12-November-2021
English
This annual survey monitors and compares the investment behaviour, asset levels, and performances of the largest institutional investors in each region or country covered and analyses in greater depth the general trends observed at a national level.
29-June-2021
English, PDF, 3,747kb
This publication presents the full text of the Code of Liberalisation of Current Invisible Operations under which adhering countries have accepted legally binding obligations.
8-June-2021
English, PDF, 1,343kb
08/06/2021 - Preliminary data for 2020 show that pension funds held over USD 35 trillion of assets worldwide at end-2020, exceeding 2019 levels despite the headwinds due to COVID-19. Pension fund assets grew by nearly 9% in the OECD area to reach USD 34.2 trillion at end-2020. Outside the OECD area, pension fund assets amounted to USD 0.8 trillion at end-2020 in a group of 31 jurisdictions, just over 1% more than at end-2019.
10-March-2021
English
4-December-2020
English, PDF, 2,279kb
04/12/2020 - This report describes the tax treatment of retirement savings in OECD countries. It also covers non-tax financial incentives provided to encourage individuals to save for retirement in funded private pension plans.
10-June-2020
English, PDF, 1,250kb
10/06/2020 - Preliminary data for 2019 show that pension funds held USD 32.3 trillion in the OECD area and USD 0.7 trillion in 29 other jurisdictions. The US exhibited the largest amount of assets in pension funds at end-2019 (USD 18.8 trillion), followed by the UK (USD 3.6 trillion), Australia (USD 1.8 trillion), Netherlands (USD 1.7 trillion), Canada (USD 1.5 trillion),Japan (USD 1.4 trillion) and Switzerland (USD 1.0 trillion).
30-October-2019
English, PDF, 3,637kb
29 October 2019 - Pension assets have been growing over the last decade, reaching USD 44.1 trillion worldwide at the end of 2018, despite a decline relative to end-2017. This trend is attributable to positive real net returns over the long term, and to increased contributions paid as more people are being covered by a pension plan in a number of countries, especially in those with recent mandatory or auto-enrolment programmes
9-September-2019
English
31-May-2019
English, PDF, 1,301kb
31/05/2019 - Preliminary data for 2018 show that assets in pension funds amounted to USD 27.6 trillion in the OECD area, close to 4% lower than in 2017. Calculated in national currencies, pension fund assets declined in 12 out of 34 reporting OECD countries, including some of the largest pension markets: Japan (-1.1%), the Netherlands (-1.2%), Switzerland (-0.7%), the United Kingdom (-0.3%) and the United States (-5.0%).
3-December-2018
English