CPG Research & Advisory Pty Limited (CPG) is an independent asset consultant that 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 approximately 60 clients across Australia, and has in excess of $7 billion in funds under advice with more than 50 institutional clients. CPG has 22 years as an independent advisor and asset consultant. Clients have been as geographically diverse as Bahrain, Kwinana (WA), Kingsborough (TAS), Townsville (Q) 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.