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Showing 511 - 520 of 1637 results for "valuation"

Super funds handed holdings disclosure win

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
... ISA said this would have robbed funds of the chance to sell assets at a premium. "ASFA has advocated that the holding valuation of unlisted assets should be disclosed as a range or bundled with similar assets, and we are pleased to see the government ...

Pendal brings Global Select Fund to Australia

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... we like in good or up and coming 'neighbourhoods' - economies, sectors, industries. Neighbourhoods are screened for valuation, fundamentals, momentum to identify if they are improving or deteriorating," Lees said. "Our equal weighting method enables ...

Netwealth proposes merger with Praemium

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
... receiving a new offer that it believes better values the company. "The board is open to engagement at an appropriate valuation but is mindful that any proposals put forward should appropriately reflect Praemium's market position and growth potential ...

Unlisted asset valuation processes largely inadequate: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 27 OCT 2021
... consultants by some, possibly to the detriment of members. It also found instances of chief investment officers spearheading valuation decisions. APRA said it found that, "while RSE licensees generally reacted promptly to the crisis, few had robust ...

Super executives switching options in conflict: ASIC

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 OCT 2021
ASIC has released the results of surveillance into investment switching by super fund executives during market volatility at the start of the pandemic, finding possible conflicts of interest. ASIC looked at a sample of 23 trustees (including trustees ...

Energy leads top stock picks: Morningstar

ANNABELLE DICKSON  |  THURSDAY, 7 OCT 2021
The energy sector remains the only undervalued area of the Australian equity market while consumer cyclical is the most overvalued, according to Morningstar. The research house's latest equity market outlook for Q4 2021 revealed Woodside Petroleum ...

Milestone Group launches valuation tool

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... capabilities in conjunction with leading industry players looking to improve upon their existing processes." Security valuation teams and pricing committees now have access to standard libraries of validations, controls, workflows and reporting to demonstrate ...

Loomis Sayles lists active ETF

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... in global equities. We remain focused on identifying companies on the basis of quality, intrinsic value growth, and valuation, to seek to uncover the drivers of long-term outperformance." Zenith has given LSGE a "recommended" rating and an "aware" classification ...

APRA proposes further unlisted valuation rules

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
... and maintain a comprehensive investment stress testing program, and that trustees develop and implement an effective valuation governance framework. APRA made special mention of using performance benchmarks. In monitoring investments, APRA said super ...

AustralianSuper skewers draft disclosure laws

JAMIE WILLIAMSON  |  MONDAY, 6 SEP 2021
... no jurisdiction can we identify a regulatory obligation requiring an institutional investor to publicly disclose the valuation and percentage holding of its direct investment into a privately held infrastructure or property asset," the submissions reads. ...