Organisation for Economic Co-operation and Development

Annual Survey of Investment Regulation of Pension Funds

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About the Survey


Carried out annually, the Survey of Investment Regulation of Pension Funds aims at describing quantitative investment regulations on pension funds in OECD countries, as well as many IOPS member countries. The questionnaire covers all types of pension plans financed via pension funds. Where regulations vary depending on the type of plan (occupational, personal, mandatory, voluntary, DB, DC, etc), the types of plan that the investment regulations apply to are identified. The information collected concerns all forms of quantitative portfolio restrictions (minima and maxima) applied to autonomous pension funds in countries at different legal levels (law, regulation, industry norms, etc).

 

Methodology


The results are compiled in a Word document that is circulated every year to participating countries for review. This allows countries to report limitations endorsed during the previous year. All the reports are available online at www.oecd.org/finance/private-pensions/annualsurveyofinvestmentregulationofpensionfunds.htm.


 

Other related exercises

OECD Global Pension Statistics: www.oecd.org/daf/pensions/gps