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
Capmark helps superannuation and pension funds modernise investment operations, administration, platforms, member service and transition programmes.
Scale changes what a fund operationally is. Consolidation, internalisation, retirement products and digital service expectations all increase the pressure on platforms, data, controls and operations.
Mergers and successor fund transfers leave long integration tails. Internalisation brings dealing, treasury, unlisted assets and investment operations in-house. Member expectations raise the standard for service, data and digital delivery.
Capmark works inside the fund through to live operation: investment operations, administration, custody, fund accounting, data, platforms, member service, risk, controls and transition delivery.
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
Where we work inside the fund.
Six capabilities cover the fund from investment operations to member service, platforms, risk and transition.
Client results
Proven in the work, not the pitch.
The client results most relevant to Superannuation & Pensions — the problem, what we did, and the outcome.
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
- $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
Practical thinking from people who have delivered the work.
Get in touch
Speak with a Partner about Superannuation & Pensions.
From a one-month gap analysis to a multi-year programme, we engage at the stage that fits.