Partager

Reports


  • 9-February-2015

    English

    Mapping Channels to Mobilise Institutional Investment in Sustainable Energy

    What are the channels for investment in sustainable energy infrastructure by institutional investors (e.g. pension funds, insurance companies and sovereign wealth funds) and what factors influence investment decisions? What key policy levers and risk mitigants can governments use to facilitate these types of investments? What emerging channels (such as green bonds, YieldCos and direct project investment) hold significant promise for scaling up institutional investment? This report develops a framework that classifies investments according to different types of financing instruments and investment funds, and highlights the risk mitigants and transaction enablers that intermediaries (such as public green investment banks and other public financial institutions) can use to mobilise institutionally held capital. This framework can also be used to identify where investments are or are not flowing, and focus attention on how governments can support the development of potentially promising investment channels and consider policy interventionsthat can make institutional investment in sustainable energy infrastructure more likely.  
  • 8-December-2014

    English

    Mortality Assumptions and Longevity Risk - Implications for pension funds and annuity providers

    Pension funds and annuity providers need to effectively manage the longevity risk they are exposed to. Individuals receiving a lifetime income may live longer than expected or accounted for in the actuarial calculations to provision for these liabilities. Mismanaged longevity risk can deteriorate finances, cause bankruptcy and expose individuals to the risk of losing their retirement income. To safeguard against this risk, pension funds and annuity providers must provision for future improvements in mortality and life expectancy. The regulatory framework can support the effective management of longevity risk. This publication assesses how pension funds, annuity providers such as life insurance companies, and the regulatory framework account for future improvements in mortality and life expectancy. The study then examines the mortality tables commonly used by pension funds and annuity providers against several well-known mortality projection models with the purpose of assessing the potential shortfall in provisions. The final part of the publication identifies best practices and discusses the management of longevity risk, putting forward a set of policy options to encourage and facilitate the management of longevity risk.  
  • 1-December-2014

    English

    Pensions at a Glance - Latin America and the Caribbean

    This comprehensive examination of pension systems in Latin America and the Caribbean looks at recent trends in retirement and working at older ages, evolving life expectancy, design of pension systems, and pension entitlements before providing a series of country profiles. The special chapter analyses the coverage and adequacy of Latin American pension systems.    
  • 3-September-2014

    English, PDF, 1,058kb

    Risk and Return Characteristics of Infrastructure Investment in Low Income Countries

    This report draws together information on specific factors affecting risk perceptions in Low Income Countries, including different parts of the project preparation and development cycle; identifies practical approaches and initiatives utilized successfully by organizations to mitigate risk, manage information asymmetry, directly address risk in investing in infrastructure in LICs, and change incentives in MDBs.

    Related Documents
  • 29-May-2014

    English, PDF, 2,227kb

    Institutional investors and long-term investment: OECD project report 2012-2014

    This brochure provides information about the OECD Project on Institutional Investors and Long-term Investment. It covers the first two years of activity following the launch of the project in February 2012. This project aims to facilitate long-term investment by institutional investors such as pension funds, insurance companies, and sovereign wealth funds, addressing both potential regulatory obstacles and market failures.

    Related Documents
  • 15-April-2014

    English, PDF, 2,088kb

    Pooling of Institutional Investors Capital – Selected Case Studies in unlisted equity infrastructure

    This G20 report looks at the evolution of private institutional investment in infrastructure and examines how the market has developed; analyses various investment vehicles with a snapshot of the growth experienced in the market; categorises methods used for investing in infrastructure; and, highlights the challenges and barriers to investment.

    Related Documents
  • 3-July-2013

    English, PDF, 1,817kb

    Developing a funded pension system in Russia

    Faced with the acute poverty of many Russian pensioners, the Russian government is engaged in wide-ranging systemic reforms. This report contributes to the policy discussion by identifying aspects of the system that may need to be reformed and describing the experience of other countries as a point of comparison.

    Related Documents
  • 26-February-2013

    English, PDF, 1,219kb

    The Role of Banks, Equity Markets and Institutional Investors in Long-Term Financing for Growth and Development - Report to G20

    Presented to G20 leaders in Moscow on 15-16 February 2013, this report examines the role of banks, equity markets and institutional investors in long-term financing. Using research from the OECD project on institutional investors and long-term investment, the findings will contribute to the work of the new G20 Study Group on Financing for Investment.

    Related Documents
  • 5-September-2011

    English, , 282kb

    Investing in infrastructure: getting the conditions right

    This article discusses how to mobilise more institutional equity into infrastructure. If the regulatory and investment framework is right, more institutional money can be invested in infrastructure to deliver the high levels of capital expenditure needed.

    Related Documents
  • << < 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10