CPG

What CPG does

CPG Research Pty Limited is an independent asset consultant headquartered in Sydney, Australia, providing investment consulting services to wholesale and institutional investors. The firm works with clients to develop, implement, and manage investment portfolios, and positions itself as a pioneer and thought leader in investment strategies and selection with nearly 35 years of operating history. Its client base spans at least eight institutional segments: superannuation funds, insurers, local authorities, government agencies, universities, foundations, not-for-profit organisations, and firms servicing the wealth management sector. Geographically, CPG services clients across Australia (including regional areas) and internationally in Asia and the Middle East, including national funds.

The firm's service offering is unified rather than modular — it delivers comprehensive, customised investment consulting solutions rather than discrete technology products. CPG does not operate a proprietary software platform, and no underlying technical architecture, API, or technology stack is disclosed in the available material. The business is human-delivered and judgement-based, relying on the expertise of its consulting team and its independent (non-affiliated) positioning to differentiate from product manufacturers and tied advisors.

CPG is a private company, registered as CPG Research Pty Limited (ABN 57 671 451 595), and operates as a subsidiary of CPG Research & Advisory Pty Ltd. It has 11–50 employees and generates revenue through professional services fees charged on a negotiated, per-engagement basis to institutional clients. The go-to-market motion is direct and consultative, with no intermediary distribution channels, and the firm is led by CEO Andrew Vallner. No external investors, funding history, M&A activity, or financial disclosures are available.

Name

CPG

Legal name

CPG Research Pty Limited

Website

https://cpgadvisory.com.au

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

CPG Research is an independent Sydney-based asset consultant that provides investment portfolio development, implementation, and management services to institutional and wholesale investors across Australia, Asia, and the Middle East, with nearly 35 years of operating history.

Ownership category

akta.pro rank

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Consulting Services: CPG Research generates revenue through independent investment consulting fees. As an asset consultant, the firm provides customised solutions to institutional investors including portfolio development, implementation and management services. The revenue model is consistent with professional services firms serving wholesale and institutional clients.

Go-to-market motion1 record

Distribution channels1 record

Core offering

CPG Research Pty Limited (CPG) is an independent asset consultant that develops, implements, and manages investment portfolios for wholesale and institutional investors. It offers comprehensive, customised investment consulting services — including investment strategy and selection — to superannuation funds, insurers, local authorities, government agencies, universities, foundations, not-for-profit organisations, and firms that service the wealth management sector. The firm does not manufacture or distribute investment products, but rather acts as an independent advisor.

Product overview

CPG offers a single unified service: independent investment consulting services. The company provides comprehensive customised solutions to institutional investors, functioning as an independent asset consultant rather than a product-based technology company. No distinct product modules, sub-products, or named offerings are identified in available source material — only the overarching consulting service offering.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Consulting Services

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Mercer Investments: Global investment consulting and OCIO provider with substantial Australian superannuation practice; competes with CPG on institutional mandates but operates at significantly larger scale across multiple service lines.
• Russell Investments: Global investment firm with OCIO and consulting services targeting superannuation funds and institutional investors in Australia — competes with CPG but offers integrated implementation and manager research.
• Willis Towers Watson: Global advisory firm with strong investment consulting practice serving large super funds and insurers in Australia and globally; overlaps with CPG on investment advisory but offers broader risk, insurance, and HR consulting.
• Aon Investments: Global professional services firm with investment consulting and OCIO capabilities serving institutional clients across Australia and Asia — broader portfolio than CPG but directly competes on institutional mandates.

Direct peers

• Cambridge Associates: Independent investment consulting firm serving endowments, foundations, and institutional investors globally — directly comparable on independent advice model and institutional client base to CPG.
• JANA Investment Advisers: Australian investment consulting firm providing independent advisory services to superannuation funds and institutional investors — closest direct competitor to CPG in the Australian market.
• Frontier Advisors: Australian independent investment consultant serving superannuation funds and institutional clients with portfolio advice, manager research, and asset consulting — directly comparable to CPG's core service and client base.

Emerging players

• StepStone Group: Global private markets investment consultant and advisor with growing institutional footprint; partial overlap with CPG's institutional advisory services, particularly for alternative asset allocation advice.

Regional players

• Chalk Hill Partners: Independent Australian investment advisor serving family offices and institutional clients — comparable independent advisory model but primarily focused on Australian private wealth rather than CPG's institutional breadth.

Others

• Pitcher Partners Investment Services: Australian accounting and advisory group offering investment advisory to NFPs, foundations, and institutional clients — adjacent service overlap with CPG's foundation and NFP segments within broader professional services context.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CPG