Benchmark Report

The most comprehensive individual fund analysis available. An invaluable tool for all fund managers. Benchmark reports help funds identify opportunities and stay competitive.

Know where your fund stands

For a thorough assessment of where your fund stands against industry best practice and to help you identify new opportunities, trends and threats the SuperRatings Benchmark Report is unrivalled.

Each report analyses over 1000 points of fund operations including a quantitative and qualitative review of investments, administration, fees, performance ratios, member services, advice, education and insurance structures.

The benefits of undertaking the benchmark process include:

  • Independent assessment of all aspects of your fund’s performance
  • Results can be used for internal & external marketing
  • Essential strategic planning reference
  • Independent monitoring of service providers
  • Self assessment tool for trustee and executive performance

Formally presented, our benchmark peer review service is an ongoing reference for all related fund parties.

Ongoing client meetings to discuss outcomes have provided strong feedback that our benchmark report continues to be a critical tool for many areas associated with the ongoing management of funds, including strategic planning, self assessment, compliance and product positioning.

Post delivery presentation of findings to trustees, committees, executives or marketing teams is included in the overall subscription.

Benchmark service is now available across both super and pension products.

For a comprehensive demonstration or further information contact Alfons Fiorindo mobile 0405112439 Alfons@superratings.com.au