Our current suite of global investment partners each offer unique strategies that can meet specific goals for your clients’ portfolios, or be mixed together to create a fully-diversified investment solution.
The global asset management business is a large enterprise. Figures from consultancy firm Willis Towers Watson show the 500 biggest fund managers in the world looked after more than US$81 trillion as at the end of 2016[1].
To complicate matters for many retail advisers, most of the world’s biggest and best fund managers will typically only deal with larger institutions. That’s where the Colonial First State (CFS) Investments team comes in. Advisers can benefit from CFS by gaining access to quality institutional asset managers from around the world. That can only be good news for advisers, and their clients who are looking for innovative investment solutions.
CFS Investments maintains a focused group of global Alliance Partners chosen for their ability to deliver unique and specialised strategies that are relevant to the needs of Australian investors.
Our current suite of five global institutional partners each offer unique strategies that can meet specific goals for your clients’ portfolios, or be mixed together to create a fully-diversified investment solution.
We also offer access to an extensive range of multi-asset single-sector and multi-sector products via the CFS FirstChoice Investments series, which complement our range of strategies available through our global Alliance Partners:
- Acadian Asset Management – a Boston-based, global, quantitative, investment manager specialising in active long only, long short and managed volatility equity strategies
- Affirmative Investment Managers (AIM) – the world’s first global fixed income manager focussed on delivering mainstream market returns with impact
- Aspect Capital – a London-headquartered pioneer in systematic investing, offering medium-term trend following and alternative risk premia investment solutions
- Generation Investment Management – a London-based manager specialising in sustainable global equity investments
- Milliman – global risk management specialists that help design investment strategies targeting better retirement outcomes.
CFS Investments’ alliances with global managers are not passive partnerships. They are a commitment to an active engagement with Australian advisers and investors. Our Alliance Partners regularly supply investment thought-leadership to Australian advisers via many channels including regular face-to-face meetings, video conferences, roadshows and published material.
We’ve scoured the globe to find investment managers with proven performance, admirable heritage and relevant expertise. By partnering with these investment managers, we’re able to leverage their knowledge and experience while providing you and your clients with access to institutional-quality investments.
Our aim is to bring the best global investment expertise and insights to all corners of Australia.
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Unless otherwise specified, this document has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) based on its understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. Colonial First State is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. It also issues interests in the Rollover & Superannuation Fund (ROSCO) and Personal Pension Plan (PPP) offered from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840. Colonial First State also issues other investment products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver, FirstRate Term Deposits and FirstRate Investment Deposits which are products of the Commonwealth Bank of Australia ABN 48 123 123 124, AFS Licence 234945 (the Bank). Colonial First State is a wholly owned subsidiary of the Bank. The Bank and its subsidiaries do not guarantee the performance of FirstChoice products or the repayment of capital from any investments. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) before making any recommendations to a client. Clients should read the PDS before making an investment decision and consider talking to a financial adviser. PDSs can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.
