Date of publication
12 April 2018

PREVIOUS SURVEYS

2015

2014

2013

2012

Report on pension funds’ long-term investments

Download the full text

12/04/2018 - G20 leaders have identified the facilitation of long-term financing from institutional investors as a priority for helping to achieve targets for future growth and employment. This survey sheds light on the role that large institutional investors can play in providing a source of stable long-term capital.

This survey is the fifth since the data collection exercise was first established in 2011. In line with the G20 mandate, the scope of this report covers 43 countries, including selected OECD countries, selected IOPS members, G20 members and, for the first time, APEC countries based on data gathered in 2015 and 2016. Brazil, India, Indonesia, Malaysia, Nigeria, Russia, and South Africa are amongst the non-OECD countries included in the survey.

The 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. The analysis is based on a qualitative and quantitative questionnaire sent directly to Large Pension Funds (LFPs) and Public Pension Reserve Funds (PPRFs). This edition includes:

• a summary of key trends observed in the investment portfolios of LPFs and PPRFs

• an in-depth analysis of LPFs and PPRFs

• an analysis of infrastructure investment by LPFs and PPRFs

• an analysis of green investment and social impact investment by LPFs and PPRFs

It is part of the OECD Project on Institutional Investors and Long-term Investment. The insights and detailed investment information collected complement the administrative data gathered  through the Global Pension Statistics Project. 

Further reading

OECD Centre on Green Finance and Investment

Investment governance and the integration of ESG factors (2017)

Investing in Climate, Investing in Growth (2017)

G20/OECD High-Level Principles on Long-Term Investment Financing by Institutional Investors

G20-OECD work on long-term financing

Trends in Large Pension Fund Investment in Infrastructure (2012)

Global Pension Statistics Project

International Organisation of Pension Supervisors (IOPS)