In the new post ‘Choice’ world it is increasingly important for each fund to have its own vision, to turn that vision into a strategic plan and to implement the plan with energy and commitment. Amid the current deluge of compliance and regulation it is easy to lose sight of the commercial context – delivering stakeholder value is as important for a super fund as any other commercial entity.

Determining the right business objectives through the strategic planning process is important as is distilling these objectives into a number of key measures. Examples such as investment performance, fees, market penetration and average account balances are obvious ones.

It is against this background that the strategic process needs to develop. Funds will need to find new ways to differentiate themselves – through the evolution of distribution channels, by developing customer insight and by delivering product innovation.

Our integrated service approach means bringing together a team with a diverse range of skills to meet these needs. We help our clients assess strategic options, identify the drivers of value for their fund and then implement change to achieve competitive advantage.