Andrew Vallner is a Sydney-based asset consultant with around 30 years’ experience in actuarial and investment fields.
He has worked as a fund manager with the CUNA Mutual Insurance Group, managed the NSW Public Trustee’s investments and worked in a range of actuarial roles in insurance, investments and leasing. At CUNA Mutual in 1995, Andrew pioneered institutional investment in listed investment companies, outperforming the index by around 600bp through a deep-discount portfolio. LICs remain a major focus of disclosure and reform even today.
Andrew has been an investment researcher and consultant since 2005, gaining notoriety by flagging likely capital losses in AAA securities in 2007 and in some cases rating them “distressed” even prior to issue! This was followed by a number of independent expert engagements during post-GFC litigation including some in the billion dollar range.
Andrew has led independent asset consultant CPG Research & Advisory for 10 years. Clients having included insurers, HNW advisory groups, and superannuation – a large client was ranked #1 over multi-year periods in SelectingSuper surveys in Cash, Conservative and High Growth categories.
Andrew was appointed a consultant to the World Bank in 2018, working with the Sri Lankan national superannuation fund (the $US13bn Employees’ Provident Fund).