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Pendal Group update on the Coronavirus (COVID-19) pandemic

As the COVID-19 pandemic continues to impact the global community I would like to update you on the proactive measures and precautions we have taken to ensure the health and safety of our employees while maintaining our ability to continue to service our clients and manage our business.As a global investment manager we have offices around the world and have put in place a range...

Understanding the Sustainable Development Goals

With concern growing among clients about the impact of their investments on the environment and society combined with the increase in fund managers talking about ESG and responsible investing the Sustainable Development Goals SDGs are in the spotlight. They are shaping the way investors of all sizes and persuasions are thinking about the social and environmental impacts of their investments. Fund managers are responding with...

Changes to the Fund’s management costs

Pendal Global Emerging Markets Opportunities Fund (APIR: BTA0419AU ARSN: 159 605 811) – Important information Reduction in management costs from 6 February 2020 With effect from 6 February 2020, the Fund’s management costs will reduce from an issuer fee of 1.40% pa to 1.18% pa.  

Pendal supports Australian bushfire crisis

Rural Fire Service trucks in Buxton, NSW, December 2019. Source: Shutterstock

The Australian bushfire crisis has prompted an unprecedented response from everyday Australians offering help to those affected.Pendal is supporting these efforts with a program to match employee donations for bushfire relief and recovery.We are matching 1 1 staff donations to registered charities assisting with bushfire relief and recovery up to a total of 200 000. As a global initiative this includes staff at our UK-based...

Changes to Fund – Update

Pendal International Share Fund APIR BTA0056AU ARSN 087 593 299 Investment ManagerAs stated in our notice of 22 November 2019 we have decided to replace AQR Capital Management LLC AQR as the investment manager of the Pendal International Share Fund Fund and appoint the Pendal Global Equities team. The change will take place on or around 21 February 2020.We wish to provide further details regarding...

Changes to Fund – Update

Pendal Core Global Share Fund APIR RFA0821AU ARSN 089 938 492 Investment Manager As stated in our notice of 22 November 2019 we have decided to replace AQR Capital Management LLC AQR as the investment manager of the Pendal Core Global Share Fund Fund and appoint the Pendal Global Equities team. The change will take place on or around 21 February 2020.We wish to provide...

Changes to Fund – Update

Pendal Core Hedged Global Share Fund APIR RFA0031AU ARSN 098 376 151 Investment ManagerAs stated in our notice of 22 November 2019 we have decided to replace AQR Capital Management LLC AQR as the investment manager of the Pendal Core Hedged Global Share Fund Fund and appoint the Pendal Global Equities team. The change will take place on or around 21 February 2020.We wish to...

Pendal appoints Global Equity Impact Investment team

Pendal's fully-owned Regnan subsidiary

Pendal has appointed a London-based impact investment team to launch a Global Equity Impact strategy in late 2020. The team will join Regnan a leading provider of ESG research engagement and advisory services which is wholly owned by Pendal.The appointment marks the expansion of Regnan s capabilities into responsible investment funds management.The four-person team will be led by Senior Fund Manager Tim Crockford working with...