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).
Populations are aging across the world. This global demographic shift promises great opportunity—and challenge—in the decades ahead. No institutions have a greater stake in the changing demographic frontier than businesses, large and small, that have an integral role to play in realizing the upside of the new and…
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…
With the maturation of defined benefit pension plans, many have reached an inflection point where cash flows are turning from positive to negative. This is causing a greater emphasis to be placed on income in asset allocation decisions. Income from bonds, however, has withered while alternative sources of income come with…
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…
The 2019 edition of Pensions at a Glance highlights the pension reforms undertaken by OECD countries over the last two years. Moreover, two special chapters focus on non-standard work and pensions in OECD countries, take stock of different approaches to organising pensions for non-standard workers in the OECD, discuss why…
Governments and organisations of all sizes are grappling with unprecedented rates of disruption as Industry 4.0 unfolds. New technologies and capabilities have spawned new industries, markets, and economies, laying waste to traditional ones. Low-skilled, routine jobs are increasingly at risk of automation – jobs that older…
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…
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…
Multinationals that approach their DB pension risks in a structured way succeed in implementing their risk reduction goals around the world. In this article, the authors outline the common techniques multinational organizations have deployed to manage pension risk as well as provide insights on optimizing global pension debt…
