Institutional Investors

With one of Australia’s largest, most well-resourced and experienced investment teams, Perpetual offers institutional investors expertise across four major investment capabilities: Australian equities; global equities; cash, credit and fixed income; and multi asset strategies. These capabilities can be accessed via pooled investment funds or tailored mandates.

Why Perpetual as your institutional fund manager?

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    Expertise and professionalism

  • Relentless research

  • Quality and value

  • Bespoke portfolio solutions

Our capabilities

Perpetual’s in-house investment team covers four key investment capabilities.

Australian equities

We seek quality companies with sound management, conservative debt levels, recurring earnings and a quality business. We assess the quality of a business by looking at the company’s products, positioning and brands; its sources of competitive advantage; the barriers to entry in its market and any issues that that may influence the company’s future performance.

We only invest in a company when we believe its share price is attractive relative to its return potential. Perpetual seeks to hold positions for the long term, provided that the quality of the business remains unchanged and the price remains attractive.

Learn more about our institutional Australian Equities strategies 

Global equities

We invest in companies across the globe that we believe are undervalued. Our investments are not constrained by regions or industry. Rather than mimicking an index, we believe in building high conviction global equity portfolios that are concentrated in a smaller number of quality businesses that have the potential for strong long-term growth.

Learn more about our institutional Global Equities strategies

Cash, credit and fixed Income

We offer a wide range of cash, credit and fixed income strategies. This includes tailored portfolios ranging from transactional cash to longer-term offerings. We take a highly active approach to buying and selling credit and fixed income securities and invest extensively across industries, maturities and the capital structure. Our portfolios are well diversified, income-focused and liquid. Importantly, we focus on managing portfolios that may provide diversification as part of a total portfolio solution.

Learn more about our institutional Cash, Credit and Fixed Income strategies

Multi asset strategies

Our Multi Asset portfolios can provide a comprehensive investment management solution, underpinned by our strong, dynamic, strategic, and tactical asset allocation capabilities. Our portfolios are well diversified and are managed within a disciplined volatility framework. The Perpetual Multi Asset team has the expertise to capture a broad universe of investment strategies and the flexibility to implement these strategies through a range of internal and external capabilities.

Learn more about our institutional Multi Asset strategies

Responsible Investment

Perpetual has a long-standing commitment to responsible investment. We are a signatory to the UN-supported Principles for Responsible Investment and employ active management of environmental, social and governance (ESG) risks. Our responsible investment framework not only embeds consideration of ESG risks in our investment analysis and decision making, but also ownership practices.

For more information on the UN-supported Principles for Responsible Investment, visit the PRI website.