Дата обращения к источнику: 12 октября, 2018
The Global Retirement Index (GRI) is a multi-dimensional index developed by Natixis Global Asset Management and CoreData Research to examine the factors that drive retirement security and to provide a comparison tool for best practices in retirement policy.
The index incorporates 18 performance indicators, grouped into four thematic sub-indices, which have been calculated on the basis of reliable data from a range of international organizations and academic sources. It takes into account the particular characteristics of the older demographic retiree group in order to assess and compare the level of retirement security in different countries around the world.
The four thematic indices cover key aspects for welfare in retirement: the material means to live comfortably in retirement; access to quality financial services to help preserve savings value and maximize income; access to quality health services; and a clean and safe environment.
The sub-indices provide insight into which particular characteristics are driving an improvement or worsening each country’s position. Data has been tracked consistently to provide a basis for year-over-year comparison. This is the fifth year Natixis Global Asset Management and CoreData have produced the GRI as a guide to the changing decisions facing retirees as they focus on their needs and goals for the future, and where and how to most efficiently preserve wealth while enjoying retirement.
As the GRI continues to run each year, it is our hope it will be possible to discern ongoing trends in, for instance, the quality of a nation’s financial services sector, thereby identifying those variables that can be best managed to ensure a more secure retirement.
The index includes International Monetary Fund (IMF) advanced economies, members of the Organization for Economic Co-operation and Development (OECD) and the BRIC countries (Brazil, Russia, India, and China). The researchers calculated a mean score in each category and combined the category scores for a final overall ranking of the 43 nations studied.
The index is calculated as a percentage from 0% to 100% where 100% represents the most favorable environment to retirement security.