Funds Management and Superannuation Research Reference Group

The Group discusses issues related to superannuation/pensions, venture capital, managed funds, private equity, charitable trusts etc and is chaired by Syd Bone, Chairman, ACFS.

Members include CEO/CIOs, partners and researchers from: major investment managers; Major superannuation funds; Australian Prudential Authority (APRA); Australian Securities and Investment Commission (ASIC); Asset consultants; Investment and Financial Services Association (IFSA); RMIT University; University of Melbourne and Monash University.

Funds Management Research Reference Group participants include:

• Dr Bruce Arnold – APRA
• Dr Ron Bird – Paul Woolley Centre, UTS
• Mr Syd Bone – CP2 (Chair)
• Mr Joe Brennan – Vanguard Investments
• Mr Martin Codina – Financial Services Council
• Mr Mark Delaney – AustralianSuper
• Dr Mike Dempsey – Monash University
• Prof Kevin Davis – ACFS
• Dr Julian Gribble – Enterprise Metrics
• Dr Pamela Hanrahan – ASIC
• Mr David Haynes – AIST
• Mr Hugh Hodges – ANZ Trustees
• Dr David Knox – Mercer
• Prof Deborah Ralston – ACFS
• Mr Dennis Sams – UniSuper
• Mr Martin Walsh – Ernst & Young
• Ms Maria Wilton – Franklin Templeton

A sample of research topics identified and developed in key categories:

• Performance of funds – sources of value added in the manager value chain; self managed super investment strategies & decision-taking;
• Investment management – risk measurement and pricing; benchmark construction & selection; implicit beta in actively managed portfolios; ETFs; custody & segregation of assets;
• Consumer retail issues – default option design; longevity; adviser behaviour;
• Industry structure – sector consolidation; export opportunities; and
• Regulation – managed investment schemes; product disclosure statements.

Funds Management Research Topics

Other Research Reference Groups

 To contact the Centre (+61 3) 9666 1050 or info@australiancentre.com.au