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Adviser briefings

We host adviser briefings twice a year around Australia, presenting economic outlooks, developments in various asset classes and providing overall market commentary. These are recognised as the pre-eminent roadshows for both big picture views and in-depth focus.

Adviser briefings - May 2010

'The best of both worlds'

Investing for income is important to many of your clients - just as important as growth.

So how do you get the best of both worlds and achieve growth in both income and capital? What are the options for your clients?

See what Peter Thornhill and our panel of Perpetual investment specialists said at our latest Adviser briefings

Economic update
Matthew Sherwood – Perpetual Head of Investment Markets Research
View the video Download the presentation
The Industrial Revolution – Industrial Shares for Income
Peter Thornhill – Motivated Money
View the video Download the presentation

Panel discussion
Featuring Perpetual investment specialists

View the video

Download material to help you discuss this with your clients

Presentation - Comparing Perpetual Industrial Share fund to term deposits
Presentation with speaking notes - Comparing Perpetual Industrial Share fund to term deposits
Investment performance, quarterly market and portfolio commentary as at 31 March 2010
Income Examiner – Making sense of the fixed-income landscape
Active management II Research paper – Active to the core

Adviser briefings - September 2009

'These will not be forgotten years'

We have been living through some of the darkest years in the history of financial markets. The global financial crisis has been a lot more than a cyclical bear market. It has shaken the global financial system to its core, cut wealth across most asset classes, and its legacy will be felt for years to come.

But what are the real lessons and opportunities? Has the global financial crisis just reinforced the enduring principles of risk and return, or will it fundamentally change the role of different assets and the way we invest?

See what the Perpetual experts said

Portfolio construction - Michael Blayney, Portfolio Manager, Diversified Funds

View the video (wmv file, 20 mins) Download the presentation
The real value of fixed income - Richard Brandweiner, Group Executive, Income and Multi Sector View the video (wmv file, 23 mins) Download the presentation
The future of mortage funds - Marion Kraemer, Head of Mortgages View the video (wmv file, 14 mins) Download the presentation
Australian Equities update - Matt Williams, Senior Portfolio Manager View the video (wmv file, 22 mins) Download the presentation

Find out about our funds

Perpetual's diversified funds Perpetual's Diversified Income Fund Perpetual's Australian share funds

Adviser briefing tools

Marketing support tools flyer Active investing
Diversification remains fundamental Income Examiner - Cash and fixed income investing
Perpetual's Industrial Share Fund - stock stories
Performance, market and portfolio commentary
Active investing
Income Examiner - Cash and fixed income investing
Five reasons to use the Concentrated Equity Fund


For other adviser tools such as presentation packs and SoA summary text, contact your Account Executive.

 

Contact us

Phone 1800 062 725

Fax (02) 8256 1427