Savings Products

June 2012

Structured Products in the European Market: Innovation, competition and complexities

Boris Vallée (HEC Paris) and Claire Célérier (UZH et TSE)
Download study (French only)

September 2011

Portfolio Insurance: The contribution of empirical studies and theories in evaluating and measuring the adequacy of structured products with guarantee clause

Philippe Bertrand (GREQAM, Université Aix - Marseille 2) and Jean-Luc Prigent (THEMA, University of Cergy-Pontoise) for the OEE
Download study (French only)
Download summary and conclusions of studies by Philippe Bertrand and Jean-Luc Prigent (French only)

June 2011

Equilibrium of Financial Derivative Markets and Compensating Variations Under Portfolio Constraints

Philippe Bertrand (GREQAM, Université Aix-Marseille 2) and Jean-Luc Prigent (THEMA, University of Cergy-Pontoise) for the OEE
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August 2009

Portfolio allocation for European Markets with Predictability and Parameter Uncertainty

Eric Jondeau & Michael Rockinger (University of Lausanne) for the OEE
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January 2009

Optimal Annuitization with Background Risk and Equity Exposure During Retirement

Kim Peijnenburg, Theo Nijman et Bas Werker (University of Tilburg) for the OEE
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October 2008

Savings Statistics & Credit Guide

OEE
Download the study / Order Form

July 2007

Money in motion: Dynamic portfolio choice in retirement

Wolfram J. Horneff, Raimond H. Maurer, Olivia S. Mitchell & Michael Z. Stamos for the OEE
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April 2006

Disparities in Pension Financing in Europe: Economic and Financial Consequences

Jean Chateau & Xavier Chojnicki (CEPII) for the OEE
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July 2005

Les incitations publiques à investir en titres de sociétés non cotées en bourse

Didier Davydoff (OEE) for the Commissariat Général du Plan (CGP)
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June 2005

L'Investissement dans le non coté et la transmission des entreprises en Europe

Conducted by the laboratory CREM-CNRS 6211 at the University of Caen for the OEE
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Download the General Overview of the study (French only)

December 2004

European Real Estate Investment Funds Available to Private Investors

Conducted by the IEIF for OEE Etudes
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April 2003

Accounting for Occupational Pension Plans in the Main European Countries

Conducted by Cabinet Fixage for the OEE
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October 2002

"L'épargne salariale en marche?" - Règlementation et pratique de l'épargne salariale en France

Frédérique Cerisier & Sandrine Rol, Economists at the Centre d'Observation Economique, for the OEE
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October 2002

UNIT-LINKED AND FIXED-RATE LIFE INSURANCE IN EUROPE BETWEEN 1997-2000: AN EXCEPTIONAL PERIOD

Results of an OEE survey of the European Union's fifteen member states aimed at splitting aggregate data according to national currency and unit-linked contract components
Download the study (French only)
Download Summary (French only)

December 2001

Savings & Investment in Europe from 1995 to 2000

Conducted by the OEE & funded by the Commission des Communautés européennes
Download the study (French only)
Download Summary & Conclusion (French only)

June 2001

Sectoral Funds: Importance & Performance

Patrice Fontaine for the OEE
Download the study (French only)

November 2000

Real Estate Funds in Europe

Conducted by the Institut d‘épargne immobilière & foncière for the OEE
Download the study (French only)
NEWS

January 2013: Press Report

See the press report following the debate at the FBF on January 17th (French only). Read more
STUDIES

February 2013:

Two studies on Financial Literacy were completed and delivered to the OEE Read more

November 2012:

The OEE and IODS completed a study for the FBF on the “Economic Impact of Savings Tax" Read more
EVENTS

April 19, 2012: Presentation given by Didier Davydoff at AFGAP

Didier Davydoff gave a presentation at a breakfast held by the Association de la Gestion Actif Passif (AFGAP). The talk covered the savings transfers made by savers from life insurance companies to banks. Read more
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