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Institutional fund management

Institutional fund management

Expertise across major investment capabilities.

Institutional investors

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.

Why choose Perpetual as your institutional fund manager?

Quality and value

Bespoke portfolio solutions

Expertise and professionalism

Relentless research

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.

Relentless research

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.

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Institutional Monthly Update

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Responsible Investing

 

Perpetual Investments, one of Australia’s most highly regarded investment fund managers, has a long-standing commitment to responsible investment

Meet the institutional sales team

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Brad Street
Head of Research Relationships
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Peter Lambos
Head of Institutional Sales
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Kate Hillyar
Institutional Sales Director
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Mohan Korber
Institutional Account Associate
Brad Street
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Brad Street

Head of Research Relationships
Peter Lambos
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Peter Lambos

Head of Institutional Sales
Kate Hillyar
Kate Hillyar profile photo.JPG

Kate Hillyar

Institutional Sales Director
Mohan Korber
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Mohan Korber

Institutional Account Associate