Global Operating Review

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

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Markets: A Year in Review

Corporate Sustainability Report

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Strategic Developments

Investment capabilities

Identifying new investment capabilities to diversify and provide for future growth

  • Launched first Impact strategy – the Regnan Credit Impact Trust
  • Extended successful JOHCM Global Income Builder strategy with launch of JOHCM Credit Income strategy for US market
  • Developed Regnan Global Equity Impact strategy
  • Enhanced the Pendal Ethical Share Fund to better meet investor needs


Develop and enhance distribution channels to drive sales

  • Realigned distribution model with regional leadership
  • Launched Regnan brand globally
  • Launched new fund vehicles for US institutional clients
  • Raised Pendal Australia’s brand awareness with award-winning marketing campaign


Attract, develop, and retain investment talent

  • Global executive team now in place with appointment of Nick Good as JOHCM CEO – USA
  • Invested in leadership development program to support succession planning
  • Onboarded the Regnan Global Equity Impact team
  • Evolved key remuneration plans to strengthen investment talent retention

Operating Platform

Create an operating platform that enables efficient execution of strategic priorities

  • Developed global data strategy and commenced implementation
  • Progressed transition away from Westpac back-office services
  • Implemented global platform for substantial shareholder reporting
  • Implemented global HR system
  • Invested in technology that enabled a smooth transition to working remotely