Asian Pension Funds - Articles & White Papers

The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets. The study includes an analysis of the seven largest markets (the P7): Australia, Canada, Japan, Netherlands, Switzerland, UK and the U.S., which comprise 91% of total pension assets.

Historically, pension funds have been seen as a contributor to financial stability because of their long-term and well-diversified liabilities. However, the sector has undergone significant structural shifts accelerated by a prolonged period of low interest rates, increasing its exposure to traditional risks.

Pension index performance varied across regions this quarter, shaped by differing asset returns and discount rate movements.

Allianz published the third edition of its “Global Pension Report”, which analyzes 71 pension systems around the globe with the help of the company's own “Allianz Pension Index” (API). The indicator consists of three pillars: analysis of the demographic and fiscal situation, and an assessment of the sustainability (e.g…

This report provides a snapshot of asset-backed pension arrangements in OECD countries and in a selection of non-OECD jurisdictions in 2024. The indicators are based on preliminary data for 2024.

This study segmented respondents by life stage—Prime Age Workers, Pre-Retirees, and Retirees—allowing for generational comparisons. The findings provide valuable insights for policymakers, financial institutions, and individuals working to enhance retirement security.

What Asset Owners Did Next summarises the findings of a unique study and survey of 26 leading asset owners conducted in 2024. The quality of the insights in this report is in no small part due to the support of so many CEOs and CIOs to provide data and narrative.

This study highlights the importance of future research that incorporates advanced machine learning techniques, develops ESG-aligned and sustainability-oriented optimization frameworks, and more effectively models regulatory and demographic constraints.

Asia continues to experience a rapid demographic shift, with aging populations placing increasing pressure on retirement systems and financial security. This shift is raising concerns about longevity risk and healthcare costs. Understanding how individuals plan for and sustain their retirement is more critical than ever.

The 4% withdrawal rule was formulated by William Bengen to satisfy a specific historical test. This paper probes the flaws in Bengen's US historical data which led to the mistaken nomination of 4% as a safe withdrawal rate.

Asset returns are uncertain and very volatile. The S&P 500 is a good example. Since 1990 this index has enjoyed 13 years of 20% + growth. Unfortunately, it was accompanied with several negative return years which brought the average 20 year return down to 9.75%

Discover the latest insights on emerging risks in the Indian market with this comprehensive survey report. Uncover key findings on financial volatility, disruptive technology, and climate change, and learn how AI is reshaping risk management. Compare these results with North American trends and explore the optimistic…

New Zealand’s super for a house scheme is a cautionary tale for Australia, with a new report confirming Kiwi house prices spiked and home ownership rates fell after the policy was introduced.

Many of Asia’s retirement‑income systems are ill-prepared for the rapid population ageing that is underway. Asia’s pension systems urgently need to be reformed to ensure that they are both financially sustainable and provide adequate retirement incomes. This report examines the retirement‑income systems of 11 non‑OECD…

From 1790 to 1890, the percentage of single-person households in the United States remained between 3% and 4% of all household sizes. In contrast, the percentage of single-person households has risen from 5.1% in 1900 to 28.2% in 2020.

It is not just demographic issues like increasing life expectancy and decreasing birth rates, but also cultural changes, industrialization/urbanization, a greater awareness and emphasis on individual freedom and choices that are changing family structures.

This report collects good practices and insights related to regulatory measures and practices for financial instruments or investments that involve higher levels of complexity and risk compared to traditional financial products as well as requiring additional supervisory measures. The main topics of this report are: 1)…