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Institutional fund management

Institutional fund management

Expertise across major investment capabilities.

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 choose Perpetual as your institutional fund manager?

Quality and value

Bespoke portfolio solutions

Expertise and professionalism

Relentless research

Quality and value

Perpetual’s long-standing investment philosophy and active investment management style has been based on identifying quality investments that we believe are undervalued, while managing risk. This discipline and focus enables us to capture the upside potential in our portfolios - once the mispricing is recognised by the market - while limiting the downside risks.

Bespoke portfolio solutions

As well as managing pooled funds and vehicles for institutions, we can tailor innovative, bespoke investment solutions to meet your specific investment objectives.

Expertise and professionalism

We invest in the quality of our investment professionals and seek to continually ensure transparency and rigour in our investment processes. To deliver a high quality of service for our institutional clients, we have a dedicated and well-resourced institutional sales and servicing team.

Relentless research

Across our capability set, we take an active investment approach to managing portfolios. Our research is thorough, proprietary and a critical driver of our investment decisions. This research is combined with the skill, judgement and expertise of our investment professionals in constructing and managing portfolios.

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Institutional Monthly Update

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Responsible Investing

 

Perpetual Investments, one of Australia’s most highly regarded investment fund managers, has a long-standing commitment to responsible investment

Meet the institutional sales team

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Adam Quaife
Chief Distribution Officer – Asset Management
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Matthew Cahill
Director of Institutional Business
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George Moromalos
Director, Consultant Relations & Institutional Business
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Brad Street
Consultant Relations & Institutional Sales Manager
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Belinda Nicholas
Director, Client Services
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Mohan Korber
Institutional Account Associate
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Peter Lambos
Head of Institutional Sales
Adam Quaife
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Adam Quaife

Chief Distribution Officer – Asset Management
Bio

Adam was appointed Chief Distribution Officer for Asset Management in January 2023 following the acquisition of Pendal Group. Prior to that he was Head of Global Distribution having joined Perpetual in that role in December 2019.

Adam is responsible for the end-to-end Global Distribution function, leading the Perpetual Group’s sales and marketing strategies across all markets and channels.

Skills and experience

Adam has 25 years of industry experience in leading and developing international distribution teams, including extensive coverage of institutional, intermediary and consultant channels.

Prior to joining Perpetual, Adam spent 18 years with Franklin Templeton, where he held a variety of senior roles, including CEO of the Central Eastern Europe, Gulf & Eastern Med business, and Co-CEO of Templeton Asset Management Ltd in Singapore. Other notable roles included Head of Distribution Australia, where Adam opened the Australian operation for Franklin Templeton’s Global Advisory Services division, and also Head of Institutional for Australia & New Zealand.

Prior to joining Franklin Templeton, Adam held business development roles at AXA Australia and Colonial First State.

BCom (Curtin University WA); Graduate Diploma in Applied Finance and Investments (FINSIA)

Matthew Cahill
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Matthew Cahill

Director of Institutional Business
George Moromalos
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George Moromalos

Director, Consultant Relations & Institutional Business
Brad Street
Brad_Street.jpg

Brad Street

Consultant Relations & Institutional Sales Manager
Belinda Nicholas
Belinda-Nicholas-150x200.jpg

Belinda Nicholas

Director, Client Services
Mohan Korber
Mohan Korber.jpg

Mohan Korber

Institutional Account Associate
Peter Lambos
Peter Lambos.jpg

Peter Lambos

Head of Institutional Sales