Directory
The Australian asset consultant list
Asset consultants advise super funds, insurers, endowments and family offices on strategy and manager selection, which makes them first-order relationships for any manager raising institutional capital. ConcaveIQ tracks the consultant set alongside the full allocator universe they advise.
The consultant set
| Consultant | State | Focus | Website |
|---|---|---|---|
| Atchison Consultants | VIC | Boutique asset consultant providing portfolio and manager advice to institutions and wealth groups. | atchison.com.au |
| bfinance Australia | NSW | Manager-search and fee-benchmarking consultant used by asset owners for specific mandates. | bfinance.com |
| Cambridge Associates (Australia) | NSW | Adviser to endowments, foundations, family offices and super funds, with deep private-markets research. | cambridgeassociates.com |
| Evergreen Consultants | NSW | Investment consultant serving wealth practices, charities and smaller institutions. | evergreenconsultants.com.au |
| Frontier Advisors | VIC | Institutional investment consultant owned by industry funds, advising on strategy and manager research. | frontieradvisors.com.au |
| JANA Investment Advisers | VIC | One of Australia's largest asset consultants, advising super funds, insurers, endowments and charities on portfolio construction and manager selection. | jana.com.au |
| Mercer Australia (Investments) | VIC | Global consultant and implemented-investments provider advising and managing institutional portfolios. | mercer.com.au |
| WTW Australia (Investments) | VIC | Global advisory firm providing investment consulting and delegated management to Australian institutions. | wtwco.com |
Common questions
Who are the major asset consultants in Australia?
JANA Investment Advisers, Frontier Advisors, Mercer, WTW, Cambridge Associates and bfinance advise the bulk of institutional assets, with boutiques such as Evergreen and Atchison serving smaller institutions and wealth groups.
Why do asset consultants matter for fund distribution?
Most institutional mandates pass through a consultant's research and shortlists. A manager not rated by the relevant consultants rarely reaches an investment committee.
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