unlisted assets

Funds management

Cromwell and Australian Unity in $1.1bn unlisted fund merger

Cromwell Funds Management has entered into a merger implementation deed with Australian Unity Property Ltd....

Funds management

Pendal removes secular investment theme over central bank activity

Pendal’s multi-asset team have removed the risk of a low-return world from its long-term secular investment themes while adding exposure to bonds and real assets....

Superannuation

Unlisted assets a better super barometer than listed shares

Superannuation funds may be opting for rapid out of cycle devaluations of their unlisted assets, but major ratings house, Chant West, argues those unlisted assets are sti...

Funds management

Revalue unlisted assets more frequently – super funds told

Major consultancy Willis Towers Watson is arguing that super funds should be revaluing their unlisted assets more frequently to deal with the current volatility....

Funds management

Asset devaluations – first the industry funds, now property funds

First it was industry superannuation funds announcing downward revaluations of their unlisted assets, now major property funds started announcing similar processes....

Superannuation

Industry funds revalue unlisted assets

Both AustralianSuper and UniSuper have been reported as having imposed a downward revaluation of their unlisted assets....

Funds management

Real assets a growing trend in multi-asset portfolios

A report from Zenith has shown multi-asset managers are becoming more likely to incorporate non-traditional asset classes in their asset allocation....