Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
There are three steps in checking the health of an investment portfolio. Pendal multi-asset portfolio manager ALAN POLLEY explains Annual asset allocation review critical to successful investing Three steps: strategic…
In our latest fast podcast, Pendal’s head of multi-asset MICHAEL BLAYNEY talks about the lessons of 2022, how he’s valuing major asset classes right now and suitable portfolio settings You…
Some say big-polluting companies should be forced to compensate the community for climate change. Pendal Credit ESG analyst MURRAY ACKMAN explains what that means for investors Find out about Regnan…
What’s happening Pendal’s registry provider Mainstream Fund Services changed its name to Apex Fund Services on November 14. Why is the name changing? Mainstream’s parent company Mainstream Group Holdings was…
Here are the main factors driving the ASX this week according to portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams THE question of when and where US rates will…
The long-term outlook for investment markets is more positive than it has been since 2014, argues Pendal’s Alan Polley Bonds attractive once again ‘Long-term opportunity set looks better than it…
The super-high inflation battle of 2022 may be won, but the outcome of the war is still uncertain says Pendal’s head of government bond strategies TIM HEXT. THE market had…
The British share market shows why it’s important to look past the headlines and see the world objectively, says Pendal’s Clive Beagles. IT’S easy to forget that newspaper headlines are…
Sustainability-linked bonds are growing fast, but investors should take care they are getting what’s on the label. Pendal’s MURRAY ACKMAN explains Sustainability-linked bonds gain traction Investors need to understand risks…
Chinese policy has shifted in recent few weeks, impacting emerging markets investors. Pendal’s JAMES SYME outlines how our EM team is responding This is a monthly insight from James Syme,…
