Macquarie Investment Management Limited (MIML) as a trustee is required by the Superannuation Prudential Standards to have in place a comprehensive stress testing program to measure levels of investment risk in its super fund members portfolios. According to the Standards, APRA considers stress testing to be an effective investment risk assessment and management tool that may assist to identify and assess potential risk exposures that may threaten the likelihood of achieving investment objectives.
Why does Macquarie perform investment risk analysis?
How does Macquarie assess investment risk in portfolios?
Macquarie Investment Management Limited’s ongoing monitoring as trustee includes regular investment risk analysis. This analysis aims to identify portfolios that could be impacted the most by adverse market conditions.
These portfolios are identified by applying various future performance scenarios and comparing the impact of these on each super and pension member portfolio. Investment risk analysis involves estimating for each account the percentage loss of an adverse market event. We then rank accounts by this estimated percentage loss and flag those at the upper end.
Do we contact clients about their investment risk?
We contact the top 2.5% of all affected clients as part of our annual super fund trustee obligations. We’ll also notify you if your clients are affected.
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