Perpetual Annual Report 2016

About US

CONSISTENT DELIVERY
OVER TIME

Perpetual is a diversified and independent financial services company with a rich history and a firm focus on the future.

Three businesses – Perpetual Investments, Perpetual Private and Perpetual Corporate Trust – together make up one of Australia’s most respected financial services organisations.

We protect, manage and grow wealth through an unwavering commitment to clients and to quality.

Perpetual has $29.4 billion in funds under management, $12.7 billion in funds under advice and $620.5 billion in funds under administration, at 30 June 2016.

Award-winning asset management

PERPETUAL INVESTMENTS

Perpetual Investments is one of Australia’s most highly regarded and awarded investment managers, providing a broad range of investment strategies and products to individuals, advisers and institutions. Perpetual manages money across a range of asset classes including Australian and global equities, multi-asset strategies and credit and fixed income.

Perpetual’s disciplined investment process has been tested and proven over time.

Perpetual actively manages investments based on fundamental research and analysis of quality, value and risk. Perpetual’s aim is to choose the best quality investments at prices that represent good value, based on their potential risk and return. 

To further strengthen its investment process, Perpetual constantly invests in the quality and depth of its investment team. Today, Perpetual has one of the most experienced and highly regarded investment teams in Australia.

While delivery to clients is paramount, consistent delivery has seen Perpetual Investments receive significant recognition in industry awards.

Personal wealth advisory and trustee services

PERPETUAL PRIVATE

Perpetual Private provides tailored, holistic financial advice and solutions to high net worth individuals, families and community-based organisations. Fordham, Perpetual Private’s professional services arm, acts exclusively for private business owners and their families to manage their businesses and build and protect their wealth.

Perpetual Private’s hallmark is the breadth of services available to clients. Perpetual Private’s advisers provide strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax  management, estate planning, succession planning and philanthropy.

As one of Australia’s largest managers of philanthropic funds, Perpetual Private advises more than 1,100 charitable trusts and endowment funds and is proud to be one of Australia’s largest independent distributors of funds to Australia’s not‑for‑profit sector.

Perpetual Private has also become a key partner in the prudent and effective management of native title trusts, a new and growing part of its business.

One of Perpetual Private’s strengths is its expertise in protecting and growing wealth over the long term – reflected in client relationships spanning generations of the same family. Perpetual Private has been awarded the highest rank by Euromoney for a range of advisory services, and has $12.7 billion in funds under advice (at 30 June 2016).

Corporate fiduciary services

PERPETUAL CORPORATE TRUST

Perpetual Corporate Trust is the leading provider of corporate trustee services to the funds management sector and debt capital markets in Australia. In debt capital markets, its clients include banks, large financial institutions, non-bank lenders and loan originators.

Having been involved in the Australian securitisation industry since its inception in the 1980s, Perpetual Corporate Trust plays a leading role in growing the industry and managing regulatory and technological change. For example, Perpetual Corporate Trust’s enhanced data services, such as ABSPerpetual, provide the link between issuers, the Reserve Bank of Australia and the investment community. Perpetual Corporate Trust is innovating into data analytics and insights backed by digital technologies.

The acquisition of The Trust Company in late 2013 has cemented Perpetual Corporate Trust’s position as the leading provider of fiduciary solutions to the funds management sector, and it services a broad range of clients across multiple asset classes. Perpetual is the only trustee with licences to provide corporate trustee services in Australia and Singapore.

Perpetual Corporate Trust’s extensive knowledge of financial markets, its trustee heritage and the expertise and experience of its team allow it to be the trusted partner of some of the world’s largest financial institutions. Perpetual Corporate Trust has $620.5 billion in funds under administration (at 30 June 2016).