Our ongoing monitoring as trustee includes regular investment risk analysis. This analysis aims to identify portfolios that could be impacted the most by adverse market conditions.
These portfolios are identified by applying various future performance scenarios and comparing the impact of these on each super and pension member portfolio. Investment risk analysis involves estimating for each account the percentage loss of an adverse market event. We then rank accounts by this estimated percentage loss and flag those at the upper end.
We contact the top 2.5% of all affected clients as part of our annual super fund trustee obligations. We will also notify you if your clients are affected.