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Product cover image for The Employees Provident Fund (EPF Malaysia): Modern Retirement Challenges

The Employees Provident Fund (EPF Malaysia): Modern Retirement Challenges

Wee Yong Yeo

Product #:W28667
Supplier:Ivey/NUS
Discipline:Economics & Public Policy, Finance
Setting:Malaysia, 2020
Details:Case (PDF) • 11 pages • 2023-06-06

Subjects:

EconomicsFinance and investing

Industries:

Financial service sector

Geography:

AsiaMalaysia
Your Price:$9.71

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The Employees Provident Fund (EPF) is Malaysia’s national private-sector pension program. It has grown into one of the largest pension funds in the world. The success of the EPF and Malaysia as a whole have brought new challenges. As life expectancy increases and the population ages, how can the EPF ensure adequate pension coverage and take care of Malaysians’ increasing retirement needs? As technology replaces the need for branches and customer-facing staff, how and where should the EPF channel its valuable human resources? How should the EPF optimally invest its ever-increasing funds? These are the questions the EPF’s chief strategy officer has to answer as he charts a way forward in the 21st century.

Learning Objectives

This case is suitable for senior undergraduate- and graduate-level courses in management, financial markets, public finance, and sociology. After working through the case and assignment questions, students will be able to do the following:
  • Understand and appreciate the challenges faced by national pension programs.
  • Understand the problems and constraints faced by a large investment fund in a small economy.
  • Think through solutions that could help resolve the problems national pension programs commonly face in the 21st century.
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Case Study: The Employees Provident Fund (EPF Malaysia): Modern Retirement Challenges (English version) | Ivey Publishing