Australian Superannuation - Articles & White Papers

This is the Thinking Ahead Institute's latest annual Global Pension Assets Study. It covers 22 major pension markets which now total over US$46.7 trillion in pension assets, an increase of 15% in the 12-month period. The study examines the seven largest markets in more detail (US, UK, Switzerland, Netherlands, Japan, Canada…

This paper examines the effectiveness of a profitability screen on improving return and reducing volatility and drawdown for Australian small-cap stocks. We also demonstrate the benefit of applying a profitability screen to the S&P/ASX Small Ordinaries, the benchmark for small-cap stocks in Australia.

The Melbourne Mercer Global Pension Index (MMGPI) is published by the Monash Centre for Financial Studies in collaboration with Mercer, with funding from the State Government of Victoria, as part of its ongoing support for leadership in the financial services sector. The primary objective of this research is to benchmark…

Here is SWF Institute's latest ranking of the top 100 largest global public pensions in the world according to total assets.

This paper aims to consolidate expert industry opinion on how to accelerate the growth of Australian agriculture to achieve the National Farmers’ Federation’s (NFF) vision of $100 billion in farm gate output by 2030. The paper will form the basis of a national conversation, which will take place at 13 regional roundtables…

We examine the impact of including private investment funds into diversified (e.g., balanced and target date fund) portfolios that otherwise hold only public stocks and bonds. Our analysis utilizes a comprehensive sample of 2,515 U.S. private equity funds to create simulated portfolios for 1987-2017 that invest part of their…

Most Australian superannuation funds have significant exposure to overseas investments, the side effect being the acquisition of currency risk. This has led many superannuation funds to adopt currency risk management (CRM) strategies, which can help funds to reduce risk and improve performance over time, increasing the…

Australia's retirement income system is showing positive momentum, but a retirement savings gap still exists.

In this paper, we explore the material ESG issues we are facing globally, the key drivers for action, and the important role that the real estate industry, asset owners, customers, partners and the community have to play in driving change that delivers positive outcomes, while ensuring the assets we manage continue to…

Australia's Workplace Gender Equality Agency has produced this report about the economic security of women in retirement.

This report describes our review of trustee communications to superannuation fund members in relation to the Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019 (PYSP Act). It outlines our expectations about trustees’ future communications and related conduct in light of the issues identified.