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  • Why active ETFs benefit you when the market is down | Karen Trau - Perpetual

    Why active ETFs benefit you when the market is down | Karen Trau - Perpetual

    We chat to Karen Trau from Perpetual about active ETFs! Perpetual is an ASX-listed, diversified financial services company, which has been serving clients since 1886. They have four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate trust - that aim to protect and grow their clients’ wealth. She chats to us about how active ETFs are different from passive investing, how Perpetual thinks about screening, and why Warren Buffet thinks being passive can be a good thing.

    29 July

  • Expert: James Holt -  Finding gems in all the noise | Perpetual

    Expert: James Holt - Finding gems in all the noise | Perpetual

    James Holt is a Director of Investment Solutions at Perpetual. Perpetual is an Australian fund manager and is one of Australia’s oldest companies - founded in 1886. Today we are speaking to James about finding those hidden investment gems amongst all of the noise at the moment - COVID, market falls, inflation & war.

    7 July

  • Expert: Nathan Hughes - The complexity of ESG & Three ASX stocks | Perpetual

    Expert: Nathan Hughes - The complexity of ESG & Three ASX stocks | Perpetual

    Nathan Hughes is a Portfolio Manager of Perpetual’s Ethical SRI fund and Income Share funds. He has over 17 years experience in the industry, 11 of those at Perpetual. Perpetual’s Ethical SRI fund is an actively managed fund, targeting long-term capital growth and income through investment in quality shares of Australian ethical and socially responsible companies. The fund has just celebrated its 20 year anniversary as an unlisted fund and in November last year floated on the ASX with the ticker GIVE.

    2 June

  • Expert: Vince Pezzullo - Boring Companies, Exciting Returns | Perpetual

    Expert: Vince Pezzullo - Boring Companies, Exciting Returns | Perpetual

    Vince Pezzullo is the portfolio manager of Perpetual Equity Investment Company (ASX: PIC) and the Deputy Head of Equities at Perpetual. Vince joins us today with over 25 years experience in financial services, 13 of those at Perpetual. At Perpetual, Vince is also the portfolio manager of the Australian Share, Geared Australian Share, and Direct Equity Alpha funds at Perpetual.

    5 May

  • Inside the business of funds management - Perpetual Ltd w/ CEO Rob Adams | Summer Series

    Inside the business of funds management - Perpetual Ltd w/ CEO Rob Adams | Summer Series

    In today’s episode, Bryce and Alec welcome Rob Adams on to the show, the CEO of one of Australia’s largest wealth managers, Perpetual Limited (ASX:PPT). Prior to being appointed CEO of Perpetual in 2018, Rob built a successful career in finance in Europe and Australia, with roles at Colonial First State, First State Investments, Challenge Financial and Janus Henderson. Rob explains the four business divisions of Perpetual and shares the edge he believes they have over the other 3,700 funds on offer to Australian investors.

    10 January

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