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Technical and Policy Papers

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Latest Technical and Policy Papers

Predictive Factors for Retirement Timing 

The factors affecting the retirement behavior of U.S. workers deserve renewed research attention and deeper understanding given recent developments such as the shift to defined contribution plans and corresponding decline in defined benefit pension plans, ongoing and proposed Social Security reforms, the recent volatility in the stock and housing markets, and exploding health care costs for retirees and workers. This paper investigates the impact of factors such as health insurance coverage, retirement plan types and public policies on the retirement timing of older workers.  [US - May 2008]

Sales, Stewardship and Agency Issues 

Nobody is better at looking out for his own interests than that person himself. However, there are circumstances in which a trained professional truly is the best resource. This paper considers this issue as it relates to pension fund management  [US - February 2008]

Best Practice Investment Governance  

In this paper, we consider the key attributes of global best practice in governance, summarizing the findings from a recent academic paper written by Gordon L. Clark of Oxford University and Roger Urwin of Watson Wyatt.  [US - February 2008]