Australian Superannuation

Super Research - the top 10 papers of the last quarter

How can Super investors get better control of fees?

Savvy Investor is the world's leading knowledge network for institutional investors, with over 13,000 members and a research library containing 12,000 white papers, including a section dedicated to Australian Superannuation.

The Research Team at Savvy Investor has curated this list of the top 10 Superannuation Research papers that we've seen over the last few months. Register today for free and immediate access.

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Australian Investment Management Fees: Ideas for institutional investors (Frontier Advisors, 2016)
The authors of this paper examine the most significant and challenging issues associated with fund management fees. They suggest a number of recommendations that might help the institutional investor get better value. 

How Fee and Return Disclosures Drive Retirement Plan Choice in Australia (ARC, 2016)
This paper has been authored by ARC Centre of Excellence in Population Ageing Research. The authors argue that standardized financial product disclosures can reduce welfare losses, support better choices and make comparisons easier. They examine how this prompts efficient switches between retirement plans.

Superannuation: 2016 Long-term Investing Report (ASX/Russell)
This 13-page paper has been co-authored by researchers at Russell Investments and the Australian Stock Exchange (ASX). It argues that Australian investors should consider diversifying their domestic exposures to include alternative assets and global asset classes. Local bonds, shares and cash yielded a paltry sub-3% in 2015 and shares on the ASX trailed overseas markets for the third year in a row.

Navigating the Insourcing Trend (Frontier Advisors, 2016)
This paper explores what "Insourcing" is. The authors examine the range of issues fund managers must think through before implementing such a significant change. The bulk of this document is relevant to superannuation funds, but many of the issues raised can also be applied within a broader investment environment.

Seven Climate Change Priorities for Australian Investors (2016)
This paper has been written by the Investor Group on Climate Change (IGCC). It sets out 7 climate change priorities that investors believe policymakers in Australia need to adopt to begin effectively dealing with the economic implications of climate change. 

Liquidity in Australian Fixed Income Markets (Reserve Bank of Australia, July 2016)
This paper by the Reserve Bank of Australia examines the changes that have taken place to fixed income markets and their likely impact.

A Century of Stock-Bond Correlations (Reserve Bank of Australia)
This paper by the Reserve Bank of Australia presents interesting data on the correlation between government bond yields and equity prices in the United States throughout the 20th century. This correlation between the U.S. and other countries fluctuated throughout this period but tended to be largely negative. Since the late 1990s however, stock-bond yield correlations have been largely positive and rose overwhelmingly during the 2008 financial crisis.

Australia as a Financial Centre: Seven Years On (FSC, 2016)
This 19-page paper by the Financial Services Council provides an overview of the financial services industry in Australia. It identifies several barriers to increased financial services exports and provides a range of policy recommendations on how they could be overcome.

Superannuation: Designing a Retirement Default (Frontier Advisors, 2016)
When it comes to superannuation, funds have been operating in a “choice” environment for many years now. Funds have long since recognised that a “one size fits all approach” is not viable. All funds offer a range of different investment options for their members, with many also offering the ability to invest directly in individual shares. If anything, members are offered too much choice, rather than too little. Despite this, the latest APRA figures show that, for the average industry fund, around two-thirds of assets are invested in the default/MySuper option. For many funds, less than 20% of members are taking advantage of the range of choice available.

Global Pension Assets Study 2016 (Willis Towers Watson)
The 2016 Global Pensions Asset Study analyzes asset size (comparison with GDP and growth statistics), asset allocation, DC (Defined Contribution) and DB (Defined Benefit) shares of pension assets, and six medium-term factors that are increasingly influential on pension fund development known as 'The Faces of Change'.

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