15th September 2022 Requirements raise accountability and is industry best practice according to leading MPF commentator Key points are as follows: MPF regulator, the Mandatory Provident Fund Schemes Authority (MPFA), announces proposal to enhance transparency of governance reporting. Notably, Governance Reports are to be signed off by Trustee boards and made public on MPFA and […]

5th September 2022 Annual average MPF loss exceeds $38,000 after August’s $5,000 decline MPF Ratings’ August MPF Performance Survey has now been uploaded. Key points are as follows: MPF produces a loss of -2.16% or -$23bn in the month of August (the equivalent of -$5,000 per MPF’s 4.59m MPF members). Year-to-date losses have grown to

25th August 2022 Macro uncertainties stall MPF recovery Key points are as follows: August’s estimated MPF investment loss at the time of writing is -$20.5bn (or -$4,500 per MPF’s 4.59m MPF members). Year-to-date losses, are estimated to be approximately -$174.3bn, or -$38,000 per MPF member. After factoring in MPF contributions, August’s average MPF member account

3rd August 2022 Key points are as follows: MPF’s Equity Fund (US) category produces best monthly returns since November 2020. Supported by a rebound in European and US equities MPF records only a modest investment loss of -0.10% (as measured by the MPFR All Fund Performance Index) or approximately -$1.1bn (or -$200 per MPF’s 4.59m MPF members) in July.

14th July 2022 1H 2022’S DATA HIGHLIGHTS MPF’S STRENGTH MPF Ratings’ June quarter MPF Asset Class Fund Flows Summary has now been uploaded. Key points are as follows: MPF’s estimated loss of -12.96% (as measured by MPF Ratings’ MPFR All Fund Performance Index) is worst 1H calendar year return since its December 2000 inception. MPF total assets are currently

6th July 2022 MPF PROVEN TO BE STRONG DEFENDER AGAINST INFLATION SINCE INCEPTION MPF Ratings’ June MPF Performance Survey has now been uploaded. Key points are as follows: MPF Ratings’ MPFR All Fund Performance Index lost -3.02% in June, -7.29% for the June quarter, and -12.96% for the first 6 months of 2022 (See Table 1), the worst

26th May 2022 Key points are as follows: May’s estimated MPF accumulated year-to-date loss is approximately -$157bn resulting from a 5thconsecutive monthly asset value decline. May’s average MPF member loss expected to exceed -$5,900 and -$34,200 YTD. Average MPF member account balance is forecasted to fall to $228,500, a decline of -$40,400 from its peak in June 2021 ($268,900),

5th May 2022 HISTORY SAYS “YES” AS EMPF AND SUSTAINABLE INVESTING PRINCIPLES OPEN UP BETTER RETURN OUTCOMES MPF Ratings’ April MPF Performance Survey has now been uploaded. MPF, as measured by the MPFR All Fund Performance Index, saw a -4.71% decline in April equivalent to monthly dollar loss of -$53.9bnand a 2022 accumulated loss of -$130.1bn or -10.54% (See Table