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OECD work on financial markets aims to promote efficient, open, stable and sound market-oriented financial systems, based on high levels of transparency, confidence, and integrity. It also monitors and surveys structural changes and reform measures in insurance and private pensions. Permanent url: www.oecd.org/daf/fin
What's new
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27-Oct-2009
This article looks at insurance companies during the current financial crisis. While insurers as a group have cushioned rather than amplified the downward pressures during the financial crisis due to their relatively long-term investment horizons, some clearly have increased such pressures. Many of the financial instruments that were at the core of difficulties served an insurance function. Therefore it is not too surprising that some insurance companies have been affected by the crisis on one or the other side of their balance sheets, that is on the asset or the liability side.
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26-Oct-2009
Pension funds staged a partial recovery in the first half of 2009, generating investment returns of 3.5% in nominal terms. But, as of 30 June 2009, total pension funds assets still remained 14% below their December 2007 levels, according to the latest edition of OECD Pensions Markets in Focus.
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23-Oct-2009
The OECD has today published the results of the 2008 Survey of Investment Regulation of Pension Funds.
The document describes quantitative investment regulations on pension funds in OECD and selected non-OECD countries as of end December 2008. The information collected concerns all forms of quantitative portfolio restrictions (minima and maxima) applied to autonomous pension funds in OECD countries at different legal levels (law, regulation, industry norms, etc).
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19-Oct-2009
The OECD and the World Bank today announced the preliminary results of their project evaluating the financial performance of pension funds around the world.
The project aims to examine how to measure financial performance of pension funds taking into account the link between participants’ benefits to the performance of financial markets.
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from 14-Oct-2009 to 15-Oct-2009
The Global Forum examined reform progress and recent pension fund industry developments in Brazil and the Latin American region, focusing on the main challenges facing defined contribution, privately-managed individual pension schemes.
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17-Sep-2009
The financial crisis required governments to make massive interventions in their financial systems. This book sets out priorities for reforming incentives in financial markets as well as for phasing out these emergency measures.
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02-Sep-2009
Demographic trends challenge the financial sustainability of pay-as-you-go pension and healthcare systems, as well as capital-funded systems and risk undermining access and quality. Published by the World Economic Forum, with the support of the OECD and Mercer, this report highlights options to better cater for changing retirement and healthcare expectations.
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10-Jul-2009
This edition focuses on issues related to the financial and economic crisis, including articles on corporate governance lessons, government guarantees for financial institutions, private pensions, sovereign borrowing, government debt issuance, and the role of stock exchanges in corporate governance.
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07-Jul-2009
Financial services firms must make sure their customers understand what they are letting themselves in for when they sign up for mortgages, consumer loans and other products, under new OECD guidelines designed to avoid a repeat of the sub-prime mortgage crisis and ensuing credit crunch that sent the world economy into recession.
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07-Jul-2009
The OECD has issued guidance for private pension systems that calls for stronger regulation and better governance. The OECD Core Principles of Occupational Pension Regulation lay out a blueprint for policymakers to improve the regulation and supervision of private pension systems, covering the various aspects of the operation of these syetems, such as licensing, governance, funding, investment and the rights of pension plan members.
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23-Jun-2009
This report describes why occupational pensions play a major role in OECD countries and worldwide, complementing retirement income from state sources. Their financial importance is highlighted by the volume of assets they manage on behalf of plan members, USD 22 trillion at the end of 2008. Population ageing has also led many OECD countries to undertake a wide range of pension reforms – the overall effect of which has been to reduce public pension promises and in turn to increase the importance of private pension savings for retirement.
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23-Jun-2009
A new article ("Evaluating Risk Sharing in Private Pension Plans") analyses the main trade-offs embedded in different pension arrangements. The stochastic simulations performed show that hybrid plans (those in between traditional DB and individual DC) appear to offer efficient and sustainable forms of risk sharing.
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from 24-Sep-2009 to 25-Sep-2009
The 2nd Conference organised under the auspices of the OECD International Network on the Financial Management of Large-Scale Catastrophes (“OECD Network”) is scheduled to take place in Bangkok, Thailand, on 24-25 September, 2009. This international event will be hosted by the Office of Insurance Commission (OIC) of Thailand, with the sponsorship of the Government of Japan.
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18-Jun-2009
This report describes issues that must be addressed to restore public confidence in financial markets and to put incentives in place to encourage a prudent balance between risk and the search for return in (broadly-defined) banking.
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11-Jun-2009
This article looks at the stages of financial crisis management and some of the different degrees of transparency on losses and risks in the US and Europe. It compares alternative approaches to dealing with impaired assets used in the US and Europe, examines the capital needs of banks where exposure to off-balance losses remains a key issue and outlines the requirements of longer-run reform.
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18-May-2009
The OECD invited public comments on draft General Guidance on a Policy Framework for Effective and Efficient Financial Regulation and a related High-level Checklist. The General Guidance contains principles that should be adopted or considered to promote an effective and efficient framework for government intervention and regulation in the financial system.
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21-Apr-2009
This paper discusses responses to the current financial and economic crisis by regulators, supervisors and policy makers in the area of private pensions. It focuses on the role of private pensions in complementing public systems and on how to design pension systems to introduce some degree of protection, improve sustainability of funding, enhance management and supervision, and step up disclosure and communication.
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17-Mar-2009
The OECD and the IAIS invited public comments on a draft issues paper on the governance of insurers. The purpose of the issues paper is to provide background on insurer corporate governance, describe practices and identify possible regulatory and supervisory issues in relation to the governance of insurers.
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12-Feb-2009
As the role of private pension systems grows in importance, the OECD is monitoring their development and reviewing their performance in an international context. This new publication provides essential data on investments, membership, benefits, and industry structure based on the latest official statistics available, as well as featuring a special report on the implications of the financial crisis for pensions and private pensions policy.
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from 02-Mar-2009 to 03-Mar-2009
The 10th Tokyo Roundtable focused on the impact of the global financial crisis on Asia and the Asian response, as well as the implications of current market turmoil on stock and bond markets and unregulated entities; products and markets; financial education and awareness; regulatory efficiency and corporate governance.
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Essential data on investments, membership, benefits, and industry structure
