Report: Valuation Considerations for Pension Fund Investments into Private Equity

As the market downturn triggered by the COVID-19 pandemic has seen asset values plummet, questions have been raised in recent weeks regarding the valuation of unlisted assets held by superannuation funds ("supers"). The inquiry arose as members began switching their assets into cash and after the government announced that financially strapped Australians could gain early access and withdraw up to AUD 20,000 of their retirement savings over two years, thus fueling concerns about fund liquidity. To ensure that valuations would remain fair and members have an up-to-date picture of their balances, the largest supers moved quickly to revalue their unlisted asset portfolios. However, some critics remain adamant that the super funds have not gone far enough to protect retail investors and are calling for industry reform. Given the recent focus, fund managers need to review their valuation and governance frameworks quickly to ensure they comply with regulatory guidance and maintain investor confidence. Download the report for a deeper dive.

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