Private debt is the smallest yet the fastest growing component of private market assets in super.
Private debt amounts to just 7% of total private market assets in super, but has grown 75% in two years.
https://t.co/kKfqyK6n2b
@BetaShares , @BlackRock and @Vanguard_Group led the way by overall net flows to start 2025.
Six of the top 10 products based on net flows in Q1 were ETPs.
Download the Managed Fund Net Flows Report highlights:
https://t.co/rsk5RSTFS1
New Zealand’s KiwiSaver scheme has grown from $112 billion to $123 billion in funds under management over the year to 31 March 2025.
The $11.2 billion growth was made up of $6.5 billion from investment earnings and $4.7 billion in net fund flows.
https://t.co/e3ZUmnKoWa
Private market assets in super amount to $400 billion.
Private real assets forms the largest component of private market assets, making up 67% of the total private market assets pool.
https://t.co/kKfqyK6n2b
Dual access Exchange Traded Products (ETPs), which are transacted both on stock exchanges and off-market through funds managers, can cost four times as much as the rest of the Australian ETP market
Read more: https://t.co/9XyA73BJ57
The makeup of SMSF portfolios has evolved notably over the past decade.
Cash holdings have decreased from 33% of total assets in 2013 to around 15% in 2024.
Read more: https://t.co/NwYUW52r7Y
The self-managed superannuation fund (SMSF) sector, despite slowing overall growth, continues to direct an increasing share of its $933 billion in assets toward managed investment products.
https://t.co/NwYUW52r7Y
Australia's financial advice industry is grappling with a sharp decline in the number of registered advisers.
Rainmaker has postulated four scenarios for the future of Australia's financial adviser sector.
https://t.co/Ko42D5zWkR
The latest Managed Fund Net Flows report highlights the investment managers with leading net flows over the last 12 months.
@Betashares leads the way, followed by BlackRock, @vaneck_au, @Macquarie Asset Management and Metrics Credit Partners.
https://t.co/G3yts59JjT
ETPs are stomping the world of unlisted unit trusts.
The ETPs with the highest net flows over the year to 31 March 2024 were @BlackRock iShares Global Bond Index Fund and @Betashares Australia 200 ETF and @vanguard_au Australia Shares Index ETF.
https://t.co/R69x0f7uPe
The RainmakerLive Adviser Movements Pipeline showed 37 advisers transferring across AFSLs in February 2024, with New South Wales recording the most transfers.
For more information visit: https://t.co/ImEnyOPEvj
164 #superannuation products have received a AAA Quality Rating from Rainmaker Information in 2024.
View all AAA rated products here: https://t.co/XSbELjFozD
The authorisations with the highest occurrence across the financial adviser market are superannuation (14,084), managed investment schemes (13,351) and deposits and payment products (13,078).
Read more: https://t.co/JSWciUVieH
Insurance risk market inflows rose slightly by 1.1% over the year to September 2023, from $18.0 billion to $18.2 billion.
TAL Australia saw an annual increase of risk inflows of 3.2%, while Zurich increased by 5.8%.
https://t.co/LYDFipdbx3
Indexed investing is on-track to surpass $1 trillion by 2026, when it should account for more than one-quarter of all investment management FUM.
https://t.co/crnrvAS2Zn
The number of financial advisers authorised to provide product specific advice for managed discretionary accounts has only fallen 6.1%, in a market where the 25.5% of advisers have exited in the past three years.
https://t.co/JSWciUVieH
ETPs are winning distribution battle with unit trusts, experiencing positive net inflows, while unit trusts have experienced net outflows at a much faster rate.
To learn more, download Rainmaker's research titled "The Year in Wealth Management: 2023":
https://t.co/evi5AViGUl
In five years, the share of platform FUA held in managed accounts almost tripled. Meanwhile, the share of managed accounts held in SMAs doubled from 30% to 60%.
To learn more, download Rainmaker's research titled "The Year in Wealth Management: 2023": https://t.co/FVKk18t4HW
Rainmaker projects that more than 43% of institutional #superannuation FUM will be internally managed by 2043.
To learn more, download Rainmaker's research titled "The Year in Wealth Management: 2023": https://t.co/POBTdCMgb8
The number of financial advisers has found its new floor at about 16,000. It has fallen 43% since its 2019 peak when it reached 28,000.
To learn more, download Rainmaker's research titled "The Year in Wealth Management: 2023": https://t.co/3Z81E3eDi5