27 September 2017 Time 5:00pm Location: Data 61’s Demonstration Lab at 710 Collins Street, a short walk from Southern Cross Station
How Australia Saves examines the member experience and outcomes by looking at distinct behavioural categories (built around default as well as self-directed investment selections), as well as traditional demographic and economic segments. The report uses research techniques developed by Vanguard’s Centre for Investor Research in the US to examine trends in contributions, choices and outcomes for individual members.
In this presentation, we will explore the findings of the How Australia Saves research in two critical areas – members’ contribution behaviour, and the impact of a Fund’s choice architecture on the outcomes experienced by members in each of the behavioural segments examined.
In this role, Paul is focused on research, policy, and product innovation in the Australian superannuation industry. Of particular focus for Paul is the post-retirement phase and the next wave of innovation in Australia’s maturing superannuation system – the provision of sensible, scalable and robust income solutions for retirees.
Prior to joining Vanguard in May 2016, Paul gained over 30 years of experience in the financial services sector. He has held roles across strategic marketing, financial education and advice, industry advocacy, public affairs and stakeholder relations in organisations such as the Australian Council of Superannuation Investors, UniSuper and the Australian Investment Managers’ Association.
Paul holds a Bachelor of Arts (Hons) from Monash University, a Diploma of Financial Services from Tribeca Education, and a Masters in Organisational Leadership from Melbourne Business School. He is also a Graduate of the Australian Institute of Company Directors (GAICD).