MEDIA RELEASES

Market Share

1. Retail and Wholesale Data (QDS)

  • Comprehensive set of statistics with full history covering the retail, wholesale and institutional superannuation and investment markets, including platforms, in spreadsheet format.
  • Unique proprietary data includes FUM, Inflows, Outflows, Net Funds Flow, Transfers, Investment Earnings, Investment Performance, Unit Prices.
  • Reporting levels include overall, markets, group, company, category, product and investment option.
  • History: Quarterly and yearly back to 1991.
  • Format:  Softcopy (Excel spreadsheets)
  • Published quarterly (6-8 weeks after quarter end)

2. Market Share & Dynamics Report (PDF)

  • Complete reporting of quarterly results for the retail, wholesale and institutional superannuation and investment markets, as well as platforms in report format with commentary.
  • Data includes FUM, Inflows, Outflows, Transfers, Investment Earnings.
  • Summary tables: overview, group, company, investment option level and by category.
  • History: Previous quarter and 12 months.
  • Format: Softcopy (PDF and Excel spreadsheets on CD). Hardcopy available on request.
  • Published quarterly (6-8 weeks after quarter end)

3. Simfund Australia (Online)

  • A web-based database with a powerful analytical application that generates professional, presentation-ready fund industry analysis and reports.
  • Extensive coverage of Australian retail, wholesale and institutional superannuation and investment markets, including platforms, industry funds, government and corporate super in a dynamic database.
  • Reports can be saved and shared between users in a print-ready exportable workbook.
  • Includes automatic upgrades and allows fast access to the latest data.
  • Supported by a dedicated team of in-house information technology specialists and research analysts.
  • Requires no software installation and can be accessed anywhere via the Internet.
  • In-person or online training is provided for all users. Ongoing support is provided by our technical staff.
  • User Login 

4. Industry Fund, Public Sector, Corporate Super, SMSF

  • Complete reporting of Industry Fund Superannuation (60 funds), Public Sector Superannuation (30 funds), Corporate (Stand-alone) Superannuation (65 funds).
  • Data includes: FUM, Inflows (Employer Contributions, Member contributions), Benefit & Expense Outflows, Investment Earnings, Net Transfers & Other Movements.
  • History:  Quarterly and yearly back to 1999.
  • Format: Softcopy (Excel spreadsheets).
  • Published quarterly (6-8 weeks after quarter end)

Distribution Channels

1.  Distribution Channel Analysis (Retail)

  • Distribution Channel Analysis splits the Retail market into separate channels by which products are distributed.
  • Channels include: Tied Agents, Multi Agents, Advisor Groups, Banks, Stockbrokers, Direct eCommerce, Direct and Other.
  • Data covers FUM, Inflows Year End, Outflows Year End.
  • History: 3 years.
  • Format: Softcopy (Excel spreadsheets)
  • Published: Quarterly (6-8 weeks after quarter end)

2. Investment Channels Report

  • Focus on investment management in Platform and Master Fund markets (and including broader retail and wholesale (unitised) markets), reporting covers break-down of funds into investment channels, source of funds and destination of fund flows.
  • Investment Channels (type of underlying investment) include: mandates, discretionary, single purpose, regular premium. Each Platform and Master Fund is split into underlying funds/managers and by investment manager type (Boutique, Mainstream and Niche).
  • Data includes FUM, Inflows, Outflows, Transfers, Investment Earnings.
  • History: Previous quarter and 12 months.
  • Format:  Softcopy (PDF and Excel spreadsheets on CD). Hardcopy available on request.
  • Published quarterly (6-8 weeks after quarter end)

3.  Consumer Segmentation Analysis (Retail)

  • Consumer Segmentation Analysis splits the Retail market into separate segments by which products are purchased.
  • Consumer segments include: Young Workers, Young Professionals, Mid Life Survivors, Mid Life Accumulators, Business Owners, Pre/Early Retirees, Retirees.Data covers FUM, Inflows Year End, Outflows Year End.
  • History: 3 years.
  • Format: softcopy (Excel spreadsheets)
  • Published quarterly (6-8 weeks after quarter end)

Forecast Projection

Forecast of Managed Fund markets including Retail and Wholesale

The projections have been developed primarily as a source of industry comparative projections for 1 year Business and 3 to 5 year Strategic Planning. The projections are based on economic forecasting and assumptions developed for the projection.

  • 10 Year Forecast of the Managed Fund Markets including Retail & Wholesale.
  • Supporting documentation: Overview, Assumptions 
  • Data Coverage: FUM, Inflows, Outflows, Investment Earnings
  • Versions:  Low, Medium, High projection.
  • Format: Excel, PDF

Bank Wealth Management Research

Internal Wealth Management (WM) Analysis and Benchmark Report

Major Banking Groups (ANZ, CBA, NAB, St. George, Suncorp, Westpac, plus AMP) particularly as it relates to the internal Bank Network Financial Planning Dealership for the banks, and Closely Tied Financial Planners for the Life Offices.

  • Internal WM Retail FUM, Sales/Inflow, Market Share, with average per planner, Internal WM Retail In Force Risk Insurance and Sales/Inflow, Market, Share, with average per planner, Total WM – Retail and Risk Insurance, Percentage of the Group’s Product sold by the Internal Dealership.
  • Compare and benchmark: FUM Market Share, Percentage of the Group’s Product sold by the Internal
  • Dealership, Client penetration in Wealth Management Products (banks) compared to banks’ customer base.
  • History: Annual to 2008
  • Format: PDF
  • Published: Annual