Understand the lived experience of your MySuper members
How do you determine whether your MySuper product is delivering strong outcomes for your members compared to other MySuper products?
At Chant West, we calculate the actual lived experience of a member in a MySuper product, allowing for the different age cohorts in a lifestage strategy and changes to the product strategy over time.
We offer two unique products to help you understand and demonstrate the value of your MySuper product.
MySuper Age-based Performance Survey
Exclusive to Chant West, this new survey tracks the lived experience of representative fund members of selected ages, comparing returns of both lifecycle and single option MySuper products.
Issued quarterly in both PDF and Excel, the survey supports internal analysis, benchmarking and governance and can be purchased with distribution rights to publicly promote your fund’s performance.
View Sample
Detailed Insights
Analyse your MySuper product as it exists now and take into account the changes to the MySuper strategy over the years to reflect what your members have actually experienced compared to those in other MySuper products.
Peer Group Benchmarking
The survey shows performance over 1, 3, 5, 7 and 10 years for members of current ages 35, 50, 55, 60 and 65 to help you conduct peer group comparisons of members’ lived experiences and gain insight into various funds’ MySuper strategies.
Bundle and Save
Bundle your survey subscriptions to receive great discounts, and combine the data and insights to conduct deeper analysis into peers’ portfolio positioning, investment strategies, dynamic asset allocation decisions and inform peer-relative performance attribution analysis.
MySuper Performance Outcomes Calculations
Gain a deeper understanding of your MySuper product's comparative performance results and member-specific journey outcomes with our in-depth MySuper performance outcomes calculations data, illustrating balances net of fees and returns, in a format that best suits you.
For bespoke analysis, monitoring and reporting, or to publicly promote your fund's performance, receive calculations data in your choice of an Excel spreadsheet, updated every six months, or an API, updated quarterly, to integrate into your existing website and back-end systems.
You also get access to our custom-built tool to run detailed projections and generate downloadable Excel reports to compare your MySuper product against all other MySuper products by age or risk profile, product or fund type.
Detailed Calculations
The calculations assess actual fees and annual returns and wage growth to help you understand individual fund outcomes, medians and averages for all MySuper products excluding tailored MySuper products.
Performance outcomes can be calculated for various periods, e.g. 1, 3, 5 and 10 years.
Peer Group Benchmarking
Using data that dates back to 1 January 2014, evaluate how your MySuper product has performed compared to all other MySuper products for individuals of the same age or risk profile over the lifetime of the product.
Detailed Modelling
Conduct detailed modelling for different age cohorts based on current age, individual assumptions for salary and opening balance incorporating fees, annual returns and average wage growth.
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.
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.