INSTITUTIONAL INVESTORS

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.

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

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.

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.