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Multi Asset

Multi Asset

A diverse range of investment opportunities all combined within a single fund.

Perpetual’s Multi Asset funds invest across a diverse range of investment opportunities, which can include domestic and global shares, credit and fixed income, cash, property, infrastructure and a range of other investments all combined within a single fund.

We actively manage the asset allocation of our Multi Asset portfolios. In doing so, we seek to reduce the risk of losing capital and capture the rewards of being invested in the right place at the right time.

Why invest in Multi Asset funds?

Diversification

Asset allocation

Risk and return focus

'Whole of portfolio' approach

Diversification

By investing across a broad range of strategies, managers and markets, investment risk may be diversified. Consequently, a Multi Asset portfolio can be more resilient and less affected by weak returns from any one strategy.

Asset allocation

Asset allocation can be one of the most significant drivers of overall portfolio returns. A Multi Asset portfolio will have a mix of assets, some of which have low correlations with one another, which can improve risk-adjusted returns.

Risk and return focus

Multi Asset portfolios are designed to achieve a targeted level of risk and return for the investor. Different portfolios can be built to meet an investor’s risk profile, desired return and investment horizon.

'Whole of portfolio' approach

There are a number of ways we take an integrated approach to managing our portfolios. This includes defining the clear role of each investment in achieving a portfolio’s investment objectives and centrally managing risks at the portfolio level, rather than in isolation.

Experienced team

The senior members of the Perpetual Multi Asset investment team each have over a decade of experience in managing Multi Asset portfolios.

Wide range of investments

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.

Active asset allocation

While proprietary models and analytics are important inputs to the active asset allocation process, it is the skill, experience and discipline of the investment team that is critical in capturing the best investment opportunities at the right time.

Quality and value focus

Our overall investment philosophy is focused on quality and value. This belief is also reflected in our Multi Asset approach – we aim to identify the most attractive mix of quality global investment strategies and select leading fund managers to implement them.

At Perpetual our investment philosophy drives our investment decisions. 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.
All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:


> Investments | > Superannuation | > Retirement

Michael%20ODea.jpg
Michael O'Dea
Head of Multi Asset
BBus (Ec, Fin)
David%20Hudson.jpg
David Hudson
Head of Asset Allocation
BEc (Hons)
Matt%20Sherwood.jpg
Matt Sherwood
Head of Investment Strategy
BBus, MEc
Geoff%20Ryan%20Head%20Shot%20Perpetual%2031071851.jpg
Geoff Ryan
Portfolio Manager
BEcon(Hons)
Alan headshot2.jpg
Alan Polley
Sustainable Investments Lead
Russell%20Turner.jpg
Russell Turner
Portfolio Manager
LLB, BSc (App Math), MCom (App Fin), CFA
Rema%20Mansor.jpg
Rema Elias
Investment Analyst
BMathFin
Ken Phang
Senior Quantitative Analyst
Rita Headshot2.jpg
Rita Bodrina
Investment Analyst 
Michael O'Dea
Michael%20ODea.jpg

Michael O'Dea

Head of Multi Asset BBus (Ec, Fin)
Bio

Years of experience: 24
Years at Perpetual: 9

Michael is Head of Multi Asset for Perpetual Asset Management. In this role he is responsible for the suite of Multi Asset Funds and capital markets research.

Michael joined Perpetual in June 2014 and has 24 years finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments, Implemented Consulting.

Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom.

Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.

David Hudson
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David Hudson

Head of Asset Allocation BEc (Hons)
Bio

Years of experience: 41
Years at Perpetual: 8

David Hudson is the Head of Asset Allocation within the Multi Asset team for Perpetual Asset Management Australia. In this role, David is part of the portfolio management team managing all multi asset funds. He is responsible for generating and implementing active asset allocation ideas and the strategic asset allocation of multi asset funds.

David is a proven portfolio manager with almost two decades experience in multi asset portfolio management including 14 years as the lead portfolio manager of diversified funds at BlackRock Investment Management. David has a strong fundamental background in macroeconomics and all asset classes.

David has also held positions as an equity strategist at Bankers Trust Investment Management; fixed income strategist and senior economist at Bankers Trust Investment Bank; and as a senior adviser to the Prime Minister. He started his career as an economist with the Commonwealth Department of Treasury in the early 1980s.

David has an Honours degree in Economics from Adelaide University.

Matt Sherwood
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Matt Sherwood

Head of Investment Strategy BBus, MEc
Bio

Years of experience: 28
Years at Perpetual: 18

Matt Sherwood is Perpetual’s Head of Investment Strategy, Multi Asset. In this role, Matt is responsible for monitoring, analysing and forecasting earnings growth, interest rates, currencies, economic growth and policy implications across major regions.

Matt joined Perpetual Asset Management Australia in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers, opinion leaders and investors in Australia and Asia. These include television news networks such as Reuters, CNN and Bloomberg in Asia and Sky News, SBS and the ABC in Australia. His opinions have appeared in many newspapers including the Wall Street Journal, Washington Post, the New York Times and Australian Financial Review.

Matt has previously been a panel member which discussed macro issues with the US Federal Reserve on a quarterly basis and has briefed the BIS on several occasions on balance sheet issues facing the global economy. His current research focus is on the global trade war and whether monetary policy can prevent a serious downdraft in growth and regional sharemarkets.

