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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

FSB - Ten years on – taking stock of post-crisis resolution reforms

This sixth report on the implementation of resolution reforms describes progress in implementing the agreed resolution policies agreed for systemically important financial institutions (SIFIs). The report provides an update on the implementation of the FSB’s Key Attributes of Effective Resolution Regimes for Financial Institutions which are the internationally agreed standards for resolution of SIFIs.

Company: Financial Stability Board
Date added: 06-07-2017
Sector: Governance

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OECD Secretary-General Report to G20 Leaders

Fixing the international tax system to close down loopholes, improve transparency and make sure that multinational enterprises pay tax where they carry out their activities has been a key priority of the G20 since its inception. Major progress has been achieved, making the fight against tax avoidance and tax evasion a success story of the G20, with the support of the OECD. With recent recognition of the backlash against globalisation, and a stronger-than-ever need to deliver an agenda of inclusive growth, the work of the G20/OECD work on tax is one of the most important contributions to these challenges, and one which is having a concrete impact to address the concerns being raised. 

Company: OECD
Date added: 01-07-2017
Sector: Governance

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FSB - Thematic Review on Corporate Governance

This peer review examines the implementation of the G20/Organisation for Economic Co-Operation and Development (OECD) Principles of Corporate Governance. The peer review takes stock of how FSB member jurisdictions have applied the Principles to publicly listed, regulated financial institutions, identifying effective practices and areas where good progress has been made while noting gaps and areas of possible weakness.

Company: Financial Stability Board
Date added: 16-04-2017
Sector: Governance

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Pensions Institute - Milking and Dumping: The Devices Businesses use to Exploit Surpluses and Shed Deficits in Their Pension Schemes

This paper gives examples of UK defined benefit pension schemes suffering losses in the 1980s and early 1990s, mostly by fraud or questionable practices. It gives examples of the means, mostly in the 1990s, by which actuarial surplus was extracted from schemes. It then indicates techniques by which proprietors of businesses have since then sought to shed or avoid scheme deficits. It sketches briefly the changing legal bases over employers’ contributions and funding obligations, how pension schemes became so large and the responses of Government to schemes exhibiting surplus or deficit.

Company: Pensions Institute
Date added: 30-08-2016
Sector: Governance

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Willis Towers Watson - UK: Effective pension scheme governance - the good-bad governance gap and its impact on asset performance

Summary: Research suggests that better governance leads to better outcomes – between 1% and 2% per annum* additional returns, compared to weak governance; The most important success factor** in exceptional scheme governance is the investment executive, allowing separation between the governing function and the executive function where this function can be in-house or delegated to a fiduciary manager; A fast growing fiduciary management industry provides the opportunity for pension schemes to position themselves very competitively versus others in the search for investment and de-risking opportunities.

Company: Willis Towers Watson
Date added: 15-06-2016
Sector: Governance

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GIRA Global Governance Survey Results (2015)

This small survey of 32 pensions funds in Australia, US and UK seeks to understand the similarities and divergences in the approach to decision-making within the three regions, with particular emphasis on investment beliefs.

Company: Frontier Advisors
Date added: 01-06-2016
Sector: Governance

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The 300 Club - Governance Practices of European Pensions: The gap between rhetoric and reality

Significant changes have taken place in European pension fund business models since the global financial crisis. A more serious and fundamental shift in behaviour is however needed to address the vast gap between talk about good governance and the reality on the ground. This paper has been authored by Sally Bridgeland and Professor Amin Rajan.

Company: The 300 Club
Date added: 01-05-2016
Sector: Governance

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The Pensions Regulator - UK Pensions: A Guide to Investment Governance

This guide aims to help pensions trustee boards in meeting the standards set out in the Pension Regulator's Code of practice 13. It provides practical information and examples of different approaches to take, as well as factors to consider.

Company: The Pensions Regulator
Date added: 01-05-2016
Sector: Governance

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