Survey Findings: Private Asset Investment Valuation and Risk Management in NZ Managed Funds
Summary
The FMA surveyed a sample of local managed investment scheme (MIS) managers on their private asset investments, valuation approaches, and risk management practices. The review found encouraging signs of progress but identified areas requiring stronger practices, particularly around valuation, oversight of external inputs, conflict management, and investor communication.
What changed
The FMA released survey findings on private asset investments in New Zealand managed funds, covering valuation approaches, risk management, and governance practices among surveyed MIS managers. The review identified encouraging progress alongside areas requiring improvement, including valuation methodologies, oversight of external inputs, conflict management, and investor disclosure.\n\nFund managers and investors should review the FMA's findings to assess whether current practices meet expected standards. This report signals areas where the FMA may focus future supervisory attention and expectations for private asset management governance.
What to do next
- Monitor for updates on FMA guidance
- Review internal valuation practices against FMA survey findings
- Assess conflict management and investor communication approaches
Archived snapshot
Apr 15, 2026GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.
Back 15 April 2026
Private assets in managed funds
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Share to facebook Share to LinkedIn Share to X Share by Email Print this page Back to top As investment in private assets in managed funds in New Zealand grows in line with global trends, transparency and good governance are essential to maintaining confidence.
The FMA surveyed a sample of local managed investment scheme (MIS) managers about their investment in private assets, including their approaches to valuation and how they identify and manage risks.
The review found encouraging signs of progress, but also highlighted areas where stronger practices are needed, particularly around valuation, oversight of external inputs, management of conflicts, and clearer communication to investors.
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