Research reports

A quarterly analytical and statistical report on the Investment Management and Superannuation markets in Australia. It is designed specifically for Institutional fund managers.

A quarterly report that provides a statistical snapshot of Australia's wholesale investment management market. The report explores platforms, investment management and superannuation as part of the evolving wholesale landscape.

A quarterly report that provides a snapshot of Australia's financial advice industry, including movements, authorisations and other characteristics. The report is for wholesale investment managers, dealer groups and platform providers.

A quarterly report that provides Superannuation Funds with industry research, product information and strategic insights, essential for achieving strong competitive positioning in Australia's superannuation system.

A quarterly report designed for fund managers to 'chase' down potential mandate opportunities. Mandates are analysed by who is awarding them, which asset consultant(s) they are using and within which asset classes.

A quarterly report for Exchange Traded Product promoters, market makers, index providers and wealth groups who need to monitor FUM, netflows, fee revenue and market shares of the sector as a whole and individual ETPs.

A quarterly report for APRA MySuper default workplace superannuation data covering strategic highlights, market shares, performance benchmarks for single investment strategies, risk levels and life cycle age cohorts, and asset allocation.

An annual report reviewing the state of the Managed Accounts market, major players, investment choices including model portfolios, investment managers involved, fees and what Managed Account features financial advisers find most valuable.

Vantage Point - Chart Packs contains a monthly investment outlook and 2 packs of curated charts and benchmark tables, one covering Investment Markets and one covering Economics data.

Vantage Point - Investment Briefs provides a balanced, focused and insightful view on Investment and Economic issues from around the globe.

Monthly Performance Tables for Wholesale Managed Funds. Including Top 50 Performance Tables for all major Managed Fund categories and custom Property Indices.

A quarterly report analysing risk metrics for investment products in the Australian equities sector. The analyses decomposes performance and all the popular risk metrics to help identify the best and most efficient investment products.

A quarterly report analysing risk metrics for investment products in the International equities sector. The analyses decomposes performance and all the popular risk metrics to help identify the best and most efficient investment products.

Monthly Performance Tables for Workplace Super. Including Benchmark Indices and Top 50 Performance Tables for all Investment Option categories offered to Workplace Super members.

Monthly Performance Tables for Personal Super. Including Benchmark Indices and Top 50 Performance Tables for all Investment Option categories offered to Personal Super members.

Monthly Performance Tables for Retirement Products. Including Benchmark Indices and Top 50 Performance Tables for all Investment Option categories offered to Retirement Product members.

A quarterly report analysing risk metrics for MySuper products within the Australian superannuation market. The analyses decomposes performance and all the popular risk metrics to help identify the best and most efficient MySuper products.