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Adviser briefings

We host adviser briefings once a year around Australia, presenting economic outlooks, developments in various asset classes and providing overall market commentary. These are recognised as the pre-eminent roadshows for both big picture views and in-depth focus.

Adviser briefings - February / March 2011

'Get the inside story'

Lately there's been a lot of press about our industry, the economy, markets and even Perpetual.

Get the inside story on how the issues in the news could affect you, your business and your clients.

Perpetual update
Cathy Doyle – Group Executive Equities and Distribution 
 Download the presentation
Economic update
Matthew Sherwood – Perpetual Head of Investment Markets Research
View the video   Download the presentation
Improving your clients' portfolios
Richard Brandweiner – Group Executive Income and Multi-Sector
View the video  Download the presentation
Interview with Michael Pascoe 
John Sevior – Head of Equities and Matt Williams – Deputy Head of Australian Equities
View the video 

Download other material to help you discuss this with your clients

 Active management I Research paper - A review of active Australian share investing Feb 2011
 Active management II Research paper - Active to the core Feb 2011

Adviser briefings - May 2010

'The best of both worlds'

Investing for income is important to many of your clients - just as important as growth. So how do you get the best of both worlds and achieve growth in both income and capital? What are the options for your clients?

See what Peter Thornhill and our panel of Perpetual investment specialists had to say.

Economic update
Matthew Sherwood – Perpetual Head of Investment Markets Research
View the video Download the presentation
The Industrial Revolution – Industrial Shares for Income
Peter Thornhill – Motivated Money
View the video Download the presentation

Panel discussion
Featuring Perpetual investment specialists

View the video

Download material to help you discuss this with your clients

Presentation - Comparing Perpetual Industrial Share fund to term deposits Mar 2010
Presentation with speaking notes - Comparing Perpetual Industrial Share fund to term deposits Mar 2010
Investment performance, quarterly market and portfolio commentary as at 31 March 2010 Mar 2010
Income Examiner – Making sense of the fixed-income landscape Apr 2010
Active management II Research paper – Active to the core Apr 2010

For other adviser tools such as presentation packs and SoA summary text, contact your Account Executive.

 

Contact us

Phone 1800 062 725

Fax (02) 8256 1427