admin, Author at Pension Policy International

11DecDecember 11, 2019

MySuper Product Heatmap

By APRA The MySuper Product Heatmap provides assessments of the performance of every MySuper superannuation product. The heatmap provides stakeholders with transparency on the outcomes being delivered by all trustees providing MySuper products. It is designed to lift industry practices and enhance member outcomes by publicly identifying which MySuper products are underperforming and the areas they need to improve. It uses a graduating colour scheme to provide credible, clear and comparable insights into MySuper products across three areas: investment performance, fees...

December 11, 2019

Books, Pension Management, Reports2019, Australia, Corporate Governance, Investment, Regulation, supervision

11DecDecember 11, 2019

México. ¿Cómo gestionaron las afores sus inversiones en Bonos “M” y Udibonos para las Siefores Básicas?

La tenencia de gubernamentales de gran riesgo, bonos “M” (M) y Udibonos (UDI), ha impulsado el desempeño del SAR en este año que fue el último de las Siefores Básicas (SB) 4, 3, 2 y 1, que se despiden con bombos. El sistema resarció lo perdido en 2018 y, a espera de la evolución de las variables y carteras en diciembre, apunta a la rentabilidad anual más alta en mucho tiempo. Cuándo y cuánto: la dificultad de comprar en...

December 11, 2019

Noticias, Op-Ed2019, Inversión, Manejo de Pensiones, Mexico

11DecDecember 11, 2019

Vistazo a las pensiones en el mundo

La publicación esta pasada semana del reconocido informe bianual de la OCDE, Pensions at a Glance 2019, acerca de la situación y perspectivas de las pensiones en los países más desarrollados del mundo, merece una atención singular. En primer lugar, al igual que la lucha contra el cambio climático, el diseño de sistemas de pensiones sostenibles y suficientes para sociedades mucho más longevas, como la española, se ha convertido en un reto urgente y de primer nivel que exigirá...

December 11, 2019

NoticiasDiseño de Pensiones

11DecDecember 11, 2019

México. Tu Afore cambia en diciembre, esto debes saber de los Fondos Generacionales

A partir del 13 de diciembre iniciará una nueva forma en cómo las Afores administran los recursos de los trabajadores mexicanos: se pondrán en marcha los Fondos Generacionales, mundialmente conocidos como Target Date Funds (TDF). Actualmente, todas las Afores cuentan con cinco Sociedades de lnversión Especializadas en Fondos para el Retiro (Siefore) en las cuales los recursos de los trabajadores se invierten para poder generar rendimientos que ayuden al trabajador a tener un mejor retiro. Mientras más joven es...

December 11, 2019

Noticias2019, Inversión, Manejo de Pensiones, Mexico

11DecDecember 11, 2019

Worst Australian Pension Funds Warned to Improve or Shut Down

Australia’s prudential regulator has vowed to weed out under-performing pension funds after publishing its first ranking of firms, including those it fears don’t have a sustainable business model. The inaugural heatmap assessment of default investment plans found 15 had issues with net cash flow or growth that jeopardized their future survival, the Australian Prudential Regulation Authority said Tuesday. Some 28 funds were found to be charging excessive fees, and nine had net returns significantly below a reference portfolio of...

December 11, 2019

News, Slider2019, Australia

11DecDecember 11, 2019

Danish Pension Assets Swell to $680 Billion as Funds Add Risk

Denmark’s pension industry has grown to more than double the country’s gross domestic product after adding about $100 billion this year alone. “The first nine months of 2019 saw considerable growth in the companies’ balance sheets as a result of substantial returns on pension wealth,” the central bank said on Tuesday. That followed a substantial increase in holdings of asset classes outside the traditional bond and stock allocations. Pension funds have been shifting their allocation to alternative assets as...

December 11, 2019

News, Slider2019, Denmark, Investment, Risk

11DecDecember 11, 2019

French PM warns of long pensions standoff in face of new protests

French Prime Minister Edouard Philippe warned ruling party lawmakers Tuesday (Dec 10) to brace for a long battle over the government's pension reforms, as tens of thousands took to the streets to back a transport strike that has caused six days of travel misery. The industrial action, which has paralysed public transport in Paris and severely disrupted national rail services, is the biggest show of union force since President Emmanuel Macron came to power in 2017 vowing to cut...

December 11, 2019

News, Slider2019, France, Pension Reform

11DecDecember 11, 2019

UK. The new pensions levy is deeply unfair

By Gregg Mcclymont Most of us spent our childhoods being conditioned to the reality that life is not fair. However, that does not make it any easier to digest when confronted with a situation that requires us to make our disquiet known. Plenty within the industry are allowing their voices to be heard in regards to the current situation surrounding the General Levy – the mechanism through which the Department for Work and Pensions extracts funding for The Pensions Regulator (TPR), the...

December 11, 2019

News, OP Ed, Slider2019, Regulation, UK

10DecDecember 10, 2019

Asset & Wealth management Revolution

By PwC The world’s Asset & Wealth Management (AWM) industry has turned its eyes to the Latin American (LatAm) region, with many fund managers looking for growth in the burgeoning market. However, the fabric underlying the industry is set to be upended in the coming years as new clients enter the space and the existing, bank dominated, distribution model begins to face challenges as clients look for new, and cheaper, ways of buying products. While economic uncertainty in the region is...

December 10, 2019

Books, Investing, Pension Management, Reports2019, Latin America, Pension Management

10DecDecember 10, 2019

México. Afore Pensionissste reduce su comisión para cobrar 0.79% del saldo anual en 2020

Afore Pensionissste cobrará una comisión de 0.79 por ciento a sus cuentahabientes sobre el saldo anual en 2020, tres puntos menor a la de 2019, informó este lunes Iván Pliego Moreno, vocal ejecutivo de dicha Afore. "Hoy recibimos la autorización de Consar para hacer público que la Comisión que cobrará Afore Pensionissste para 2020 será de 0.79 por ciento del saldo anual", señaló en entrevista con Helena Lozano para el programa Entre Mercados. "Para el año 2019 fue de...

December 10, 2019

Noticias2019, Manejo de Pensiones, Mexico

December 2019