May 6, 2024
Services
Strategic Advisory Projects
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:
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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 |
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Contribution to Credit Suisse Rethinking Retirement Report discussing the future of retirement Presented at World Economic Forum Davos- January |
2020 |
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Osler, Hoskin & Harcourt LLP Expert Witness Report and Testimony on a pension investment issue |
2019 |
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National Institute on Ageing Advisor to Canadian Pension Coalition on Deferred Annuities that led to a positive response in the 2019 Federal Budget |
2018 |
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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 |
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'Common Good' Retirement Plan Expert Advisor to a project designed to provide greater access by Canadians to cost-effective retirement income plans |
2018 |
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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 |
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Management and Operations Study of Bureau of Asset Management of New York City (BAM) Advisor to Funston Advisory Services |
2015 |
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Norway's Government Pension Fund - Global: How Should It Be Governed? |
2015 |
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Revitalizing Pension Investing in Japan: An Assessment of the 2013 Expert Panel Recommendations. |
2015 |
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An Assessment of the Efficiency and Effectiveness of the Asset, Risk and Pension Administration Functions of Stichting Pensioenfonds PFZW. |
2015 |
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An Assessment of the Efficiency and Effectiveness of the Asset, Risk and Pension Administration Functions of Stichting Pensioenfonds ABP. |
2015 |
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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 |
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Focusing Capital on the Long-Term A special project as part of the FCLT Initiative |
2014 |
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Office of the Auditor General study on investment policy in Canada's public service pension plans |
2013 |
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Risks of a Prolonged Low Interest Rate Environment for the Pensions Sector” (with Peter Dungan). |
2013 |
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The Pension System in Finland: Institutional Structure and Governance. |
2013 |
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Review of Fiduciary and Conflict of Interest of the New York State Common Retirement Fund - Advisor to Funston Advisory Services |
2012 |
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'Australia Future Fund' Management Agency: Updating the Remuneration Plan An Assessment and Possible Enhancements for consideration |
2011 |
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Mass PRIM Governance Project Advisor to Funston Advisory Services |
2011 |
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Washington State Investment Board Board Governance review |
2011 |
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New Brunswick Investment Management Corporate Performance Review |
2011 |
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WSIB Ontario - Structuring the Investment Function Review of Strategic Investment Plan |
2011 |
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Japan’s Government Pension Investment Fund: Should it become a High-Performance Organization? |
2007 |
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Nomura Research Institute: Internal vs External Pension Fund Management A Quantitative and Qualitative Assessment |
2000 |
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Moving To A 'Fiduciary' CPP Investment Policy: Two Possible Paths. |
1996 |
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Canada's 20% Foreign Property Rule: Why and How it Should be Eliminated. |
1995 |
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In Whose Interest? |
1987 |
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The 10% Foreign Property Rule: Why and How it should be Eliminated. |
1984 |