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.
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.
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.