Australian Superannuation

Australian Superannuation - Articles & White Papers

Articles and papers broadly covering superannuation management in Australia and New Zealand (both DB and DC pensions). The most read research on Australian superannuation covers such topics as long-term investing, superannuation governance, retirement readiness and the trends shaping Australia's superannuation industry. Other white papers, reports and surveys talk about New Zealand superannuation, inflation protection, independent directors, centralised portfolio management and other aspects of the current Australian pensions landscape. Papers which look at Australian asset allocation, as well as comparing Aussie Pension Funds to those in other regions of the world, are popular. Australian pension funds have been pioneers in infrastructure investing, and a case study on this topic has been particularly popular with pensions professionals.
  • Citi

    The Coming Pensions Crisis (Citi, 2016)

    • 09 Mar 2016
    • Company: Citi

    The retirement dream for many is to retire early enough to enjoy the fruits of their labours. The reality however is that for many there isn't enough money in the bank to last the entirety of their retirement. This paper by Citi looks at the scope of the problem both on the private and the public side. The author examines the issue globally then makes some recommendations ...

    • Professional
    • Views: 1897
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  • Focusing Capital on the Long Term

    Long-Term Investing - Portfolio Guide (2015)

    This 60-page report investigates a variety of approaches that may be taken by institutional investors in order to find new long-term investment strategies. Examining the five key action areas (risk appetite statements, investment mandates, benchmarking processes, evaluations and incentives, and investment benefits), this paper's authors develop a framework for the improvement ...

    • Professional
    • Views: 2911
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  • ASFA

    The Australian Superannuation Industry (ASFA, Mar 2017)

    • 25 Apr 2017
    • Company: ASFA

    The Australian superannuation industry is now one of the largest retirement savings pools in the world with assets of around $2.2 trillion. This 42-page paper gives a helpful historical overview of the industry. It covers different areas: the history of superannuation, the current industry structure, market concentration and scale, trends in industry structure, and more.

  • UBS Asset Management

    Australia: State of the Asset Management Industry (FSC/UBS Asset Management, 2017)

    This 38-report is a collaborative effort between the Australian Financial Services Council and UBS Asset Management. It provides an overview of the entire industry, including key information on specific areas (e.g. life insurance, superannuation, funds management, financial advice, etc) and the sector’s crucial role in the overall Australian economy.

  • Rotman International Centre for Pension Management

    Pension Fund Investment in Infrastructure: Lessons from Australia and Canada

    Since the early 1990s, the pioneers in infrastructure investing have been Canadian and Australian pension funds. Globally, these funds currently have the highest allocation of assets to infrastructure. In this article, the authors compare and contrast institutional investors' experiences in Australia and Canada, examining the pension systems, infrastructure policies, the ...

  • The (un)Predictable Equity Risk Premium (2016)

    This 40-page paper has been jointly authored by Richard J. Bianchi, Michael E. Drew and Adam N. Walk. They examine the ERP concept (equity risk premium) particularly what is meant by 'the premium' for taking risk.

  • Capacity Management for Institutional Asset Owners (CIFR, 2016)

    This paper examines the management of capacity from the perspective of an institutional asset owner running a multi-asset portfolio. It discusses how asset owners should manage capacity by using their flexibility to choose where and how they invest, in accordance with what best fits their size. One implication is that optimal scale ...

  • In-house Investment Management: Making and Implementing the Decision

    This study examines in-house investment management by asset owners. It specifically focuses on the opinions and approaches of Australian superannuation (pension) funds, drawing on interviews with industry executives. ​A framework is proposed to assist asset owners to make and implement decisions to manage assets in-house, based on ...

  • Australian Institute of Superannuation Trustees

    Australian Institute of Superannuation Trustees: Fee and Performance Analysis (2015)

    The AIST commissioned SuperRatings, a superannuation research provider, to undertake analysis of the fee structures, asset allocation and investment performance of superannuation products across the industry, with the aim of evaluating the differences between the Retail Master Trust sector and the Not for Profit sector.

  • Willis Towers Watson

    Global Pension Assets Study 2016 (Willis Towers Watson)

    The 2016 GPAS (Global Pensions Asset Study) adds Chile, India and Spain to its study of the 19 largest pension markets in the world, (other countries being: Australia, Brazil, Canada, France, Germany, Hong Kong, Ireland, Japan, Malaysia, Mexico, Netherlands, South Africa, South Korea, Switzerland, the UK and the US). The 2016 GPAS study analyzes asset size (comparison with GDP and ...

  • Superannuation in Post-Retirement: Search for a comprehensive income product (2015)

    Australia's superannuation system won't reach maturity until the 2030s, when those nearing retirement will have benefited from compulsory superannuation their full working lives. Lately, concerns about superannuation have turned towards examining how the system could better provide for citizens post-retirement, in light of increased longevity, while the system had ...

  • International superannuation governance trends and how Australia stacks up

    • 12 Mar 2015
    • Posted by: , Senior Policy Advisor (Consultant)

    This paper examines:

    • The current superannuation governance environment in Australia.
    • An overview of corporate governance trends affecting  Australian and overseas superannuation funds.
    • How the equal representation model in Australia works.
    • Is prescribing ‘independent’ directors useful.
    • Trust law and the ...

  • Russell Investments

    Managing currency exposure in Australian superannuation funds

    In the last 10 years, Australian superannuation funds have increased their allocations to overseas assets, introducing greater currency exposure to their portfolios. In this article, Russell's Asia-Pacific CEO shares their insights and experience in managing currency exposures, particularly from the perspective of an Australian superannuation fund.

  • Long Term Investing: What Determines Investment Horizon?

    This paper, a collaboration with Australia's Future Fund, reviews the literature on the topic of the investment horizon, in order to improve how institutional investors' understanding of potential influences on long-term investing. Twelve interconnected influences relating to investing environment design, key decision-maker choices, and investor circumstances are discussed. ...

  • Average life expectancy set to increase by 2030 (Imperial College London, 2017)

    Average life expectancy is set to increase in many countries by 2030 – and will exceed 90 years in South Korea, according to new research. The study, led by scientists from Imperial College London in collaboration with the World Health Organization, analysed long-term data on mortality and longevity trends to predict how life expectancy will change in 35 industrialised countries ...