Our investment capabilities

Pendal is an independent, global investment management business focused on delivering superior investment returns through active management.

We operate a “multi-boutique” style business without a “house view”.

We offer individual and institutional customers a broad range of investment strategies across many asset classes, using different investment approaches.

Our teams actively manage investments in Australian equities and listed property, Australian and international fixed interest, global equities, multi-asset portfolios, alternative investments and responsible investing.

London-based J O Hambro Capital Management (fully owned by Pendal Group), actively manages a range of global and regional equity investment strategies.

US-based, value-oriented investment manager Thompson, Siegel & Walmsley (TSW) offers a capability spanning international value, US equity and fixed income. TSW has been part of Pendal Group since May 2021.

Regnan is our responsible investing business, specialising in funds management, research, engagement and advisory. Regnan delivers innovative sustainable and impact investment solutions such as Regnan Global Equity Impact Solutions Fund and Regnan Credit Impact Trust

External managers sub-advise to Pendal in certain asset classes.

We select and evaluate our external managers based on their investment culture, people, acumen and performance as well as their business robustness, quality of management and operational strength.

This approach gives our investors access to high quality domestic and international investment expertise across asset classes.

A global perspective

We are a global business, operating across the Americas, Europe, Asia and Australia.

Our capabilities*

*Not all strategies available to non-institutional Australian investors.