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 About DISA

The Database of International Statistical Activities (DISA) lists the activities of over 30 statistical organizations active in the UNECE region. Updated every year, DISA is a coherent catalogue of planned work in international statistics over the coming year.  

Accession examinations of candidate countries (insurance and private pensions statistics)

Purpose

To examine the ability of candidate countries to complying with the OECD statistics' framework related to insurance and private pensions' statistics. Both frameworks require the candidate countries to complete the statistical questionnaires on an on-going basis. Therefore, prior to disseminating any data, quality checks should be undertaken in order to identify possible limitations from the current framework and ways and means to address them should be considered, as appropriate.

Objectives and outputs

The Insurance and Private Pension Committee (IPPC) through its Working Party on Private Pensions and its Task Force on Insurance Statistics has continued the examination on the positions of accession countries (Chile, Estonia, Israel, Slovenia and Russia) and, as appropriate, provide assessment reports to the IPPC and its WPPP.

Non-member countries involved in the activity:

Chile, Estonia, Israel, Russian Federation, Slovenia.

Main Developments for 2010

General aspects:
More in-depth analysis of country responses to statistical questionnaires should be carried out in 2010.

Bank Profitability - Financial Statements of Banks

Purpose

To compile comprehensive statistics based on financial statements and balance sheets of banks in order to analyse the developments in the profitability of the banking sector of OECD countries.
To provide detailed methodological country notes on the institutional and geographical coverage, the degree of consolidation, the structure of the banking system, the various activities of the banks covered, specific information on individual items, the sources of the data.

Objectives and outputs

The database and publication "Bank Profitability" provide statistical and methodological information to assess the changes in the state of health of national banking systems of OECD countries. They include data on the income statements and balance sheets of a number of bank groupings as well as on the structure of the national financial systems. The statistics relate to all institutions which conduct ordinary banking business, i.e. institutions which primarily take deposits from the public at large and provide finance for a wide range of purposes. Banking indicators calculated on the basis of the primary data are also provided. Quantitative information on the structure of the financial system of individual countries is also included. The coverage of these annual statistics is largely dictated by the availability of the national data on income and expenditure accounts of banks. As a result of reporting methods, they are not integrated in the System of National Accounts. In spite of some differences due to structural and regulatory features of national banking systems, accounting rules and practices and reporting methods, the statistics are based on a standard framework where national data are grouped and/or re-classified, as required. Methodological notes complementing the data are regularly revised. They also provide additional information to analysts, such as the regulatory framework and the activities of banks in each country.

Non-member countries involved in the activity:

Chile, Estonia, Israel, Slovenia.

Databases

Bank Profitability - Financial Statements of Banks.

Main Developments for 2010

General aspects:
Despite the countries' replies to the survey on the availability and usefulness of new items regarding income statement and balance sheets of various categories of banks and new banking ratios based on these new items, and because of difficulties in the co-operation with the IMF, it was decided to maintain the current data collection in 2009 but to calculate more relevant indicators and include them in the 2010 publication.
The 2010 questionnaire should be based on the new list of items, based on the IFRS adopted by a large majority of OECD countries.
The collection of data relating to Russia will be relaunched so that the OECD database contains information regarding the five accession countries.

Data collection:
According to the countries' replies to the survey on availability and usefulness of items and ratios sent in November 2008, the questionnaire will be modified and sent to countries to collect 2009 data. The possibility of providing data using the SDMX format will be proposed to countries.
The new questionnaire will also be sent to accessing countries.
The StatWorks database will be modified accordingly to include all new items as well as new ratios: this will necessitate IT developments.

Data management:
This database will have to be restructured in StatWorks in 2010 to integrate the changes in the list of items and ratios.
The methodological notes, currently available as WORD documents, should be integrated in MetaStore if resources permit.

Fast-track data collection from largest pension funds worldwide

Purpose

The main goal of this exercise is to help policymakers gain a better understanding of investment strategies and risk management conducted by some of the world's leading pension funds. Further, the study will attempt to explain the extent to which differences in liability structures and country-specific regulation explain differences in the management style of funds.

Objectives and outputs

The questionnaire intends to collect quantitative and detailed qualitative information on investment rate of return, asset allocation, derivatives and operating costs.
In 2009, one pension fund participated in the pilot survey to test the questionnaire. In 2010, around 30 pension funds around the world should be included in the study.

Feasibility study of estimating coverage, contributions and benefits from privately managed pensions

Purpose

The main goal of this research is to assess publicly available data sources and to examine ways and means to make better use of available administrative data and micro datasets at national and
international levels in order to be able to estimate (in a future project) levels of private pension coverage, contributions and benefits.

