Catholic Super

Custody

Catholic Super prefers Mercer’s admin for retirement

Catholic Super has started the process of switching its administration to Mercer, partly to gain flexibility in providing complex retirement products. The fund has around a quarter of its members in the retirement phase and offers 10 tailored retirement investment options, but it now wants to add hybrid options which give members a measure of […]
Hedge Funds

“Online shopping” at Catholic Super

The $5-billion Catholic Super Fund has signed a deal with retail research house, Lonsec, to become the latest industry fund to offer a direct investment option to its 70,000 members. Catholic Super’s new platform, which is built on technology by OneTrust, will be available to members next year and will cost $25 per month plus […]
Unintentional

Catholic by name, catholic by nature

In his seventh year as chair of Catholic Super in Victoria, Peter Bugden can comfortably say he’s witnessed notable growth in the fund. What first began in 1971 as a niche offering to Catholic school employees is now an Australia-wide public offer fund, with around $5 billion under management following a period of growth – […]
Unintentional

Super sidles up to social media

Industry funds are taking to social media engagement, but an aversion to risk and leaner resourcing means Australian funds still lag behind other countries. An analysis of the social media footprint of 34 super funds shows that only approximately one-third of funds have a searchable social media presence, with levels of engagement varying significantly. “There’s […]
Investment Strategy

Eaton Vance gets serious downunder

Nicholas Allen, founder of Allen, Allen and Partners, has been working on an informal level with Eaton Vance in Australia but will now step away from his own firm to take on the role of country head. “Three or four years ago when Eaton Vance came to the market, my role was to navigate this […]
<2of3>