IDEAS home Printed from https://ideas.repec.org/
MyIDEAS: Login to save this paper or follow this series

Comparing Aggregate Investment Returns in Privately Managed Pension Funds: An Initial Assessment

  • Waldo Tapia
Registered author(s):

    This report presents an initial assessment of the financial performance of privately managed pension funds, both mandatory and voluntary, in Latin America and Central and Eastern Europe, as well as selected OECD countries. It provides a comparative description of private pension funds in the 23 countries included in the report, examining the value assets under management, the weight of investments in the economy and the allocation of investments among the various asset categories and financial instruments available. The report also presents a new dataset on the investment performance achieved by the privately managed pension funds, including the annual real rates of return, the annual geometric average of real returns, as well as summary statistics of these returns for all countries for the period for which data is available. Comparer le rendement global des investissements des fonds de pension à gestion privée : première évaluation Ce rapport présente une première évaluation de la performance financière des fonds de pension à gestion privée, tant obligatoires que volontaires, en Amérique latine et centrale et en Europe de l‘Est, ainsi que dans certains pays de l‘OCDE. Il décrit en les comparant les fonds de pension à gestion privée dans les 23 pays considérés, examinant la valeur des actifs sous gestion, le poids des investissements dans l‘économie et la répartition des investissements entre les diverses classes d‘actifs et divers instruments financiers disponibles. Le rapport présente aussi une nouvelle série de données concernant les performances obtenues par les fonds de pension à gestion privée, à savoir notamment taux de rendement annuel réel, moyenne géométrique annuelle des rendements réels, et statistiques succinctes des rendements pour tous les pays sur la période sur laquelle les données sont disponibles.

    If you experience problems downloading a file, check if you have the proper application to view it first. In case of further problems read the IDEAS help page. Note that these files are not on the IDEAS site. Please be patient as the files may be large.

    File URL: http://dx.doi.org/10.1787/237833258822
    Our checks indicate that this address may not be valid because: 403 Forbidden (http://dx.doi.org/10.1787/237833258822 [303 See Other]--> http://www.oecd-ilibrary.org/finance-and-investment/comparing-aggregate-investment-returns-in-privately-managed-pension-funds_237833258822). If this is indeed the case, please notify ()


    Download Restriction: no

    Paper provided by OECD Publishing in its series OECD Working Papers on Insurance and Private Pensions with number 21.

    as
    in new window

    Length:
    Date of creation: Sep 2008
    Date of revision:
    Handle: RePEc:oec:dafaab:21-en
    Contact details of provider: Postal: 2 rue Andre Pascal, 75775 Paris Cedex 16
    Phone: 33-(0)-1-45 24 82 00
    Fax: 33-(0)-1-45 24 85 00
    Web page: http://www.oecd.org
    Email:


    More information through EDIRC

    No references listed on IDEAS
    You can help add them by filling out this form.

    This item is not listed on Wikipedia, on a reading list or among the top items on IDEAS.

    When requesting a correction, please mention this item's handle: RePEc:oec:dafaab:21-en. See general information about how to correct material in RePEc.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: ()

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If references are entirely missing, you can add them using this form.

    If the full references list an item that is present in RePEc, but the system did not link to it, you can help with this form.

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your profile, as there may be some citations waiting for confirmation.

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    This information is provided to you by IDEAS at the Research Division of the Federal Reserve Bank of St. Louis using RePEc data.