CEM Benchmarking

Global pension funds posted an atypical aggregate net below-benchmark annual investment performance during 2023, with the shortfall largely attributable to increased use of private markets assets.

Australian super funds roundly beat their global peers on investment costs due to a combination of hardball negotiations around fees and savvy implementation in pricier asset classes.

The passive versus active debate rages on, but it turns out that active management is worth something after all: 16 basis points per year, to be exact.

A new report from CEM Benchmarking shows that the Your Future Your Super (YFYS) performance test lifts system-wide outcomes. But size of fund is no silver bullet.