26-April-2012
English, , 645kb
Sweden’s National Pension Funds, responsible for 12% of Sweden’s state pension liabilities, have a fund structure that is unique among global pension reserve funds. This report analyses the strengths and weaknesses of the system and recommends how both structure and management could be improved.
20-April-2012
English
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 sustainable co-operation between interested parties and stakeholders, avoid duplication of resources and allow the development of articulated and tailored roadmaps with measurable and
28-March-2012
English
OECD Working Paper on Finance, Insurance and Private Pensions, No.15: This paper presents the findings from a pilot study undertaken in 14 countries. The analysis focuses on variations in financial knowledge, behaviour and attitude across countries and within countries by socio-demographics.
1-March-2012
English
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 consequences, as well as possible policy responses. It provides a starting point to collect further evidence, develop analytical work and case studies, and to identify areas that deserve
6-December-2011
English, , 228kb
The Good Practices reflect what pension regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. The Good Practices outline how supervisors should oversee such investments and suggest possible regulatory controls. The character of the Good Practices emphasizes the overriding principle that it is the responsibility of pension
16-November-2011
English
Policy actions proposed in this paper are based on initial OECD research undertaken and are intended to generate debate and discussion. Further research is planned on these topics within the framework of the project on institutional investors and long term investment. OECD Working Papers on Finance, Insurance and Private Pensions, No.13.
30-September-2011
English
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 stochastic financial market model where guarantee claims are calculated as a financial derivative in a financial market framework (like e.g. the valuation of a put option). In this context, the
5-September-2011
English, , 539kb
This article explains the European Investment Bank Group’s role in creating a better environment for financing business, innovation and green growth and provides examples of ways that the financing of innovation can be improved against the backdrop of a flexible, business-oriented EU framework.<
5-September-2011
English, , 282kb
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.
5-September-2011
English, , 567kb
This article discusses selected issues regarding the impact of protracted periods of low interest rates on pension funds and insurance companies.