Responsible Investments Research
/Plan For Life publishes extensive research covering Responsible Investments in Australia and New Zealand, including Australian Retail, Australian Wholesale, Exchange Traded Funds and New Zealand Fund markets over 18 years.
The Responsible Investments Research Package includes:
Responsible Investment Report - Quarterly report includes analysis and commentary, identifying key investment trends. Format: (PDF)
Responsible Investment Statistics - Quarterly data set across superannuation and investment markets, including details of product provider, investment fund, investment manager, asset category. Data metrics include FUM, Inflows, Outflows, Net Funds Flow and Investment Performance with quarterly history over 18 years. Format: (Spreadsheet).
Market Changes Report - shows changes in Responsible Investment Market fund size from quarter to quarter, by reconciling total inflows, outflows, investment earnings, net transfers and adjustments to history. We identify updates to data collection and reporting of new companies, new funds, terminated funds, additions to historical data and name changes. Download Sample
Market Overviews - Including Responsible Investment Funds in Australia & NZ based on a broad market definition covering responsible investments (RIAA certified and non-certified responsible investments) and a Market Overview focused on RIAA Certified Responsible Investment Funds.
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Market Overviews - Australia and New Zealand
Based on a broad market definition of responsible investments (RIAA certified and non-certified responsible investments).
Market Overviews - RIAA Certified
Based on RIAA Certified responsible investments across Australia and New Zealand
