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Showing 1 - 10 of 52 results for "Portfolio Holdings Disclosure"

Future Fund slapped with new disclosure rules

ANDREW MCKEAN  |  WEDNESDAY, 4 OCT 2023
... consistent with what is required of superannuation funds as set out in the Corporations Amendment (Portfolio Holdings Disclosure) Regulations 2021. In August, Future Fund posted a 6% return in FY23, well-below its 10% target. However, Future Fund chair ...

Rainmaker names ESG leader super funds

RACHEL ALEMBAKIS  |  FRIDAY, 29 SEP 2023
Fifteen superannuation funds have been named ESG Leaders by Rainmaker Information. The ESG Leader Rating is earned by Australia's best super funds that are implementing environmental, social and governance (ESG) principles to a high level, while ...

Are indexes the next target for greenwashing investigations?

RACHEL ALEMBAKIS  |  TUESDAY, 8 AUG 2023
... RIAA examined the products to see if the current practices of the products in question including portfolio holdings disclosure and product labelling lined up with RIAA Certification requirements, Samuel said. "This could have resulted in anything between ...

Super fund ESG options underweight BHP, overweight CSL

RACHEL ALEMBAKIS  |  THURSDAY, 8 JUN 2023
... its most recent Rainmaker Benchmarking report, which features inaugural research into super funds portfolio holdings disclosure as of 30 June 2022. As part of the report, Rainmaker analysed a sub-sample PHD analysis of 38 investment options offered by ...

Australia lags in global fund disclosure: Morningstar

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
... fund and superannuation disclosure requirements. Morningstar said the opaque nature of Australia's Portfolio Holdings Disclosure regulations present several hurdles for investors. For instance, the disclosure requirement of simple asset types like bonds ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
The Australian superannuation system allows investors to shift between options and funds daily, raising critical questions about liquidity. Despite requirements under SPG530 - Investment Governance, public disclosure on liquidity stress-testing is relatively ...

Active Super expands digital offering

CHLOE WALKER  |  WEDNESDAY, 21 SEP 2022
The super fund introduced Super View, a new online data tool allowing members to see the identity, value and weightings of their investments. The tool provides members the ability to see how their money is invested across a range of asset classes and ...

Portfolio holdings disclosure rules "feeblest on the planet": Report

JAMIE WILLIAMSON  |  FRIDAY, 29 JUL 2022
A new report from Morningstar calls out the faults in the Portfolio Holdings Disclosure regulations, particularly as they pertain to unlisted, private equity and bond investments. The report's author, head of manager selection Grant Kennaway, says ...

Super mergers only beginning: J.P. Morgan

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... APRA Superannuation Data Transformation project will increase costs. And 83% of respondents say the Portfolio Holdings Disclosure rule changes will not be an accurate or useful measure for decision-making. When asked about the impact of the change to ...

Portfolio holdings disclosure a failure: Morningstar

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
... experience across 26 markets, have found that Australia is the only market with no consistent implanted portfolio holdings disclosure regime. With the latest legislation now released after several postponements, the research house has expressed its disappointment ...
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