MARKET SHARE

  • Investment Bond Market Share Report

APPROVED PRODUCT LISTS

  • Investment Bond Benchmarking

 

Market Share

Investment Bond Market Share Reports

  • Data covers FUM, Inflows, Outflows, Net Funds Flow
  • Reporting levels include overall, product market, company and product.
  • Customised reports can be prepared as required.
  • History: 5 years.
  • Format:  softcopy (Excel spreadsheets)
  • Published quarterly (6-8 weeks after quarter end)

 

Approved Product Lists

Investment Bond Benchmarking Report

This report provides analyses of company and product performance in the Insurance and Friendly Society Investment Growth Bond markets. 

In developing the Report, we consider the following factors:

  • Financial Strength
  • Funds under Management and Inflows
  • Product Package

Financial Strength is defined as the ability to sustain products, meet the costs of administration and marketing, and absorb unexpected contingencies. It is however an extremely difficult parameter to benchmark, due to its complexity, so consequently only a limited facet has been incorporated into this Report. Using the Capital Amount Coverage Ratio published regularly by APRA, and given current data available, it is possible to apply a Financial Strength measure to Life Companies and Friendly Societies.

Funds Under Management (Market Share and 1 Year Growth Rate), together with Inflows (Market Share), form a factor which reflects each organisation’s ability to market and sell its products, retain business and grow the funds, over the most recent 12 month period.

Product Score is based on a combination of the Product Package, Accessibility of Information on the Product and any Extra Features which are above the norm.