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Showing 1 - 10 of 45 results for "Portfolio Holdings Disclosure"

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 ...

Super funds handed holdings disclosure win

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
The superannuation portfolio holdings disclosure 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 ...

Industry slams Future Fund disclosure exemption

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information. The Senate Committee report released this week on disclosure ...

AustralianSuper skewers draft disclosure laws

JAMIE WILLIAMSON  |  MONDAY, 6 SEP 2021
The draft legislation on superannuation portfolio holdings disclosure is not in the best financial interests of members and only stands to serve rival fund managers to whom the reforms don't apply, according to AustralianSuper. In its submission to ...

Super fund portfolio disclosure consultation reopens

KARREN VERGARA  |  WEDNESDAY, 18 AUG 2021
... consultations. The second round of consultation ends on August 31. Under the Corporations Amendment (Portfolio Holdings Disclosure) Regulations 2021, the main changes the government is proposing includes trustees organising investment option data in ...

Government releases final YFYS regulations

KANIKA SOOD  |  FRIDAY, 6 AUG 2021
... retirement savings outcomes," Fahy said. The government has extended the consultation period of portfolio holdings disclosure and expects to finalise it in coming weeks. "The decision to consult further reflects the government's willingness to balance ...

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... a research house for being the only mutual fund market in the world that does not have regulated portfolio holdings disclosure. Morningstar's biannual Global Investor Experience (GIE) report gave Australia a bottom rating for not adapting to increasing ...

ASIC defers portfolio holdings disclosure deadline

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... April this year, the pandemic reoriented several of ASIC's priorities, flagging that the first portfolio holdings disclosure reporting date could be delayed.
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