This workspace contains resources related to investment and financing work under the ILO SSO project: “Strengthening Social Security Office Capabilities in Policy Design with a Focus on Research and Actuarial Services”.


The project plan provides for the following work under the overall objective 2.6 , (The development of a Funding Policy and reviewing the Investment Policy):

  • Activity 2.6.1 - Workshop with SSO Board and Management on financial governance of social security and the importance of a coordinated management of benefits, funding and investment policies
  • Activity 2.6.2 - Create link from actuarial valuation projections to investment management
  • Activity 2.6.3 - Training on ISSA Investment Governance Guidelines
  • Activity 2.6.4 - Assessment of current regulations, assessment of international practice and recommendations
  • Activity 2.6.5 - Drafting of a funding policy
  • Activity 2.6.6 - Collection of data on assets classes available to invest SSO funds
  • Activity 2.6.8 - Recommend an Optimal Asset Allocation based on either an efficient frontier or a stochastic model, and implementation plan depending on availability of data
  • Activity 2.6.9 - Recommend an asset management structure
  • Activity 2.6.10 - Draft a report on optimal asset allocation and management structure
  • Activity 2.6.11 - Meeting with the SSO Board and management to present the report and validate the content of the Investment Policy
  • Activity 2.6.12 -Implementation of investment policy


In addition to the work above, additional items of work may be undertaken including an information day for Board members and a study trip on investment management.

This workspace contains further information and resources on the work completed under this part of the project

Atéliers Thaïlande
3488 Investment Governance Resources
3487 Training Resources