Market Share

 

  • Simfund Dash Australia an online interactive reporting and analysis tool designed to support the financial industry in its product, marketing, distribution, benchmarking and research efforts covering Australian retail, platforms and wholesale superannuation and investment markets with data provided by Plan For Life. It combines a web-based database with a powerful analytical application that generates professional, presentation-ready fund industry analysis and reports in seconds. http://www.simfunddash.com/SimfundWeb/

  • Market Share & Dynamics Report includes latest quarter results for retail, platforms and wholesale (unitised) superannuation and investment markets with commentary in PDF report format with Excel spreadsheet tables.

  • Market Overview Reports offer a quarterly snapshot overview of the market highlights, latest quarter results for leading companies and investment classes.

  • Superanuation Databases covering Industry Funds, Public Sector Super and Corporate Super (standalone).

  • New Zealand Retail and Kiwi Saver Statistics covers funds and flows with 6 years history.

  • Custom Database and Custom Reports can be produced for quarterly or monthly data feed according to your specific requirements from the Plan For Life database covering full 20 year history of complete retail, platform and wholesale (unitised) superannuation and investment markets.

Distribution

 

  • Investment Channels Report identifies Platform investment flows into underlying wholesale funds. Flows are categorised into Discretionary and Multi-Manager categories.  

  • Distribution Channel Splits (Tied Agents, Multi Agents, Advisor Groups, Banks, Stockbrokers, Direct eCommerce, Direct and Other.) and Consumer Segmentation by Age Ranges. Muti-Manager analysis and Platforms analysis.

Forecasts

 

  • Forecast of Managed Fund markets including Retail, Regular Premium & Wholesale. The projections have been developed primarily as a source of industry comparative projections for 1 year Business and 3 to 5 year Strategic Planning. The projections are based on economic forecasting and assumptions developed for the projection.

Market Intelligence

 

  • Minder unique weekly market intelligence covering Funds Management market within the Australian financial services industry. Focus on the latest research and news in concise snapshots, summary tables and diagrams. Topics include: Industry News, Product News, Funds Management Statistics, Master Fund Comparisons, Agency/Commission.