Senior Lecturer
Finance Subject Area Coordinator
Phone: (07)
3138
8377
Fax: (07) 3138 1500
E-mail: a.basu@qut.edu.au
Room: Z824, Level 8, Z Block, GP
Qualifications
PhD, MBA, QUT; BSc (Honours), Calcutta
CAIIB, CIB, New York; AMFI-Mutual Fund, NSE
Career Summary
Anup has been in academia since 2005. Prior to that, he served in management positions with large banking and financial services organisations in India and USA for more than eight years. Anup’s current research explores investment strategies for long horizon investors like pension and endowment funds. His research in the area of pension and superannuation investments have been published in renowned peer-reviewed journals and covered by international media including the Financial Times. His pioneering work on next generation lifecycle funds with Michael Drew was recently presented at the joint public hearing of United States Govt. Dept. of Labor and Securities Exchange Commission.
Apart from lecturing in undergraduate and postgraduate finance units at the School of Economics and Finance, Anup also regularly teaches the core statistics unit in the MBA and Executive MBA program run by the Brisbane Graduate School of Business (BGSB). He is a certificated associate and life member of the Indian Institute of Bankers, and member of Financial Management Association (USA) and Brisbane Executive Club.
Research Interests
- Investments, Pension Finance, Behavioral Finance
Refereed Publications
- “Portfolio Size Effect in Retirement Accounts: What Does It Imply for Lifecycle Asset Allocation Funds” (with Michael Drew), 2009, Journal of Portfolio Management, 35 (3), 61-72.
- “The Case for Gender-Sensitive Superannuation Plan Design” (with Michael Drew), 2009, Australian Economic Review, 42 (2), 177-189.
Working Papers
- “Dynamic Lifecycle Strategies for Target Date Retirement Funds” (with Alistair Byrne and Michael Drew)
- “Appropriateness of Default Investment Options in Defined Contribution Plans: The Australian Evidence” (with Michael Drew)
Industry Publications
- “Lifecycle Investing in Theory and Practice”, (with Alistair Byrne), 2009, Forthcoming Pensions Week (Financial Times Group)
- “The Promise of Lifecycle Asset Allocation” (with Michael Drew), 2009, inFinance (FINSIA), March 2009
- “Bear Trap”, In the Black (Journal of CPA Australia), May 2009, Volume 79:04, p. 30-33. Available online: https://www.cpaaustralia.com.au/cps/rde/xchg/cpa/hs.xsl/724_32009_ENA_HTML.htm
Media Citations (Selected)
- 'Academic: More equities near retirement’, Pensions & Investments (13 July 2009) Available online: http://www.pionline.com/apps/pbcs.dll/article?AID=/20090713/PRINTSUB/907109982/1031/TOC&AssignSessionID=17336017536186
- 'Target strategy can puncture expectations’, Australian Financial Review (04 July 2009
- 'Dare tactics outrun risk’ Business Review Weekly (2 July 2009)
- 'Finding the right path for date funds’, The Age (26 June 2009), Available online: http://business.theage.com.au/business/finding-the-right-path-for-date-funds-20090625-cy78.html
- 'Australian super academic to testify in US pension hearing’ SuperReview (16 June 2009), Available online: http://www.superreview.com.au/Article/Australian-super-academic-to-testify-in-US-pension-hearing/486732.aspx
- 'Mondial looking in a different light at lifecycle funds’ Gulf News (16 May 2009), Available online: http://www.gulfnews.com/Business/Investment/10314278.html
- 'Lifecycle Investing Flawed’ Money Management (03 Dec 2008) Available online: http://www.moneymanagement.com.au/article/Lifestyle-investing-flawed/432606.aspx
- 'Dud life-cycle tactics’, Australian Financial Review (03 Dec 2008)
- 'Plan leads to poverty in retirement’, Financial Times (03 Nov 2008) Available online: http://www.ft.com/cms/s/0/81e1e9a4-a787-11dd-865e-000077b07658.html