February 14, 2022
Institutional mandates face years of outflow
Large super funds are increasingly internalising asset management functions in a bid to cut costs. With industry...
This report provides a broad and deep perspective on the superannuation industry, highlighting the ‘winners’ and ‘losers’ (and why) in terms of market share and netflow. This year, we have developed new analysis on items such as ESG and fees, alongside deep dives into topics such as internalisation, YSYF performance test (and its impact on consolidation activity), and the changing competitive dynamics of pension phase.
With a holistic perspective, the data and analysis cover all funds and entities with $1b+ assets under management (including non-APRA regulated funds), capturing 98% of collective super assets. The review is designed for senior management, strategy teams and boards for funds across the retail and not-for-profit sectors.
Contact us to find out more or call us at our Sydney office + 61 2 8355 5700
Andrew Cummins, Partner based in Sydney (Andrew.Cummins@NMG-Group.com)
Mark Watmore, Partner based in Sydney (Mark.Watmore@NMG-Group.com)
David Hutchison, Partner based in Sydney (David.Hutchison@NMG-Group.com)
Daniel Natividad, Principal Consultant based in Sydney (Daniel.Natividad@NMG-Group.com)