Mark | Date Date | Title Title | |||
---|---|---|---|---|---|
No. 1 | 01 Dec 2009 |
Framework for the Development of Financial Literacy Baseline Surveys
There is growing concern, across a wide range of countries, about the levels of financial capability of consumers. A large number of initiatives are therefore being developed to address this issue; and countries are increasingly rolling out national... |
|||
No. 2 | 01 Jun 2010 |
Assessing Default Investment Strategies in Defined Contribution Pension Plans
This paper assesses the relative performance of different investment strategies for different structures of the payout phase. In particular, it looks at whether the specific glide-path of life-cycle investment strategies and the introduction of... |
|||
No. 3 | 01 Jul 2010 |
The Impact of the Financial Crisis on Defined Benefit Plans and the Need for Counter-Cyclical Funding Regulations
Three essential goals of pension plan funding are the long-term viability, stability and security of member benefits. Reform of funding regulations for defined benefit (DB) pension schemes to make them more counter-cyclical in nature can help achieve... |
|||
No. 4 | 01 Aug 2010 |
The EU Stress Test and Sovereign Debt Exposures
This working paper’s quantifications show that most sovereign debt is held on the banking books of banks, whereas the EU stress test considered only their small trading book exposures. It discusses why sovereign debt held in the banking book cannot... |
|||
No. 5 | 01 Sept 2010 |
The New IAS 19 Exposure Draft
At the end of April 2010, the International Accounting Standards Board (IASB) published an exposure draft with proposed changes to International Accounting Standard No. 19 (IAS 19). IAS 19 is the current standard for the financial reporting of... |
|||
No. 6 | 01 Dec 2010 |
Options to Improve the Governance and Investment of Japan's Government Pension Investment Fund
This paper suggests avenues for strengthening the governance and management of the Japanese Government Pension Investment Fund (GPIF), the largest single pool of pension assets in the world. The GPIF earned its name in 2006 as part of a major... |
|||
No. 7 | 01 Feb 2011 |
Reform on Pension Fund Governance and Management
This paper provides a detailed chronological account of the governance-cum-management reform of National Pension Fund in Korea and analyzes its success factors, drawing lessons for other countries. A review of the current governance structures with... |
|||
No. 8 | 01 May 2011 |
Funding in Public Sector Pension Plans
Most countries have separate pension plan for public sector employees. The future fiscal burden of these plans can be substantial as the government usually is the largest employer, pension promises in the public sector tend to be relatively generous,... |
|||
No. 9 | 01 May 2011 |
Catastrophe Financing for Governments
With rapidly increasing population and growing catastrophe exposure in their countries, many more government leaders (including Presidents, Prime Ministers and Rulers) are now faced with a strategic question: how best develop a national strategy to... |
|||
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. 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... |
|||
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. 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. 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. 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. 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. 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. 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... |
OECD Working Papers on Finance, Insurance and Private Pensions
English
- ISSN: 20797117 (online)
- https://doi.org/10.1787/20797117
1 - 20 of 49 results
Framework for the Development of Financial Literacy Baseline Surveys
Elaine Kempson
01 Dec 2009
There is growing concern, across a wide range of countries, about the levels of financial capability of consumers. A large number of initiatives are therefore being developed to address this issue; and countries are increasingly rolling out national...
Assessing Default Investment Strategies in Defined Contribution Pension Plans
Pablo Antolín, Stéphanie Payet and Juan Yermo
01 Jun 2010
This paper assesses the relative performance of different investment strategies for different structures of the payout phase. In particular, it looks at whether the specific glide-path of life-cycle investment strategies and the introduction of...
The Impact of the Financial Crisis on Defined Benefit Plans and the Need for Counter-Cyclical Funding Regulations
Juan Yermo and Clara Severinson
01 Jul 2010
Three essential goals of pension plan funding are the long-term viability, stability and security of member benefits. Reform of funding regulations for defined benefit (DB) pension schemes to make them more counter-cyclical in nature can help achieve...
The EU Stress Test and Sovereign Debt Exposures
Adrian Blundell-Wignall and Patrick Slovik
01 Aug 2010
This working paper’s quantifications show that most sovereign debt is held on the banking books of banks, whereas the EU stress test considered only their small trading book exposures. It discusses why sovereign debt held in the banking book cannot...
The New IAS 19 Exposure Draft
Clara Severinson
01 Sept 2010
At the end of April 2010, the International Accounting Standards Board (IASB) published an exposure draft with proposed changes to International Accounting Standard No. 19 (IAS 19). IAS 19 is the current standard for the financial reporting of...
Options to Improve the Governance and Investment of Japan's Government Pension Investment Fund
Fiona Stewart and Juan Yermo
01 Dec 2010
This paper suggests avenues for strengthening the governance and management of the Japanese Government Pension Investment Fund (GPIF), the largest single pool of pension assets in the world. The GPIF earned its name in 2006 as part of a major...
Reform on Pension Fund Governance and Management
Woochan Kim and Fiona Stewart
01 Feb 2011
This paper provides a detailed chronological account of the governance-cum-management reform of National Pension Fund in Korea and analyzes its success factors, drawing lessons for other countries. A review of the current governance structures with...
Funding in Public Sector Pension Plans
Eduard Ponds, Clara Severinson and Juan Yermo
01 May 2011
Most countries have separate pension plan for public sector employees. The future fiscal burden of these plans can be substantial as the government usually is the largest employer, pension promises in the public sector tend to be relatively generous,...
Catastrophe Financing for Governments
Erwann Michel-Kerjan, Ivan Zelenko, Victor Cardenas and Daniel Turgel
01 May 2011
With rapidly increasing population and growing catastrophe exposure in their countries, many more government leaders (including Presidents, Prime Ministers and Rulers) are now faced with a strategic question: how best develop a national strategy to...
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...
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...
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...
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...
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...
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...
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...
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...
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...