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Showing 1 - 10 of 66 results for "illiquid assets"

IMF flags concerns over 'risky' private credit market

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
... capital lockups and impose constraints on investor redemptions to align the investment horizon with the underlying illiquid assets. But new funds targeted at individual investors may have higher redemption risks," it said. "Although these risks are mitigated ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... while tax payments from previous years diminish liquidity," he said. The research also highlights that selling illiquid assets is usually connected with significant transaction expenses, concerns related to market timing, and other macroeconomic factors ...

Most trustees pass Canva valuation test: APRA

KARREN VERGARA  |  MONDAY, 4 SEP 2023
... late 2021, which was sparked by COVID-19 testing their ability or lack thereof to accurately value unlisted and illiquid assets. Going forward, APRA expects trustees to fully understand their responsibilities and take accountability for their investment ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
... detail the allocation to unlisted assets for specific options. She used unlisted assets as a rough stand-in for illiquid assets. The Australian Retirement Trust Lifecycle Balanced Pool holds the highest level of unlisted assets (34%); UniSuper's Balanced ...

Australian Retirement Trust lines up another merger

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... that Alcoa lacks scale, meaning the costs to operate are much higher per member. It also cannot invest in certain illiquid assets, like unlisted property, so is unlikely to generate the same returns as larger funds, it said. Earlier in 2022, the fund ...

Demand for illiquid assets surge: Aeon Investments

CASSANDRA BALDINI  |  MONDAY, 16 JAN 2023
Research has revealed investors and family offices are gradually turning towards illiquid assets, including private debt, to shelter from the global macro storm. Aeon Investments conducted a survey of family offices controlling a total of $98.4 billion ...

Corporate super plan seeks merger partner

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... that Alcoa lacks scale, meaning the costs to operate are much higher per member. It also cannot invest in certain illiquid assets, like unlisted property, so is unlikely to generate the same returns as larger funds, it said. Alcoa's trustees said ...

Private market investment impediments not insurmountable: Frontier

ANDREW MCKEAN  |  TUESDAY, 22 NOV 2022
... super scheme created unforeseeable demands on liquidity, such a precedent caused funds to hold lower levels of illiquid assets than possible. Super fund size has also meant that certain asset classes or sub-sectors have simply become too small for the ...

Super funds told to report asset valuations more frequently

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... of selling assets at a 'stale' price, the impact on portfolio quality of an increasing proposition of illiquid assets, and the cost of restoring portfolio quality. On stress testing, the regulator said it expects an RSE licensee would be able ...

Super is enabling private market democratisation: PGIM

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... gyrations have brought back into frame. "Investors need to really understand that the trade-off for investing in illiquid assets is a lack of liquidity. They need to make sure that they have a sufficiently sophisticated framework for modelling and understanding ...
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