by Mike Heale, Head of Business Development, Palwasha Saaim, Manager, Data Quality | Mar 18, 2024 | Research
Are Australian superannuation funds relatively cost-efficient? This paper summarizes findings from eleven Australian profit-for-member superannuation funds, based on data from June 2022-2023, comparing them to peers in the U.S., Canada and Europe. The research looks...
by Georgetown CRI (In conjunction with CEM) | Jun 18, 2023 | Research
This Georgetown CRI study, in conjunction with CEM, asks the question, “Should DC plan sponsors emulate DB plans by increasing or introducing allocations to illiquid assets within target date fund options?” This analysis focuses on the period 2011–2020 and assesses...
by Alexander D. Beath, Founder and CEO, Alex Beath & Associates | Dec 18, 2022 | Research
Of the $34.9 trillion of retirement assets in the United States at the end of 2019, approximately $7.1 trillion were held in public sector defined benefit (DB) funds and $3.4 trillion were held in corporate sector DB funds. This work was commissioned by Nareit®. The...
by CEM Benchmarking | Sep 18, 2022 | Research
This paper investigates the investment strategy that large Canadian pension funds implement in the private real estate market. Even though they manage just 6% of global pension assets in our data, Canadian pension funds are responsible for 60% of the total value of...
by CEM Benchmarking | Jun 24, 2022 | Research
The Australian government announced the “Your Future, Your Super” (YFYS) reform package in the 2020-21 Budget, with the YFYS Act coming into effect on July 1, 2021. Under the YFYS reforms, the Australian Prudential Regulation Authority (APRA) is required to conduct an...
by CEM Benchmarking | Feb 24, 2022 | Research
Many large institutional investors hold the belief that they have an advantage over smaller investors on account of their scale. How does that scale equate to an advantage? Does that scale really result in better returns? Analysis of CEM Benchmarking’s database of...
