CCI Asset Management
CCI Asset Management is a Melbourne-based subsidiary of SG Hiscock Group providing specialist investment management services, including the Catholic Values Trust, Income Trust, and individually managed accounts aligned with Catholic ethical values, for Australian faith-based organisations, charities, and individual Catholic investors.
- Company typePrivate
- Founded1986
- HeadquartersMelbourne, Australia
- Headcount101–250
- GTM typeB2B
- OfferingServices
What CCI Asset Management does
CCI Asset Management (CCIAM), now a wholly-owned subsidiary of SG Hiscock Group following its April 2024 acquisition, is a Melbourne-based specialist investment manager serving faith-based organisations, with a particular focus on Catholic entities, charities, and individual Catholic investors in Australia. The firm operates as a division within SGH's broader Individual Portfolios business and offers three core products: the Catholic Values Trust (a diversified, long-term, socially responsible investment), the Income Trust (a higher-yielding, medium-term socially responsible investment), and CCIAM Individually Managed Accounts (bespoke portfolios aligned with the Catholic Values Policy and individual client ethical requirements). Both Trusts are Registered Charities regulated by the Australian Charities and Not-for-Profits Commission (ACNC) and qualify to claim franking credit refunds in their own right, a structural tax-advantage for charity clients.
The business model is a recurring management-fee model on registered trust funds and individually managed accounts, distributed through direct investment, ASX mFunds, and third-party platform channels. GTM is relationship-led, with named client service executives (Angus Graham, David Doolan) and portfolio managers engaging Catholic entities via direct outreach, financial adviser referrals, and parish network relationships. Pricing is not publicly disclosed; prospective investors are directed to the client service team. The Catholic Values Policy framework functions as the proprietary screening layer underpinning all products, and SGH has been a signatory to the Principles for Responsible Investment (PRI) since 2022. As a division within SGH, CCIAM benefits from integration with a broader 10+ fund platform spanning Australian equities, global equities, property, and income strategies, while retaining its distinct faith-based brand and ethical screening identity.
CCI Asset Management firmographics
Firmographics- Name
- CCI Asset Management
- Legal name
- CCI Asset Management
- Website
- https://cciassetmanagement.org.au
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- CCI Asset Management is a Melbourne-based subsidiary of SG Hiscock Group providing specialist investment management services, including the Catholic Values Trust, Income Trust, and individually managed accounts aligned with Catholic ethical values, for Australian faith-based organisations, charities, and individual Catholic investors.
- Ownership category
- akta.pro rank
CCI Asset Management industry classification
Industry- Product category
- Faith-Based Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate & Institutional Trust Services (FSAAANAB)
Keywords
Where CCI Asset Management is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
CCI Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D
Revenue model
- Fund Management Fees: CCI Asset Management generates revenue through management fees on the Catholic Values Trust and Income Trust funds, which are registered charities regulated by the Australian Charities and Not-for-Profits Commission (ACNC). The firm also earns fees from Individually Managed Accounts services tailored to faith-based entities.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
CCI Asset Management product offering
Product offeringCore offering
CCI Asset Management provides specialist investment management services for faith-based organisations, particularly Catholic entities, charities, and individual Catholic investors. It manages two ACNC-registered charitable trusts — the Catholic Values Trust (diversified, long-term, socially responsible investment) and the Income Trust (higher-yielding, medium-term, socially responsible investment) — and provides CCIAM Individually Managed Accounts, bespoke portfolios aligned to the Catholic Values Policy and individual client ethical requirements.
Product overview
CCI Asset Management, acquired by SG Hiscock Group in April 2024, provides specialist investment management services for faith-based organisations, particularly Catholic entities. The company offers three core products: CCIAM Individually Managed Accounts (a bespoke investment portfolio aligned with the Catholic Values Policy), Catholic Values Trust (diversified long-term socially responsible investment), and Income Trust (higher yielding medium-term socially responsible investment). Both Trusts remain Registered Charities regulated by the Australian Charities and Not-for-Profits Commission (ACNC) and qualify to claim franking credit refunds in their own right.
Differentiator
Problem solved
Functional benefit
Brands
- Catholic Values Trust: Diversified, long term, socially responsible investment based on the Catholic Values Policy.
- Income Trust
- CCIAM Individually Managed Accounts
Products and services
- Catholic Values Trust A diversified, long-term, socially responsible investment fund based on the Catholic Values Policy. Registered as a charity regulated by the Australian Charities and Not-for-Profits Commission (ACNC) under ABN 67 716 279 065 and eligible to claim franking credit refunds in its own right. Designed for Catholic entities, charitable organisations, and individual Catholic investors.
- Income Trust A higher-yielding, medium-term, socially responsible investment fund based on the Catholic Values Policy. Registered as a charity regulated by the Australian Charities and Not-for-Profits Commission (ACNC) under ABN 36 484 293 501 and eligible to claim franking credit refunds in its own right. Designed for Catholic entities, charitable organisations, and individual Catholic investors seeking a medium-term income-oriented ethical option.
