You might want income, or growth or capital preservation. You might be investing for today, for tomorrow - or for someone else’s tomorrow. Your goals are unique and will change as you move through life’s different stages. That’s why it’s important to have a tailored investment strategy – one that can adapt to life’s ups and downs.
The advisers and award-winning* investment team at Perpetual Private will work with you to define an investment strategy that is right for you, and then build a portfolio of carefully selected investments that work together to achieve your goals. These could include direct equities, managed funds (including ethical options), fixed interest, real estate, alternative assets and exclusive investments not normally available to individuals.
No matter how your money is invested, you can have peace of mind that your portfolio will be underpinned by the Perpetual Private Investment Philosophy.
Our Investment Philosophy
Our aim is to protect and grow your wealth by carefully selecting suitable investments that reflect the level of risk you’re comfortable with, as well as your investment objectives. To achieve this, we diversify risk across asset classes, within asset classes, across countries and fund managers. We take a long-term approach to investing because we believe quality investments yield benefits in the long run. Our advisers and investment specialists have a high duty of care in developing portfolios and ensuring Perpetual Private’s stringent quality investment criteria are met.
YOUR INVESTMENT GOALS
No matter what stage of life you’re at, our experienced team can guide you through your investment decisions. Here are some of the ways we help our clients.
Getting ready for retirement
Growing your business
Creating a legacy
Managing a not-for-profit
Sustainable and ethical investing
You’ve worked hard for many years, and now you’re ready to take a step back. But is now the right time to retire?
Whether you’re simply changing your focus or stopping work completely, here are some questions to consider first:
• How will recent market volatility affect my retirement?
• How can I use my SMSF to transition to retirement?
• What if I live to 100? How much will I need?
• What’s the best way to maximise my income, while protecting my assets?
• Is it better to rent out, or sell an investment property?
• How can I leave a legacy for my children and grandchildren?
At Perpetual Private we’ll answer all of your investment questions. With a complete financial picture, we’ll help you build a portfolio of investments that will let you enjoy the years ahead.
It’s never too early – or too late – to start your retirement plan.
As an entrepreneur and business owner, you’ve worked hard to be successful. It’s only natural to want the maximum reward for your efforts.
Are you confident you’re making the right investment decisions to protect and grow your business? Here are some questions you can ask yourself.
• Are my investments sufficiently diverse in uncertain times?
• Can I pay less tax legally?
• How can I invest in my SMSF and grow my business?
• What’s the best way to raise capital?
• Does my current plan minimise my stress?
Perpetual Private and Fordham Business Advisors, a specialist part of Perpetual can help you untangle your personal and business investments. We’ll help you structure debt, manage cash flow and create a portfolio for long-term wealth. Our team will assist you when you’re ready to sell or pass on your business, to get the reward you deserve.
You may want to provide ongoing financial security for your loved ones after you’re gone or support a charitable cause you’re passionate about. You may be the beneficiary of a significant payment, such as compensation, that needs to last years or decades.
Setting up a trust can give you peace of mind that the assets you have today will endure and create a lasting legacy. When it comes to appointing a trustee, there’s a lot to consider. The trustee is often responsible for how the trust’s assets are invested, how much is distributed to beneficiaries and when – and even who are the beneficiaries.
With so much at stake, it’s important to choose the right trustee. Here are some questions to ask before you appoint a trustee:
• Can the trustee make the right financial decisions and investments for the beneficiaries?
• The role of a trustee may last decades. Can the trustee make this commitment?
• Are you confident the relationship between the trustee and the beneficiary will remain the same in the years ahead?
Perpetual has been a trustee organisation for over 130 years. We can help you set up a trust to provide for your loved ones or a charitable organisation you care about.
If you have been appointed a trustee, perhaps for a family member’s trust and wish to step back from these responsibilities, we can help you find a replacement in line with the procedures set out in the trust deed. We can also be a co-trustee to ease the compliance and investment burden of managing a trust.
Managing the finances of a charity or a not-for-profit is about creating maximum impact – and long-term sustainability for your organisation.
When deciding where to invest, here are some questions you might consider:
• How much cash should I hold?
