About   |   Roundtables   |    Insights   |   Contact Us   |   Login

Perpetual Roundtables

Perpetual Roundtables is designed to enable strategic decision making by senior managers in banking and financial services.

Available only to the Roundtable Members, analysis and relevant insights are drawn from pooled bank and financial services industry data in Australia and New Zealand. Insights focus on the underlying credit risk and market trends.

We run 15 programs across Australia and New Zealand

Working with industry we aim to develop optimal performance metrics with common definitions and data standards.

Regular networking meetings dive into the latest industry issues, trends and risks .

The secure analytics platform is the hub for uploading data, calculating benchmarks, generating and distributing reports, and providing value add analysis.

The data, analysis and insights are tailored for use in executive and Board level presentations and reports, and for interrogation in response to specific questions.

Why work with us?

  • Experience

    Nearly two decades of business providing credit risk portfolio analytics to the banking and financial services industry in Australia and New Zealand. Now part of Perpetual with its 130-year history*

  • Depth

    Perpetual Roundtables run 15 risk analytics and benchmarking programs covering Mortgage, Credit Card, Personal Loans, Auto, Finance, SME and Commercial Lending and it’s expanding into new classes such as Utilities

  • Breadth

    Perpetual Roundtables draws data from across more than $2.4 trillion of assets in Australia and New Zealand**

  • Quality

    The contributing members of Perpetual’s Roundtable programmes represent approximately 95% market share** in each market we benchmark

*Perpetual Roundtables was launched in December 2018 following the acquisition of the majority ownership of RFi Roundtables Pty Ltd ACN 158 636 821 on 3 December 2018 by Perpetual Digital Holdings Pty Ltd ACN 626 902 752, which is a wholly owned subsidiary of ASX-listed Perpetual Limited ABN 86 000 431 827.

** Source: Perpetual Roundtables internal data as at December 2018.

Perpetual Corporate Trust services are provided by Perpetual Corporate Trust Limited ABN 99 000 341 533 AFSL 392673, Perpetual Trustee Company Limited ABN 42 000 001 007 AFSL 236643, Perpetual Limited ABN 86 000 431 827 and its subsidiaries. Perpetual Limited and certain of its subsidiaries act as Authorised Representatives of Perpetual Trustee Company Limited. Data and analytics services are provided by Perpetual Digital Pty Ltd ABN 62 626 891 978. Roundtable services are provided by Perpetual Roundtables Pty Limited ACN 158 636 821.

This publication contains general information only, and is not intended to provide you with financial advice.