Pendal
Investment capabilities
Identifying new investment capabilities to diversify and provide for future growth
Strategic Developments
- 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
Distribution
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
People
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