• When is the right time to invest in a volatile market?
• Do my investments reflect the values of my organisation?
• Which investments will stand up to the scrutiny of existing and potential donors?
• How can I improve the efficiency of every dollar spent?
In today’s ultra-competitive world for NFPs, knowing the right financial path forward can be tricky. At Perpetual Private we can advise on sustainable investment strategies to maximise long-term wealth. With the right partner you can be confident your organisation will make the world a better place today. And tomorrow.
Native Title payments provide valuable services for First Nations communities. While the royalties are for land use today, the money needs to benefit communities for generations to come.
That’s why it’s so important to find a partner you trust – one who understands your community and its unique needs. When deciding who to choose to manage your Native Title trust, here are some things to consider:
• Are the investments in your trust sustainable and ethical?
• Do you have a genuine endowment model which will provide an income while protecting long-term wealth?
At Perpetual Private, we’ve proudly managed and invested on behalf of First Nations people for over 20 years.
For many people the achievement of financial goals needs to align to their personal values. Many are looking to balance investment returns with social good.
If this sounds like you, you’re in good company. Perpetual recently asked 3,000 Australians what they care about most in life. Our 'What do you care about?' research project told us that Australians care a lot about the environment. People were particularly concerned about air pollution, water quality and global warming.
When considering your investment choices, here are some things to be mindful of:
• Where do your investments derive their revenue from?
• What is the track record for companies you invest in, in terms of environment, human and animal rights?
• How important is it to be ‘proud’ of the companies you invest in?
At Perpetual Private, we can structure an investment portfolio that doesn’t compromise your values and still achieves attractive long-term returns. We do this by screening out companies who derive more than 5% of their revenue from areas such as tobacco, gambling, weapons and coal seam gas. We also assess companies in areas like the environment and animal rights.
Environmental, Social and Governance (ESG) investing is an area we’re deeply committed to. In July 2020 we welcomed into the Perpetual business Trillium Asset Management (Trillium) – a leading ESG investment firm in the United States. Established in 1982, Trillium has one of the longest track records globally within responsible investing, including fossil fuel free strategies that have been operating for over 20 years.
The wealthy investors’ guide to retirement investing
Written for individuals with more than one million in investible assets, this free ebook contains eight thought-provoking chapters on how you can generate a retirement income in a low-rate world. It provides practical tips and advice on alternative investment options, tax effective investments and investing responsibly without compromising on returns. It’s the essential guide for those seeking to grow their wealth in retirement.
Choosing the right investments
Your appetite for risk will probably be very different to the next person. While risk is a personal perception of a situation or investment, there are generally three factors which affect your overall risk appetite:
- Your financial capacity to take risk
- Your desire to take risk
- Your need to take risk
When building a portfolio of investments, we make understanding your tolerance for risk a top priority and managing your risk at the forefront of all our decisions. Investment markets tend to move in cycles, and different asset classes can perform well at different times. That’s why, as the saying goes, you shouldn’t place all your eggs in one basket.
To properly manage your risk, we diversify:
As a concept, diversification sounds relatively simple and straight forward. But choosing which markets at the right time, and in the best way, can be challenging.
Diversification has long-term benefits for your portfolio. As the following graph shows, through asset class diversification, including the addition of Alternatives, you can help protect on the downside, reduce your ‘severe pain points’ and smooth out your returns over time.
Diversification also helps mitigate sequencing risk – that is, the risk of portfolio losses in years around retirement. Sequencing risk can have a significant negative impact on your long-term retirement savings.
We offer a wide range of investment options (some of which are not usually available to individual investors) to suit the diverse needs of our clients.
- Australian and international equities
- Managed funds
- ESG / sustainable investing
- Fixed interest
- Alternatives (e.g. opportunistic, private equity, absolute return, infrastructure)
Markets are notoriously difficult to predict in the short term and attempting to time market entry and exit can lead to underperformance over the long term. That’s why at Perpetual Private we have a buy and hold view to investments for our clients.
In today’s low interest rate environment, many investors are seeking a secure income through high yield investments – that is, investments that pay more in dividends.
