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Eriksens 2009 Conference
Eriksens 2009 Superannuation and Investment Conference is to be held at the Crowne Plaza, Christchurch on 23 July 2009.
We invite you to be there.
The event is a one-day seminar with the theme of Generating ALPHA in Turbulent Markets.
The attendance fee is $600 + GST. It will feature presentations on:
* How The Community Trust Approach to Investment Strategy Affects their Policy Towards Grants
* Pros and Cons of Local Authority Bonds in the Current Economic Climate
* KiwiSaver and Traditional Super
* The Credit Crunch and the Level of financial journalism and financial knowledge in New Zealand”
* Investment Strategy in the Current Global Environment
* Longevity Linked Assets - Risks and Rewards
* Managing Fixed Interest Portfolios in the 21st Century
* How to Extract Alpha at Reasonable Risk
Seats are limited so register early. We look forward to seeing you there.
Click here for a copy of the programme
Click here for a copy of the
registration form
Eriksens 2008 conference was held on 10 November 2008 at the
Intercontinental Hotel in Wellington. Click
here to see who spoke at our 2008 Conference.
Private Equity Study
Eriksens recently completed a
paper on Private Equity Investment in New Zealand. This is
available to qualified recipients.
Please contact
us if you would like a copy.
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Plan For Life Retail
and KiwiSaver Surveys
Plan For Life Pty Ltd (PFL's)
are an Australian firm of actuaries and researchers who provide detailed
quarterly reports of the fund flows for New Zealand retail managed funds
and retail KiwiSaver schemes.
Eriksens are the distributors of PFL's
Managed Funds Reports, KiwiSaver Reports and Statistics to New Zealand
companies.
Click on one of the links below to see a summarised table and press
release of PFL's
KiwiSaver Analysis
Of Funds for December 2008
NZ
Retail Managed Funds Analysis For December 2008.pdf
NZ Retail Managed
Funds Analysis For September 2008
New Zealand Retail
Managed Funds Analysis for June 2008
KiwiSaver Analysis
Of Funds for June 2008
Click
here to make an email enquiry about the NZ Retail Managed Fund or
KiwiSaver Funds Analyses
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Eriksen’s News
Eriksen’s Australian operation was recently acquired by our Australian
consortium partner, Bendzulla Actuarial Pty Limited.
We will continue to
work with Graham Osborn and the Sydney team under our existing strategic
alliance with Bendzulla Actuarial. There will be no change to the
services provided by Eriksens in NZ from our offices in Auckland and
Wellington.
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Master Trust Survey
Investment Returns
The quarter to the end of March 2009 combined a bear market in January with a partial recovery during March, which provided some relief from the sequence of progressively lower performing quarters.
more
See the
full March 2009 Master Trust Survey (requires Adobe Acrobat).
Click
here to download the March 2009 survey results in Excel format.
Economic Commentary
A favourite question of commentators, central banks and economists has been when the current global recession will bottom out. A common expectation seems to be that a recovery will be about 18 months away and that life (and the investment markets) will then go back to normal.
Evidence quoted for the “green shoots” of recovery frequently includes the increasing number of U.S. house sales, stock markets gains during March and April, the positive statements from the G20 summit, slightly more positive bank results and increased replenishment of supply chains. However we are not at all convinced.
Given the scale of the downturn and its wide international impact, we consider that any recovery will be slow and fragile since it will take time for demand and confidence to build up again as households and businesses repair their balance sheets by paying off debt. The damage to the real economy is serious. Employment levels are dropping.
more
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Employers
- It's Time to Wake Up to KiwiSaver
Why
Should an Employer Bother with KiwiSaver?
In
my view there are at least three good reasons for an employer to take
the time to understand KiwiSaver.
First
it creates an opportunity to give a tax-efficient pay rise. In our
tight labour market, keeping good staff is difficult but this may
help. By offering to match an employee's contribution $ for $ up
to 4%, you are actually providing a 6% pay rise .....
An
edited version of this Eriksens discussion paper first appeared in the
business section of the Sunday Star Times on 6 May 2007.)
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About Eriksens
Eriksens is an international actuarial and strategic investment
consultancy based in Australasia. From offices
in Auckland and Wellington, New Zealand we service clients
in Australasia, North America and Europe.
Our consultants make regular trips to Europe
and North America. It is through this regular travel that Eriksens
maintains its global focus.
Projects undertaken include :
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general actuarial analysis and consulting |
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asset consulting |
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superannuation planning |
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applied statistical analysis |
Click here for a
more detailed description of our services
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