The changing face of Australian share investing

Emilio Gonzalez, Chief Investment Officer, Perpetual Investments

Emilio Gonzalez has been with Perpetual since July 1990. He was appointed Chief Investment Officer in March 2001 and is responsible for the management of our asset management teams and investment processes. Below, he answers questions relating to the Perpetual's broadening of the investment universe for its Australian share funds.

View Emilio's full interview (19 MB wmv - running time approximately 11 minutes) or click on a specific question below (mpeg format).
(For best results, download and play the interview from your hard drive)

What is the new initiative that Perpetual is undertaking? (4.3 MB)

Why is Perpetual expanding the investment universe? (8 MB)

Why have you chosen to limit any exposure to offshore-listed stocks to 20%? (5.5 MB)

I only want to invest in Australian companies. Why are you making me invest in offshore-listed companies? (7.8 MB)

In the future will people be less concerned with where a company is based rather than what they do? (6.3 MB)

Will expanding the investment universe change the investment process? (5.8 MB)

How do you go about finding these opportunities? (4.5 MB)

Has the current risk profile of my fund changed? (6.7 MB)

Why don’t you make a strategic allocation to offshore-listed equities rather than just allowing the portfolio manager to pick global stocks when he sees value? (9.2 MB)

Will there be any impact on the franking levels of the funds? (3.9 MB)

Will there be any impact on the level of income distributed by the fund? (5.8 MB)

How will the currency management work? (5.3 MB)

How confident are you that this new investment strategy will be successful? (7.1 MB)

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