Annual Survey of Large Pension Funds and Public Pension Reserve Funds 2015

Abstract

This survey is the fifth since the data collection exercise was first established in 2011. In line with the G20 mandate, the scope of this report covers 43 countries, including selected OECD countries, selected IOPS members, G20 members and, for the first time, APEC countries based on data gathered in 2015 and 2016. Brazil, India, Indonesia, Malaysia, Nigeria, Russia, and South Africa are amongst the non-OECD countries included in the survey. The survey monitors and compares the investment behaviour, asset levels, and performances of the largest institutional investors in each region or country covered and analyses in greater depth the general trends observed at a national level. The analysis is based on a qualitative and quantitative questionnaire sent directly to Large Pension Funds (LFPs) and Public Pension Reserve Funds (PPRFs). This edition includes: - a summary of key trends observed in the investment portfolios of LPFs and PPRFs; - an in-depth analysis of LPFs and PPRFs; - an analysis of infrastructure investment by LPFs and PPRFs; - an analysis of green investment and social impact investment by LPFs and PPRFs.