...Aaron Gilbert; Ayesha Scott; Shuohan Xu Purpose International evidence of economies of scale in mutual funds is mixed. KiwiSaver offers an interesting opportunity to examine economies of scale given its growth from a new scheme with few members and low balances, where fund costs should be high...

...Huong Dieu Dang Purpose This paper aims to examine the performance and benchmark asset allocation policy of 70 KiwiSaver funds catergorised as growth, balanced or conservative over the period October 2007-June 2016. The study focuses on the sources for returns variability across time and returns...

...Bart Frijns; Alireza Tourani-Rad Purpose – This paper aims to investigate the risk-adjusted performance of the KiwiSaver Growth funds for the period 2007-2013 in New Zealand. Design/methodology/approach – Performance attribution regressions are used to measure risk-adjusted performance...

...Annie Claire Zhang Purpose – The purpose of this paper is to explore the differences in KiwiSaver portfolio composition between investors who receive financial advice and those who do not. Design/methodology/approach – Using proprietary data which contain information of 405,107 individual...

...Callum Thomas; Claire Matthews Purpose – The purpose of this paper is probe the early data emerging from the KiwiSaver market and to draw insights on KiwiSaver investor behaviour, particularly in respect of the unique default provider feature of the scheme. Design/methodology/approach...

...Matthew Matuschka; Philip Colquhoun; Lisa Marriott Purpose The paper aims to examine the disclosure practices of KiwiSaver retail schemes in New Zealand. The aim is to investigate the level of comparability of KiwiSaver disclosures in the annual reports provided to members. Design/methodology...