Pendal Institutional Limited

Pendal Institutional Limited (Pendal) is a global investment management firm focused on delivering investment returns for its clients through active management.

Pendal has investment capabilities across a range of asset classes, including Australian and International Shares, property securities, fixed income and cash strategies, as well as multi asset and responsible investments. To complement its in house expertise, Pendal also partners with other leading investment managers.

In the Sustainable Balanced Fund’s Australian and International shares, Australian and International Fixed Interest and part of the Alternative investments components, Pendal integrates environmental, social and/or governance considerations (ESG) into the management of the portfolio, including industry level exclusions. The approach taken within each asset class is designed to allow for the nuances of the asset type and investment strategy in question. In addition, Pendal actively engages with company management to manage risk, effect change and realise potential long term value.

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

Pendal is a wholly owned subsidiary of Perpetual Limited.