Contribution Pensions
Pablo Antolín, Stéphanie Payet, Edward Whitehouse and Juan Yermo
01 Sept 2011
This paper examines the role of guarantees in DC pension plans, in particular minimum investment return guarantees during the accumulation phase. The main goal is to assess the cost and benefits of different return guarantees. The report uses a...
The Role of Pension Funds in Financing Green Growth Initiatives
Raffaele Della Croce, Christopher Kaminker and Fiona Stewart
01 Sept 2011
It is estimated that transitioning to a low-carbon, and climate resilient economy, and more broadly „greening growth? over the next 20 years to 2030 will require significant investment and consequently private sources of capital on a much larger...