Search Results - subject_exact:"Superannuation"

An overlapping generations model to investigate the fiscal implications of New Zealand's ageing population : a background paper for the 2025 Long-term Fiscal Statement

Binning, Andrew; Özbilgin, Murat; Smith, Christie - 2026

New Zealand's population is ageing. Public spending on public pensions (NZ Superannuation) and health are particularly sensitive to this trend and are expected to increase accordingly. Current and future government policies aimed at addressing this challenge will not only influence macroeconomic...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015625615

Investment option switching behaviour and impact for pension fund members around the COVID pandemic

Butt, Adam; Khemka, Gaurav; Lim, William; Warren, Geoff; … - 2026

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015667552

The impact of COVID-19 and the ERS on superannuation savings in Australia

Robey, Michael; Bruhn, Aaron - 2025

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015667416

The role of digital technology in communication and information flow in the Australian Superannuation industry

Hentzen, Janin Karoli; Hoffmann, Arvid O. I.; Dolan, … - 2024

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015210720

Who's afraid of carbon transition risk? : a climate stress test of Dutch pension funds

Dillema, Allert Jan; Kolman, Vivienne; Dijk, Mathijs van - 2026

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015617937

Gender differences in pension investment : the role of biased advice

Curi, Claudia; Dibiasi, Andreas; Ploner, Matteo; Tonin, … - 2026

We study whether gender-biased financial advice contributes to the gender gap in pension wealth. Using administrative records from four private pension funds in Italy, we document that women are ceteris paribus 8 percentage points less likely than men to choose stock-focused investment lines at...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015618915

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Gender differences in pension investment : the role of biased advice

Curi, Claudia; Dibiasi, Andreas; Ploner, Matteo; Tonin, … - 2026

Book / Working Paper

Gender differences in pension investment : the role of biased advice

Curi, Claudia; Dibiasi, Andreas; Ploner, Matteo; Tonin, … - 2026

Book / Working Paper

Annuity vs. Lump Sum : a megastudy on occupational pension uptake decisions

Celis, Mathias; Boudt, Kris; Bassleer, Mona; Duyck, Wouter - 2026

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015608657

Optimal inflation risk sharing among pension fund participants

Branger, Nicole; Rodrigues, Paulo Jorge Maurício; … - 2024

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015190395

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Optimal inflation risk sharing among pension fund participants

Branger, Nicole; Rodrigues, Paulo Jorge Maurício; … - 2026

Book / Working Paper

The finances of Chilean households during the pandemic : an assessment from the 2021 Household Financial Survey

Cerletti, Enzo; Cortina, Magdalena; Inzunza, Alejandra; … - 2026

The policies adopted in Chile to mitigate the impact of the Covid-19 pandemic stand out for their magnitude: they implied an increase in the liquidity of the household sector of 29 % of the 2019 GDP in an interval of 18 months. We use the 2021 Chilean Household Financial Survey to assess the...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015644011

Size versus allocation in capital market development : evidence from pension funds and insurance companies

Lappe, Marie-Sophie; Pinkus, David - 2026

The European Union's capital markets remain small and fragmented, limiting investment in the real economy. This is not because of a shortage of household savings but rather that those savings are kept in currency and deposits rather than channelled into capital markets. Insurance companies and...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015656350

Personal social environment as determinant of private pension planning

Kleinheinz, Lukas; Tappeiner, Gottfried; Perkmann, Urban; … - 2026

Following European pension reforms, the responsibility for old-age provision has increasingly shifted from the state to the individual. This study examines how behavioral norms and perceptions of parents' or grandparents' financial situation influence participation in the voluntary second...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015647152

Household savings and shocks to occupational pension funds

Caloia, Francesco; Mastrogiacomo, Mauro; Simonetti, Irene - 2026

Using household survey data linked to supervisory data of Dutch pension funds, we provide evidence of the increase in household savings caused by shocks to the financial position of pension funds. Our identification strategy exploits cross-sectional and time variations in pension funds' funding...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015647160

Netspar Topicality project : Keuzebegeleiding bij Bedrag Ineens

De Waegenaere, Anja; Kappelle, Herman - 2026

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015650863

Fiduciary futures : rethinking pensions as engines of sustainable development in Africa

Asamoah, Alelia Amy - 2026

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015650978

Defaulting 401(k) assets into payout annuities for "pretty good" lifetime incomes

Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - 2026

Some US defined contribution plans offer retirees access to an annuity or lifetime income stream as payout options from their 401(k) accounts. Nevertheless, for behavioral reasons, some retirees may hesitate to elect lifetime income streams as a drawdown vehicle. To counter this, plan sponsors...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015651068

Opt-in or opt-out? : the power of defaults in pension enrollment choices

Bucher-Koenen, Tabea; Wallossek, Luisa; Winter, Joachim - 2026

Default settings strongly increase pension enrollment, especially when savings incentives are high and choices are complex. We show that the effect is weaker when incentives are low, options are simple, and opting out is easy. We study the nationwide introduction of auto-enrollment for...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015632266

