News & Insights

The Institute of Managed Accounts Professionals (IMAP) estimates that about $60 billion is invested via managed accounts but acknowledges this may understate the true figure. Even so, IMAP estimates that growth will run at about 40 per cent a year for at least the next two years, suggesting the managed account industry will grow to more than $115 billion by 2020 . In this article we look at to understanding what’s behind this growth and why it’s becoming a more popular option with retail investors.

Meet Nathan Hughes, Portfolio Manager of the Perpetual Ethical SRI Fund. Nathan reveals the stock that excites him the most at the moment and explains why. He also shares his background, why is so passionate about his role and what initially drew him to investment management.

Low and falling interest rates can have big implications for the boards, CEOs and CFOs of aged care providers. Especially today – when other pressures are also making it harder to finance the mission.

Qualitas an Australian real estate financier and investment manager, established in 2008, has been a long-standing client of Perpetual. We speak to Kathleen Yeung, Chief Financial Officer of Qualitas about choosing a service provider who not only understands what they do, but are also able to help them deliver on service outcomes for their clients.

Ophir Asset Management is a specialist small and mid-cap equities investment manager, who manage over 1bn in capital on behalf of their investors. Rob Saunders from Ophir Asset Management, discusses why, when seeking a responsible entity for their Ophir High Conviction Fund, it was important for them to choose a partner, not just a service provider.

The trustee of Australia’s most prestigious literary awards, Perpetual, has today announced ten talented authors who have been included in the 2019 longlist for the Miles Franklin Award.

Will you be able to fund the retirement you’re dreaming of? Find out about the common pitfalls and why people in their fifties with a financial plan are more confident about their future.

Despite losing 50-straight opinion polls, Scott Morrison’s LNP coalition was returned to power in the poll where people actually tick a ballot paper. For high net worth investors, it means a whole lot of nothing – but that nothing is really something. Here’s why.

Every individual has a different tax situation but for many of us there are a few key strategies we can use to improve our tax situation as June 30 looms. See whether these work for you – and consult your adviser/accountant if you’re not sure.

A recent study conducted by Perpetual shows Australians tend to neglect financial advice when they need it most. We look at some of life’s changes and why your financial plan needs to change with you.

Perpetual finds the best opportunities arise when fundamentals don’t change, but share prices wax and wane due to sentiment. Garry Laurence, Global Equities Portfolio Manager believes Melco Resorts is one such opportunity, a quality, growing business purchased at an attractive valuation.

Over recent years the Australian Securitisation Forum (ASF) and Perpetual Corporate Trust (PCT) have collaborated on a series of joint research reports into the dynamics of the local securitisation market. This year the focus is on the perspectives and needs of Australian and New Zealand issuers.