BIBLIOTECA DE PENSII

         Aceasta sectiune contine studii, rapoarte, carti, analize si alte materiale privind diferite aspecte ale lumii pensiilor private. Obiectivul acestora este o informare cat mai corecta si completa, pentru a creste gradul general de informare si de constientizare in domeniul pensiilor publice si private.

 

         Biblioteca de Pensii contine cele mai noi materiale din domeniu, publicate de institutii internationale de prestigiu: OECD, IOPS, Banca Mondiala, Fondul Monetar International, Uniunea Europeana, BERD, EFRP, FIAP, EFAMA, si altele (institute de cercetare, think tank-uri, ONG-uri, dar si studii si carti realizate de diferite personalitati ale lumii academice).

 

         Lectura placuta!

 

 

Despre bomba demografica si efectele ei in sistemele de pensii: 
 

WorldBank: Pension Systems Facing Demographic Challenges in Europe and Central Asia (2014)

 

EU: The 2012 Ageing Report: Underlying assumptions and projection methodologies (2011)

 

HSBC: The power of planning (2011)

 

WorldBank: Some economic consequences of global aging (2010)

 

INCE: Declinul demografic si viitorul populatiei Romaniei (2007)

 

CNPD&UNFPA: Cartea verde a populatiei in Romania (2006)

 

EU: Sustainability report 2009 - sustainability of public finances and the implications of ageing (2009-2060)

 

EU: Ageing report 2009 - economic and budgetary projections for the EU-27 member states (2008-2060)

plus: statistical annexes

 

Eurostat: Population projections for EU member states 2008-2060

 

Eurostat: Ageing characterises the demographic perspectives of the European societies

 

WorldBank: From red to gray - The "Third Transition" of aging populations in Eastern Europe and the former Soviet Union

 

Commission on Growth and Development: Population Aging and Economic Growth

 

Eurostat: Demographic Outlook - national reports on the demographic developments in 2007

 

United Nations: State of world population 2008

 

United Nations: State of world population 2007

 

World Economic Forum: Financing demographic shifts - the future of pensions and healthcare in a rapidly ageing world

 

EU: Europe's demographic future - facts and figures on challenges and opportunities

 

EU: Europe's demographic future - facts and figures - project

 

United Nations: World population projections to 2300 

 

United Nations Demographic Yearbook 2006 

plus: capitole individuale si anexe statistice

 

United Nations Demographic Yearbook 2000

plus: capitole individuale si anexe statistice

 

United Nations Demographic Yearbook 1990

 

United Nations Demographic Yearbook 1980

 

United Nations Demographic Yearbook 1970

 

United Nations Demographic Yearbook 1960

 

United Nations Demographic Yearbook 1950

 

Bibliography of works providing estimates of life expectancy at birth in different countries

 

 

Despre reforma pensiilor si diferitele modele globale:
 

CITI: The coming pensions crisis (2016)

 

OECD: Pensions at a glance (2013)

 

EIOPA: Good practices on information provision for DC schemes (2013)

 

WorldBank:  Nonfinancial Defined Contribution Pension Schemes in a Changing Pension World – Volume 2 (2013)

 

WorldBank:  Nonfinancial Defined Contribution Pension Schemes in a Changing Pension World – Volume 1 (2012)

 

EU: Pension Adequacy in the European Union 2010-2050 (2012)

 

Warsaw School of Economics: Protection mechanisms in the old-age pension
systems of the CEE countries* (2012)

 

ASISP: Annual National Report - Pensions, Health Care and Long-term Care (2011)

 

FIAP: Comparative collection of regulations in individually funded systems (2011)

 

OECD: Retirement-income systems in OECD and G20 countries (2011)

 

IMF: Pension reforms in emerging Europe - the uncertain road ahead (2011) 

 

IMF: A fiscal indicator for assessing first and second pillar pension reforms (2011) 

 

BBVA: The unavoidable role of private pensions in retirement income systems (2011)

 

Society of Actuaries: The rising tide of pension contributions post-2008: How much and when? An analysis of funding for the U.S. private sector single-employer defined benefit system (2011)

 

EU: GREEN PAPER towards adequate, sustainable and safe European pension systems (2010) 

 

EU: Legislation, coverage and related initiatives. Accompanying document to the GREEN PAPER (2010)

 

FIAP:  Voluntary pension savings in individually funded systems of FIAP member countries (2010)

 

OECD: Funding in public sector pension plans - international evidence (2010)

 

Milliman: Private pension systems in Central and Eastern Europe (2010)

 

State Street: Strengthening the DC model for the future (2010)

 

FIAP:  Contribution rates and maximum taxable income in the countries with individually funded systems (2010)

 

BBVA: Pension reforms in Latin America. Balance and challenges ahead (2010)