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Opt-in or opt-out? : the power of defaults in pension enrollment choices

Bucher-Koenen, Tabea; Wallossek, Luisa; Winter, Joachim - 2026

Book / Working Paper

Machine learning for risk profiling : an analysis of pension fund participants

Göncü, Ahmet; Kuzubaş, Tolga U.; Saltoğlu, Burak - 2026

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015666802

Indexation, reserves, and crisis resilience : an assessment of Lithuania's social insurance fund

Brenna, Federica; Girstmair, Stefan; Vasiliauskas, Kasparas - 2026

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015668575

Self-control and early withdrawal from retirement accounts

Moran, Patrick; Schneider, Patrick - 2026

Using a survey-elicited measure of psychological self-control and a policy change in Australia during COVID-19, we find that self-control issues significantly predict early withdrawals from retirement accounts. Individuals in the top quintile of self-control issues are 60% more likely to...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015669769

Eine zweite Säule für alle : Vorschlag für eine Totalrevision der beruflichen Vorsorge

Graff, Michael; Gurny, Ruth; Ringger, Beat - 2026 - 1. Auflage

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015670195

Visualisatievoorkeuren in het risicopreferentieonderzoek : vijf inzichten uit kwalitatieve interviews

Seumeren, Bas van; Webers, Evert - 2026

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015668915

Global Pension Asset Allocations and Debt Markets

Ding, Ding; Fang, Xiang; Hardy, Bryan; Lewis, Karen K. - 2026

The pension sector is an important investor group in global financial markets and a key holder of government and corporate debt. This article examines the evolution of pension fund asset allocations around the globe and documents two important structural changes. First, pension investors have...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10016063303

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Global pension asset allocations and debt markets

Ding, Ding; Fang, Xiang; Hardy, Bryan; Lewis, Karen K. - 2026

Book / Working Paper

A Practical Guide to Domestic and International Pension Fund Investments : Aligning Fiduciary Duty with Public Goals through the Investible Window

Anasashvili, Nikoloz; Bouyé, Eric; Petre, Gabriel; … - 2026

This practical guide to domestic and international pension fund investments draws on the World Bank Group Treasury’s decades of engagement with public asset managers, pension regulators, and policymakers across the globe. Grounded in real-world case studies from Georgia, Seychelles, Grenada,...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015673122

A unified longevity-financial risk framework for evaluating pension funding ratios

Rania, Francesco - 2026

Defined-benefit pension funds face simultaneous exposure to longevity risk and financial market volatility, yet most regulatory frameworks assess these risks in isolation using deterministic methods. This paper examines how their joint occurrence affects fund solvency measured by the funding...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015676662

Current trends in performance and flows in the Spanish pension fund industry

Barahona, Ricardo - 2026

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015672709

Director expertise and co-option in industry superannuation funds?

Yang, Jin Sug; Bedford, Anna; Bugeja, Martin - 2023

Persistent link: https://ebvufind01.dmz1.zbw.eu/10014301912

Disclosure of liquidity and cash flow statements by Australian superannuation funds before Covid-19

Kent, Pamela; Kent, Richard; McCormack, Robyn; Tarr, … - 2023

Persistent link: https://ebvufind01.dmz1.zbw.eu/10014302126

Sustainability reporting by pension funds : how to achieve credibility?

Meier, Christina; Härri, Matthias - 2025

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015618143

Behavioural biases in investment decisions of pension savers : evidence from the 2nd pillar of the pension system in Slovakia

Szakadatova, Estera; Čaplánová, Anetta; Sivak, Rudolf - 2025

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015485870

Do analysts underreact to pension underfunding? : evidence from forecast bias and funding ratios of DB plans in Korea

Noh, Jung Hee; Park, Heejin - 2025

This study aims to empirically investigate the relationship between the funding status of defined benefit (DB) pension plans and the forecast bias of financial analysts. While prior research has documented the impact of pension underfunding on firm performance, investment efficiency and firm...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015549110

Policies to help people manage defined contribution pension wealth through retirement

Boileau, Bee; Cribb, Jonathan; Emmerson, Carl - 2025

In this report, we consider policies to help people appropriately manage their defined contribution (DC) pension wealth through later life. We draw on evidence in a report published alongside this one (Boileau, Cribb and Emmerson, 2025), which sets out key information on the landscape in which...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015371485

Individuals' challenges managing pensions through retirement

Boileau, Bee; Cribb, Jonathan; Emmerson, Carl - 2025

This report is one of two reports on the management of pension wealth in retirement conducted as part of the Pensions Review, led by the Institute for Fiscal Studies in partnership with the abrdn Financial Fairness Trust. In this report, we examine the decisions that older individuals face as...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015371487

The reaction to CSR controversies by institutional investors

Alda, Mercedes - 2025

Despite the importance of Corporate Social Responsibility (CSR) firm controversies, little is known about their effect on institutional investors. We study the most important institutional investors worldwide: pension funds and mutual funds. The separation between fund management and ownership...

Persistent link: https://ebvufind01.dmz1.zbw.eu/10015372908