01 May, 2021

Weighing Fund Disclosure

Singapore does not have a problem with disclosure.  We should tell our clients enough that they can undertake a proper risk benefit analysis, but there is no benefit in overwhelming them with data.  Most investors, people who put their money into funds, are not interested in the nitty gritty of every single holding.  Otherwise, they might as well be the fund manager.  What they want to know is whether the fund is likely to make money, and the broad areas it is invested in. 

I do agree that the names of portfolio managers should be disclosed.  Whilst there is full confidence in MAS’ accreditation and certification, investors should be educated to understand that different portfolio managers have specific styles and strategies.  If they are serious about their money, at the very least, they should pay attention to that.




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