Wholesale Superannuation Investment Survey
Name of Organisation
BIS Shrapnel
Level 8
181 Miller Street
NORTH SYDNEY NSW 2060
Switchboard: (02) 9959 5924
Facsimile: (02) 9959 5795
Web Site: http://www.bis.com.au
Products and Services
Name/Title of Product
Wholesale Superannuation Investment Survey
Dissemination Media
Publication $10,000.00.
Contact
About these statistics and to purchase these statistics
Mr Geoff Ludowyke
Head of Financial Services
Telephone: (02) 9959 5924
Broad Description
Results of a survey of 275 superannuation funds using wholesale investment products. Government, industry and corporate funds are covered. The analysis covers service standards of investment manager, asset consultants and custodians.
Purpose of Data
The report establishes and monitors the change in benchmarks for the funds management industry. It identifies the drivers for decisions on investments as well as the unmet needs of trustees. The data can also be used to monitor the success of marketing strategies.
Detailed Descripation
Population
275 superannuation funds each with assets greater than $500,000.
Superannuation Data Items
Performance of 13 major investment managers in relation to reporting, communication, investment team, marketing team, and presentations. Ranking criteria for entry to a short list. Ranking criteria for selection from a short list. Preferred fee structures. Asset allocation, asset classes in $m. Investment structures, balanced and sector pools in $m.
Source
Data are collected directly by BIS Shrapnel.
Method of Collection
Surveys prior to 1997 compiled by mailed questionnaires. 1997 Survey to be conducted by telephone interview.
Frequency
Annual.
Timeliness
Subscribers receive preliminary results in November and a final report in December. Report may be purchased at a premium fee from 1 February 1998.
Historical Data
Data are available for the previous 7 years.
Geographic Breakdown
National.
Confidentiality and Availability
No restrictions but no source identified.
Unpublished Information
Unpublished information is available. Price on application.
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