Public consultation on draft high-level principles on long-term investment financing by institutional investors

2-24 May 2013. The OECD is now inviting comment on draft high-level principles intended to help governments facilitate and promote long-term investment by institutional investors.

Lignes directrices de l'OCDE sur la gouvernance des assureurs

Révisé en 2011, les Lignes directrices révisées sur la gouvernance des assureurs ont pour but de fournir des lignes de conduite et de servir de référentiel aux assureurs, aux autorités publiques et autres parties prenantes concernées dans les pays membres et non membres de l’OCDE.

Evaluating Financial Education Programmes

These principles relate to the monitoring and evaluation of a wide variety of financial education provisions, from individual courses and seminars to large scale programmes and media campaigns.

Also Available

• Financial Education in Schools
• National Strategies for Financial Education
• National Strategies for Financial Education

G20 Leaders Endorse OECD INFE High-Level Principles on National Strategies for Financial Education

This endorsement reinforces the role of the Principles as one of the key global guidance instruments on financial education and awareness and as an overarching policy instrument offering governments and public authorities non-binding international guidance and policy options in order to develop efficient national strategies for financial education.

OECD Roadmap for the good design of defined contribution pension plans

This roadmap identifies elements of good design and public policy to assist countries to strengthen retirement income adequacy in an environment where pension benefits result from assets accumulated during working life. This roadmap was approved and endorsed by the OECD Working Party on Private Pensions in June 2012.

Guide détaillé pour l’évaluation des programmes en matière d’éducation financière

Guide détaillé pour l’évaluation des programmes en matière d’éducation financière

Measuring Financial Literacy

This financial literacy questionnaire and accompanying guidance notes can be used to survey levels of financial literacy and detailed guidance on how to implement such a survey.

National Strategies for Financial Education

National Strategies for Financial Education page

Also Available

• Evaluating Financial Education Programmes
• Evaluating Financial Education Programmes
• Financial Education in Schools

OECD/IOPS Good Practices on Pension Funds' Use of Alternative Investments and Derivatives

These good practices reflect what pensions regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. They outline how supervisors should oversee such investments and suggest possible regulatory controls.

OECD/IOPS Good Practices on Pension Funds’ Use of Alternative Investments and Derivatives

The Good Practices reflect what pension regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. The Good Practices outline how supervisors should oversee such investments and suggest possible regulatory controls. The character of the Good Practices emphasizes the overriding principle that it is the responsibility of pension