English, PDF, 3,047kb
Riding the wave of technological innovation in finance, the robo-advice model has emerged as one potential solution for helping individuals manage their pensions and invest savings for retirement. This report provides an overview of the types of robo-advisors that are now available and discusses the potential benefits, risks and challenges of such platforms.
16 November 2017 - The OECD Guidelines on Insurer Governance provide guidance and serve as a reference point for insurers, governmental authorities, and other relevant stakeholders in OECD and non-OECD countries. The Guidelines have been revised and expanded to reflect evolving market practices and updates to international guidance following the financial crisis.
New Delhi, India, 8-9 November 2017. This symposium looked at how to implement effective financial education policies in a changing financial landscape with a focus on financial education in the digital age.
These reports describe the main features of the financial markets of countries that have recently joined the OECD.
English, PDF, 994kb
This review of Lithuania by the OECD Committee on Financial Markets examines Lithuania’s position with respect to core principles related to financial systems.
English, PDF, 898kb
This paper suggests a policy framework for investor education, focusing on investor education as a component of increasing awareness of financial institutions and markets, encouraging participation and fruitful investment strategies, and ensuring financial well-being for individuals and their families.
In 2016, private pension assets reached their highest-ever level at over USD38 trillion in OECD countries, according to Pensions Markets in Focus. Investment losses resulting from the financial crisis have been recouped in almost all reporting OECD countries.
24-25 October 2017, Mauritius - The 2017 global forum explored current trends in global private pension systems and the ways in which pension regulatory and supervisory authorities are managing and reacting to those trends.
The Global Pension Statistics Project measures and monitors the pension industry, allowing inter-country comparisons of current statistics and indicators on key aspects of retirement systems.
This chapter from "The Pursuit of Gender Equality: An Uphill Battle" shows that two-thirds of the 30 economies participating in a financial literacy survey reported that gender differences in financial knowledge and confidence persist.