May 2022
05May

Using dollars for change. Seven key insights into impact investing for 2022 and beyond

By FIDELITY Charitable Impact investing is the practice of making purposeful investments that generate financial returns, while also helping to achieve social or environmental benefits— exemplifying the idea of “doing well while doing good.” The idea of linking one’s investments and values has become increasingly popular in recent years, particularly as there are generational shifts in wealth from Baby Boomers to Gen Xers and Millennials. Younger generations bring a new mindset to their everyday decisions—seeking to align their choices with their...

May 5, 2022
Books, Investment, Reports, , , ,
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April 2022
28Apr

Retirement Savings Policy: Past, Present, and Future (The Alexandra Lajoux Corporate Governance)

By Michael P. P. Barry Retirement Savings Policy reviews the basic policies that govern retirement savings plans, and their real world application, focusing on the key issues of finance, taxation, fiduciary conduct, and employee choice. The discussion is framed around the three fundamental challenges confronting employers and employees today – the pension legacy, the 401(k) revolution, and the pressure, from policymakers, regulators, opinion leaders, and individuals, for changes that will put retirement security within reach of all Americans. With more...

April 28, 2022
Books, System Characterization, System Sustainability, , , ,
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28Apr

Global Pension Finance Watch: First quarter 2022

By Nathan Pavlik & David Finn The sharp increase in discount rates drove positive first quarter pension index results for all regions. Asset returns were negative for all regions except Brazil for the quarter which partially offset the liability gains. Inflationary impact were most pronounced in the UK where plans provide annual pension increases based in inflationary indicators. The overall impact of these changes resulted in positive pension index returns for all markets during the first quarter. While it is always...

April 28, 2022
Books, Pension Management, Reports, System Characterization, , ,
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Wealth After Work Innovative Reforms to Expand Retirement Security
11Apr

Wealth After Work Innovative Reforms to Expand Retirement Security

By William G. Gale, J. Mark Iwry, & David C. John Pensions and retirement saving plans have helped millions of households build financial security. But tens of millions of people have been left behind, without access to these wealth accumulation vehicles. For many others, the plans they have do not ensure financial security in retirement. The problems that underlie these failures can be addressed. This book proposes concrete, practical ways to make dependable retirement income accessible for all Americans—not just those...

April 11, 2022
Books, Pension design, , , ,
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11Apr

The Danish Pension System: Design, Performance, and Challenges

By Andersen, Hougaard Jensen & Rangvid The need for pension reform is widely discussed against the backdrop of falling fertility rates and rising longevity. These developments challenge pension systems which in many countries already encounter problems with pension adequacy and financial sustainability. In the debate, reference is often made to Denmark as a model for pension system reform. This book offers the first coherent and in-depth description and analysis of the Danish pension system; its structure and performance. As is well-known to...

April 11, 2022
Books, System Characterization, System Sustainability, , , , ,
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07Apr

Silver Hues : Building Age-Ready Cities

By Das Maitreyi Bordia, Yuko Arai,  Terri B. Chapman  & Jain Vibhu Cities and countries the world over are at the cusp of epochal global trends whose impacts are likely to be more intense and more far-reaching than those of similar trends in the past. The simultaneity of the demographic transition, deepening urbanization, a technological revolution, frequent shocks brought on by health and climate emergencies, mean that one will need to plan for an older and more urban future. This...

April 7, 2022
Aging, Books, ,
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07Apr

Age-friendly cities and communities: A global perspective

By Tine Buffel, Sophie Handler & Chris Phillipson New book Age-Friendly Cities and Communities: A Global Perspective, Policy Press Tine Buffel, Sophie Handler and Chris Phillipson (Editors) Bringing together leading researchers and policy-makers working to develop age-friendly cities and communities, this edited volume examines the potential of developing urban environments responsive to the needs of older people. The book provides numerous case studies and examples of good practice, drawing upon work in Australia, Europe, Hong Kong, and the USA. It...

April 7, 2022
Aging, Books, Innovation, , ,
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March 2022
31Mar

Fiscal Challenges and Inclusive Growth in Ageing Societies. OECD Economic Policy Paper

By OECD This paper was prepared in support of Japan’s G20 Presidency. It takes stock of ongoing and projected population ageing across G20 economies and its far-reaching implications for economic growth, productivity, inequality within and between generations and the sustainability of public finances. Rising old-age dependency ratios will put the financing of adequate pensions, health and long-term care under high pressure. The paper provides recommendations on policy responses to address ageing-related challenges and highlights good practices. A comprehensive approach is needed,...

March 31, 2022
Aging, Books, , ,
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31Mar

Class of 2022

By abrdn Our second iteration of the Class of report series paints a picture of what the Class of 2022 have in store for their retirement – from how they plan to spend their time to how prepared they are forwhat is to come. We’ve also spoken to those who retired in 2021 to see how they’ve got on in their first year of retirement and if there’s anything they’d do differently. The Class of series surveys 2,000 UK adults who are...

March 31, 2022
Books, Pension Management, , ,
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25Mar

High Pay Centre briefing: Pension saver views on the social and environmental impact of investments

By Andrew Speke & Luke Hildyard Pension savings make up a significant and growing proportion of individual wealth in the UK. The latest government figures from 2018 show that £2.6 trillion is invested in UK pensions, up from £2.3 trillion in 2015.(1) Pension savings are also one of the most commonly held forms of wealth in the UK. The percentage of adults below the State Pension age actively contributing to a private pension has increased, from 43% in 2012, to 53%...

March 25, 2022
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