Fund Product Update
/PFL releases new research
The Australian ETF Market Overview from Plan For Life was released recently.
Retirement Income Covenant - Market Review 2022
“Review and Benchmarking of Superannuation Fund Trustees’ Retirement Income Strategies post 1 July 2022” report examines 65 RSE Licensees’ Strategies representing over 122 superannuation funds, including virtually the entire Australian Retirement Market covered by the Retirement Income Covenant.
Plan For Life research into published RIC strategies has identified a large degree of variation across registrable superannuation entities. An independent analysis and benchmarking examines each Retirement Income Strategy and scores underlying factors.
Available Research:
Executive Summary is available for review (no charge).
Full Report is available for purchase.
Consulting Service – “Actuarial Review of the Strengths, Weaknesses and Risks of Lifetime Annuity Providers”.
Consulting Service – “Actuarial Review of Member Cohorts and Opportunities”
UPDATED - New Zealand Retail and KiwiSaver Market Share
A comprehensive set of statistics with full history covering New Zealand Retail and KiwiSaver superannuation and managed investment markets.
Data published by Plan For Life is obtained by data collection from over 50 New Zealand companies with quarterly history to 2006. Accurate and comprehensive market coverage enables consistent and reliable reporting based on underlying Actuarial disciplines.
Aware Super launches new platform
A new in-house investment platform is being launched by Aware Super, an initiative named Project Odin. The goal is for the super fund to strengthen internal management and promote growth.
Janus Henderson launches sustainable credit ETF
A new exchange-traded fund (ETF) has been launched by Janus Henderson, its fourth active ETF, the Janus Henderson Sustainable Credit Active ETF. The fund will be managed by Jay Sivapalan (head of Australian fixed interest) and Shan Kwee (portfolio manager), and supports the circular economy, social equality, alleviating poverty and encouraging inclusion and social diversity.
