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Showing 21 - 30 of 52 results for "Portfolio Holdings Disclosure"

Extension for super fund portfolio disclosures

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2019
... commencement date and time to finalise their reporting processes and disclosures," ASIC said. The portfolio holdings disclosure requires most Registrable Superannuation Entities (RSEs) licensees to publish information about their fund's portfolio holdings ...

AMP, HESTA, Hostplus lose out in ratings

STAFF WRITER  |  THURSDAY, 26 SEP 2019
... its website and does not detail on its website the exposure to each investment described in its portfolio holdings disclosure. At the bottom of the investment funds list was the AMP Responsible Investment Leaders Fund. That fund recently rebranded to ...

APRA receives new super powers

KARREN VERGARA  |  FRIDAY, 5 APR 2019
... focus on the outcomes trustees across all superannuation sectors were delivering for their members. Portfolio holdings disclosure On a semi-annual basis, super funds will be required to disclose investments and drill down to the underlying asset and ...

Government amends key super reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 14 NOV 2018
... the consistency of disclosure outlined in the Bill has resulted in an amendment with Robert saying portfolio holdings disclosure applies to all choice products, even where there is a no investment option. "I would like to make it clear that there was ...

Royal Commission bad for super: Switzer

ALEX BURKE, JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... invested in bank stocks comes from these super funds. Supporting this, a 2017 Rainmaker pilot study of portfolio holdings disclosure by super funds found the big four banks were among the top 10 holdings of all participating super funds. "Where it gets ...

Unions lobby super sector to cut big bank, AMP ties

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
... invested in bank stocks comes from these super funds. Supporting this, a 2017 Rainmaker pilot study of portfolio holdings disclosure by super funds found the big four banks were among the top 10 holdings of all participating super funds. "Where it gets ...

Morningstar fuels fund ratings with AI

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
... received voluntary commitment from more than half of its client base to deliver full investment portfolio holdings disclosure ahead of regulatory requirements. Morningstar Australasia managing director Jamie Wickham said 51% of the firm's investment ...

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
... received voluntary commitment from more than half of its client base to deliver full investment portfolio holdings disclosure ahead of regulatory requirements. At a Morningstar Australasia investment strategy day in Melbourne, managing director Jamie ...

Superannuation gets another makeover

EMMA RAPAPORT  |  FRIDAY, 15 SEP 2017
... to how they spend members' money through new reporting of expenses, Annual Member Meetings and a portfolio holdings disclosure regime. A legal loophole being used by some unscrupulous employers to short-change workers of their full superannuation guarantee ...

ASIC delays super disclosure reforms

ALEX BURKE  |  FRIDAY, 2 JUN 2017
... time for relevant legislation to finalise. Product dashboard requirements for choice products and portfolio holdings disclosure requirements will be delayed for two years - until 1 July 2019 and 31 December 2019, respectively. The relief for super funds ...