Matt is a published author of the book titled ‘Intelligent Investing’ and began his career as a Senior Economist at the Reserve Bank of Australia, where he gained significant experience in monetary policy formulation and undertook detailed research into the equity risk premium, currency markets and business investment.

Matt has a Bachelor of Business from the University of Newcastle and a Masters Degree in Economics (Finance and Econometrics) from the University of Sydney. Matthew has also held a lecturing position with Kaplan Education (formally FINSIA) between 1997 and 2010 and has also lectured MBA classes from Case Western Reserve University in the United States.

Geoff Ryan
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Geoff Ryan

Portfolio Manager BEcon(Hons)
Bio

Years of experience: 35
Years at Perpetual: 5

Geoff Ryan is Portfolio Manager for Diversified Strategies at Perpetual Asset Management. In this role, he is responsible for the portfolio management of the diversified funds and tactical asset allocation.

Geoff joined Perpetual Asset Management Australia  in June 2018, having previously worked for five years as Investment Manager, Risk & Strategy for Commonwealth Superannuation Corporation where he developed and implemented the Fund’s dynamic asset allocation process.                

Prior to this, he worked at Black Rock / Merrill Lynch, where he held various roles in the multi-asset division. Most recently he was Portfolio Manager, Balanced Funds and Portfolio Manager, Overlays as well as Strategist, Fundamental Global Macro Funds.

Geoff has a Bachelor of Economics (Honours).

Alan Polley
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Alan Polley

Sustainable Investments Lead
Bio

Alan joined Pendal (now part of Perpetual Group) in 2017. He has extensive investment management and consulting experience. Prior to joining the company, Alan was Senior Manager, Model Portfolios and Risk Research at TCorp, with responsibility for portfolio management of over $40 billion in defined benefit and insurance multi-asset portfolios, developing TCorp’s strategic and dynamic asset allocation processes covering $80 billion in assets, and liquid alternative manager research. 

Alan’s prior experience includes six years at AMP Capital in portfolio management and quantitative analysis roles. His most recent role at AMP Capital was a Portfolio Manager/Analyst within the quantitative equites team running and developing the quantitative process across Australian and Asian equities in long only and long/short form. Alan joined AMP Capital as a Quantitative Risk Analyst within the Investment Risk Team that worked to tailor and develop bespoke risk models and analytics for the various internal investment teams, as well as whole of business investment risk analysis. Alan started his career at Mercer Investment Consulting, where he was an investment consultant to some of the largest institutional clients in Australia providing investment advice as well as being actively involved in strategic and manager research functions.

Alan has a Masters of Quantitative Finance, Bachelor of Business (Finance) and Bachelor of Science (Applied Physics) from the University of Technology, Sydney, a Graduate Diploma in Applied Finance and Investment from FINSIA, and is a CFA Charterholder.

Russell Turner
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Russell Turner

Portfolio Manager LLB, BSc (App Math), MCom (App Fin), CFA
Bio

Years of experience: 12
Years at Perpetual: 12

Russell Turner is a Portfolio Manager in the Multi-Asset team for Perpetual Asset Management Australia. In this role, he assists the ongoing development of macro-economic modelling, the evolution of dynamic asset allocation process and undertakes manager research.

Russell joined Perpetual Asset Management Australia in July 2015, having previously worked as the Business Manager to Geoff Lloyd, Perpetual's CEO. Prior to this, he was a Graduate in Perpetual Private.

Russell has a Bachelor of Laws, Bachelor of Science, majoring in Applied Mathematics and a Master of Commerce, majoring in Applied Finance and is a Chartered Financial Analyst.

Rema Elias
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Rema Elias

Investment Analyst BMathFin
Bio

Years of experience: 18
Years at Perpetual: 9

Rema Elias is an Investment Analyst in the Multi-Asset team for Perpetual Asset Management Australia. In this role, she will assist with the portfolio management of smart beta portfolios and the implementation of tactical asset allocation positions.

Rema joined Perpetual Asset Management Australia in July 2014, having previously managed the Performance and Analytics team at BNP Paribas. Prior to this, she was a Senior Performance Analyst at RBC Investor and Treasury Services.

Rema has a Bachelor in Mathematics and Finance.

Ken Phang

Ken Phang

Senior Quantitative Analyst
Bio

Years of experience: 26

Years at Perpetual: 6

Undertake research and development of quantitative asset allocation models, equity factors, and portfolio convexity optimisation.

Rita Bodrina
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Rita Bodrina

Investment Analyst 
Bio

Rita joined Pendal Group (now part of Perpetual Group) in 2022 as a Quantitative Analyst in the Multi-Asset Investments team. Rita is responsible for quantitative analysis in relation to asset allocation and research, helping to enhance and grow our multi-asset funds.

Prior to joining Pendal, Rita worked at Commonwealth Bank where she was a Graduate and then a Quantitative Analyst. There she was responsible for the generation of insights for the Banks portfolios, by building mathematical models and performing statistical analysis. Her work also involved conducting product research, financial analysis, and industry research as an input to understanding product positioning.  

Rita holds a Bachelor’s degree in Finance and Statistics and a Master’s degree in Mathematics from Monash University. Rita is also currently undertaking studies in the CFA program.  

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