An aggregation of the best Canadian pensions research and white papers of interest to Canadian Pension Funds. The research papers listed cover all types of Canadian pensions funds (both DB and DC pensions). On the defined benefits isde, the most popular Canadian DB pensions research papers are those which focus on Canadian pensions funding, Canadian pensions risk management, valuation methods and assumptions used by Canadian DB pension funds. White papers or research on Canadian DC pensions covers a variety of topics, with researchers...
divided on whether the level of Canadian pensions saving is adequate or sustainable. Research which examine the costs of Canada's mutual fund-based retirement system has been particularly well engaged with by pensions investors. Globally, Canadian pension funds have been ahead of the game (comparatively) in view of their investment in infrastructure, and a research study examining the lessons learned for other pension funds investing in infrastructure has been one of our best papers. One of the most popular papers, perhaps unsurprisngly, is research conducted by the Canadian CFA of salaries for Canadian pensions and investment professionals (CFA Charterholders).
This annual report by the Thinking Ahead Institute provides detailed analysis of the world's largest pension funds. It covers 22 major pension markets (the P22), which now totals US$46,734 billion in pension assets and account for 62% of the GDP of these economies. The study includes an analysis of the seven largest markets…
This annual survey report by the OECD is the sixth since the data collection exercise was first established in 2011. The scope of this report covers more than 100 public and private pension funds from 46 countries. Brazil, India, Indonesia, Malaysia, Nigeria, the Russian Federation, and South Africa are amongst the non-OECD…
In this study, the authors have set out to paint a picture of the changing face of defined contribution (DC) around the world, drawing on the insights of the organisations that are defining the next generation of best practices. The study is based on a survey and interviews of ten leading organisations on four different…
The 2019 Global Retirement Index by Natixis Investment Managers reveals three key threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
This report summaries the results of the 2019 International Pension Plan Survey, an annual survey conducted by Willis Towers Watson analysing International Pension Plan (IPP) and International Savings Plan (ISP) specific design elements and membership criteria. The survey this year covers 932 IPPS and ISPs sponsored by 877…
Canadian fund managers and advisory firms have a long history of providing responsible investment products and services to their clients, in some cases, going back decades. In recent years, there has been an explosion of interest in this approach to investing. With this interest, has
grown some debate and confusion…
The Melbourne Mercer Global Pension Index (MMGPI) is published by the Monash Centre for Financial Studies in collaboration with Mercer, with funding from the State Government of Victoria, as part of its ongoing support for leadership in the financial services sector. The primary objective of this research is to benchmark…
New FTSE Canada research shows that over the past 15 years Canadian mortgage-backed securities have had higher returns with lower volatility than other government bond segments in Canada. Based on 15 years of historical market data for the recently introduced FTSE Canada NHA MBS 975 Index—the first dedicated index for this…
After a strong start to the year, the outlook for Canadian equities dimmed as the economic impact of the COVID-19 outbreak became clearer and business activity slowly ground to a halt.
This paper reports the results of a survey of nine Dutch and five Canadian pension funds and fiduciary managers on the investment and management decisions regarding illiquid assets. The six Dutch pension funds in our survey represent total assets under management of EUR 342 billion and the four Canadian pension funds amount…
