PPF Archives - Z-Ben Advisors

China Alert – Working through the pension agenda

BlackRock, CCB, Commercial pensions, pension, pilot scheme, PPF

Working through the pension agenda Regional asset surpluses are finally being put to use. In one pilot, the retirement age is also budging. And commercial pensions are being primed for greater platform competition. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription […]

NSSF, pension, PPF

NPC: Pensions in focus The impact that 2020 had on China’s pension system is becoming clearer. The current response will likely pave the way for broader reform. Short-term challenges don’t dampen our long-term optimism of the pension opportunity for global managers. Please note that full versions of our China Alert are for clients only, if […]

pension, PPF, Reform, SOEs

Another pension reform checkpoint The first round of equity transfers to the Public Pension Fund is complete. We expect it to act as a stop-gap to Pillar One funding constraints. Divestment, along with more impactful reforms, will be needed. Please note that full versions of our China Alerts are for clients only, if you would […]

EA, FOFs, NSSF, OA, pension, PPF

Pensions Construction in progress For a number of years now, we’ve made a point of revisiting the topic of pensions in China at the close of the year. Important to the macro landscape, yes, but it is also the largest latent opportunity for investment management onshore. This version of our Strategic Outlook reviews the mechanical […]

China Alert – Working through the pension agenda

China Alert – NPC – Pensions in focus

China Alert – Another pension reform checkpoint

Strategic Outlook: Pensions – November 2020