Colonial First State Investments Limited (CFS) - Company Research Report
Company Overview
Name
Colonial First State Investments Limited (CFS)
Mission
Freeing Australians from financial complexity to help them achieve financial freedom in retirement.
Founded
1988
Founders
No information available
Key People
- Clive van Horen - Group Chief Executive Officer
- Kelly Power - Chief Executive Officer of Superannuation
- Jeroen Buwalda - Group Executive, Transformation, Technology, and Operations
- Martin Codina - Group Executive Strategy, Risk, and Corporate Affairs
- Tania Foster - Group Executive, Finance and Fund Services
- Joshua Grace - Group Executive, Customer Office
- Bryce Quirk - Group Executive, Distribution
- Shenaz Waples - Group Executive, People and Culture
Headquarters
No information available
Number of Employees
No information available
Revenue
No information available
Known For
- Leading superannuation company in Australia
- Delivering long-term performance and low fees
- Trusted by over 3 million Australians
Products
Overview
CFS offers a range of superannuation, investment, and retirement products designed to help Australians at various stages of their financial journey.
Superannuation Products
- FirstChoice Wholesale Personal Super
- A wide range of investment options.
- Known for strong performance and low fees.
- FirstChoice Employer Super
- Tailored for employers to provide superannuation benefits to employees.
- Includes multi-factor authentication and scam monitoring for security.
- CFS Edge Super and Pension
- Managed and supported by Avanteos Superannuation Trust.
- Designed for flexibility and comprehensive retirement planning.
Investment Products
- Managed Investment Funds
- A variety of investment choices for different risk tolerances and financial goals.
- Includes FirstChoice Investments and Wholesale Indexed Funds.
Retirement Products
- Account-based Pension
- Helps customers manage their retirement savings.
- Features consistent performance and low fees.
Recent Developments
Awards and Recognition
- 2024 Money Magazine Best of the Best Awards:
- Highest Super Performer: FirstChoice Employer - CFS Geared Share Select
- Best Fixed Interest Pension Product: FirstChoice Wholesale Pension - First Sentier Global Credit Income
- Highest Pension Performer: FirstChoice Wholesale Pension - CFS Geared Share Select
New Products and Features
- CFS Thrive+ Sustainable Growth
- New investment option focusing on sustainable and responsible investing for better long-term outcomes.
Major Partnerships
- Proxy Voting and Engagement Provider Appointment
- To engage with global companies and influence responsible investment practices effectively.
Conclusion
Colonial First State Investments Limited continues to be a trusted leader in the Australian superannuation market by focusing on delivering strong financial performance, low fees, and robust security features. With a clear mission to simplify financial planning and help Australians achieve retirement freedom, CFS demonstrates a commitment to innovative products and responsible investing principles. Their recent recognition and awards affirm their dedication to excellence in the financial services industry.