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Case Studies
Competing in a Deregulated Social Security Market
Pension Fund Board of Trustees
Mexico City, Mexico
October, 2012
Introduction:
Social
Security deregulation refers to pension funds benefitting from the
internal market reform with principles of free movements of capital and
freedom to provide service to public and private sectors stakeholders.
The new scheme or system will allow workers from the public and private
sector institutions countrywide to choose and subscribe to the pension
fund of personal choice.
Overview:
Social
security deregulation has been operating in a competitive environment
by way of a free market for some time now in Mexico, with efficacious
results.
The objective of this course was to provide
participants with an experience sharing program in Mexico for a
comprehensive understanding of the major transformations and lessons
learned such as: the need for reform of the pension system in terms of
balance and challenges ahead, new business strategies, and best
practices i.e., products and services in the competitive environment.
The participants will have a chance to learn what kind of products and
services offered by pension funds impact retention of clientele,
challenges they face, and how they overcome those challenges. The
participants will also have the chance to learn about the use of fund
managers, custodians, their selection/selection criteria, and how to
monitor their performance. The participants will also have a chance to
make site visits to the schemes/fund managers, custodians as well as
site visits to PPP projects to share expediencies.
Objectives
At the end of the training participant will:
• Learn the challenges of the reforms and
latest techniques on how to overcome them.
•
Explore best practices investment rules, the use of fund managers,
custodians, their selection/selection criteria, and how to monitor
their performance.
• Learn how to implement products and
services under free market environment
•
Learn about the products and services offered by other pension funds in
Latin America that operate under free market
• Learn how to overcome the demographic
and economic factors
• Explore schemes that are DB/DC/ or
hybrid
•
Develop a detailed and personalized strategic Action Plan that will
help you apply what you have learned on-the-job
•
Learn through presentations, case studies, simulated exercises, and
on-site meetings with counterpart institutions leading
Examples of
Experience Sharing and Training Sessions included:
"Pension
Reform in Mexico"
Standard &
Poors
Abraham Hernández, Professor,
National
University Mexico
Afores financing PPP's through Private Capital Vehicles
ISSSTE
Colaboración con Organismos Multilaterales
CONSOR
e Instancias Bilaterales
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For additional information contact us
at
info@phmintl.com
or
1.772.388.6496
voice
1.772.388.6624 fax
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