September 2025
26Sep

Aligning your pension scheme with the Taskforce on Climate-Related Financial Disclosures recommendations

By Department for Work and Pensions This guide aims to help trustees evaluate the way in which climate-related risks and opportunities may affect their strategies. Trustees should consider how different investments and strategies could be impacted by transition and physical risks, at an asset class, sector and firm level where appropriate. Schemes should set out what risks and opportunities they consider to be relevant or material to them over the short/medium/long term time horizons for their scheme. They should use scenario analysis...

September 26, 2025
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26Sep

2025 Individual Investor Survey: Welcome to the age of diminished expectations

By  Natixis Investment Managers Investors have been on an emotional roller coaster over the first 25 years of the 21st century. On the downside, they held on for dear life as the dotcom bubble, Global Financial Crisis, European debt crisis, Covid, and a historic bout of inflation played out in the headlines and their portfolios. But along with the losses, investors found compelling gains. A decade of record-low interest rates buoyed stocks, and the tech sector boomed. It was a thrill ride...

September 26, 2025
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26Sep

Aging, Alcohol, and Attrition: The Economic and Political Ramifications of Public Health in Contemporary Russia

By Andrew Kelmanson, Anonymous Author, Emily Sehati, Eliana Svilik, Kyle H. Chan, Marcus Hsieh & Will Pirone The Russo-Ukrainian War has exacerbated several of the country’s existing public health crises. Specifically, this paper identifies 3 areas of public health concern that are inflamed by the conflict in Ukraine that will likely have an outsized effect on the economic success and political legitimacy of the country in the coming years. These are, namely, alcohol addiction, an aging population, and attrition from...

September 26, 2025
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26Sep

Optimization Algorithms for Pension Asset Allocation Under Market Volatility

By Akshay Sharma & Satish Kabade Pension fund organizations function as essential financial entities that protect employee retirement funds to provide complete and punctual pension distributions. Pension fund effectiveness through asset distribution determines how well a fund meets its future obligations. Traditional methods of portfolio optimization align with the Modern Portfolio Theory through the Markowitz model to help determine asset allocation by defining the relationship between return and risk. These static modeling approaches fail to fulfill their purpose in real...

September 26, 2025
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26Sep

Has Population Aging Led to Strategic Shifts in Enterprises?

By Hanteng Li, Yun Qin & Yuhang Wang  This paper uses Chinese listed companies from 2009 to 2023 as a sample to systematically examine the impact pathways and mechanisms through which population aging influences corporate strategic transformation. The study finds a significant positive relationship between population aging and corporate strategic transformation, and this conclusion remains robust under multiple sensitivity tests. Further analysis of moderating effects indicates that a firm’s innovation capability plays an important moderating role in the relationship between...

September 26, 2025
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25Sep

México. Afores apuestan por invertir en renta variable nacional

Las administradoras de fondos para el retiro (Afores) incrementaron sus inversiones en renta variable nacional el mes pasado, en un contexto donde las bolsas mexicanas lograron alcanzar máximos históricos. De acuerdo con datos de la Comisión Nacional del Sistema de Ahorro para el Retiro (Consar), durante agosto, las inversiones de las Afores en renta variable nacional ascendieron a 6.71% de su portafolio, que, en comparación con el mismo periodo del año pasado, fue de 6.32% por ciento. Se trata de su...

September 25, 2025
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25Sep

Chile. Reforma incompleta al SIS: ¿Quién paga la cuenta?

El Seguro de Invalidez y Sobrevivencia (SIS) es parte esencial de nuestro sistema previsional. Su propósito es proteger a los afiliados que aún no alcanzan la edad de jubilación ante contingencias graves como la invalidez y la muerte. Desgraciadamente, el proyecto de ley presentado por el Ejecutivo para traspasar su administración al Fondo Autónomo de Protección Previsional (FAPP) tiene serias deficiencias. El contexto es preocupante: en las últimas dos décadas, las solicitudes de invalidez se han cuadriplicado. Este incremento responde...

September 25, 2025
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25Sep

El Salvador. Gobierno debe publicar estudio sobre pensiones antes de que finalice septiembre

El sistema de pensiones enfrenta una reforma impulsada por el FMI que incluirá tres cambios clave: aumentar la edad de jubilación, ampliar el tiempo de servicio requerido y elevar el porcentaje de cotización. Estos ajustes buscan garantizar la sostenibilidad del sistema, que enfrenta una deuda previsional del 35% del PIB. El sistema de pensiones salvadoreño atraviesa un momento crucial, según lo expuso este martes en una entrevista, Patricio Pineda, experto en pensiones y miembro de la Mesa por una Pensión...

September 25, 2025
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25Sep

Trump está condenando la economía de Puerto Rico

En medio de los despidos de líderes de agencias federales que ha realizado Donald Trump, un episodio se ha perdido en la avalancha de destituciones: la expulsión de seis de los siete miembros de la Junta de Supervisión y Administración Financiera para Puerto Rico, que ha estado a cargo de los asuntos fiscales de la isla durante casi una década. Dependiendo de a quién nombre para sustituirlos, la medida podría ocasionar que Puerto Rico regrese al borde del colapso...

September 25, 2025
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25Sep

Namibia. The technicalities of financing housing through pensions

The Namibian government has recently approved a reduction in the interest rate pension funds must apply when they provide housing loans to members. This decision has sparked national discussion, as it directly impacts the interests of members of both public and private pension funds who may want to utilise their retirement savings to secure a home. Pension-backed housing loans are not a new phenomenon. The Pension Funds Act No. 24 of 1956, as amended, has long made provision for such...

September 25, 2025
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