Effect of Equity Investments on the Fund Performance of Occupational Pension Schemes Registered with The Retirement Benefits Authority in Kenya

Hillary Kinara, Maniagi Musiega and Jackline Odero

Journal of Business and Social Review in Emerging Economies, 2026, vol. 12, issue 1, 55-64

Abstract: Purpose: Pension schemes are very critical in ensuring retirement and financial stability but have been limited by little diversification and conservative investment approaches. The study focused upon the effect of equity investments upon the performance of such occupational pension funds registered with the Retirement Benefits Authority in Kenya.Methodology/design: The study employed a descriptive survey design with secondary data drawn from a variety of published sources over the indicated period of 2014-2023.Findings: The study established that equity investments play a central role in determining the performance of occupational pension fund schemes registered with the Retirement Benefits Authority in Kenya.Implications/value: The significance of the study is that it offers a detailed investigation into how equity investments impact the financial performance of such occupational pension systems. The report is valuable to politicians and regulators seeking to re-evaluate criteria for pension funds. For employees and participants in such defined pension systems, the study offers deeper knowledge of how these funds are managed. The findings will provide a platform for future study of these funds, their performance and strategies and regulatory frameworks within developing economies - defining sustainable and effective pension management practices.

Keywords: Equity investments; Fund performance; Occupational pension schemes (search for similar items in EconPapers)
Date: 2026
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Persistent link: https://EconPapers.repec.org/RePEc:src:jbsree:v:12:y:2026:i:1:p:55-64

DOI: 10.26710/jbsee.v12i1.3702

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