An Examination of Strategic Investment Arrangements for Institutional Investors: The Case for Centralised Portfolio Management

该项目的目的是研究澳大利亚养老基金能够在多大程度上提高其整体回报，实现投资目标，并尽量减少运营成本。这将通过研究养老基金集中投资组合管理的好处，以及考虑如何在整体基金结构中利用主动和指数管理来实现。 我们将展示与超级基金采用的当前投资组合配置系统相关的问题，并确定更优化的投资安排可以显着提高整体投资组合回报并降低费用的领域。

The aim of this project is to examine the extent to which Australian superannuation funds are able to enhance their overall returns, achieve investment objectives, and minimise operating costs incurred. This will be achieved by examining the benefits of centralised portfolio management for superannuation funds, and consideration of how active and index management can be utilised within the overall fund structure. We will show the problems associated with the current portfolio configuration system adopted by super funds, and to identify areas where more optimal investment arrangements can significantly improve overall portfolio returns and reduce expenses.