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Pooled Funds

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Protect retirement savings from longevity risk by pooling

Doug McBirnie
27 July 2021
2

A feature of life expectancy is that over half the people of a certain age will live longer than their life expectancy. Retirees using these estimates may run out of money, but there are benefits of pooling.

The moral hazard of a national super fund

Rob Prugue
19 February 2020
9

If billions of dollars of retirement savings were lost by a government agency in a national super scheme, the cost and risk would be passed back to the government and ‘caveat emptor’ would be history.

The evolution of Listed Investment Companies

Chris Stott
2 August 2013
1

Listed Investment Companies compete with managed funds and ETFs for pooled investments, and a couple of legislative changes in recent years have improved their outlook.

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