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Global Pensions, Climate Risk and the Influence of Asset Owners

  • Posted by: ,  Chief Executive
  • 14 November 2018
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Pensions: The best recent papers

This list consists of top pension papers from the past few months.  From surveys of top global asset owners, to guides on climate awareness and the usage of AI, to CAIA's insight into listed private equity, these papers cover a host of pension-related topics.

pensions mountain

The Dramatic Consequences of the DB-DC Pensions Shift (Fidelity Intl, Oct 2018)

For compliance reasons, this paper is only accessible in the UK & Europe

Many retirees are confronting the harsh reality of receiving less money in retirement than they anticipated, yet the switch from DB to DC pensions will likely exacerbate this reality for millions of retirees. What happens next?

Climate risks and opportunities: A guide for trustees and boards (IIGCC, 2018)

The Institutional Investors Group on Climate Change has authored this report to act as a guide for asset owners that are seeking to address climate-related risks and opportunities.

2018 Canadian Responsible Investment Trends Report (RIA)

For compliance reasons, this paper is only accessible in certain geographies

Responsible Investment is growing rapidly in Canada. This survey looks at 100 asset managers and their usage of ESG factors in their investment decision-making process.

Asset Owner 100: The most influential capital on the planet (Thinking Ahead Institute)

Thinking Ahead Institute presents their inaugural study of the top 100 global asset owners, representing almost USD 19 trillion of assets.

Three Questions Plan Sponsors Should Ask (Capital Group, 2018)

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

Plan sponsors should consider interest rate levels, PBGC premiums, capital market performance, and a host of other factors. But what should they pay the most attention to, and what questions should they be asking?

Asset Owner Survey: Innovations in Implementation (bfinance, 2018)

This Asset Owner Survey from bfinance looks at challenges faced by asset owners, including improving diversification, adding new asset classes, how to integrate ESG, and other topics.

Real Assets' Role in Public Pension Portfolios (JP Morgan AM, 2018)

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

This paper addresses ways that public pension plans can incorporate real assets or enhance allocations to real assets within their institutional portfolios.

2018 Retirement Income Adequacy at U.S. Plan Sponsors (Aon Hewitt)

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

The authors discuss methods for determining retirement adequacy, in particular one that uses multiples of pay as opposed to replacement ratios.

2018 UK Pension Strategy Survey (Willis Towers Watson)

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

How are organisations planning on evolving and improving their pension and benefits policies? This report surveys 200 companies to find out what their gameplan for the future.

Maximising Value in DB (Hymans Robertson, 2018)

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

Value can be created in UK DB pension schemes not just via cost-cutting, but by examining long term objectives, operational effectiveness, and efficient strategy.

Climate change for asset owners (ICPM, 2018)

This is a guide for asset owners on how to integrate climate change considerations into their overall investment process.

A Study on the Use of AI within GPIF's Investment Management Practices (2018)

This paper evaluates the use of AI for selecting fund managers through an examination of the GPIF's investment management practices.

Stars Aligning For Corporate Plans to Take De-Risking Actions (GSAM, Oct 2018)

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

As evidenced by recent market volatility, when funding levels are high, plan sponsors should have a de-risking plan in place and a supporting framework for effecting portfolio changes.

Challenging Pension Funds Model Portfolios with Listed Private Equity (CAIA, 2017)

This CAIA publication aims to contribute to the knowledge about listed private equity in the multi-asset portfolio context and the special case of pension funds.

2018 Global Survey of Accounting Assumptions for DB Plans (Willis Towers Watson)

Economic and demographic assumptions, especially those pertaining to population mortality rates, are critical to the ongoing management of DB pension schemes.

FTSE 350 DB Pension Scheme Survey 2018 (Willis Towers Watson)

This Willis Towers Watson survey covers the ways that companies are managing pension risk, as well as the impact that pension transfer payments are having on company accounts.

Our #1 Challenge: Retirement Insecurity (Financial Analysts Journal, 2018)

The shift from a DB to DC retirement plans puts the onus for retirement security squarely on the individual. What can be done for the 2/3 of Americans who are relatively insecure about retirement?

BlackRock's Geopolitical Risk Dashboard (BlackRock, Oct 2018)

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

BlackRock's Geopolitical Risk Dashboard is updated on a monthly basis and contains an overview of the top geopolitical risks worldwide and an estimation of their likelihood of escalation.

Multiemployer U.S. Defined Benefit (DB) Pension Plans: A Primer (CRS, 2018)

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

The Congressional Research Service presents a primer on multiemployer defined benefit pension plans. Although they represent a small portion of total U.S. DB plans, multiemployer pensions cover almost 1/3 of DB plan participants.

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