TriData Observatory
Cross-domain data product theses, mined nightly from EU industry intersections

Fuentes de datos: Fondos de pensiones

NACE 65.30 · sección L — ACTIVIDADES FINANCIERAS Y DE SEGUROS · 12 categorías de datos

Qué datos existen realmente sobre este sector, quién suele poseerlos, con qué granularidad y lo obtenibles que son. Público significa publicado abiertamente; de pago lo vende un proveedor; acuerdo exige un pacto bilateral; exclusivo está en la práctica bloqueado por una sola parte.

Las entradas de la tabla están redactadas en inglés.

Categoría de datosQuién los poseeGranularidadAcceso
registry/licensing/permitsPension regulators and supervisory authorities maintaining registers of authorised schemes, IORPs, and trustees; company registriesPer scheme / per authorised entity, updated on changepúblico
financial filingsPension funds and their trustees, national pension regulators (e.g. UK TPR/Pension Protection Fund, Dutch DNB, US DOL Form 5500 filings)…Per scheme per financial year (annual report, funding level, asset allocation…público
incident/safety/claimsPension ombudsman services, regulators (enforcement and scam/fraud reports), trustees' complaint logs, professional indemnity insurersPer complaint/determination/enforcement casepúblico
booking/utilization/occupancyAuto-enrolment providers and master trusts (participation, opt-out and contribution-rate take-up); regulators publishing auto-enrolment…Monthly/annual aggregate per provider or employer schemepúblico
quality & compliance testingPension regulators (scheme return, governance and value-for-money assessments), scheme auditors, master trust supervisory reviewsPer scheme per assessment cyclepúblico
pricingAsset managers and platform providers publishing charges/AMC and total expense ratios; bulk annuity and longevity swap pricing held by…Per fund/product per period; per buy-in quotationde pago
reviews & sentimentConsumer review platforms, member satisfaction surveys run by providers and consultancies (e.g. pension provider ratings), press coveragePer review; per survey wave per providerde pago
employment & workforceEmployers sponsoring schemes and payroll bureaux (contribution base, headcount, salaries); national statistics offices for pension coverage…Per employee per payroll period; aggregated by employer/sectoracuerdo
maintenance & asset conditionCustodians and investment consultants tracking portfolio holdings, valuations and mandate performance; property managers for scheme-owned…Per holding per valuation date; per property assetacuerdo
customer demographicsScheme administrators and actuaries (member census: age, sex, salary band, service, deferred/active/pensioner status); national statistics…Per member record; published as scheme-level or national aggregatesacuerdo
transactional/salesPension administrators, third-party administrators, custodians, asset managers executing scheme investment trades and contribution/benefit…Per contribution, per benefit payment, per investment transactionexclusivo
communications/marketing performancePension providers and master trusts (member engagement, app logins, statement open rates, campaign response)Per campaign, per member interactionexclusivo

Compilado por el sistema de investigación TriData a partir de registros públicos, la estructura del sector y las obligaciones regulatorias de información; se actualiza a medida que crece el catálogo subyacente. Consulta el propio código en el buscador de códigos NACE.

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