全球养老基金行业 - 增长、趋势、COVID-19 影响和预测(2022 - 2027 年)

全球养老基金行业根据养老金计划的类型(分布式供款、分布式福利、储备基金和混合型)和地理位置(北美、欧洲、亚太地区和世界其他地区)进行细分。- 增长、趋势和预测(2020-2025)

市场快照

Global Pension Funds Industry (2020-2025)
Study Period: 2016 - 2026
Base Year: 2021
Fastest Growing Market: Australia and New Zealand
Largest Market: North America
CAGR: 5.4 %

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市场概况

养老基金计划根据其负债期限进行长期投资。养老基金正在调整其投资策略,以在当今复杂而苛刻的环境中取得成功。 

养老基金传统上投资于具有长期投资期限的债券和股票,鉴于市场波动,他们通过将资金分配给对冲基金、私募股权、房地产等替代品来实现投资组合的多元化。近年来,全球各国都在大力推行养老金改革,通常涉及更多地使用由私营部门管理的资助养老金计划。在许多国家,这些资助安排可能在提供退休收入方面发挥越来越重要的作用,私人管理的养老金资产将在金融市场发挥越来越大的作用,特别是作为长期储蓄的来源。

与 2017 年相比,2018 年养老基金的金融资产基本保持不变。养老基金在 2018 年增长 0.4% 至 35.6 万亿美元,远低于该行业 2012 年至 2017 年 6.3% 的年均增长率。金融资产增长放缓养老基金持有养老基金是大多数发达经济体的普遍趋势,包括占全球养老基金资产 63% 的美国。然而,一些新兴市场经济体的养老基金资产增长迅速,例如中国(20%)和印度(34%)。 

2019 年,养老基金资产受到 2018 年股市低迷的影响,创下了自 2008 年金融危机以来许多国家养老基金一年来最差的财务表现。

报告范围

了解全球私人和公共养老基金计划的当前资产配置,以及详细的市场细分、当前市场趋势、市场动态变化和增长机会。深入分析各个细分市场的市场规模和预测。

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主要市场趋势

分布式贡献计划正在成为主导的全球模型

2019年,全球六大养老金市场的固定缴款(DC)资产总额首次超过固定缴款(DB)资产。在截至 2019 年的十年间,我们继续看到 DC 资产继续以比 DB 更快的速度增长(每年 8.4% 对 4.8%),这反映了会员覆盖面的增加以及在某些市场上更高的贡献。

随着分布式贡献资产的增加,仍然存在某些挑战,例如雇主的成员参与度。有针对性的参与提供了更好的洞察力,但在执行方面面临挑战。技术的进步为定制开辟了新的可能性,改变了会员互动的性质,并重新设定了会员的期望。DC 的未来可能是高度定制化的,越来越关注个人参与者,但雇主需要改善治理以接受这一点。

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养老基金资产配置的主要趋势

在 20 年期间,房地产、私募股权和基础设施的资产配置已从约 6% 上升到近 23%。出于回报原因,替代方案一直很有吸引力,抵消了它们的治理困难。

我们继续看到以牺牲股票和债券为代价对私人市场和其他替代市场的配置有所增加,这反映了对分散风险的需求。投资者继续寻找创新方法来发展他们的任务,以更好地管理与私人市场有关的代理、衡量、整合和复杂性挑战。

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竞争格局

该报告概述了全球最大的养老基金和一些经营养老金计划的公司基金。目前,报告中详细讨论了在资产规模方面主导研究市场的一些主要参与者。

Table of Contents

  1. 1. INTRODUCTION

    1. 1.1 Scope of the Market

    2. 1.2 Market Definition

  2. 2. RESEARCH METHODOLOGY

    1. 2.1 Study Deliverables

    2. 2.2 Study Assumptions

    3. 2.3 Analysis Methodology

    4. 2.4 Research Phases

  3. 3. EXECUTIVE SUMMARY

  4. 4. MARKET DYNAMICS

    1. 4.1 Market Overview

      1. 4.1.1 Features And Coverage of Pension Plans Landscape

      2. 4.1.2 Assets Under Management by Pension Funds and Growth Rates, Over The Years

      3. 4.1.3 Impact of Pension Assets to the Economies Worldwide

      4. 4.1.4 Distribution of Pension Assets by Size Segment

      5. 4.1.5 Investment Patterns of Pension Funds

    2. 4.2 Role of Pension Funds in Achieving Financial Stability

      1. 4.2.1 Interconnectedness of Pension funds and Other Financial Intermediaries

      2. 4.2.2 Role of Pension Funds in Credit Intermediation and Lending Activities

    3. 4.3 Impact of Regulatory and Legislative Landscape on Pension Funds

      1. 4.3.1 Portfolio Limits on Pension Fund Investment in Selected Asset categories

      2. 4.3.2 Portfolio Limits on Pension Fund Investment in Selected Foreign Asset categories

      3. 4.3.3 Recent Changes to the Pension Fund Investment Regulations

    4. 4.4 Market Drivers

    5. 4.5 Market Restraints

    6. 4.6 Porter's Five Forces Analysis

      1. 4.6.1 Threat of New Entrants

      2. 4.6.2 Bargaining Power of Buyers/Consumers

      3. 4.6.3 Bargaining Power of Suppliers

      4. 4.6.4 Threat of Substitute Products

      5. 4.6.5 Intensity of Competitive Rivalry

    7. 4.7 Impact of COVID -19 on Fund Schemes

  5. 5. MARKET SEGMENTATION

    1. 5.1 By Plan Type

      1. 5.1.1 Distributed Contribution

      2. 5.1.2 Distributed Benefit

      3. 5.1.3 Reserved Fund

      4. 5.1.4 Hybrid

    2. 5.2 By Geography

      1. 5.2.1 North America

        1. 5.2.1.1 United States

        2. 5.2.1.2 Canada

      2. 5.2.2 Europe

        1. 5.2.2.1 United Kingdom

        2. 5.2.2.2 Switzerland

        3. 5.2.2.3 Netherlands

      3. 5.2.3 Asia-Pacific

        1. 5.2.3.1 Australia

        2. 5.2.3.2 Japan

      4. 5.2.4 Rest of the World

  6. 6. COMPETITIVE LANDSCAPE

    1. 6.1 Overview (Market Concentration and Major Players)

    2. 6.2 Fund Profiles

      1. 6.2.1 Social Security Trust Funds

      2. 6.2.2 National RailRoad Retirement Investment Trust

      3. 6.2.3 California Public Employees’ Retirement System

      4. 6.2.4 AT&T Corporate Pension Fund

      5. 6.2.5 1199SEIU Pension And Retirement Funds

      6. 6.2.6 National Eletrical Benefit Fund*

      7. 6.2.7 *List Not Exhaustive

  7. 7. MARKET OPPORTUNITIES AND FUTURE TRENDS

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Frequently Asked Questions

The Global Pension Funds Industry market is studied from 2016 - 2026.

The Global Pension Funds Industry is growing at a CAGR of 5.4% over the next 5 years.

Australia and New Zealand is growing at the highest CAGR over 2021- 2026.

North America holds highest share in 2021.

Social Security Trust Funds, AT&T Corporate Pension Fund, California Public Employees’ Retirement System, 1199SEIU Pension And Retirement Funds are the major companies operating in Global Pension Funds Industry.

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