Income yield is the annualised income return as a proportion of the amount placed in an investment. For example, a $5 dividend paid on a share valued at $100 has a 5% income yield. The focus on annual income yield to deliver a higher dollar amount of income, starts to break down over longer time periods.
Why is this the case? If we take a look at Chart 2 below, although the dollar value of Share 2 is lower in year 1 ($4.50 vs $5,00), over the long term, the dollar value of income surpasses that of Share 1. In fact, in 20 years’ time, Share 2 would provide almost double the dollar value of income when compared to Share 1, all the while displaying a comparatively lower dividend yield over the 20-year period. The reason for this is that the lower dividend yield of Share 2 is being earned off a faster growing capital base.
That’s why it’s important to consider your investments over the long term. For those seeking income, companies with strong and growing dividends and potential for sustainable earnings growth may be better investments than those with the highest dividend payouts today.
We consistently monitor portfolio performance and transparently publish how our funds perform on the Perpetual Pricing and Performance.
Our award-winning team also thoroughly research future trends and will communicate with you about investment opportunities as they come up in the future.
Our Investment Process
understand your needs
We take the time to understand you. We look at where you are now, what you want for yourself and your family, your attitudes to investing, risk and much more.
At this stage, we also ask:
- How involved do you want to be? Our Advisory or Discretionary Managed Accounts may be right for you.*
- What do you want to invest in? We have multiple implementation options available including direct investment, single manager funds, multi-manager funds and multi-asset class funds.
- Do you have any ethical considerations? We have ethical investment and ESG funds.
* Our Advisory Accounts let us make limited investment decisions without consulting you, in line with your stated investment goals. Our Managed Discretionary Accounts let us manage your investments based on investment goals and risk tolerance, without needing to consult you about each transaction.
We build your portfolio of investments through a disciplined, personalised process. Your unique investment objectives will determine the right investment strategy, selected from a carefully considered mix of fixed interest, equities and alternative investments.
When constructing a portfolio, our investment team look at the characteristics of the investment landscape and seek to blend asset classes, investments styles and individual risk factors to find an appropriate balance between risk and return for your portfolio.
- Strategic asset allocation – diversification across asset classes over the long term.
- Manager selection – for managed funds investments we choose a fund manager whose investment objectives best match yours.
- Security selection – selecting individual securities that we consider will best meet your risk vs return objectives.
How we choose your fund managers
We only invest in fund managers who have:
- a sound organisational structure with high standards of risk management and corporate governance
- skilled investment teams that are appropriately resourced
- a coherent, well-executed investment process that is sustainable.
By investing in the Implemented Portfolios, you enjoy the advantages of an expert investment team actively managing the portfolios, allowing for investment decision to be implemented quickly and efficiently, as well as many other benefits.
Australian share portfolio
Objective: Provide long-term capital growth and income through a diversified portfolio of Australian share funds.
International share portfolio
Objective: Provide long-term capital growth through a diversified portfolio of international share funds.
Fixed income portfolio
Objective: Provide income and capital stability through a diversified portfolio of fixed income and floating rate investments.
Real estate portfolio
Objective: Provide income and long-term capital growth through a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts.
Perpetual also has a Perpetual Income Opportunities Fund and Perpetual Growth Opportunities Fund.
We have safeguarded investments for our clients since 1886. Our experience as a trustee and wealth manager means we understand the ongoing needs and challenges of our investors. We regularly engage our clients to seek feedback such as through state-based Client Council meetings and Net Promoter Score surveys.
We have a dedicated in-house independent investment team of 18 employees focused across all asset classes. This is one of the largest investment teams of a Private Wealth Management company in Australia.
The bulk of wealth managed by Perpetual Private is in Managed Funds which includes our single manager, multi-manager and multi-asset class funds, including the Growth and Income Opportunities Funds. Our multi-manager and multi-asset class funds have a greater than 20-year performance track record with some options in operation for 30 years.
Our Opportunity Funds
Perpetual Private has two Opportunity Funds:
These Funds’ investments usually fall outside of the more traditional asset classes of shares, bonds, cash or property. The Funds’ assets usually have lower liquidity and exhibit lower correlation to traditional asset classes.