- CCIAM Individually Managed Accounts A bespoke investment portfolio service that aligns with the Catholic Values Policy and individual client ethical requirements and investment goals. Managed by the SGH Individual Portfolios team and tailored for faith-based entities, charitable organisations, and individual Catholic investors.
Companies that use CCI Asset Management
Customer profileNamed customers3 records
Segments1 record
Ideal customer profiles3 records
CCI Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CCI Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SG Hiscock GroupcoreSG Hiscock Group acquired CCI Asset Management in April 2024. SG Hiscock Group is an Australian Financial Services License (AFSL) holder and Australian Securities Investment Commission (ASIC) regulated professional funds management group. The acquisition expanded SGH's commitment to managing assets for faith-based organisations.
Scale indicators1 record
Recent moves6 records
Expansion highlights8 records
CCI Asset Management competitors and assessment
Company assessmentEmerging players
- JANA Investment Advisers: Australian investment consultancy advising super funds, foundations, and charities on portfolio construction and ESG integration. Comparable because JANA serves many of the same faith-aligned and NFP clients and assists them in selecting managers like CCIAM.
Direct peers
- Plato Investment Management: Australian boutique equity manager serving institutional, adviser, and direct investors, with a focus on income and responsible mandates. Comparable in scale, boutique profile, and distribution through adviser and platform channels used by CCIAM.
- Australian Ethical Investment: ASX-listed Australian funds manager built entirely around ethical and socially responsible investing across superannuation and managed funds. Highly comparable to CCIAM because both sell values-screened portfolios to retail and institutional Australian clients.
- Mercy Investment Services: US-based Catholic values-aligned investment program serving Sisters of Mercy institutions and faith-based orgs with screened portfolios. Directly comparable niche (Catholic ethical investment management for religious/church entities), albeit operating in a different geography.
- SG Hiscock Group: Parent company of CCI Asset Management since April 2024 and a directly comparable Australian funds management group. SGH operates the Individual Portfolios business that services CCIAM clients and applies the same Socially Responsible Investment overlay, making it the closest comparator.
Broad incumbents
- Wespath Benefits and Investments: US institutional investor for the United Methodist Church, managing faith-based screened portfolios across multiple asset classes. Comparable as a large, established faith-aligned investment manager with similar ethical-screen governance and institutional client base.
- Perpetual Limited: Large Australian asset manager offering managed funds, wealth management, and responsible investment options. Competes broadly for institutional, NFP, and charity mandates across Australia and is a natural alternatives-and-comparisons reference point for CCIAM.
- Magellan Financial Group: Australia-based global funds manager with flagship managed fund products distributed to retail and institutional investors via platforms. Comparable distribution mechanics (platforms, mFunds, advisers) and Australian-domiciled managed funds product set.
- Pinnacle Investment Management: Multi-affiliate funds management platform that distributes boutique and specialist investment strategies through Australian intermediaries. Directly comparable as a vehicle through which specialist investment offerings (including faith/values-aligned) reach advisers and platforms.
Regional players
- Christian Super (now part of AustralianSuper): Australian faith-aligned super fund (now merged with AustralianSuper) that operated ethically-screened investment options for Christian employees and institutions. A useful comparator on how faith-anchored investment vehicles compete and consolidate in the Australian market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
CCI Asset Management social profiles
Digital presenceCCI Asset Management compliance and trust
Trust signalCompliance3 records
CCI Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
CCI Asset Management leadership team
Management profileNumber of profiles
Profiles10 records
CCI Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CCI Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CCI Asset Management
What does CCI Asset Management do?
CCI Asset Management provides specialist investment management services for faith-based organisations, particularly Catholic entities, charities, and individual Catholic investors. It manages two ACNC-registered charitable trusts — the Catholic Values Trust (diversified, long-term, socially responsible investment) and the Income Trust (higher-yielding, medium-term, socially responsible investment) — and provides CCIAM Individually Managed Accounts, bespoke portfolios aligned to the Catholic Values Policy and individual client ethical requirements.
Is CCI Asset Management a public or private company?
CCI Asset Management is a private company. It is classified as corporate owned and is currently operating.
When was CCI Asset Management founded?
CCI Asset Management was founded in 1986. It employs 101 to 250 people.
Where is CCI Asset Management based?
CCI Asset Management is headquartered in Melbourne, Australia, in the Oceania region.
How does CCI Asset Management make money?
One revenue line is on record: fund Management Fees.
Who are CCI Asset Management's main competitors?
JANA Investment Advisers is listed as an emerging player. Direct peers are Plato Investment Management, Australian Ethical Investment, Mercy Investment Services and SG Hiscock Group. Broad incumbents are Wespath Benefits and Investments, Perpetual Limited, Magellan Financial Group and Pinnacle Investment Management. Christian Super (now part of AustralianSuper) is listed as a regional player.
Does CCI Asset Management have an API?
No public API is recorded for CCI Asset Management.
What industry is CCI Asset Management in?
CCI Asset Management's product category is Faith-Based Investment Management. Its primary akta.pro industry code is FSAAANAB, Corporate & Institutional Trust Services. Its NAICS code is 523940 and its SIC code is 6282.