portfolio disclosure

Investment Strategy

Treasury needs to open up on portfolio disclosure

The Treasury still has much more detail to provide on portfolio disclosure requirements before it can be viewed as workable, according to Unisuper’s head of investment law and compliance. Luke Barrett, who is responding to the Better Regulation and Governance discussion paper from the Treasury, is working with the Law Council of Australia’s superannuation committee […]
Opinion

The misguided idealism of Arthur Sinodinos

There are many reasons to applaud the discussion paper issued by Treasury on better governance and transparency in superannuation, but its ownership by someone without an in-depth knowledge of retirement planning is worrying. That Arthur Sinodinos, the minister for financial services and assistant treasurer, also has a background in banking and thus a clear bias […]
Investment Strategy

Member activism on the rise

Funds should start preparing for a steady growth in member activism over investments before portfolio disclosure requirements come into force on July 2014, says Danielle Press, chief executive of EquipSuper. While the numbers of members targeting funds is low, the impact could be greater owing to the way replies to questions are being posted online. […]