membership | Investment Magazine

Retirement

Member research will make or break products

Research into members is crucial for success and engagement for retirement products, but so far it has been lacking, industry leaders agree. The data currently available to funds does not allow for effective development of products or communication with members because it is too general detracting from tailoring and sectorisation, participants at the 7th annual […]

Dan PurvesMarch 11, 2015

Hedge Funds

Harnessing member data

Despite being a sector which has always been required to maintain data on its members (i.e. customers), superannuation funds have been slow to embrace data analytics. Part of the reason for this is that administration systems designed primarily to record basic member data have typically not been flexible enough to readily provide more valuable information […]

Nick CallilDecember 18, 2013

Unintentional

First Super: two chairs, one goal

Allan Stewart and Michael O’Connor may be on either side of the employer/union divide but when it comes to issues of superannuation, they are as one. The two are co-chairs of the First Super industry fund, with Stewart the employer representative and O’Connor, who is also national secretary of the Construction, Mining, Forestry and Energy […]

Staff WriterFebruary 25, 2013

Investment Strategy

Burton Malkiel would index “vast majority” of superannuation

Burton Malkiel, the Princeton professor who wrote A Random Walk Down Wall Street, would index the “vast majority” of Australia’s $1.4 trillion of superannuation investments because index funds offer better returns with lower cost.

I & T NewsOctober 25, 2011

Investment Strategy

Christian Super brings FI, call centre in-house

As part of ongoing efforts to align its investments and ethical views, the $450 million Christian Super has terminated a mandate and brought 25 per cent of its fixed interest portfolio in-house, while also setting up an internal call centre.

Staff WriterMay 18, 2009

Investment Strategy

Merge and save: sub-$1bn funds’ extra costs revealed

The benefits of scale for large super funds have been quantified in research to be released soon by Deloitte, with the median investment cost for a fund with $10 billion under management around 30 per cent lower than a fund with $1 billion under management.

Staff WriterApril 6, 2009

Hedge Funds

Merge and save: sub-$1bn funds' extra costs revealed

The benefits of scale for large super funds have been quantified in research to be released soon by Deloitte, with the median investment cost for a fund with $10 billion under management around 30 per cent lower than a fund with $1 billion under management.

Staff WriterApril 6, 2009

Hedge Funds

Local government funds mull strategic alliance

Two local government super funds in Victoria and Tasmania have ruled out a merger – but nothing else – in discussions around how they might work together to benefit members.

Staff WriterJuly 29, 2008