What is it about?
The first study to analyse self-managed superannuation fund portfolios. What's in the portfolios? What's the risk? What's the strategy? How diversified?
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Why is it important?
The portfolios are concentrated in too few firms in too few sectors. Mostly the well known Australian companies of the time: banks, miners, industrials like Fosters.
Perspectives
Looking back now, of course, one can also see these portfolios are products of their time, indicative of the types of opportunities that Australian investors had in the early to mid 2000s.
Dr Peter J Phillips
University of Southern Queensland
Read the Original
This page is a summary of: The Diversification and Performance of Self-Managed Superannuation Funds, Australian Economic Review, December 2007, Wiley,
DOI: 10.1111/j.1467-8462.2007.00475.x.
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