Call for simple KiwiSaver benchmarks to replace ‘Frankenstein constructs’

KiwiSaver benchmarks, while fulfilling a government mandate, don’t serve much purpose, a new study says. While the first part of Russell Investment NZ’s research, released last year, focused on institutional benchmarking practices, the second considers KiwiSaver. It concludes that most benchmarks are composed of a hodgepodge of unrecognisable underlying fund benchmarks providing little relevant information …

Call for simple KiwiSaver benchmarks to replace ‘Frankenstein constructs’

KiwiSaver benchmarks, while fulfilling a government mandate, don’t serve much purpose, a new study says. While the first part of Russell Investment NZ’s research, released last year, focused on institutional benchmarking practices, the second considers KiwiSaver. It concludes that most benchmarks are composed of a hodgepodge of unrecognisable underlying fund benchmarks providing little relevant information …

Q4 triage for last year’s KiwiSaver carnage

A market rally at the end of 2022 saw the value of KiwiSaver assets recover $3 billion in the December quarter, although the market lost 12% for the year, shrinking from $90.2 billion  to $86.5 billion. The New Zealand equity market gained positive ground for the fourth quarter and the S&P/NZX 50 Index returned 3.7% …

FMA releases risk analysis for managed investment funds sector

An analysis by the Financial Markets Authority of key risks for managed investment schemes has found robust controls across the sector, pockets of concern and emerging concerns around cybercrime and climate-related disclosure obligations. Based on a survey of four Supervisors for 53 licensed fund managers, the FMA Managed Investment Schemes Sector Risk Assessment reports that …