Publications

Keep up to date on what is happening at Warakirri by viewing the publications below. Click on the links to open.

If you cannot access the below PDF files, you can go to http://get.adobe.com/reader to download a free PDF viewer.

Where links are not provided please email investorrelations@warakirri.com.au and we would be pleased to send you the publication.

After-Tax Measurement of Australian Equities

• "Measuring performance on an after-tax basis aligns investment manager behaviour with member returns", Superfunds Magazine, November 2009.

• "After-tax investing... the evidence is now compelling", Investment Magazine, October 2010.

• After-Tax Occasional Paper 1: "After-tax management of Australian equities: an introduction", January 2011.

• After-Tax Occasional Paper 2: "After-tax management of Australian equities: the importance of capital gains tax", March 2011.

• After-Tax Occasional Paper 3: "After-tax management of Australian equities: demystifying after-tax benchmarks", March 2011.

• After-Tax Occasional Paper 4: "After-tax management of Australian equities: two elephants in the room (and they are both growing!)", June 2011.

• After-Tax Occasional Paper 5: "Off-market share buybacks: "money for jam?", July 2011.

• After-Tax Occasional Paper 6: "Changing behaviour improves after-tax outcomes", November 2011.
• After-Tax Occasional Paper 7: "After-Tax Investing: Myth and Reality", March 2012.
  

Currency Management

• Implementing Best Practices in Currency Hedging Part 1:"Managing Cash Shortfall Risk and Counterparty Risk", September 2009.

• Implementing Best Practices in Currency Hedging Part 2: "Resetting Currency Hedges to Match Portfolio Value" , October 2009.

• Implementing Best Practices in Currency Hedging Part 3: "Should you adjust a "passive" currency hedge ratio?", December 2009.

• Implementing Best Practices in Currency Hedging Part 4: "The Strategic Hedge Ratio and Active Risk Management", February 2010.

• Implementing Best Practices in Currency Hedging Part 5: "Hedging Illiquid Investments", June 2010.
  
  
• Implementing Best Practices in Currency Hedging Part 6: "Cash Shortfall and Active Risk Management", November 2010.
  
  
• Implementing Best Practices in Currency Hedging Part 7: "Managing Cash Shortfall Risk with Settlement Thresholds", September 2011.
  
  
• Implementing Best Practices in Currency Hedging Part 8: "Euro Currency - Contingency Planning and Portfolio Implications", June 2012.
  
  
• Implementing Best Practices in Currency Hedging Part 9: "Ensuring Best Execution in Passive Currency Hedging", August 2012.