Objectives and outputs

The main objective of this research is to assess and examine how to combine the information in publicly available sources of data that could be used in an extension of the project to build key internationally
comparable indicators of coverage, benefits and contributions in private pension systems and to evaluate them.
This research consists of:

  • identifying and comparing publicly available administrative, survey or micro datasets in all EU Member states and selected non-EU OECD countries from which it could be envisaged to calculate or estimate a list of indicators pertaining to coverage, contributions and
    benefits by socio-economic status
  • identifying the variables that exist in those datasets that allow calculation or estimation of selected indicators and examining the level of disaggregation of the information on private pension plans and possible variations in definition, timeliness and scope
  • examining existing exercises to reconcile macro and micro data
  • identifying possible methodological limitations that could jeopardise data quality
  • further develop contacts with the relevant international and national entities (e.g. Eurostat, National Statistical Offices, etc.) in order to facilitate data acquisition and quality checks
    The research has been initiated in 2009 and the preliminary results have been presented during the December meeting of the WPPP. A preliminary report will be circulated in July 2010.

Non-member countries involved in the activity:
Bulgaria, Chile, Cyprus, Estonia, Latvia, Lithuania, Malta, Romania, Sloveni.

Monitoring of Insurance Markets: Global Insurance Statistics

Purpose

The recent financial market turmoil and rapid changes in financial markets and financial systems are creating new challenges for financial statistics. The increased complexity and potential opacity of financial sector operations resulting from globalisation and rapid innovation call for further transparency, better and more comprehensive data, and an enhanced capacity to analyse this data.
With a view to contributing to the development of macro-overview of the insurance market as part of its substantive work and supporting international efforts, the OECD Insurance and Private Pensions Committee decided the continuation of the collection of data that were collected in the special crisis questionnaire on an on-going basis; and, to augment the current standard questionnaire to provide key aggregate statistics relating to premium volume, balance sheet and income statement items (e.g., total assets, shareholder equity, technical provisions, net income), and portfolio investments, and to do so in a timely manner.

Objectives and outputs

A special statistical questionnaire on the impact of the financial crisis on the insurance sector, including variables pertaining to financial strength and profitability of the insurance sector, was developed. This questionnaire was mainly composed of new items. It also combined the variables from the fast-track questionnaire.

Non-member countries involved in the activity

Estonia, Israel, Russian Federation.

Databases

Insurance.

Main Developments for 2010

General aspects:
Following the success of the pilot phase, the IPPC has decided to pursue its implementation on an ongoing basis. Additional funding is currently being sought for this multi-year undertaking.
Further improvements foreseen within the framework of this project will include:
Accelerating the collection of statistics to enhance timeliness;
Expanding the current compact set of core statistics and indicators to include additional indicators;
Organisation of a Global Seminar on Insurance Statistics in Asia. The participation of selected additional countries in the regions will be sought at this occasion;
Seeking greater synergy between existing OECD insurance and pension statistical activities.
To provide economic globalisation indicators of insurance statistics to analyse and measure the market share of foreign companies in the global market.

Overview of private pension systems (methodological survey)

Purpose

The yearly review of funded pension system at national level intends to provide a benchmarking tool to develop further the understanding of pension systems and their compliance with the OECD classification for funded pension plans and funds. It also provides information related to the statistical data coverage of the OECD Global Pension Statistics.

Objectives and outputs

This annual survey provides comprehensive detailed metadata for the users of funded pension statistics. The survey, based on a standard template, allows the compilation of comprehensive and detailed metadata individually for all OECD and some non-OECD countries. Standard information allows bilateral comparisons and provides, to a large extent, the underlying differences that explain the cross-country discrepancies in funded pension statistics. The survey also allows the monitoring of methodological improvements over time and provides valuable information on the compliance of systems with the OECD Classification of funded pension plans and funds.
Further reading: OECD (2005), Private Pensions: OECD Classification and Glossary, OECD, Paris.

Non-member countries involved in the activity

Chile, Colombia.

Main Developments for 2010

General aspects:
No major changes.

Financial Indicators

Purpose

To capture in quantitative terms an important but heterogeneous and fast evolving area in globalisation of the financial markets and increased sophistication of the actors and activities in these markets.

Objectives and outputs

The Financial Indicators dataset contains financial statistics on six separate subjects: Monetary Aggregates, Interest Rates, Exchange Rates, Reserve Assets, Security Issues, and Share Prices. In all cases considerable effort has been made to ensure that the data are internationally comparable across all countries presented and that all the subjects have good historical time-series' data to aid with analysis.
The Financial Indicators unit is responsible for the NME work in the MEI and achievements in 2008 in this area comprised: substantial expansion in the range of indicator series (and their associated metadata) in MEI including several series in Part 1 country comparison tables for BRIICS; creation of a specific OECD.Stat dataset bringing together all QNA data for BRIICS NMEs together with associated metadata.

Non-member countries involved in the activity

Brazil, China, Indonesia, Russian Federation, South Africa.

Databases

MEI_FIN

Main Developments for 2010

General aspects:
No major changes.