Global Pensions: August 2021
Top Recent Papers on Global Pension Plans
Below we've listed some of the top pension-related papers which?appeared on Savvy Investor over the past month. Willis Towers Watson starts off with an update on pension plan financing in major markets throughout the globe and how they have been affected by capital market behaviour over the past quarter.
We've also included an examination of target date funds and retirement glide paths from MFS, an insightful paper on artificial intelligence?and deep learning techniques for LDI investors, and a host of other pension-related content.
How has the performance of capital markets affected the funding levels and overall financing of pension plans in major global markets? Willis Towers Watson presents their quarterly update on the characteristics of DB pensions in Canada, the UK, Japan, the Eurozone, Brazil, Switzerland, and the United States.
For compliance reasons, this paper is only accessible in certain geographies
After a year of navigating uncharted terrain, public pensions entered 2021 looking ahead to a post-pandemic recovery, but the far-reaching implications of Covid-19 on governments has added additional pressures for plans to generate adequate investment performance.
Understanding the glide path for a pension plan's target date fund can provide plan sponsors with clarity and is a logical step towards ensuring that plan participants achieve desired outcomes. In this paper, MFS deconstructs TDFs and looks at them through a fixed income lens.
For compliance reasons, this paper is only accessible in the United States
This is the 20th edition of Vanguard's annual study on American retirement and the investment behaviour of pension plan participants.
For compliance reasons, this paper is not accessible in the United States
This LGIM article looks at some of the trade-offs involved in the management of investment strategies when planning for retirement goals. It is geared at UK pensioners who are in a phase of asset decumulation.
For compliance reasons, this paper is only accessible in the UK
This report from The Pensions Regulator provides updates on the annual funding statistics for both hybrid pension schemes and defined benefit pension schemes in the UK.
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LCP presents their latest quarterly update on legal and regulatory developments in the UK defined contribution pensions market.
For compliance reasons, this paper is only accessible in the United States
Consultants form Milliman discuss next-generation pension plans, given technological changes and the dynamic U.S. workforce.
For compliance reasons, this paper is only accessible in the United States
To what extent do Social Security benefits stabilise local economies within the United States? Using data from the American Community Survey, the authors examine how a county's economic outcomes vary with that county's share of Social Security income.
For compliance reasons, this paper is only accessible in the United States
Retirement prospects for public sector workers in the U.S. may depend on where they are living and how long they have held their job. This report from Equitable Institute provides further clarity about retirement prospects for these individuals.
For compliance reasons, this paper is only accessible in the UK
This is a briefing about Collective Defined Contribution pension plans in the United Kingdom, produced by the RSA's CDC Pensions Forum.
How are institutional asset owners integrating social and environmental goals into their investment strategies and their portfolios? This report offers practical examples from several institutions.
This Society of Actuaries research paper uses deep learning models to produce a framework for determining the optimal strategic asset allocation for liability-driven investing.
ABOUT THE AUTHOR
Andrew Perrins is a former Actuary and Asset Allocator. After qualifying as an Actuary, he worked for 15 years in investment management, serving as Director of Asset Allocation for Abbey Life and for Chase Manhattan, before setting out on a more entrepreneurial path.
To contact him,?email?[email protected]