
Pension Reform and Retirement
Browse all 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.

Optimal Design of Life-Cycle Funds in Emerging Market Countries
By Seda Peksevim

The Future of the 60/40 Allocation
By Bei Cui, Nga Pham, CFA, and Ummul Ruthbah

The Alternative View: 401(k) Plans Are Better off Without Private Investments
By Tim McGlinn, CFA, CAIA

Pensions in the Age of Artificial Intelligence
By Genevieve Hayman

Position Paper on Investment Governance at Swiss Pension Funds
By CFA Society Switzerland

Blueprint for Easing Transition in Pension Fund Reform for Alternative Investments
By CFA Society Netherlands

Mercer CFA Institute Global Pension Index 2024
By Mercer, and CFA Institute
