Best Practices / Guidelines


  • 28-April-2015

    English

    G20-OECD High-level Principles of Long-term Investment Financing by Institutional Investors

    These high-level principles are intended to help governments facilitate and promote long-term investment by institutional investors, particularly among institutions such as pension funds, insurers and sovereign wealth funds, that typically have long duration liabilities and consequently can consider investments over a long period.

  • 1-mars-2013

    Français

    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.

    Also Available
  • 11-June-2012

    English, Excel, 57kb

    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.

  • 6-December-2011

    English

    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.

  • 6-December-2011

    English, , 228kb

    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

  • 25-February-2011

    English

    Good practices for mitigating and financing catastrophic risks

    These good practices provide an integrated, action-oriented framework for the identification of disaster risks, promotion of risk awareness, enhancement of prevention and loss mitigation strategies, and design of compensation arrangements.

  • 11-January-2011

    English, , 243kb

    OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems

    The OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems aim to outline the main features of risk management systems which pension funds employ. They cover the role of management in the risk management process, look in more detail at investment risk, funding risk and operational risk (including outsourcing) control, and the risk management mechanisms which might be in place (including monitoring and reporting). The

  • 17-December-2010

    English

    IOPS Toolkit for Risk-based Pensions Supervision

    This Toolkit assists pension supervisors to identify potential risks faced by pension plans or funds and assess the financial and operational factors in place to minimise and mitigate those risks.

  • 28-janvier-2010

    Français, , 189kb

    Principes de l’OICP relatifs au contrôle des pensions privées

    Les Principes de l’OICP relatifs au contrôle des pensions privées entendent couvrir les plans de retraite individuels et professionnels, ainsi que les fonds de pension.

    Also Available
  • 28-janvier-2010

    Français, , 178kb

    Principes directeurs pour la protection des droits des membres et beneficiaires des plans de pension professionnels

    Les principes directeurs sont destinés à guider les autorités de réglementation, de contrôle et autres autorités impliquées dans la conception, l'administration et la gestion de plans de pension.

    Also Available
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