Lee Kha Loon, CFA, is a former senior director of policy research at CFA Institute in the Asia-Pacific region.
One of the challenges investors in retail funds and mandatory pension schemes face is tracking whether the funds have been managed according to an investment style or true to label. In a recent CFA Institute study, the disclosure of fund holdings was examined in six countries.
A new study conducted by CFA Institute titled Periodic Reporting for Retail Investment Funds in Asia Pacific: An Investor’s Perspective examines existing regulations relating to disclosure and periodic reporting requirements for retail investment funds in six countries.
Indonesia benefitted from the global commodity boom in late 2000; however, those who invested in coal producer Bumi PLC in 2011 could not have envisioned the corporate governance concerns that would besiege the company just one year later.
Business trusts are gaining popularity in Singapore. A variety of companies outside of Singapore have used this structure to list their assets there. One of these business trusts, Treasury China Trust (TCT), was in the news recently in Singapore for poor governance and potential financial difficulties.
CFA Institute has released a discussion paper to solicit input from members in Asia Pacific on existing regulatory requirements and practices regarding retail investment funds performance.
The growing popularity of complex synthetic ETFs in Asia have prompted some to question whether existing regulations and disclosure practices are sufficient for investors to fully understand the risks and costs.
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