This page provides access to data collected and policy research conducted within the framework of the OECD project on institutional investors and long-term investment.

Investment in real estate: Lessons for other real asset classes

Q2 2013

Q2 2013

Q2 2013

Q2 2013

The Role of Banks, Equity Markets and Institutional Investors in Long-Term Financing for Growth and Development - Report for G20 Leaders

This report was presented at the meeting of G20 Finance Ministers and Central Bank Governors on 15-16 February 2013 in Moscow. At this meeting, G20 leaders agreed to establish a Study Group on Financing for Investment with the co-operation of international organisations. The findings of this report will contribute to the work of the Study Group.

This report reviews recent accounting and regulatory changes as well as a summary of the evidence gathered to date their impact on long-term investing. It describes recent trends in asset allocation by pension funds and insurers across the OECD and identifies instances where the regulatory framework – particularly solvency rules – may have an effect on investment decisions.

Dec 2012

This paper draws on information collected from the 2011 Survery of Large Pension Funds. 

Dec 2012

Against a backdrop of huge potential demands for infrastructure investment in the Asian region, this note makes recommendations to help develop bond markets in Asia. It also makes proposals for facilitating the financial inclusion of SMEs which outnumber other types of business in Asia.

Oct 2012

This report reviews the existing evidence on pension funds investment in infrastructure in “new” markets, including countries such as Brazil, Chile, China, India, Indonesia, Mexico and South Africa. The report examines the role of both domestic and foreign pension funds in infrastructure investment and provides a set of policy recommendations to facilitate such investments.

Even if governments were to improve the coherence and ambition of their climate policies, they cannot assume that capital will flow in the quantities needed and in the timeframe required. There are aspects of the investment environment that also need to be improved if clean energy is going to be an attractive proposition for some of the large pools of capital managed by institutional investors.

This paper provides a comprehensive review of the concepts and definitions related to green investments that are currently in use. This research does not take a position on a specific definition but rather explores what is being generally used, identifying commonalties, inconsistencies and lessons to be drawn. The paper also examines how green investments are defined across different asset classes and provides some estimates of the size of these investments.

Annual survey of large pension funds

In order to identify the flows and better capture the underlying trends in asset allocation and investment strategies of institutional investors, this survey monitors investments by investors both within and outside the OECD that are among the largest in their respective countries. Altogether, data has been received from 52 institutional investors from more than 20 countries, accounting for over USD 7 trillion of assets under management.

G20/OECD policy note on pension fund financing for green infrastructure and initiatives

Pension funds represent a potential source of financing for long-term, green growth infrastructure. This policy note examines existing barriers and problems and puts forward proposals that G20 and other policy makers may wish to consider when addressing the financing of green initiatives.