jeffrey chee


UniSuper gives members pay or contribution flexibility

UniSuper is to launch a comprehensive income product for retirement within two years that will give members the flexibility to dial up or down income. The flexibility recognises the changing needs of members in retirement, a freedom it will also extend to the accumulation phase by offering the flexibility to members to exchange some of […]
Hedge Funds

The dawn of the multi-asset fund

Some of the most vindicated fund managers in a lacklustre year for markets are those running dynamic multi-asset funds. Funds run by the likes of Aviva Investors, Invesco, Schroders and Standard Life Investments are in line for a string of institutional wins by the end of the year. All lived up to their promise in […]

Five retirement fallacies exposed

The use of online planning tools with stochastic models has exposed the wide variety of income and investment options individuals can take in retirement. When applied to the rules of thumb commonly used in retirement, these tools are starting to show that many of our hunches and biases for how we should save, spend and […]

Ground-breaking retirement solution on public view, June 1

The creators of the most advanced program to calculate optimal investment and consumption strategies for retirees are to make a public demonstration of their work in Melbourne on June 1. David Schneider, head of research at UniSuper, plus Paul Newfield and Jeffrey Chee, both senior actuaries at Towers Watson, will speak at an Actuaries Institute […]

World’s first adaptive DC retirement model developed

A revolutionary program that offers robo-advice on optimal investment plans for individuals could change the face of retirement offerings for superannuation funds. The model, which has been created by three actuaries, factors in detailed statistics on investment, health and mortality, alongside personal data on wealth, income requirements and risk preferences. The multiple inputs have been […]