Our investment capabilities

Pendal is a global investment management business focused on delivering superior investment returns through active management.

We operate a “multi-boutique” style business without a “house view”.

We offer individual and institutional customers a broad range of investment strategies across many asset classes, using different investment approaches.

Our teams actively manage investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing.

Our investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing fund managers to focus on generating returns for clients.

In 2023, Pendal became part of Perpetual Limited (ASX:PPT), bringing together two of Australia’s most respected active asset management brands.

This created a global leader in multi-boutique asset management with autonomous, world-class investment capabilities and a growing leadership position in Environmental, Social and Governance (ESG).

Through the Perpetual and Pendal brands — including Barrow HanleyJ O HambroRegnanTrillium and TSW — we have access to deep, diverse coverage from a global network of investment and ESG experts in the US, UK, Europe, Singapore and Australia.

Our specialist ESG-focussed asset management firms, Trillium and Regnan are at the forefront of ESG thought leadership and provide leading sustainable and impact-driven investment strategies.

Our capabilities*

*Not all strategies available to non-institutional Australian investors.