ASFA Conference

Is bigger really better?

Arena 1B, Ground Floor

Economies of scale are generally thought to hold true. We expect smaller funds to report higher cost

per member ratios than larger ones. But is this really the case? Are there better measures of scale and its

purported benefits?

We examine whether bigger funds are delivering economies of scale. Is there enough evidence to say

there are benefits from size versus staying small and nimble in a fund tailored to your members?

We’ll also look at how the scale test will be applied by APRA and whether it will be meaningful.

Supported by the latest analysis from TRIA Investment Partners, a panel of experts from across the

spectrum of fund sizes will provide their insights and thoughts on whether being big is all that it’s

cracked up to be. Where economies of scale are deemed successful, hear how some funds have

achieved them.

Leading presentation:

Oliver Hesketh

Partner, TRIA Investment Partners (Australia)

Chris Davies

Chief Executive Officer, Telstra Super and

ASFA Director (Australia)

Graeme Arnott

(Fellow of ASFA)

Chief Executive Officer, StatePlus (Australia)

Andrew Proebstl

Chief Executive, Legalsuper (Australia)

Maree Pallisco

Partner, National Superannuation Leader,

Ernst & Young and member, 2016

Conference Committee (Australia)

Lara Bourguignon

General Manager, Corporate Super, Wealth

Products, National Australia Bank (Australia)

Chair:

Steve Somogyi

Trustee Director, Unisuper and Executive

Advisor to the Vice Chancellor, RMIT

(Australia)

Committee coordinators:

Chris Davies

, Chief Executive Officer, Telstra Super and ASFA Director

Pauline Vamos

(Fellow of ASFA, ASFA AIF)

Director, Banking and Finance Oath

Industry issue

1 CPD point

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