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Multi Asset Strategies

 

At Perpetual our investment philosophy drives our investment decisions. Our portfolios are well diversified and are managed within a disciplined volatility framework. The Perpetual Multi Asset team has the expertise to capture a broad universe of investment strategies and the flexibility to implement these strategies through a range of internal and external capabilities.

Specific principles guide the way that we seek to identify opportunities and manage our Multi Asset portfolios:

  • Markets are semi-efficient and have a tendency to overshoot and undershoot fair value.
  • Future investment returns are primarily driven by the price you pay, so valuations are critical. This value approach applies when investing in individual securities as well as across asset class opportunities.
  • We believe that a focus on buying quality investments at attractive prices and diversification across a range of markets, sectors, strategies and sources of returns helps protect our portfolios from losses.
  • An active asset allocation approach may benefit investors because the manager is able to reduce (or exit) exposure to an asset when its fundamentals are poor or raise exposure when conditions are favourable.
  • A highly active asset allocation approach requires skill, experience and discipline.

 

We look forward to discussing with you how Perpetual can meet your Multi Asset strategy needs. 

 

Please contact a member of our Institutional Sales team below:

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Adam Quaife
Chief Distribution Officer – Asset Management
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Matthew Cahill
Director of Institutional Business
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George Moromalos
Director, Consultant Relations & Institutional Business
Brad_Street.jpg
Brad Street
Consultant Relations & Institutional Sales Manager
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Belinda Nicholas
Director, Client Services
Adam Quaife
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Adam Quaife

Chief Distribution Officer – Asset Management
Bio

Adam was appointed Chief Distribution Officer for Asset Management in January 2023 following the acquisition of Pendal Group. Prior to that he was Head of Global Distribution having joined Perpetual in that role in December 2019.

Adam is responsible for the end-to-end Global Distribution function, leading the Perpetual Group’s sales and marketing strategies across all markets and channels.

Skills and experience

Adam has 25 years of industry experience in leading and developing international distribution teams, including extensive coverage of institutional, intermediary and consultant channels.

Prior to joining Perpetual, Adam spent 18 years with Franklin Templeton, where he held a variety of senior roles, including CEO of the Central Eastern Europe, Gulf & Eastern Med business, and Co-CEO of Templeton Asset Management Ltd in Singapore. Other notable roles included Head of Distribution Australia, where Adam opened the Australian operation for Franklin Templeton’s Global Advisory Services division, and also Head of Institutional for Australia & New Zealand.

Prior to joining Franklin Templeton, Adam held business development roles at AXA Australia and Colonial First State.

BCom (Curtin University WA); Graduate Diploma in Applied Finance and Investments (FINSIA)

Matthew Cahill
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Matthew Cahill

Director of Institutional Business
George Moromalos
George%20Moromalos%20220.jpg

George Moromalos

Director, Consultant Relations & Institutional Business
Brad Street
Brad_Street.jpg

Brad Street

Consultant Relations & Institutional Sales Manager
Belinda Nicholas
Belinda-Nicholas-150x200.jpg

Belinda Nicholas

Director, Client Services