December 2024 KiwiSaver Detailed Demographic Study
No description available.
Investments
MJW KiwiSaver Market Review – 2025
In this paper we review the KiwiSaver market covering assets, membership, fees and competitiveness.
December 2024 KiwiSaver Demographic Study
No description available.
MJW KiwiSaver Market Review – 2024
In this paper we review the KiwiSaver market covering assets, membership, fees and competitiveness.
December 2023 KiwiSaver Demographic Study
No description available.
MJW KiwiSaver Market Review – 2023
In this paper we review the KiwiSaver market covering assets, membership, fees and competitiveness.
December 2022 KiwiSaver Detailed Demographic Study
No description available.
December 2022 KiwiSaver Demographic Study
No description available.
MJW KiwiSaver Market Review – 2022
In this paper we review the KiwiSaver market covering assets, membership, fees and competitiveness.
December 2021 KiwiSaver Demographic Study
No description available.
MJW KiwiSaver Market Review – 2021
An in-depth review into the KiwiSaver market covering assets, membership, fees and competitiveness.
Market volatility in 2020
This article analyses market volatility in 2020 and how decisions to reposition an investment portfolio might have played out.
Investment Outlook
With interest rates at record lows, this article looks at how our outlook for returns has changed and what it may mean for investors.
Asset allocation – does tactical positioning work?
This is an area of frequent debate and we thought it useful to analyse how KiwiSaver funds have fared.
Active share – are you getting enough bang for your buck?
A discussion on active share – an alternative tool that can be used to consider active investment managers’ risk-taking and the implications for this in the New Zealand market.
Distribution methods for charitable trusts
In this paper, we examine different distribution mechanisms in use around New Zealand by community trusts, iwi, and other similar organisations. We analyse how three simple distribution rules would fare following a large negative investment shock. The results show that there are clear differences and that the choice of distribution method has significant implications for intergenerational equity.