Liquidity Management

Whitehelm Advisers has developed a suite of liquidity management tools designed to help superannuation fund executives and trustee boards better understand and manage liquidity issues impacting their fund

Given that liquidity risk management in superannuation has been a key issue for Trustees over the last decade, Whitehelm Advisers offers a range of services to enhance a fund’s existing liquidity risk management practices, and also build new ones to be in line with the regulatory requirements and best practice guidelines.

Demographic profiling

Our service offerings include comprehensive member profiling, key insights into potential risk areas, detailed modelling of exogenous shocks (for example, legislative reforms) and development of scenario analysis at the overall fund level.

Liquidity stress testing

Our detailed liquidity modelling includes stress testing of potential economy wide shocks, in conjunction with relevant tailored fund specific scenario analyses.  This analysis assists superannuation funds in understanding the nature of their underlying investments and their liquidity impact during potential market stresses.

Liquidity policy development and liquidity impacts analysis due to regulatory changes

Given our extensive experience as an adviser for major Australian superannuation funds, Whitehelm Advisers is well placed to provide keen insights into liquidity policy development.

Furthermore, Whitehelm Advisers can assist funds to keep abreast of all regulatory changes in the Australian superannuation environment and work with funds in understanding how to help to minimise the potential liquidity impacts these changes can have.