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2018 OECD Survey of Investments Regulation of Pension Funds

Aug 24, 2018 | OECD | OECD
This report describes the main quantitative investment regulations that pension funds, or sometimes other pension providers such as life insurance companies, are subject to in OECD and a selection of IOPS Member countries mainly. The information is as of December 2017. The survey covers all types of pension plan. Regulations may vary by type of plan: occupational/ personal, mandatory/voluntary, defined benefit (DB)/defined contribution (DC), etc. In this respect, the tables list the types of plan that the investment regulations apply to. The information collected concerns all forms of quantitative portfolio restrictions (minima and maxima) applied to pension funds at different legal levels (law, regulation, guidelines, etc.)