Perpetual Income Opportunities Fund aims to provide consistent income through investment in a diversified portfolio of specialist credit funds, absolute return funds and other investments consistent with the Fund’s investment approach. Find out more.
Perpetual Growth Opportunities Fund aims to provide long term capital growth through investments in a diversified portfolio of private equity funds, infrastructure funds, opportunistic property funds, absolute return funds and other investments consistent with the Fund’s investment approach. Find out more.
Together the Funds provide a convenient means of accessing investments that are generally not as readily accessible as investments in traditional asset classes.
The Perpetual Income Opportunities Fund and Perpetual Growth Opportunities Fund celebrated 10 years in market in 2019.
Perpetual was recognised as Best Alternative Investment Manager of the Year and the Perpetual Income Opportunities Fund has won Best Multi Strategy Fund two years running at the Hedge Funds Rock Australian Alternative Investments Awards held in Sydney (2018-2019).
At the Hedge Funds Rock Australian Alternative Investments Awards we were also nominated for the Best Market Neutral Fund.
We were also a finalist in the Australian Equities category at the 2019 IMAP Managed Account Awards.
Perpetual is an ASX-listed, diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company by a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created around putting clients first – is what makes Perpetual unique.
We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships – some of which span five generations.
Trust is earned, every day.
OUR ADVISERS – IN THEIR OWN WORDS
Years of experience: 21
Years at Perpetual: 10
Kyle joined Perpetual Private in July 2014 and leads the 18 person Investment Research team. In this role, he is responsible for the overall investment solutions of the firm, managing teams of highly experienced investment professionals across capital markets research, asset allocation, manager research, stock analysis and portfolio construction advice, as well as portfolio analytics and investment insights for client portfolios. Prior to this role, he was General Manager - Research & Operations for Perpetual Investments, where he managed key ratings house relationships and maximised rating outcomes across all funds and asset classes.
Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997). He also holds the Chartered Financial Analyst designation, Chartered Alternatives Investment Analyst designation and is a Certified Practising Accountant.
Years of experience: 26
Years at Perpetual: 1
Lydia heads the Perpetual Private Multi Manager team, leading the investment research process with a view to generating consistent client outcomes in line with our investment philosophy. The team aims to drive growth through innovative investment solutions for clients. Lydia is also responsible for the manager research investment process, asset allocation methodology & investment strategies across all asset classes for Perpetual Private’s suite of multi manager funds, model portfolios and our approved product lists.
Lydia recently joined from AMP Capital, where as Head of Sector Multi-Manager she led the multi manager team of portfolio managers investing across all asset classes, private and public, in Australia and globally. Her previous roles included Senior Portfolio Manager (Fixed Income), Investment Specialist, and Co-Head of Quantitative Analysis & Risk Management (Fixed Income). Lydia holds a Bachelor of Commerce and Administration, with first class Honours in Economics, from Victoria University in New Zealand.
Years of experience: 18
Years at Perpetual: 3
Provides investment research, portfolio construction and bespoke investment advice for Perpetual Private’s clients.
Andrew works closely with advisers by providing specialist investment knowledge on Perpetual’s investment process and strategy implementation, focusing on delivering optimal solutions to our stakeholders and partners. This is further augmented by his provision of transparent and accessible knowledge of financial markets and asset classes both globally and locally.
Having spent 15 years in London, Andrew returned to Melbourne with a wealth of international experience to benefit Perpetual’s clients and partners. Having started his career working on private equity transactions and stock market listings, he then spent time working on equity trading desks, before moving into investment management. In his role as a Portfolio Manager for Barclays Investment Solutions, Andrew managed money across multiple asset-classes on behalf of various client groups, before focusing on the charity and not-for-profit segment. With responsibility for as much as £3bn in assets, he developed a strong reputation for delivering robust investment performance linked to his comprehensive understanding of global investment markets.
Andrew is a holder of the Chartered Financial Analyst designation.
