Our industry is at a crucial juncture. Regulation has driven most of today’s disclosure requirements, but to meet the needs of today’s investor, we need to do more. That’s why we’re leading the full transparency movement across Australia and beyond - ensuring your clients are never in the dark with how you're helping them achieve their financial goals and, in turn, helping the industry regain the trust it deserves.
By being transparent the industry communicates there’s nothing hidden – what you see is what you get. It’s key to rebuilding trust with the community, and helps drive deeper conversations with investors about their goals and values. When investors are empowered through education and transparency, everyone wins!
Until recently, most Australian funds were only disclosing their top 10 holdings. However, today's investor is increasingly wanting control and clarity around how their money is being invested – evidenced by the significant growth of transparent vehicles like ETFs, SMSFs and Managed Accounts, to name a few.
At Morningstar, we believe that while many factors can explain superior investor outcomes, only one has been shown to make a consistent difference – cost. That’s why we’re supporting the movement towards greater transparency around fees and costs in Australia, allowing for more accurate benchmarking and product comparisons – and ensuring that as an industry we continue to maximise the return on clients’ investments.
Today’s investors increasingly want to invest in ways that lead to both good returns and good practices. With full transparency of portfolio holdings and our unique sustainability ratings, you can better align yourself to the needs of these investors by revealing how well the companies in their portfolios are managing key environmental, social and governance factors.
Join the growing number of Australian fund managers and intermediaries who've joined our movement by disclosing full portfolio holdings and insisting on nothing less than full transparency.