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Showing 51 - 60 of 224 results for "unlisted assets"

Most trustees pass Canva valuation test: APRA

KARREN VERGARA  |  MONDAY, 4 SEP 2023
... is still addressing such issues with trustees. It will use these findings to inform planned thematic reviews on unlisted assets and liquidity risks, in addition to further developing its approach to stress testing. The latest letter to super funds follows ...

APRA toughens stress testing frequency, valuation stance

KARREN VERGARA, RACHEL ALEMBAKIS  |  FRIDAY, 21 JUL 2023
... "The reforms have been broadly welcomed by trustees, many of whom have sharpened their focus on the valuation of unlisted assets, liquidity management and stress testing in recent months. We note that in some cases trustees have already aligned their ...

Colonial First State chalks up strong super returns

ANDREW MCKEAN  |  THURSDAY, 20 JUL 2023
... despite a very challenging market. Looking ahead, Armitage flagged significant valuation discrepancies across unlisted assets between different holders. "CFS is in a strong position to capitalise on those opportunities and continue delivering strong ...

AMP's largest super option yields 9.1% return

ANDREW MCKEAN  |  WEDNESDAY, 19 JUL 2023
... portfolios for members, ensuring diversification across asset classes, with appropriate liquidity and exposure to unlisted assets." She further noted that AMP's lower weighting to unlisted assets positions the firm to capitalise on favourable buying ...

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 ...