Years of experience: 13
Years at Perpetual: 2
Amanda MacDonald is an Investment Director with Perpetual Private in Sydney with over 13 years’ experience in financial services.
Prior to joining Perpetual, Amanda was a Senior Investment Analyst for MLC Advice and before that in Institutional Sales with BT Investment Management.
Amanda is passionate about Responsible Investments and investing for a sustainable future, specialising in this area in her managed fund research. Amanda also has a strong client focus having worked in client relations in institutional distribution teams.
Amanda holds a Bachelor of Commerce from University of Technology Sydney, majoring in Finance and Economics and holds a Master Applied Finance from Macquarie University.
Years of experience: 10
Emily is responsible for providing strategic advice and research to Aged Care and Not for Profit clients across Perpetual’s Private Wealth business. Emily has 10 years of experience in financial services across Australia and the UK and is based in Sydney.
Prior to joining Perpetual, Emily was a Senior Consultant at Mercer providing investment advice to a range of institutional clients specialising in superannuation and post retirement. As part of her role at Mercer, she also led a number of research initiatives on wellness, needs and solutions in retirement.
Before Mercer, Emily was an Investment Strategist at State Street Global Advisors (SSGA) in London developing new Defined Contribution investment products and building out SSGA’s European retirement offering.
Emily holds a Masters in Chemistry from the University of Oxford, the UK Investment Management Certificate and the Chartered Financial Analyst designation.
Years of Experience: 21
Years at Perpetual: 6
Hugo joined Perpetual in May 2016 as a Senior Research Analyst with a focus on hedge funds and credit opportunities.
Prior to joining Perpetual, Hugo was a Portfolio Manager—Alternatives in IOOF’s multi manager business. Hugo was responsible for building and maintaining a portfolio of hedge funds, private equity, private debt and infrastructure. Prior to becoming a portfolio manager, Hugo was a Senior Research Analyst at IOOF with responsibilities in alternatives, asset allocation and international equities. Hugo was also a Research and Performance Analyst at AM Corporation which was subsequently acquired by IOOF.
Hugo holds a Bachelor of Science from Macquarie University.
Years of experience: 13
Years at Perpetual: 7
David joined Perpetual Private’s Investment Research team in May 2015. David manages Perpetual Private’s growth alternatives portfolios, incorporating private equity, real estate, infrastructure and hedge funds. Concurrently, he leads the team’s effort in incorporating ESG, Responsible Investments and Impact investments across portfolios. Additionally, David is a non-executive director of the Utilities Trust of Australia (UTA) Trustee Board. David is a member of UTA’s ESG Committee.
David has over eleven years’ experience as an investment professional operating in a fiduciary environment. Prior to joining Perpetual, David held roles with ANZ and MLC where he was responsible for capital markets research, strategic asset allocation, investment manager selection and portfolio construction. Prior to MLC, David spent time with Liquid Capital Markets, a firm operating in global derivatives markets.
David holds a Bachelor of Arts with majors in Economics and Politics & International Relations from the University of New South Wales and a Graduate Diploma in Applied Finance from Kaplan Professional. Additionally, David completed the Australian Institute of Company Directors, Company Directors Course in 2017 and attained his Chartered Alternative Investment Analyst designation in 2018.
Years of experience: 11
Years at Perpetual: 8
Greg has been with Perpetual Private for over 7 years, having recently joined the Perpetual Private’s Investment Research team in July 2021 with a primary focus on Australian equities, as well as other bespoke investment opportunities for Perpetual Private’s Wholesale advice clients.
Prior to joining the Research team, Greg has been a Senior Financial Adviser at Perpetual Private, providing investment portfolio advice and bespoke portfolio reporting and analysis to sophisticated Not-for-Profit and High Net Worth clients, across a broad and diverse range of sectors and client profiles. Before joining Perpetual, Greg also has past experience as an Adviser in boutique financial planning firms – AFPG and Dixon Advisory – as well as technical advice experience as a paraplanner at BT Financial Group.
Greg holds a Bachelor of Business with a major in Accounting from the University of Technology Sydney and is a Certified Financial Planner (CFP) with the FPA Institute. Greg has also passed the Level 2 exam for the Chartered Financial Analyst (CFA) program.