 

BBVA: Multi-funds in the Chilean Pension System (2010)

 

OECD: Pensions at a glance. Special edition: Asia/Pacific (2009)   

 

OECD: Pension reform in Chile revisited. What has been learned? (2009)

 

FIAP: Investments and payouts in funded pension systems (2009)

 

FIAP: Description and analysis of the multifund systems in the Latin American and Eastern European pension systems (2010)

 

Allianz Global Investors: Defining the direction of defined contribution in Europe: results of an expert survey (2009)

 

Allianz Global Investors: Expert survey on the future of DC pension plans in Europe (2009)

 

Simona Fit: Perspectivele sistemului romanesc de pensii (2009)

 

ASE: Deficiencies of the public pension system in Romania. Some reform measures derived from the EU experience (2009)

 

EFRP: CEEC Forum report: facing up to the challenges (2009)

 

OECD: Pensions at a Glance 2009 (preliminary)

 

WorldBank: Aging population, pension funds and financial markets - regional perspectives and global challenges for Central, Eastern and Southern Europe

 

WorldBank: Pension reform in Southeastern Europe - Linking to labor and financial market reforms

 

WorldBank: Adequacy of retirement income after pension reforms in Central, Eastern and Southern Europe

plus: capitol special Romania

 

WorldBank: Country report on Romanian pensions (Jan. 2009)

 

CSIS: Latin America's aging challenge 2009

 

EU: On adequate and sustainable pensions (Joint report on social protection and social inclusion 2009)

plus: Supporting document

plus: Country profiles

 

EU: Privately managed funded pension provision and their contribution to adequate and sustainable pensions

plus: Summary

 

FIAP: Funded systems & their role in solving the pension problem (2007)

 

FIAP: The strenghtening of the new pension systems: the role of each pillar in the solution of pension problems (2005)

 

FIAP: Pension reform in Eastern Europe: Experiences and Perspectives (2004)

 

Institute of Economic Affairs: Pension provision - government failure around the world

 

OECD: Evaluating the design of private pension plans - costs and benefits of risk-sharing (2009)

 

WorldBank: Pensions Panorama - retirement income systems in 53 countries

 

WorldBank: Closing the coverage gap - the role of social pensions and other retirement transfers (2009)

 

Allianz Global Investors: Pension trends in emerging markets 2008 - the rise of DC plans and its consequences 

 

Allianz Global Investors: Central and Eastern European pensions 2007 - systems and markets

 

ILO: Administrarea securitatii sociale: Ghid practic pentru membrii consiliilor institutiilor de securitate sociala din Europa Centrala si de Est (2006)

 

ILO: Pension reform in the Baltic states, 2006

 

ILO: Pension reform in Central and Eastern Europe (Hungary, Poland) (2002)

 

The story of the creation of personal retirement accounts in Slovakia (2006)

 

CSSPP: Pensii private in Europa Centrala si de Est (2009)

 

Expert Grup: Fezabilitatea implementarii sistemului de pensii private in Republica Moldova (2009)

 

State Street: The pensions industry. Bridging the gap (2008) 

 

Allianz Global Investors: Funded pensions in Western Europe, 2008

 

Allianz Global Investors: Western European pensions, 2004

 

OECD: Defined-contribution arrangements in Anglo-Saxon countries (2009)

 

Allianz Global Investors: Retirement at risk 2008 - The US pension system in transition

 

Allianz Global Investors: Canada pension system design (2008)

 

Allianz Global Investors: Brazil pension system design (2008)

 

OECD: Pensions in Africa, 2009

 

OECD&IOPS: Pension development in Africa, 2008

 

Allianz Global Investors: South Africa pension system design (2008)

 

NBER: The changing landscape of pensions in the United States (2007)

 

NBER: Aging, saving and public pensions in Japan (2007) 

 

NBER: The Chilean pension reform turns 25: Lessons from the social protection survey (2006)

 

NBER: Pensions for an aging population (2005) 

 

WorldBank: Pensions in the Middle East and North Africa: time for change (2005)

 

IER: Sistemul de asigurări de pensii în România în perioada de tranziţie: probleme majore şi soluţii (2004)

 

NBER: The german public pension system: How it was, how it will be (2004)

 

NBER: Pension reform and economic performance in Britain in the 1980s and 1990s (2003)

 

 

WorldBank: Pension Reform in Croatia (2003)

 

OECD: Asia / Pacific pensions at a glance (2008)

 

Allianz Global Investors: Asia-Pacific pensions - systems and markets (2007)

 

Allianz Global Investors: Funding unfunded pensions - governance and investments of Asian reserve funds (2008)

 

IMF: Macroeconomic effects of pension reform in Russia (2008)

