Perpetual

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Delivering the Best Expertise

Research is at the heart of the investment process. At Perpetual, we draw on both global and domestic expertise to make optimum investment decisions for our clients.

To ensure we provide you with the best possible financial solutions, we use the resources of van Eyk*, a specialist investment research firm with over 20 years in the financial industry. Used by over half of the Top 100 Dealer Groups (i.e., financial planning groups) within Australia, van Eyk has been voted the most credible and respected investment research house in Australia.

In selecting van Eyk, we recognised that the trend for investment management in NZ is moving away from using small NZ-based teams which are expected to make calls on all aspects of asset allocation and manager selection. We take a best practice approach to draw on available global and domestic resourced teams with the goal of making the best investment decisions for our clients.

van Eyk provides us with qualitative and quantitative analysis and advice on matters such as managed fund selection, risk profiles and fund manager and portfolio configurations, which we then use to make smart investment decisions for you.

Providing Expert Oversight

As an added layer of expertise and oversight, Perpetual has an investment committee of expert senior executives to evaluate and decide on the investment strategies, using the research from van Eyk as a key input to decision making, as well as making use of their own expertise and other research sources.

In addition, your personal adviser has access to this research to determine the best investment strategy and fit with your financial situation and needs.