Corporate Governance Survey Report

23 Apr 2008

by:

The Australasian Mutuals Institute commissioned Dattner Grant Pty Ltd to conduct specific research during July 2007 about the standards and approaches to corporate governance being taken by the mutual ADI sector.

The Institute sought to provide analysis and insight into the range of methods employed to address the numerous governance issues to arise in recent years and to determine examples of emerging good practice in this area.


The Australasian Mutuals Institute commissioned Dattner Grant Pty Ltd to conduct specific research during July 2007 about the standards and approaches to corporate governance being taken by the mutual ADI sector.

The Institute sought to provide analysis and insight into the range of methods employed to address the numerous governance issues to arise in recent years and to determine examples of emerging good practice in this area. The following four objectives were set for the research project: -

· Determine the actions undertaken by mutual ADIs to date and planned on a range of current governance issues.
· Establish the perceived importance of these governance issues.
· Determine the underpinning attitudes at Board and CEO level that drives the making of policy and procedure on governance issues.
· Capture and present examples of emerging good practice in corporate governance policy and procedure in the mutual ADI sector.

The research consisted of a quantitative survey emailed to 142 x credit unions and 9 x mutual building societies followed by a qualitative interview by telephone with 15 x Chief Executives drawn from the 32 x ADIs that responded to the initial survey. Respondents fell neatly across the five asset bands chosen ensuring a good cross section of views and complete confidentiality.

While the Quantitative Research focused on what mutual ADI's had done and were planning to do in relation to governance issues the Quantitative Interviews sought to determine why institutions had taken their positions.

The outcome of this research is a 50 page report detailing the results of the research including a wonderful insight into some of the key drivers and challenges that underpin governance in mutual ADIs.

The report also includes a CD containing some 660 pages of sample documents provided by mutual ADIs that provides some excellent benchmarking for good practice in governance across a wide array of governance issues.


The cost of the full report is

■ $550 for mutual ADIs with assets > $100m
■ $275 for mutual ADIs will assets < $100m
■ 50% discount for the 32 mutual ADIs that contributed to the research.
■ Refer to www.aminstitute.org.au - News Section for order form

Can your credit union or mutual building society Board & Management team afford not to take advantage of this great resource to benchmark your governance journey against good practice in governance in the mutual ADI sector?

Click here to view order form