 

IMF: Efficiency and performance of Bulgarian private pensions (2009)

 

Pensions Institute: Barriers to increased effectiveness of investment by pension funds in Poland (2009)

 

WorldBank: The WorldBank Pension Conceptual Framework

 

OECD: Recommendation on good practices for financial education relating to private pensions, 2008

 

IOPS: Guidelines for the supervisory assessment of pension funds, 2008

 

OECD&IOPS: Guidelines on the licensing of pension entities (2008)

 

IOPS: Principles of private pension supervision, 2006

 

WorldBank: Enabling conditions for second pillars of pension systems

 

IMF: Pension privatization and country risk (2008)

 

OECD: Description of private pension systems

 

OECD&IOPS: Information to members of DC pension plans - conceptual framework and international trends, 2008

 

Private pension provision: What an ageing Europe can learn from a latin tiger, Chile (2007)

 

BBVA: Pension reform and fiscal policy - some lessons from Chile

 

Institute of Economic Affairs: Chile, from Bismarck to Friedman

 

OECD: Implications of behavioural economics for mandatory individual account pension systems

 

OECD: Coverage of funded pension plans

 

OECD: Longevity risk and private pension, 2007

 

OECD: Pension coverage and informal sector workers - international experiences

 

OECD: Evaluating the design of private pension plans - costs and benefits of risk-sharing

 

Oxera: Myopia or yours? How pension reform can encourage saving for retirement

 

Oxera: Defined benefit pension plans - defining the cost (2009)

 

HSBC: The future of retirement 2009 - it's time to prepare

 

HSBC: The future of retirement 2008 - investing in later life

 

Axa: Retirement scope 2008 - new dynamics

 

Axa: Retirement scope 2007 - retirement dreams & realities

 

EBRD: Ageing, pension reforms and capital market development in transition countries

 

WorldBank: Issues and prospects for non-financial defined contribution (NDC) schemes (2006)

 

WorldBank: Old age income support in the 21st century (2005)

 

WorldBank: Pension reform in Europe: process and progress (2003)

 

WorldBank: The PROST model - modelling pension reform

 

OECD: Pensions glossary (2005)

 

EFRP: Pensions glossary (2006)

 

 

Investitiile si performantele fondurilor de pensii private:
 
 

OECD: The role of guarantees in Defined Contribution pensions (2011)

 

OECD: Survey of investment regulation of pension funds (2011)  

 

WorldBank:  Evaluating the financial performance of pension funds (2010)

 

OECD: The role of guarantees in Defined Contribution pensions (2010) 

 

OECD: Revised IOPS/OECD good practices on alternative and derivative investments by pension funds (2010)   

 

OECD: Draft OECD/ IOPS good practices for pension funds' risk management systems (2010) 

 

University of Michigan: How financial literacy and impatience shape retirement wealth and investment behaviors (2010) 

 

BBVA: Projections of the impact of pension funds on investment in infrastructure and growth in Latin America (2010)  

 

ZEW: Pension funds’ performance in strongly regulated industries in central Europe: Evidence from Poland and Hungary (2009)

 

OECD: Survey of investment regulation of pension funds (2010)

 

OECD: Investment regulations and defined contribution pensions (2009)

 

OECD: Assessing default investment strategies in defined contribution pension plans (2009) 

 

OECD: Survey of investment regulations of pension funds (2008)

 

Oxera: Cross-border investment restrictions for pension schemes - what are the costs?

 

Oxera: Time and timing in capital markets - implications for pensions investment

 

OECD: Fees in individual account pension systems - a cross-country comparison

 

WorldBank: Counting the cost of guaranteeing defined contribution pensions

 

Oxera: The shift towards defined-contribution pensions: are the risks overstated?

 

OECD: Comparing aggregate investment returns in privately managed pension funds

 

OECD: Pension fund performance

 

OECD: Pension fund investment in infrastructure

 

OECD: Governance and investment of public pension reserve funds in selected OECD countries

 

OECD: Benefit security pension fund guarantee schemes (2007)

 

OECD: Guidelines on pension fund asset management (2006)

 

WorldBank: Competition and performance in the Hungarian second pillar (2006)  

 

FIAP: Pension funds' investment perspective (2006)

 

FIAP: Pension funds' investment (2004)

 

BBVA: A balance of pension funds infrastructure investments: The Experience in Latin America (2003)

 

Axia Economics: The tax treatment of funded pensions (1999)  

 

 

Despre criza globala si sistemele de pensii:
 

OECD: Pension fund assets climb back to pre-crisis levels but full recovery still uncertain (2011)

 

OECD: Pension fund assets struggle to return to pre-crisis levels (2010)

 

CEIOPS: Spring Financial Stability Report (2010) 

