1131.0 - Directory of Superannuation Related Statistics, 1997  
Latest ISSUE Released at 11:30 AM (CANBERRA TIME) 02/05/2000   
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Funds Under Management Survey

Name of Organisation
Australian Investment Managers Association (AIMA)
Level 8
Challis House
4 Martin Place
Switchboard: (02) 9221 0007
Facsimile: (02) 9221 0008
Web Site: No directory entry

Products and Services
Name/Title of Product
Funds Under Management Survey
Dissemination Media
Publication $150.00 per issue.

About these statistics
Ms Catherine Maxwell
Executive Director
Telephone: (02) 9221 0007
To purchase these statistics
Ms Nicole Leon
Administration Manager
Telephone: (02) 9221 0007

Broad Description
A six monthly survey of funds managed by AIMA members listing source of funds and giving figures for assets in which funds are invested.

Purpose of Data
The statistics are compiled to provide a picture of the activities of AIMA's members and to improve the level of publicly available information about the investment management industry in Australia.

Detailed Description
Investment management firms who are members of AIMA.
Superannuation Data Items
Market Overview:

  • Sources of funds under management
  • Funds under advice
  • Distribution of total funds under management
  • Allocation of assets under management
  • Allocation of assets under management by fund type
Market Concentration. Detailed tables of sources and allocation of funds for:
  • Life funds superannuation (including ADF's)
  • Retail unit trust funds
  • General insurance funds
  • Other wholesale funds
  • Other retail funds
  • Funds under advice - market overview
Data recorded in billion dollar (or part thereof) units.

Data are collected directly by AIMA and analysed by an independent research group.

Method of Collection
Questionnaires are sent to all AIMA members for completion. Questionnaires consist of a series of tables completed manually. Responses are normally received from all but three or four members. Membership is approximately 61 members.

Six monthly.

6-8 weeks after the reference period.

Historical Data
June 1993, December 1993, June 1994, December 1994, June 1995, December 1995, June 1996 and December 1996.

Geographic Breakdown

Confidentiality and Availability
Not applicable.

Unpublished Information
Not available.

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