Investment Capability

We manage investment strategies for financial institutions including industry and corporate superannuation funds, public sector funds, sovereign wealth funds, insurance companies, endowment funds and not-for-profits organisations. Servicing over 50 institutional clients across a range of investment solutions, our focus is on long-term partnerships, with our oldest mandate dating back to 1980. We offer strategies within and across asset classes and geographies, including:

Our Approach & Capabilities

Whether enhancing or creating a new strategy within and across asset classes, we have structured our business to deliver tailored and objectives-based solutions. As a pure funds management business, we offer direct access to some of the most highly regarded portfolio managers in the industry with support of a dedicated innovation team and highly specialised investment boutiques.

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Market Insights

Brenton Saunders: Why ASX mid-caps are becoming fertile ground for M&A

Takeover interest in ASX mid-caps can help highlight undervalued companies. Pendal portfolio manager BRENTON SAUNDERS explains what is attracting buyers Cyclical pressure creating valuation opportunities M amp A activity can validate strategic value Find out more about the Pendal MidCap fund CORPORATE activity is rising among Australian mid-caps a segment Pendal portfolio manager Brenton Saunders describes as a sweet spot for larger companies seeking attractive opportunities. One of the reasons...

Jim Taylor: What’s driving Aussie equities this week

Here are the main factors driving the ASX this week nbsp according to Pendal portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund QUESTIONS around AI continue to dominate headlines. Last week saw Nvidia CEO Jensen Huang working hard in a CNBC interview to shore up market support for neoclouds. But on the negative side we saw i Microsoft pull out...

Our Team

  • Crispin MurrayHead of Equities
  • Peter LambosHead of Institutional Business
  • Dale PereiraKey Account Manager Institutional Business
  • Sonia NazarianAccount Associate, Institutional Business
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Corporate Sustainability & Responsibility

  • Corporate Governance

    Our commitment to exceeding industry standards means we actively maintain Corporate Governance policies across every aspect of our operations, ranging from complying with ASX recommendations through to achieving diversity goals.
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  • Regnan

    Regnan is our ESG and responsible investment business unit, specialising in research, engagement and advisory services
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  • Industry Body Representation

    As part of our commitment to stewardship practices, we are actively involved in a number of industry associations or initiatives relating to responsible investment.
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  • Proxy Voting

    Pendal regards corporate governance and the exercise of voting power as an important aspect of investment decision-making.
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