The services of most interest to our corporate clients and institutions are:
Our CorporateSuper Research provides comprehensive information about the corporate products of the leading superannuation providers in Australia, including master trusts and industry funds. Similarly, our PersonalSuper and Pension Research provide comprehensive information about the personal and pension funds of those same superannuation providers. These research services are available by subscription or under licence. For more information, please contact us.
Super Fund Ratings
Our ratings sum up our overall view on the merits of a particular fund relative to industry best practice. Funds are awarded a rating from 5 Apples (the highest) to 1 Apple (the lowest).
For ratings purposes, we have combined PersonalSuper and CorporateSuper ratings into one Super Funds category. We believe the new streamlined ratings structure will make it easier for members, financial advisers and funds to understand the value of one fund relative to others. We continue to publish ratings for Pension Funds.
for super funds
for pension funds
Our Multi-Manager Performance Survey is produced monthly and shows the performance of multi-manager products. The survey covers diversified (multi-sector) and single sector products. It covers all industry segments – public sector funds, master trusts, industry funds and corporate funds (stand-alone).
Our Implemented Consulting Survey focuses on the products of Australia’s leading asset consultants and institutions. It is also produced monthly and covers diversified (multi-sector) and single sector products.Sample Multi-Manager Survey Sample Implemented Consulting Survey
For more information, please contact us
We provide consulting services primarily to employers and superannuation fund trustees. Our advice is based on the in-depth research we conduct on superannuation funds, pension funds, asset consultants and multi-manager products.
During the past 15 years, we have been particularly involved in providing strategic advice and managing tenders for employers wishing to outsource their superannuation. In that time, we have handled the majority of the large corporate outsourcings ($200m +) that have been put to tender. Our consulting services focus on investment, administration and member services.
For superannuation fund trustees, we typically advise on the selection of an asset consultant, implemented consultant or administrator. For more information about our consulting services, please contact us.