Scalable technology to simplify your APRA Member Outcomes Assessment Reporting

 

The Chant West Member Outcomes Dashboard (MOD) is a purpose-built tool that combines the latest Chant West research and APRA data to help you assess your members’ outcomes and to provide you the best view of your fund in relation peers.

MOD allows you to compare your fund to similar products and other market participants across key performance metrics and over various time periods, as required for APRA’s annual Member Outcomes Assessments, and provides valuable insights to inform strategic product and service developments, and business planning to improve member outcomes.

Performance Review & Monitoring

Keep track of your fund’s performance in relation to its strategic objectives and assess the outcomes delivered to members with latest super fund data including fees, costs, returns, asset allocation, levels of investment risk, and member services.

Cohort Analysis & Benchmarking

The latest Chant West and APRA data allows you to conduct meaningful analysis to understand the position of your product in relation to peers. Compare and rank products against a median or selected competitor products, including fees at multiple account balances. Our comprehensive data covers products across industry fund, corporate fund, public sector fund and retail master trust universes.

Detailed Product Analysis

Add our highly-regarded product research to unlock more powerful analysis capabilities. Create scenarios and model proposed portfolios and fee structures to assess how these would perform in relation to peers. Drill down to particular products for detailed analysis of fees, insurance premiums, design or terms, investment options and product features. Download the underlying data of your selected analysis into excel and access our comprehensive online library of disclosure documents. 

   

Trend analysis

Analyse and assess trends in key ratios and fund metrics including net cash flows, benefit outflow ratios, net rollover ratios, membership base trend and active member ratios.

Pension Dashboard

There is also the option to add a Pension dashboard which contains information for pension products across the same key metrics as super, with the exception insurance data. This dashboard also provides access to information such as demographic trends around the proportion of member benefits in pension, and age band demographics relative to market medians.

Tailored Subscriptions

The annual MOD subscription can be tailored to suit your fund and provide access for up to 20 users.

   

Features of the Member Outcomes Dashboard

Investments

Analyse your fund’s performance across various time horizons and in relation to the peer universe to demonstrate how your investment outcomes compare with other funds.

Fees

Compare the fees and net return of your fund to competitors at different balances and across admin, investment and total fees.

The MOD tool shows how your fees are ranked against other funds, as well as how they compare to quartiles and medians.

Insurance

Unique proprietary methodology provides a range of premium indices that allow you to benchmark your premiums against the median premium across all funds, for different occupations and age bands.

Assess the level of your default cover relative to the other products in the market and compare key metrics such as member engagement with insurance, claims management and insurance features.

   

Member Engagement & Services

Compare how your fund is promoting members’ financial interest with data on the level of member engagement opportunities provided through advice, education and communication, online and call centre support and app capabilities.

MySuper Statistics

Quarterly MySuper statistics data can be viewed in an engaging visual dashboard that highlights your fees and costs, net returns, heatmap metrics and level of investment risk, all for the representative member.

Scale & Sustainability

Create a visual representation of the trends over time of the APRA metrics relating to sustainability for your fund compared with other funds.

Why Chant West’s Member Outcomes Dashboard?

 

As the leading provider of super fund research, ratings and data in Australia, Chant West provides critical insights and fit-for-purpose technology to help super funds attract and retain members, meet reporting requirements, and stay abreast of the changing sector, enabling them to grow and protect the wealth of their members for retirement.

Combining Chant West’s high-quality research and analysis of more than 290 super, pension and investment products, and the latest APRA data, the tool enables detailed peer group comparisons and competitor analysis, and informs strategic product and service developments to improve outcomes for members.

We’re committed to continually evolving our Member Outcomes Dashboard (MOD) to ensure it meets the complex and changing reporting needs of our clients.

Find out more

 

For more information or to book a demo,
submit an enquiry and one of our team members
will be in touch with you shortly.

The Benefits Of Partnering With Chant West

Data You Can Trust

High quality, up to date research compares more than 290 super, pension and investment products

Easy To Use Tools

Our research tools are comprehensive and easy to use

Powerful Marketing Intelligence

Usage reports from AppleCheck users gives you insightful marketing feedback

Third-party Promotional Support

Promote yourself to your current and prospective members via AppleCheck and our Ratings and Awards licences

Find Out More

Disclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2023. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.

Top