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Sustainability Studies for Pension Funds

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Actuarial Study of Social Security Systems

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Sustainability Studies for Pension Funds


Given that sustainability challenges are a central concern for pension funds, the actuarial role in investments and risk management is vital.

For this reason, we provide a service tailored to the specific characteristics of pension funds, using methodologies and techniques that consider, among other elements, income flows, sensitivity and sustainability analysis of the fund, population dynamics, financing systems, and the country’s economic and regulatory framework.


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Actuarial Study of Social Security Systems


We conduct technical studies under international standards to assess the sufficiency of contributions, the present value of obligations, minimize risks, and evaluate the sustainability of Social Security pension funds.

Pension and Health Financing Models

We design sustainable financing models that take into account population trends, economic variables, medical inflation, population aging, and other factors affecting the viability of contributory and non-contributory systems.

Demographic Projections and Population Analysis

We develop specific projections for contributing and beneficiary populations, analyzing factors such as fertility, migration, mortality, and dependency ratios. This information is key to anticipating the future behavior of Social Security systems.

Technical Evaluation of Special Regimes

We provide specialized advisory services to analyze the sustainability of special pension regimes, allowing the assessment of their financial impact and evaluation of necessary reforms based on technical and objective criteria.


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Objectives

  • Analyze income and expenditures according to the reality of the administered funds.
  • Conduct actuarial projections to determine the sustainability of the analyzed fund.
  • Examine the population covered by the fund.
  • Determine contribution rates that ensure the institution’s long-term sustainability.​
  • Perform sensitivity analysis of active and passive rates.
  • Provide recommendations on policies benefiting the institution and its participants.

Features

  • Meeting with the client to determine the objectives of the consultancy.
  • Collection of relevant institutional information and evaluation of demographic and economic data.
  • Development of the product using actuarial methods and considering legal and/or regulatory aspects.
  • Issuance and presentation of preliminary results.
  • Delivery of the final report.

Benefits

  • Analysis of economic and demographic factors that maintain correlation with the funds and the institution.
  • Support during on-site or off-site audits by the regulatory authority.
  • Evaluation of different scenarios and actuarial assumptions aligned with the reality of the institution and the country.
  • Consideration of policies that ensure the sustainability of the fund and the institution.

Connect with our actuarial team

Write to us, we can help you perform the actuarial calculations your company needs.

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