Singapore, 4 June 2014: This roundtable focused on how policymakers and investors can facilitate private sector infrastructure financing, as well as issues related to governance for institutional investors and the accounting treatment for long-term investment.
English, PDF, 2,227kb
This brochure provides information about the OECD Project on Institutional Investors and Long-term Investment. It covers the first two years of activity following the launch of the project in February 2012. This project aims to facilitate long-term investment by institutional investors such as pension funds, insurance companies, and sovereign wealth funds, addressing both potential regulatory obstacles and market failures.
Each year, the OECD publishes a survey of the Investment Regulation of Pension Funds which describes the main quantitative investment regulations applied to pension funds in OECD and IOPS countries. The survey questionnaire covers all types of pension plans financed via pension funds.
English, PDF, 2,148kb
Prepared for the Meeting of the OECD Council at Ministerial level on 6-7 May 2014, this report pulls together the work on financial issues carried out by the Directorate for Enterprise and Financial Affairs over the past two years in connection with the New Approaches to Economic Challenges (NAEC) initiative. Find out more at www.oecd.org/naec.
English, PDF, 2,088kb
This G20 report looks at the evolution of private institutional investment in infrastructure and examines how the market has developed; analyses various investment vehicles with a snapshot of the growth experienced in the market; categorises methods used for investing in infrastructure; and, highlights the challenges and barriers to investment.
Held in Amsterdam on 7 April 2014, this workshop focused on: long-term pension investment strategies under risk-based regulation; riskiness and pro-cyclicality in pension asset allocation; and, regulatory challenges for long-term illiquid assets.
Recent reforms of pension systems have helped to contain the rise in future costs resulting from ageing populations and increasing life expectancy. Governments now need to do more to encourage people to work longer and save more for their retirement to ensure that benefits are adequate enough to maintain standards of living into old-age.
With co-operation from the EU and World Bank, and in view of the strong demand for cross-national indicators on the situation of pensions, the OECD has developed on-line indicators on pension outcomes and pension policies for all OECD/EU countries.
This paper identifies the main trends in long-term financial intermediation focusing on the role of institutional investors in providing long-term finance for growth and development. It also highlights infrastructure as one specific sector that is facing major challenges in long-term financing.
Pension fund assets achieved high returns in almost all OECD countries in 2012, with a real return greater than 5% in 18 countries, according to the 2013 edition of Pension Markets in Focus.