Pension Reform and Retirement
Pension reform is a key financial policy focus around the globe. Retirement systems vary in their complexity, adequacy, and sustainability, challenging policymakers and governments in their support of aging populations. To meet the needs of underlying beneficiaries and shore up the fiscal sustainability of retirement schemes, governments are undertaking pension reform in varying ways, including addressing funding gaps, incorporating new product offerings, and reexamining retirement age policies. Likewise, policymakers, regulators, and private market participants are advocating for accurate and transparent data, sound research, and innovation to understand how they can enhance the effectiveness of their pension reform programs. CFA Institute recognizes the importance of pensions to the development of local economies and capital markets and to the global securities markets, and we are committed to helping provide relevant and timely information to assist decision makers in their pension reform efforts.
Research Foundation
Investment Horizon, Serial Correlation, and Better (Retirement) Portfolios
Enterprising Investor
The Art and Science of DC Plan Investment Design
Research Foundation
Lifetime Financial Advice: A Personalized Optimal Multi-Level Approach
Research Report
How Could Pension System Design Features Help Lower Public Pension Spending?
Financial Analysts Journal
Should Defined Contribution Plans Include Private Equity Investments?
Tools & Resources
Tools for Asset Owners Considering Compliance with the GIPS Standards
Pension Index
Mercer CFA Institute Global Pension Index 2023
Enterprising Investor