Insurance and pensions

Annual Survey of Investment Regulation of Pension Funds


The OECD publishes an Annual Survey of Investment Regulation of Pension Funds which describes the main quantitative investment regulations applied to pension funds in OECD and IOPS countries:

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Download the 2017 edition (pdf)

Previous editions - 2016 | 2015 | 20142013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2005 | 2004  | 2003 | 2002



The survey questionnaire covers all types of pension plans financed via pension funds. Where regulations vary depending on the type of plan (occupational, personal, mandatory, voluntary, DB, DC, etc), the tables identify the types of plan that the investment regulations apply to. The information collected concerns all forms of quantitative portfolio restrictions (minima and maxima) applied to pension funds at different legal levels (law, regulation, guidelines, etc).

Pension Funds Investment Regulation Database - 700 pixels wide





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