Digitalising the Super Funds Industry ______

One connection to all your investment managers makes fee management and oversight easier

Calastone is the largest global funds network, connecting the world’s leading financial organisations. Since 2011, Calastone has enabled Australian fund firms to leverage one connection to their industry partners to share and process investment information securely and in real time. In Australia, Calastone provides connectivity and an ecosystem of services to 335+ fund managers and 66+ platforms/custodians.

Calastone’s Investment Manager Fee Control and Oversight solution gives superannuation funds, their custodians and investment managers, full visibility over their outsourced investment manager agreements, fees and underlying investments by centralising their agreement documentation and monthly billing information. From invoice reconciliation and payments to fund composition checks and custodian updates, superannuation funds can standardise and automate a range of time consuming processes and be confident their monthly accruals, payments and investor reporting are accurate and on time.

Why Calastone?

ONE CONNECTION TO THE WHOLE MARKET – Eliminate the cost and burden of managing multiple market connections by having one secure connection to Calastone.

FASTER, MORE ACCURATE INVESTMENT MANAGER FEE INFORMATION PROCESSING – By standardising and automating the fee information process, superannuation funds can accurately check invoices, make payments quicker, reduce data handling errors and avoid reconciliation breaks with their custodians.

ACCESSIBLE, ON DEMAND INFORMATION – By centralising investment and fee information all parties can see the information they need when they need it.

ENHANCED INVESTMENT MANAGER OVERSIGHT AND REPORTING – Centralised, real-time information lets superannuation fund operations and compliance teams quickly check fund composition against prospectus information and automate reporting activities.

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