Academic papers and professional research relating to pension funds in Europe. The most frequently viewed white papers on European Pension Funds cover Dutch pensions, Nordic pensions, German pensions and Irish pensions, amongst others. Articles and reports covering long-term investing by pension funds are also becoming increasingly popular. Other papers and surveys examine... current multinational pension issues, pension fund governance, long-term investing and hybrid pension schemes. The Towers Watson "Global Pensions Asset Study" (an in-depth comparison of global pension schemes) has been frequently downloaded. Case studies and lessons learned from European pension funds - such as PFZW and PGGM of Netherlands, AP Fonden of Sweden, PKA and ATP of Denmark - have also generated a lot of interest. To search for research relating to specific countries or funds, please use the main search bar at the top of the page.
This is the second year that DWS has sponsored this report by CREATE-Research. Amongst other insights, this year’s survey confirms the on-going movement of passive investment into the mainstream with 66% of survey respondents considering passive index investing as a mature part of their portfolio.
Good governance is crucial to all boards, whether they oversee a multinational corporation, a multi-billion pound pension scheme, or a national charity. There is no one-size-fits-all approach to how boards should be run but we have learned that there are plenty of ways to evolve and enhance effectiveness.
This report by the Thinking Ahead Institute provides detailed analysis of the world's largest pension funds. Assets under management (AUM) of the world’s largest pension funds totalled US$18.0 trillion in 2018, a fall of 0.4%, compared to an increase of 15.1% the previous year. In 2018 the value of the top 20 funds fell by 1…
This 13-page document by Mercer provides a comprehensive overview of investment strategy across the European pension industry and identifies emerging trends in the behaviour of institutional investors.
This paper studies the effect on the labor supply decisions of senior workers of reducing the eligibility age of retirement combined with actuarial neutrality, based on one particular group of private sector workers. In the 2011 Norwegian pension reform they had a fixed pension access age of 67 replaced by a flexible access…
Quant meets sustainability. A Dutch pension fund was looking for an investment solution aimed at generating market-like returns, but also featuring very high sustainability standards and offering a relatively low tracking error relative the market capitalization-weighted index.