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Your Future, Your Super

This page houses our research on the Your Future, Your Super performance test. A range of materials (papers and models) have been made available.

New Research

Research – YFYS – Constraint on ESG, Sustainability & Carbon Transition Activities
November 2022

Collaborative research with FTSE Russell, An LSEG Business, ASFI and RIAA.

Research paper – Exploring sustainable YFYS tracking error
October 2022

Exploring sustainable tracking error and cost of constraints

Model – YFYS and Suatainable Investment Strategy
October 2022

Excel modelling of YFYS constraints on investment strategy.

Assessing the impact of YFYS through interviews with CIOs of funds with performance “buffer”
July 2022

Moving Forward

Moving forward with YFYS: Super funds
October 2021

Explores the challenges and pathways forward for super funds. …..

Moving forward with YFYS: Investment managers
October 2021

Explores the challenges and pathways forward for investment managers. …..

Summary Materials

YFYS – Models and Calculations
July 2021

All models and calculators used in our research on the YFYS Performance Test.

YFYS Performance Test – Summary and Reflections
July 2021

Summary of the YFYS Performance Test, our research, and final outcomes. …..

Previous Research

Submission
May 2021

YFYS submission (post-regulations).

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Opening statement
April 2021

Opening statement by David Bell to the Senate Economics Legislation Committee.

Submission
March 2021

YFYS submission to Senate Working Committee.

Media release
March 2021

Opportunity cost to consumers – March 10, 2021.

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Detailed paper
March 2021

Exploring the opportunity cost to consumers – March 10, 2021.

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Presentation
March 2021

Presentation on investment strategy impact and opportunity cost – March 10, 2021.

Media release
March 2021

Impact on portfolio management – March 3, 2021.

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Detailed paper
March 2021

Exploring the impact on super fund investment strategies – March 2, 2021.

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Investment Strategy Impact and Opportunity Cost
March 2021

Excel modelling of investment strategy impact and opportunity cost.

Media release
November 2020

Official release to media contacts on November 27, 2020.

Detailed paper
November 2020

Release to the industry – November 2020.

Summary paper
November 2020

Release to the industry – November 2020.

Statistical tests
November 2020

Statistical tests used to assess the effectiveness of YFYS.

Submission
December 2020

YFYS submission to Treasury.
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