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Best Pensions Paper 2020 (UK and Europe)

CFA Institute wins Best Pensions Paper 2020 (UK and Europe)

Defined benefit pension schemes frequently allocate a portion of their assets to private market alternative asset classes. Unfortunately, these same options do not presently exist for defined contribution investors, mostly due to minimum contribution requirements. It is also the case that there are factors at work preventing target date funds from allocating to private markets. CFA Institute's winning paper explores these issues in detail, with insight into regulatory constraints and other issues that are particular to the European market.
 

best pensions paper 2020 UK & europe



WINNING PAPER: CFA INSTITUTE


Investing Pension Contributions in Private Markets (CFA Institute, 2020)

With fewer companies opting to go public in recent years, should defined contribution pension schemes be allowed to invest in private markets? The decision to do so is complicated by liquidity and cost constraints imposed by trustees and regulators, but the industry may be coming around to the idea. CFA Institute highlights these and other unique issues within the European pensions landscape.


HIGHLY COMMENDED PAPERS


Global Pension Assets Study 2020 (Thinking Ahead Institute)

The Global Pension Assets Study from the Thinking Ahead Institute is the most comprehensive study of its kind, providing an overview of 22 of the world's largest pension markets. This represents a combined pool of pension assets totaling an astounding USD 46.7 trillion, with US pension assets comprising 62% of that total. A subset of seven pension markets is reviewed in even greater detail.

International Pension Plan Survey (Willis Towers Watson)

Willis Towers Watson's International Pension Plan Survey anslyses International Savings Plans (ISPs) and International Pension Plans (IPPs) from 877 different companies, covering a combined AUM of over USD 15.8 billion. Perfect for global citizens and 'career nomads' (but not necessarily US citizens), the vast majority of IPPs/ISPs are established as defined contribution plans.

The Purple Book: UK DB Pensions Universe Risk Profile (PPF)

For compliance reasons, this paper is only accessible in the United Kingdom

The Purple Book is a comprehensive guide to the UK defined benefit pension universe, with data on member demographics, funding levels, de-risking activities, and asset allocations within over 5,400 pension schemes.

The DC Future Book (PPI, 2020)

The DC Future Book provides a bird's eye view of the UK defined contribution market, including investment allocation trends such as an uptick in the utilisation of social bonds, thoughts on how the DC landscape itself may evolve over the coming years, and other thematic policy-related contributions from leading pension pundits.

Pensions De-risking Report: Buy-ins, buy-outs and longevity swaps (LCP, 2020)

Lane Clark & Peacock reviews de-risking actiivities within the UK defined benefit pension market during 2020. There has been a surprising amount of buy-ins, buy-outs, and longevity swaps recorded this year, despite the volatility and turmoil that beset financial markets in Q1 and Q2.

 

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The Savvy Investor Awards celebrate the best content from across the global institutional investment industry. We present awards across 14 different categories including the best overall paper.

Every year our Content Team handpicks and uploads over 10,000 articles and papers to the Savvy Investor platform. This library, alongside engagement data from 50,000+ members, means our judges are well-placed to identify and assess the award-worthy papers of 2020. The Awards are judged on many elements including the depth, quality, readability, and of course, appeal and relevance to our institutional investor audience. In a world saturated with content, and where it’s difficult to cut through the noise, it is a great pleasure to highlight quality, cutting edge, and deeply engaging thought leadership for the investment community.

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