Consolidation has a long tail
The transfer may complete before the operating model is integrated. Administration platforms, custody arrangements and member data models decide whether the merger delivers its economics.
Superannuation & Pensions
Strengthen the investment and member capabilities required at scale.
Overview
Connecting investment, member and enterprise change.
Our work spans both investment capability and the wider operating model of the fund.
We help funds determine where to build capability and how to connect investment, member and enterprise change, including internalisation, platform investment and integration.
What is changing
Three forces on the fund.
Internalisation moves the work inside
In-house dealing, treasury, liquidity and unlisted assets turn the fund into an investment operator with platform, valuation, data and control responsibilities.
Members measure the fund like a service
Retirement income products, digital service and member communications create expectations shaped by banking and consumer platforms, not only by other funds.
How we can help
Strengthen investment, member and enterprise capabilities.
Expertise across investment operations, member service, platforms, risk and fund transition.
Client results
Relevant experience.
Selected experience relevant to Superannuation & Pensions: the context, our work and the outcomes.
Superannuation & Pensions
Calypso platform delivery for a major superannuation fund
A Major Australian Superannuation Fund · Liquidity & Treasury Management
We helped implement Calypso for liquidity and treasury operations across the UK and Australia, including trading workflows, venue integration, middle-office design and regulatory reporting. The programme also internalised externally managed portfolios, transitioning mandates and books onto the in-house investment platform and operating model.
- A$10bn
- Portfolios internalised
- A$20m
- Programme budget led
- 2 jurisdictions
- Delivered live across the UK and Australia
- Calypso
- Front-to-back treasury platform delivered
Read the case study
Capital Markets · Operating Model
Markets front office and operations transformation for a global investment bank
Global Investment Bank · Markets Front Office & Operations
We helped redesign the Markets front office and operations operating model — moving trade capture into the front office with clean segregation of duties, standing up nine shared services and centres of excellence across client operations, trade control, margin and collateral, prime and agency derivatives, financing and treasury operations, and moving 100+ roles to lower-cost locations.
- 99.9%
- Trades booked at the point of execution
- 9
- Shared services and centres of excellence created
- 100+
- Roles moved to lower-cost locations
- 80%
- Straight-through processing targeted
Read the case study
Our Superannuation & Pensions insights
Perspectives on the decisions ahead.
Get in touch
Speak with a Partner about Superannuation & Pensions.
Talk to us about the decision, opportunity or change your organisation is working through.