Market Projections Report


Analysis of the current market and identification of future trends is a critical strategic focus for financial institutions seeking to manage their exposure to market sectors and capitalise on future growth opportunities.


The Market Projections Report provides an authoritative and unique planning resource for companies involved in product manufacture and distribution in the Australian Financial Services Industry.

The report contains ten year projections for the non-bank retail and wholesale market including the superannuation, retirement incomes, Retail Investment and Risk segments. Within each market segment projections are included for each individual product category taking into account the individual factors that affect each product category.


This granular approach improves the reliability of the projections. The projections are not based on high level averages applied across the total market segment.

Contents

The report is divided into twelve sections. The following provides an outline of the content of each section.

Section 1 - Overview of the financial services market.

Overview of the financial services market. Data sources are included, along with a summary of changes in the report structure and enhancements made to the projections model since the previous edition.


Section 2 - Current Financial Trends

Summarises current trends in financial services market and expected trends over the next ten years.


Section 3 - Legislation

Outline of Legislative changes that will impact on the Financial Services market.


Section 4 - Demographics

Includes a summary of key demographic trends that are included in the model and the anticipated impact of demographic change on the financial services market over the next ten years. Key economic indicators relevant to the model assumptions are also included in this section.


Section 5 - Market Summary & Snapshot

Provides a consolidated summary and snap shot of projections for each market segment .


Section 6 - The Australian Superannuation System

Description of each of the market segments and product categories that provide Superannuation Accumulation facilities.

Section 7 - Superannuation Accumulation Projections

Current market data and projections for Personal Super, Employer Super, SMSF's in the accumulation phase, Industry and Public Sector Funds in the accumulation phase, Corporate Funds, ERF's, RSA's, and unfunded liabilities.


Section 8 - The Australian Retirement Income Phase

Description of each of the market segments and product categories that provide Retirement Income Streams.


Section 9 - Retirement Incomes Market Projections

Current market data and projections for Term Certain Annuities, Lifetime Annuities, Allocated Pensions and the Retirement Income component of SMSF's, Industry and Public Sector Funds.


Section 10 - Retail Savings & Investment Projections

Current market size and projections for the Non-Super divisions of Master Funds and Wrap Accounts and Unit Trusts, Insurance Bonds, Savings Plans and Traditional products.


Section 11 - Wholesale Investment Projections

Current market size and projections for Wholesale Investment Trusts and Pooled Funds.


Section 12 - Individual and Group Risk Projections

Current market size and projections for Ordinary and Superannuation individual Term Life, TPD, Trauma, Disability Income, Group Life and Salary Continuance products.

In addition to forecasts of market size, sections six through to twelve contain

  • A summary of the key characteristics of each product category;
  • Description of the projection methodology process for that product segment;
  • Funds under management, net cash flows and in-force and new annual premiums; and
  • Tables and charts showing the top ten funds under management and net cash flows in each segment.

The Market Projections Report is now in its eighteenth year and is widely recognised as the leading market outlook report available in the Australian market.

The projection methodology is subject to continual review and enhancement. External factors such as demographic changes are closely integrated into the model in each relevant market segment.


The report, which is wholly revised half-yearly, is designed to ensure that subscribers have access to a comprehensive and up to date source of information on every aspect of the market.


Effective use of the Market Projections Report ensures that critical decisions are based on accurate market data.

For more details on the Market Projections Report or to subscribe to the Market Projections Report please contact us at info@dexxr.com or click Contact Us.

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DEXX&R


DEXX&R is a leading Australian Research Company operating in Superannuation, Funds Management and Life Insurance Industries since 1989. DEXX&R provides innovative research services for the Australian Financial Services Industry. Our objective is to provide detailed and accurate research covering all available products in each market segment. We provide comprehensive data and research to better help individuals and organisations make sound decisions.

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