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Showing 81 - 90 of 227 results for "unlisted assets"

AustralianSuper boosts private equity investments by $13bn

ANDREW MCKEAN  |  TUESDAY, 10 MAY 2022
... from 5% today to 7% by 2024. This move is reflective of AustralianSuper's strategy to increase its investment in unlisted assets. On the increase in private equity investments, Charalambous said: "Not only can we act quickly and deploy large amounts ...

FSC offers guidance on divesting Russia

ELIZABETH MCARTHUR  |  TUESDAY, 5 APR 2022
... by Russian corporations. They also include private market assets domiciled in Russia such as private equity or unlisted assets domiciled in Russia, co-mingled products where greater than 50% of the underlying assets by market value are Russian domiciled ...

Industry funds buoyed by unlisted assets

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
Industry superannuation funds tend to outperform SMSFs and retail funds thanks to their allocation to unlisted assets and by managing investments internally. An Industry Super Australia analysis found that a member who joined an industry fund in 1996 ...

Biggest ever super merger completes

ELIZABETH MCARTHUR  |  MONDAY, 28 FEB 2022
... Patrick told Financial Standard that QSuper and Sunsuper already shared some fundamental investment approaches. "Unlisted assets have been a core part of both portfolios and the other thing that has been central to both portfolios is a belief that you ...

Super funds up offshore investments: Survey

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... superannuation funds increasingly look offshore not only to invest in equities but also to gain more exposure to unlisted assets. According to NAB's 2021 Superannuation FX survey of 54 super funds, allocations to offshore investments jumped from ...

Super funds handed holdings disclosure win

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
... legislation has been finalised, with the government delivering a significant victory to super funds when it comes to unlisted assets and derivatives. Released yesterday, the final legislation shows a softening of the government's approach to unlisted ...

Former Women in Super chief joins AIST

ANNABELLE DICKSON  |  FRIDAY, 29 OCT 2021
... the global scale. Instead, the AIST supports disclosure of investment information, including where it relates to unlisted assets, and has proposed a framework for disclosing information in a way that won't harm members' retirement savings.

Unlisted asset valuation processes largely inadequate: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 27 OCT 2021
In reviewing decisions made by super funds in relation to unlisted assets early last year, APRA has found an overreliance on external parties like fund managers and asset consultants by some, possibly to the detriment of members. It also found instances ...

Super executives switching options in conflict: ASIC

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 OCT 2021
... "Directors and executives of superannuation funds may have knowledge of their trustee's decisions around valuations of unlisted assets or the authority to influence such decisions. Trustees must have effective conflicts management frameworks to prevent ...

Industry slams Future Fund disclosure exemption

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
... Scheerlinck reiterated that AIST does support disclosure of investment information, including where it relates to unlisted assets, and has proposed a framework for disclosing information in a way that won't harm members' retirement savings.