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Showing 31 - 40 of 200 results for "unlisted assets"

UK pensions tapped to strengthen local startups

CASSANDRA BALDINI  |  TUESDAY, 11 JUL 2023
... program of DC consolidation, to ensure that funds are able to maintain a diverse portfolio of bonds, equity and unlisted assets and deliver the best possible returns for savers," he said. Following the implementation of the reforms, pension schemes which ...

Aware Super returns 10.7% for FY23

CASSANDRA BALDINI  |  FRIDAY, 7 JUL 2023
... strong equity markets. Diversification has played a key role in achieving such a strong return for members. "Our unlisted assets have delivered solid results. Infrastructure, for example, has been very positive and in property, returns have benefitted ...

Frontier calls for better unlisted asset valuations

ANDREW MCKEAN  |  WEDNESDAY, 5 JUL 2023
... collaborating with Australian asset owners to hold fund managers to account regarding the accurate valuation of unlisted assets. The consulting firm was spurned to action amid robust growth in the superannuation sector, with an increased focus on unlisted ...

Hostplus closes infrastructure, property options

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2023
... investment risk, costs, complexity, asset allocation, rebalancing and liquidity, and how these particularly relate to unlisted assets within these standalone sector options." "Taking these considerations into account, we believe withdrawing these options ...

Australia lags in global fund disclosure: Morningstar

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
... weighting of individual assets was significantly watered down so the regulated disclosure is that derivatives and unlisted assets are only required for disclosure on an aggregate basis," the report said. "Individual attributes for derivatives, and specific ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
... liquidity stress-testing is relatively scarce. Morningstar Australasia director Annika Bradley has examined the "unlisted assets" allocation of industry fund behemoths Australian Retirement Trust, AustralianSuper, Aware Super, Cbus, and UniSuper. Bradley ...

Rest appoints head of property

ELIZABETH FRY  |  MONDAY, 6 FEB 2023
... selection, and asset acquisition across Rest's $6 billion-plus real estate portfolio. "Property and our other unlisted assets continue to be very important in providing diversification and a stable source of long-term income to our members. In the ...

Hostplus defies inflation fears

ELIZABETH FRY  |  MONDAY, 28 NOV 2022
... advantage of medium-term opportunities. The industry fund's invested capital remains split between equities and unlisted assets. "We're not changing our strategy because the Reserve Bank of Australia or the US Fed is printing this number or that ...

Super funds told to report asset valuations more frequently

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... ensured an appropriate reflection of asset valuations, also recognising the impact on performance. Relating to unlisted assets, for valuations undertaken by external managers, APRA calls for RSE licensees to show how external manger's valuation methodology ...

Super is enabling private market democratisation: PGIM

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... investments in private markets." While retail investors stand to gain from the diversification benefits associated with unlisted assets, arguably they are also benefited, albeit implicitly, by the less frequent pricing of private assets. "When it comes ...