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Sydney, Australia Office Head Office

Level 24, 259 George Street
Sydney
NSW
AU

London, UK Office

8th Floor, Linen Court, 10 East Road,
London
GB

New York, USA Office

20th Floor 222 Broadway
New York
NY
US

Telephone

+61 2 9005 0915

Contact

Dana Danieli
[email protected]

After-Tax Benchmarks and Analytics

Measure after-tax outcomes and drive investment manager performance with after-tax benchmarks and analytics

Accurate performance measures

With our performance and attribution reporting, super funds are able to measure how well each manager performs against a given benchmark, which can be standardised to incorporate after-tax considerations. This improves transparency and accountability, enabling trustees of superannuation schemes to monitor the decision making processes of a range of fund managers on a level playing field.

Using complex methodology and multiple data sources to create an accurate measurement of portfolio value, the analytics:

  • Takes account of matching cash flows to the portfolio
  • Reflect realised and unrealised Capital Gain Tax (CGT) resulting from corporate action events
  • Trigger CGT impact of rebalancing from composition changes of the underlying benchmark
  • Excludes investors’ discretionary portfolio management actions

As a result, portfolios are accurately valued against absolute returns and managers can be rated on consistent performance criteria.

Completely customisable
Our after-tax calculations can be tailored to match the client profile, including the effect on the portfolio of:

  • Franking credits
  • Off market share buy backs including both CGT and Franking credits
  • Capital gains tax (pre- and post-liquidation methods)

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