Years of experience: 7
Adam joined Perpetual Private’s Investment Research team in January 2022 where he is responsible primarily for asset allocation, capital markets assumptions and portfolio modelling, and assists the rest of the team on portfolio construction and investment research.
Prior to joining Perpetual, Adam was a Senior Associate at Willis Towers Watson where he was responsible for advising institutional investors with regard to investment strategy, portfolio construction and manager selection across all asset classes. He was also a member of the Investment Strategy team, where he contributed to the firm’s asset allocation decisions and capital markets views. Prior to this, Adam spent time at NMG Consulting, a management consulting firm focused on the asset management, wealth management and insurance sectors.
Adam holds a Bachelor of Commerce and Arts from the University of NSW and is a holder of the Chartered Financial Analyst (CFA) designation.
Years of experience: 11
Years at Perpetual: 5
Mylee joined Perpetual in 2017 as an Investment Operations Manager within the Perpetual Private Investment Research team and is responsible for the investment operations, governance and investment implementation processes for the team.
Prior to joining Perpetual, Mylee was an Implementation Manager at BT Financial Group responsible for the delivery of projects, compliance and training for the Corporate Superannuation Distribution team within the Superannuation division. Prior to that, she held a number of roles within the BT Financial Group including management accounting and product management roles.
Mylee is a Certified Practising Accountant and holds a Bachelor of Commerce (Finance and Management) from the University of Sydney.
Years of Experience: 8
Years at Perpetual: 2
Jing jointed Perpetual in 2020 as Quantitative Analyst within the Perpetual Private Investment Research team, where she is responsible for performance reporting, strategic analysis, and data management.
Prior to joining Perpetual, Jing spent 6 years in performance analytics across National Australia Bank, State Street and Link Fund Solutions. During this period, she worked on complex super funds and large fund manager accounts. She was responsible for the delivery of reports, new clients’ transition, data management and training for Performance and Analytics teams.
Jing holds a Master of Professional Accounting from University of Sydney and a Bachelor of Applied Finance (Honours) from Macquarie University. Her research paper “Linkages between international REITs: the role of economic factors”, was published in the Journal of Property Investment and Finance.
Years of Experience: 2
Years at Perpetual: 2
Ryan joined Perpetual Private’s Investment Research team in 2021 as a Reporting Analyst. Ryan is responsible for performance reporting, investment operations, governance, and investment implementation for Perpetual Private’s investment offering.
Ryan joined Perpetual as part of Perpetual Private’s graduate program in February 2020 and prior to this completed an internship with IBM Australia.
Ryan completed his Bachelor of Commerce (Finance and Management) from the University of Melbourne.
Years of experience: 27
Years at Perpetual: 12
Stephen is responsible for Perpetual Private’s direct equity investment and research capability, including stock selection and ongoing management of direct equity investment portfolios for clients (as managed accounts, or on an advisory basis). He provides detailed input on direct equities – company analysis & research, recommendations and portfolio structuring, and leads a team of five investment analysts across most key equity sectors.
Stephen has spent more than twenty years as an equity market specialist. Prior to joining Perpetual, he spent four years as a Senior Investment Analyst at Queensland Investment Corporation (QIC) in the domestic equity funds management team. He was primarily responsible for covering sectors such as Financials, Healthcare, Food & Beverage and Building Materials. Stephen also spent considerable time as a Senior Research Analyst at Macquarie Group, where he specialised in Banks and Diversified Financials.
Stephen’s academic qualifications underpin his extensive experience. He holds a Bachelor of Economics (Macquarie University), is an Associate of FINSIA and a Chartered Financial Analyst (CFA Institute).
Years of experience: 15
Years at Perpetual: 15
Stella joined Perpetual in January 2007 supporting the investments team on direct equities and managed funds research. One year into the role, Stella was promoted into a Research Analyst position with greater focus on direct equities. Since then, Stella has covered Financials, Telecommunications, Consumer Staples and Discretionary. Her current focus is on Healthcare, Insurance, REITs and Small Companies.
