Data Coverage


  • Extensive coverage of Australian Retail and Wholesale managed funds including Superannuation, discretionary investment and platforms. Reporting on Industry Funds, Public Sector Superannuation and Corporate Superannuation also available.

  • More than 26,000 funds including Open, Closed, Terminated and Transferred products are included to ensure holistic market coverage and maintenance of history.

  • Coordinated data metrics from one period to the next: FUM (net assets), Inflows (gross sales), Outflows (redemptions), Net Funds Flow, Transfers, Investment Earnings, Investment Performance, Unit Prices.

  • Detailed and summary level data granularity covering: Group, Company, Investment Manager, Product, Fund (Investment Optiuon), Asset Category and Sub-Category.

  • Extensive history going back over 20 years.

  • Data is reported on a quarterly basis, published 8-12 weeks after quarter end.

Data Integrity 

  • Data is supplied by Plan For Life obtained by direct data collection methods from over 100 Australian companies.

  • Plan For Life provides independent financial research and innovative data products as primary business objectives. This is the foundation of our reputation and key to business success for over 20 years.

  • Accurate and comprehensive market coverage enables consistent and reliable reporting based on underlying Actuarial disciplines.

  • Plan For Life’s data team undertakes intense data scrutiny and investigates any data anomalies. The data is checked, reconciled and queried if inconsistent with expected results and market trends.

  • Unique Plan For Life proprietary data metrics are reported including gross inflows (sales) and gross outflows (redemptions).

  • Full history is published each quarter with any changes, new products or updates reflected smoothly in the data to ensure an audit trail from one period to the next is possible.


Benefits of Plan For Life Research

  • Make better informed product management decisions.

  • Identify & track competitors in the product landscape and reveal new opportunities.

  • Easily produce internal management reports e.g. board reports, market analysis

  • Logical drill-down methodology for product development.

  • Develop product launch strategy and track launch results.

  • Undertake sales, promotional and public relations activities e.g. media releases

  • Be better informed for sales pitches.

  • Identify market opportunities and market intelligence.

  • Discover hidden trends and emerging competitors.