A building with a vast landscape inside

Bigger On The Inside

Why funds don’t need scale to create their ideal equity investment structure

This paper is the second in a series of Parametric research briefs that explores the use of Centralised Portfolio Management (CPM) to solve problems that can keep superannuation fund trustees awake at night. CPM is a well-established solution in the U.S. which has recently become available to Australian superannuation funds. It involves unbundling the services that equity managers normally provide into two parts. The first is idea generation, with managers retaining an idea generation mandate, and the second is the implementation piece being centrally coordinated and delivered by a specialist after-tax focused CPM manager.

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Raewyn Williams
Raewyn Williams

Managing Director


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Raewyn Williams
Raewyn Williams