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February 10, 2016 6:21 AM ET

Capital Markets

Company Overview of Perpetual Investment 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



61 2 9229 9000


61 2 8256 1473

Key Executives for Perpetual Investment 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 and Chairman of the Credit Committee
Compensation as of Fiscal Year 2015.

Perpetual Investment Management Limited Key Developments

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.

Potential Buyers To Scope Stake In State Super From SAS

It is understood that multiple banks have volunteered their services for a State Super Financial Services Australia Limited scoping study, in an effort to convince SAS Trustee Corp., Mike Baird and Finance Minister, Dominic Perrottet that the State Super would be better off in the hands of one of the big banks or financial institutions, or run as a separately-listed entity on the Australian Securities Exchange. It is understood that Perpetual Investment Management Limited, IOOF Holdings Limited (ASX:IFL) and planning arms of the Big Four banks; Australia & New Zealand Banking Group Limited (ASX:ANZ), Commonwealth Bank of Australia (ASX:CBA), National Australia Bank Limited (ASX:NAB) and Westpac Banking Corporation (ASX:WBC) have been mentioned as potential acquirers, Financial Review reported.

Perpetual Investments Announces Earnings Results for the Second Half and Full Fiscal Year 2015

Perpetual Investments announced earnings results for the second half and full fiscal year 2015. For the second half, revenue was AUD 120.7 million against AUD 119.3 million for the first half 2015. EBITDA was AUD 69.0 million against AUD 66.1 million for the first half 2015. Profit before tax was AUD 65.3 million against AUD 60.3 million for the first half 2015. For the year, revenue was AUD 240.0 million against AUD 222.5 million a year ago. EBITDA was AUD 135.1 million against AUD 125.2 million a year ago. Profit before tax was AUD 125.6 million against AUD 113.6 million a year ago.

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