 

EU: Social impact of the crisis: Demographic challenges and the pension system (2010)

 

FIAP: The impact on workers of the parametric changes in the PAYGO programs (2009)

 

WorldBank: Pensions in crisis: Europe and Central Asia Regional Policy Note (2009)

 

Aegon Global Pensions: Building pensions for the future: making promises you can keep (2009)

 

IMF: How the financial crisis affects pensions and insurance and why the impacts matter

 

WEF: Transforming pensions and healthcare in a rapidly ageing world

 

CEIOPS: Spring financial stability report 2009

 

OECD: Private pensions and policy responses to the crisis, recommendation, 2009

 

OECD: Private pensions and policy responses to the financial and economic crisis

 

EU: The economic crisis and pensions in the EU (memorandum)

 

WorldBank: The financial crisis and mandatory pension systems in developing countries

 

OECD: Pension markets in focus - private pensions and the 2008 turmoil in financial markets

 

OECD: Private Pensions Outlook 2008  

 

OECD for G20: Finance, competition and governance - strategies to phase out emergency measures

 

 

Despre faza de plata a pensiilor private:
 
 

 

EFRP: Workplace pensions - Decumulation (2011)

 

OECD: Which arrangements for the payout phase of DC pensions should retirees choose? (2010)

 

WorldBank: Designing the payout phase of funded pension pillars in Central and Eastern European countries (2010)

 

WorldBank: Designing the payout phase of pension systems. Policy issues, constraints and options (2010)

 

WorldBank: The payout phase of pension systems a comparison of five countries (2010) 

 

WorldBank: A summary and update of developing annuities markets. The experience of Chile (2010)

 

EFAMA: Rethinking retirement income strategies - how can we secure better outcomes for future retirees?

 

OECD: Ageing and the payout phase of pensions, annuities and financial markets

 

OECD: Policy options for the payout phase

 

OECD: Forms of benefit payment at retirement

 

OECD: National annuity markets - features and implications

 

Warsaw University: Solving the annuitisation problem in the Polish pension reform (2009)

 

NBER: Retirement and the evolution of pension structure (2003)

 

 

Despre pensiile private ocupationale:

 

E&Y: Pan-European pension funds in a future world (2009)

 

EFR: Pan-European pension plans: from concept to action (2007)

 

EU: IORP (Institutions for Occupational Retirement Provision) Directive

 

OECD: Recommendation on core principles of occupational pension regulation

 

Aegon Global Pensions: Adopting a regional approach to occupational pensions in Central and Eastern Europe

 

OECD: Reforming the valuation and funding of pension promises - are occupational pension plans safer?

 

Oxera: Defined-contribution pension schemes - Risks and advantages for occupational retirement provision

 

National Bureau of Economic Research: DC plans, DB plans and the accumulation of retirement wealth

 

 

Statistici globale in pensiile private:
 
 

OECD:  Pension markets in focus (2013)

 

TheCityUK: Pension markets (2013)

 

OECD: Pension markets in focus (2011)

 

Towers Watson: Global pension asset study (2011)

 

Towers Watson: 2010 global pension assets study

 

OECD: Pension markets in focus 2009

 

OECD: Key pension funds' indicators 2009

 

Watson Wyatt: 2009 global pension assets study

 

IFS London: International pension market assets 2009

plus: Statistical Annex

 

IFS London: International pension market assets 2008

 

Watson Wyatt: The world's 300 largest pension funds 2008

 

IFS London: International pension market assets 2007

 

Watson Wyatt: The world's 300 largest pension funds 2007

 

IFS London: International pension market assets 2006

 

Watson Wyatt: The world's 300 largest pension funds 2006

 

IFS London: International pension market assets 2004

 

 

Rapoarte anuale, inclusiv statistici:
 

FIAP: Half yearly report (2010)

 

EFRP: Annual report 2009

 

EFRP: Annual report 2008

 

FIAP: Demiannual report 2008

 

FIAP: Statistical report 2008

 

IOPS: Annual report 2008

 

EFRP: Annual report 2007

 

FIAP: Annual report 2007

 

FIAP: Statistical report 2007

 

IOPS: Annual report 2007

 

EFRP: Annual report 2006

 

FIAP: Annual report 2006

 

FIAP: Statistical report 2006

 

IOPS: Annual report 2006

 

EFRP: Annual report 2005

 

FIAP: Annual report 2005

 

FIAP: Statistical report 2005

 

FIAP: Annual report 2004

 

FIAP: Statistical report 2004

 

FIAP: Annual report 2003

 

FIAP: Annual report 2002

 

EFRP: Annual report 2001

 

EFRP: Annual report 2000

 

EFRP: Annual report 1999

 

EFRP: Annual report 1998