In 1973, a global oil crisis reversed traditional flow of capital as oil exporting nations began to accumulate vast wealth. Read more

Dr Kar Mei Tang of AVCAL explores what role private equity can play in providing for people's retirements. Read more

In this paper, the authors test three promising approaches to volatility management, exploring the underpinnings of each, and asking whether the recent effectiveness of the strategies can be expected to persist. Read more

As defined contribution schemes become increasingly prevalent, the authors of this paper present an innovative approach for a collective defined contribution pension system or fund. Read more

Rick Di Mascio investigates how effective fund managers run their winners, and demonstrates that it is a key characteristic of skillful managers. This is the first in a series of research papers on skill, and follows on from previous Inalytics reasearch ... Read more

With over half of all SMSF members aged 55 and over, and one-fifth aged 65 or over, it's more important than ever to plan for the succession of SMSF benefits. This paper will canvass some of the key drivers of SMSF estate planning in the coming ... Read more

This paper will consider the size, scope and investment features of the residential property sector. What are the potential benefitsof investment in the sector? Why are there few, if any, investment products specialising in the sector? How can effective ... Read more

This paper looks at ways to work your asset portfolio harder, clarifying the mechanisms by which developments in secuity markets can impact an insurance company; identifying which variables are within management control, verus which are not; as well ... Read more

This paper explores the intricacies of borrowing within a self managed super fund, taking an in-depth look at limited recourse borrowing, acquirable assets and single acquirable assets and the use of property within a SMSF. Read more

The Global Financial Crisis (GFC) has put global asset allocation back into focus. Some have blamed the downfall on asset allocation while others have blamed it on investment judgment. Some investors have altogether given up attempting to balance risk ... Read more