KPA Advisory Services is regularly called upon to conduct specialized research, reviews and assessments and develop related recommendations and action plans. Examples of these projects include:

National Institute on Ageing: Improving Canada's Retirement Income System

Co-author of a Discussion Paper on setting priorities for providing adequate, sustainable, post-work income for ageing Canadians

2020

Contribution to Credit Suisse Rethinking Retirement Report discussing the future of retirement

Presented at World Economic Forum Davos- January

2020

Osler, Hoskin & Harcourt LLP

Expert Witness Report and Testimony on a pension investment issue

2019

National Institute on Ageing

Advisor to Canadian Pension Coalition on Deferred Annuities that led to a positive response in the 2019 Federal Budget

2018

Tobacco Free Portfolios

Advisor to multiple initiatives that led to global institutions signing the Tobacco-Free Finance Pledge at the UN General Assembly committing their organizations to not providing insurance to, lending money to, or investing in tobacco companies

2018

'Common Good' Retirement Plan

Expert Advisor to a project designed to provide greater access by Canadians to cost-effective retirement income plans

2018

Australian Productivity Commission

Conducted a Superannuation Fund Governance Survey for Australian Superannuation System in support of a study conducted by the Australian Productivity Commission

2017

Management and Operations Study of Bureau of Asset Management of New York City (BAM)

Advisor to Funston Advisory Services

2015

Norway's Government Pension Fund  - Global: How Should It Be Governed?
A special study for the Commission on Norges Bank Governance 

2015

Revitalizing Pension Investing in Japan: An Assessment of the 2013 Expert Panel Recommendations.
A special study for the Nomura Institute for Capital Markets Research 

2015

An Assessment of the Efficiency and Effectiveness of the Asset, Risk and Pension Administration Functions of Stichting Pensioenfonds PFZW.
A special study by the Dutch Ministry of Finance 

2015

An Assessment of the Efficiency and Effectiveness of the Asset, Risk and Pension Administration Functions of Stichting Pensioenfonds ABP.
A special study by the Dutch Ministry of Finance 

2015

Taking the Dutch Pension System to the Next Level: A View from the Outside.

A special study for the Royal Economics Society of The Netherlands and Netspar  

2014

Focusing Capital on the Long-Term

A special project as part of the FCLT Initiative

2014

Office of the Auditor General study on investment policy in Canada's public service pension plans

2013

Risks of a Prolonged Low Interest Rate Environment for the Pensions Sector” (with Peter Dungan).
A special study for the Global Risk Institute  

2013

The Pension System in Finland: Institutional Structure and Governance.
An advisory study written at the request of the Finnish Centre for Pensions 

2013

Review of Fiduciary and Conflict of Interest of the New York State Common Retirement Fund -

Advisor to Funston Advisory Services

2012

'Australia Future Fund' Management Agency: Updating the Remuneration Plan

An Assessment and Possible Enhancements for consideration

2011

Mass PRIM Governance Project

Advisor to Funston Advisory Services

2011

Washington State Investment Board

Board Governance review

2011

New Brunswick Investment Management

Corporate Performance Review

2011

WSIB Ontario - Structuring the Investment Function

Review of Strategic Investment Plan

2011

Japan’s Government Pension Investment Fund: Should it become a High-Performance Organization?
A special study for the Nomura Institute for Capital Markets Research  

2007

Nomura Research Institute: Internal vs External Pension Fund Management

A Quantitative and Qualitative Assessment

2000

Moving To A 'Fiduciary' CPP Investment Policy: Two Possible Paths.
A special study for the Federal-Provincial Working Group on CPP Investment Policy

1996

Canada's 20% Foreign Property Rule:  Why and How it Should be Eliminated.
A special study for PIAC and IFIC

1995

In Whose Interest?
Advisor to the Ontario Task Force on the Investment of Public Sector Pension Funds.

1987

The 10% Foreign Property Rule: Why and How it should be Eliminated.
A special study for PIAC and ACPM

1984