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Survey of Investment Choice by Pension Fund Members

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  • Edina Rozinka
  • Waldo Tapia
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    Abstract

    A recent trend in individual accounts schemes is the introduction and expansion of investment alternatives to plan members. The goal of investment choice is to enable plan members to select the optimal investment portfolio that matches their particular risk-return preference and ultimately, maximizes their retirement income. This document focuses on some key analytical and policy issues regarding investment choice by pension plan/fund members in occupational defined contribution and personal pension arrangements during the accumulation stage. The document covers the following selected OECD countries, Australia, Czech Republic, Hungary, Ireland, Italy, Mexico, Poland, Slovak Republic and Turkey. Furthermore, it covers some non-OECD countries such as Chile, Estonia, Hong Kong (China), Israel, Latvia, Peru, Russia and South Africa. Aperçu d'élection d'investissement par les membres des fonds de retraite Une des nouvelles tendances dans les comptes de retraite individuelle est l'introduction et l'expansion d'alternatives d'investissement pour les membres des fonds. L’objectif de la sélection d'investissement est de permettre aux membres des fonds de retraite de choisir un portfolio d'investissement optimal en accord avec leur préférence au risque et qu'en fin de comptes maximise leur revenu au moment de la retraite. Ce document est centré sur des sujets clefs d'analyse et de politique à propos de la sélection d'investissement des membres des plans/fonds professionnels et individuels, pendant la période d'accumulation. Ce document couvre les pays membre de l'OCDE qui suivent : l'Australie, la République Tchèque, la Hongrie, l'Irlande, l’Italie, le Mexique, la Pologne, la République Slovaque et la Turquie. De plus, il couvre certains pays non membres, tels que le Chili, l'Estonie, Hong Kong (Chine), Israel, la Letonie, le Pérou, la Russie et l'Afrique du Sud.

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    File URL: http://dx.doi.org/10.1787/271250042861
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    Bibliographic Info

    Paper provided by OECD Publishing in its series OECD Working Papers on Insurance and Private Pensions with number 7.

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    Date of creation: Jan 2007
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    Handle: RePEc:oec:dafaab:7-en

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    Keywords: portfolio preferences; pension fund; individual choice ; investment alternative; individual account; pension plan; investment return ; administration fees ; investment limits; compte individuel; alternative d'investissement; plan de retraite; retour sur investissement; élection individuelle; frais d'administration; fonds de pension; préférence de portfolio; limite d'investissement;

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    Cited by:
    1. Dayoub, Mariam & Lasagabaster, Esperanza, 2008. "General trends in competition policy and investment regulation in mandatory defined contribution markets in Latin America," Policy Research Working Paper Series 4720, The World Bank.

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