Superannuation Portfolio Holdings Disclosure is finally happening

The requirements Last year, global research house Morningstar found Australia has the world’s “weakest disclosure regime” and suffers from a lack of regulations mandating transparency on fees and portfolio holdings. Morningstar finds it remarkable that Australia remains the only market with no implemented portfolio holdings disclosure regime.  That will soon change – finally, after the Australian …

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[Video] Alpha Chats: Portfolio Holdings Disclosure

On August 6, James Milne, Head of Product at AlphaCert and Stephen Huppert, Independent Consultant and Advisor caught up to discuss portfolio holdings disclosure (PHD). In this episode, James and Stephen discuss how PHD affects fund members, its history in Australia and what Super Funds need to implement to be compliant. If you liked this …

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The rise of superannuation fund mergers in Australia

How will this trend impact investment operations? The Australian superannuation industry is going through a period of consolidation. The number of fund mergers has increased in the last couple of years and it is a trend that is accelerating. A significant driver is recent legislative changes that include changes in the way superannuation funds will …

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[Video] Alpha Chats: Data Management

James Milne, Head of Product at AlphaCert sat down with Stephen Huppert, Independent Consultant and Advisor in July, for another Alpha Chats session. In this episode, James and Stephen discuss the fundamentals of data management for investment management professionals and share insight on the value of the soon-to-be-released, AlphaCert Data Management Maturity Model. If you …

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What can investment fund managers learn from Covid-19?

Building a resilient investment management business Covid-19: something we should have seen coming, or a true Black Swan event? Ever since Covid-19 hit, there’s been a lot of discussion – not just in the investment fund sector, but everywhere – as to whether or not the pandemic qualifies as a ‘Black Swan’ event. As an …

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[Video] Alpha Chats: Non-Fungible Tokens

On Wednesday, June 9, James Milne, Head of Product at AlphaCert sat down with Stephen Huppert, Independent Consultant and Advisor, to discuss the emerging and popular trend of non-fungible tokens. In this episode, James and Stephen chat on what a non-fungible token is, its purpose, its environmental impact and its investment potential. James Milne: Hi, …

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Alpha Chats: Climate Change Financial Risk

On Friday, 7th May, James Milne, Head of Product at AlphaCert sat down with Stephen Huppert, Independent Consultant and Advisor, to discuss climate change financial risk. In this episode, James and Stephen chat on the legislative differences between Australia and New Zealand, the difference between ESG and Climate Risk Legislation, and what data is involved …

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How to effectively respond to transparency pressure from regulators and investors

Increasingly, there is greater scrutiny around how investment managers operate, and a demand by regulators and investors for more transparency and clarity over fund managers’ decision-making processes. This increased scrutiny is having a big impact on investment data – how it’s managed, who sees it, the role it plays in decision-making – meaning it’s crucial …

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