Stella has completed the CFA Program and holds a Bachelor of Commerce from University of Technology Sydney with Finance and Economics majors.
Years of experience: 17
Years at Perpetual: 5
Simon joined Perpetual in 2017 as a Research Analyst within Perpetual Private’s Direct Equities team. He is responsible for research of the Consumer staples, Retail and Telecom sectors, as well as small companies.
Previous to Perpetual, Simon spent 2 years at Commonwealth Private within CBA managing the portfolios of ultra-high net worth individuals. Prior to this Simon spent 8 years with Credit Suisse as an equities research analyst in both Australia and the UK. Part of this was spent researching ASX 100 companies for clients of the Private bank as well as spending time as a sell side equities research analyst in the investment bank. Simon spent 3 years in London covering European Tech, Media and Telecom sectors.
Simon has a Bachelor of Economics (Econometrics) from Macquarie University and is a CFA Charterholder.
Years of experience: 15
Years at Perpetual: 10
Daniel joined Perpetual in 2011 as a Research Analyst within Perpetual Private's Direct Equities team. He is responsible for research of the Resources, Other Materials (building materials and chemicals), Energy and some Industrial sectors.
Daniel joined Perpetual after 4 years with Constellation Capital Management, a boutique funds manager, where he had responsibility for researching the Consumer Staples, Agriculture, Utilities and Telecommunications sectors.
Prior to Constellation, Daniel worked for Hoyts Corporation where he was Group Accounting Manager responsible for financial reporting and modelling of capital investment opportunities.
Daniel has completed the CFA program and holds a Bachelor of Science (Mathematics) and a Master of Commerce (Finance and Accounting), both from the University of Sydney.
Years of experience: 8
Years at Perpetual: 4
Damen joined Perpetual in 2018 as a Research Analyst within the Perpetual Private’s Direct Equities team. He is responsible for investment analysis and research of Gaming, Consumer Staples and several other Industrials sectors, as well as supporting the team in small companies and other industry research.
Damen joined Perpetual following four years at Clime Investment Management, a boutique, value-oriented wealth manager, specialising in high net worth clients. At Clime, Damen had responsibility for ex-ASX 50 (mid-sized company) stocks, as well as many of the team’s quantitative processes.
Damen holds a Bachelor of Commerce (Finance and Commercial Law) from the University of Sydney and is a CFA Charterholder.
Years of experience: 17
Amanda joined Perpetual in March 2022 and is responsible for Perpetual Private’s Managed Accounts and intermediary investment advice offer.
Prior to joining Perpetual, Amanda was Senior Manager of Investment Governance at Ironbark Asset Management. She was responsible for Ironbark’s Multi-Asset Investment Governance team, contributing to the delivery and ongoing oversight of investment solutions via managed accounts and multi-asset funds. Amanda has also held roles as an Investment Analyst at JBWere and MLC and as a Consultant at JANA.
Amanda holds a Bachelor of Commerce/Bachelor of Science from the University of Sydney and is a CFA Charterholder.
Years of experience: 1
Years at Perpetual: 1
Jai joined Perpetual Private’s Investment Research Team in February 2022 as an Investment Associate.
Jai supports the Head of Managed Accounts and PP Investment Directors through the creation and ongoing maintenance of investment content and collateral and supports the communication of the PP investment offer to advisers and intermediary sales.
Jai joined Perpetual as part of Perpetual Private’s graduate program in February 2021. Jai completed his Bachelor of Commerce (Econometrics and Finance) from Monash University and is a CFA level II candidate.
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Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information was prepared by PTCo and Perpetual Investment Management Limited (PIML) ABN 1800 866 535, AFSL 234426 and is used by PTCo. It contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To view the Perpetual Group's Financial Services Guide, please click here. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The information is believed to be accurate at the time of compilation and is provided in good faith. The PDS, issued by PIML should be considered before deciding whether to acquire or hold units in the fund. The PDS and Target Market Determination are available on our website at www.perpetual.com.au. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this article are opinions of the author at the time of writing and do not constitute a recommendation to act. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.