Partnerships with CFA Societies
Blueprint for Easing Transition in Pension Fund Reform for Alternative Investments
This report discusses the 2023 Dutch pension reform, transitioning from defined benefit to defined contribution schemes, and introducing FPR and SPR regulations. It outlines the implications of this shift across transition and post-implementation periods.
Position Paper on Investment Governance at Swiss Pension Funds
This report provides practical guidance on investment governance for Swiss pension fund Board of Trustees members. It aims to reduce risks, improve decision-making, and optimize resource use, ensuring better pension fund management and investment outcomes.
Reforms of local pension systems are also a priority for many CFA Societies in the EU
In June 2023, CFA Society Germany released its Position Paper on the Reform of State-Subsidized Pension Provisions in Germany. The report provides a comprehensive analysis of potential pension reforms, aimed at solving the main problems of occupational and private pension provisions in Germany.