Published annually, these reports describe quantitative investment regulations on pension funds in OECD countries, as well as many IOPS member countries. The questionnaire covers all types of pension plans financed via pension funds. Where regulations vary depending on the type of plan (occupational, personal, mandatory, voluntary, DB, DC, etc), the tables identify the types of plan that the investment regulations apply to. The information collected concerns all forms of quantitative portfolio restrictions (minima and maxima) applied to autonomous pension funds in countries at different legal levels (law, regulation, industry norms, etc).
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