
Pensions and Retirement

Pensions and Retirement
Countries around the globe are engaged in intense pension reform to meet the needs of their underlying beneficiaries and shore up the fiscal sustainability of retirements schemes. Accurate data, sound research, and innovation are needed for policy makers, regulators, and private markets participants to understand how they can enhance the sustainability of their program. 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 those decision makers.

Research Report
How Could Pension System Design Features Help Lower Public Pension Spending?

Financial Analysts Journal
Redefining the Optimal Retirement Income Strategy

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
2022 Mercer CFA Institute Global Pension Index

Enterprising Investor
More Realistic Retirement Income Projections Require Dynamic Adjustments

Enterprising Investor
Pensions, Crypto, and Trust: Digital Assets and Retirement Funds

Enterprising Investor