An independent asset consultant
CPG Research & Advisory Pty Limited (CPG) works with wholesale investors to develop, implement and manage their investment portfolio/s.
CPG is a leading provider of independent investment consulting services. Offering comprehensive customised solutions to a broad range of institutional investors such as superannuation funds, insurers, local authorities, government agencies, universities, foundations, not-for-profit organisations and firms that service the wealth management sector. CPG is regarded as Australia’s foremost researcher of enhanced cash investment.
CPG is Sydney based and services clients all over Australia, including regional areas. CPG has 30 years as an independent advisor and asset consultant. Clients have been as geographically diverse as Bahrain, Kwinana (WA), Kingsborough (TAS), Townsville (QLD) and Auckland (NZ).
The range of services and advice available includes:
Setting investment strategy and objectives.
Evaluate risks and set the optimum asset allocation.
Research, model and monitor, the right blend of managers.
Structure and stress test investment portfolios
Implement "tilts" as necessary.
Comply with relevant legislation.
Continually evaluate risks, asset allocation, investments and managers.
Provide meaningful reports to clients.
Advice on asset transition management services.
Our Team
CPG has an experienced team of investment specialist and analysts dedicated to providing professional and value adding advice to clients.
To ensure that the number and quality of staff remains appropriate to the number of clients, we limit the number of major clients that each senior consultant is responsible for.
The CPG consulting team consists of industry qualified consultants with an extensive background in managed funds research and/or portfolio management and asset consulting.
Our primary focus is on the provision of a quality service, and our consulting model is based on our consultants working closely with each of our clients.
Chief Executive
Andrew Vallner
Andrew has worked in investment management, research and consulting for 23 years and is currently Managing Director at CPG Research & Advisory, an independent asset consulting firm. He previously managed institutional money for the CUNA Mutual Group and pioneered a multi-manager listed investment company (LIC) approach as an institutional investment strategy, which strongly outperformed. Andrew maintains an active interest in LIC research today.
At CPG, Andrew publicly flagged the risk from various fixed interest defaults in Australia in May 2007, before recommending credit securities in late November 2008 and a model portfolio of defensive assets in February 2009, which returned over 100% by the end of 2010. His clients have frequently topped national performance surveys.
Andrew has been an expert speaker at global events in Australia and Overseas on topics including Credit investing and Alternatives investing. Andrew contributes LIC, credit, alternatives and his broad multi-asset expertise to the DAC Investment Committee.
Andrew was selected by the World Bank to advise the $17 billion Sri Lankan Employees Provident Fund. This was the result of an extensive global search.
Andrew is a Fellow of the Institute of Actuaries of Australia, a Senior Fellow of Finsia, and a member of IMCA. He holds a Bachelor in Economics, and a Masters of Applied Finance.
Head of research
Mohamed Hage
Mohamed’s background includes delivering and leading the research insights into capital allocations and investment markets to multi-institutional and government clients. This includes the oversight into strategic investments globally in private and public markets across infrastructure, real estate, private equity and emerging markets.
Mohamed has extensive expertise in global markets, possessing more than 15 years’ experience within investment research across a range of asset classes and sectors. He has successfully held multiple roles in senior leadership, directorship, and investment committees.
He obtained his graduate and post-graduate degrees in Commerce and Business with a specialisation in Finance and management.
Senior Analyst
Rick Lu
Experienced Senior Analyst with a demonstrated history of working in the financial services industry. Skilled in Model Portfolios, Portfolio Management, Reporting & Analysis, Financial Risk, and Microsoft Excel.
Responsible for analyzing and making supporting recommendations on asset allocation positioning, portfolio construction and investment manager strategies for CPG’s institutional and wholesale clients. This includes provides performance, attribution, and risk calculations on a wide range of asset classes.
Rick is holding degrees of Master of Accounting from Curtin University and Master of Commerce, Major in Finance from University of Wollongong. Before that, Rick finished his Bachelor of Mathematics from University of Waterloo, Ontario, Canada.
Before came to Australia to continue his study, Rick worked as an underwriter assistant in China Pacific Property Insurance Co., Ltd, part of China Pacific Insurance (Group) Co., Ltd.
Analyst
Justin De Rosa
Justin De Rosa commenced his career as an undergraduate at CPG Research & Advisory early 2015 whilst completing his Economics degree, majoring in Economics and Finance at the University of Sydney.
Justin provides clients with frequent, meaningful and insightful reports including regular economic commentaries.
Justin largely contributes to the compilation and maintenance of client portfolios by adopting a variety of investment strategies and processes to enhance client risk-adjusted returns.
Additional responsibilities include providing fund manager research and monthly fund compliance checks related to managed funds within the Beacon Financial Group. Additionally, he assembled presentations for fellow members of the CPG team to be presented at a variety of global investment conferences.