25/04/2024 Investment Insights Optimal decumulation strategies for retirement solutions A new decumulation strategy, the “Success Rate Optimiser”, sets out income needs in advance and uses a dynamic asset allocation approach.
26/03/2024 Retirement Pension Funds Letter 20 - Looking past short-term noise to t... Explore Pension Funds Letter 20's insights on looking past short-term noise to focus on long-term success in investing and responsible decisions.
14/12/2023 Retirement Pension plans embracing ESG demand new investment approach Pension plans are increasing the share of ESG investments in their portfolios, requiring a new approach from asset managers.
5/12/2023 Portfolio Allocation Optimal Decumulation Strategies for Retirement Solutions This paper focuses on the optimal decumulation strategies for retirement solutions in those countries with a defined-contribution plan.
29/11/2023 Retirement The next stage of ESG evolution in the pension landscape A juggernaut that’s losing momentum or just refiring its engine? This question on ESG investing has come to the fore due to a confluence of exceptional...
29/11/2023 Retirement Pension Funds Letter 19 - The twists and turns of responsibl... Inflation pressures may well have fallen as we near the end of 2023, but at times it can seem like they’re the only thing trending in the right direction.
19/07/2023 Retirement Pension Funds Letter 18 - The big reshuffle shaking up pensi... Every June, Amundi welcomes clients from around the world to its investment forum in Paris to discuss the new trends shaping investment.
20/03/2023 Economy & Markets France: The pension reform puts politics under strain, but m... Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...
19/09/2022 Sustainable Finance Altruism or Self-Interest? ESG and Participation in Employee... We ask how the ESG performance of firms affects the asset allocation of a large sample of French employees between their employer’s stock and alternative...
25/07/2022 Portfolio Allocation Precautionary Liquidity and Retirement Saving There is a large debate on the optimal degree of savings’ liquidity in retirement systems.
1/03/2022 Machine Learning & Artificial Intelligence Augmenting Investment Decisions with Robo-Advice We study the introduction of robo-advising on a large representative sample of Employee Saving Plans.
27/01/2022 Asset Pricing & Behavioural Finance Choice Overload participation and asset Allocation in French... This paper employs administrative data from one of the largest plan providers in France to investigate the role of plan and default characteristics in...
13/01/2021 Portfolio Allocation Responsible Investing and Stock Allocation We analyze the portfolio choices of approximately 913,000 active participants in employee saving plans in France.
15/09/2020 Sustainable Finance Retirement Savings: The Tax Issue Providing for retirement is a prominent motivation for saving.
30/06/2018 Asset Pricing & Behavioural Finance Systematic Longevity Risk: To Bear or to Insure? Systematic Longevity Risk: To Bear or to Insure?