August 21, 2017 3:20 AM ET

Capital Markets

Company Overview of Perpetual Investments Management Limited

Company Overview

Perpetual Investment Management Limited is a privately owned investment manager. The firm primarily provides its services to institutional and retail clients. It manages mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe with a focus on Australia. It employs fundamental analysis with bottom up approach to make its investments. The firm benchmarks the performance of its portfolios against the S&P/ASX300 Accumulation Index. It conducts in-house research to make its investments. Perpetual Investment Management Limited is based in New South Wales, Australia. The firm operates as a subsidiary of Perpetual Limited.

Level 12

Angel Place

123 Pitt Street

Sydney, NSW 2000

Australia

Phone:

61 2 9229 9000

Fax:

61 2 8256 1473

Key Executives for Perpetual Investments Management Limited

Chief Operating Officer
Co-Chief Investment Officer and Equity Manager
Co-Chief Investment Officer and Equity Manager
Head of Credit
Head of Mortgages
Compensation as of Fiscal Year 2017.

Perpetual Investments Management Limited Key Developments

Perpetual Investments Announces Earnings Results for the Year Ended June 30, 2016

Perpetual Investments announced earnings results for the year ended June 30, 2016. For the period, the company reported revenue of AUD 227.9 million compared to AUD 240.0 million a year ago. EBITDA was AUD 124.9 million compared to AUD 135.1 million a year ago. Profit before tax was AUD 118.1 million compared to AUD 125.6 million a year ago. The key factor that negatively impacted revenue in the fiscal year 2016 was lower average FUM, as a result of prior period distributions (30 June 2015) and a lower average level of the All Ords which decreased by 6% on the fiscal year 2015. This was positively offset by higher performance-related fees in the fiscal year 2016. EBIT was AUD 118.1 million against AUD 34.2 million a year ago.

Perpetual Investment Reports Earnings Results for the Half Year of 2016

Perpetual Investment reported earnings results for the half year of 2016. For the period, the company reported revenue of AUD 110.0 million compared to AUD 119.3 million a year ago. EBITDA was AUD 61.0 million compared to AUD 66.1 million a year ago. Profit before tax was AUD 57.2 million compared to AUD 60.3 million a year ago.

Perpetual Appoints David Kiddie as Group Executive of Perpetual Investments Replacing Michael Gordon

Perpetual announced the appointment of David Kiddie to the position of Group Executive, Perpetual Investments effective February 2016. Mr. Kiddie will lead the Perpetual Investments business including the investment management, distribution, product and operations teams. He replaced Michael Gordon whose retirement was announced in August 2015. Since 2014, Mr. Kiddie has been the Chief Executive Officer of BNP Paribas Investment Partners’ institutional business, based in the UK.

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