# Perpetual Asset Management

Perpetual Asset Management is an Asset Manager based in Sydney, Australia.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Sydney, Australia
- **Region:** Oceania
- **Address:** Sydney, Australia
- **Founded:** 1886
- **Assets under management:** Undisclosed
- **Website:** perpetual.com.au
- **LinkedIn:** https://www.linkedin.com/company/perpetual-asset-management

## Regulatory record

- **Reports private funds:** No

## About

Perpetual Asset Management is a Sydney-based asset manager. It oversees approximately $153.6 billion in assets across four funds, primarily focusing on Australasia.

## People

- Jonathan Klein — Managing Partner
- Oren Kozlowski — Partner

## Questions

### How does the 2023 Pendal acquisition change the firm's investment footprint?

The Pendal acquisition roughly doubled Perpetual's AUM, adding significant Australian and global equity strategies, fixed income capabilities, and the J O Hambro and TSW boutiques already under Pendal's umbrella. The deal also expanded Perpetual's UK and European presence. Post-acquisition integration focused on consolidating back-office and distribution functions while preserving each boutique's investment independence.

### What is Perpetual's posture on ESG investing?

Trillium Asset Management, a Perpetual affiliate acquired in 2020, is a dedicated ESG and sustainable-investing manager with a multi-decade track record from its Boston base. Other boutiques within the group offer ESG-integrated strategies, but Trillium remains the platform's primary sustainability-focused brand. The parent company publishes group-level sustainability reporting alongside its corporate disclosures.

### How is Perpetual Asset Management related to the broader Perpetual Limited group?

Perpetual Asset Management is a division of ASX-listed Perpetual Limited, which also operates Perpetual Private (wealth advisory), Perpetual Corporate Trust (debt-market services), and a fiduciary trustee business dating to the firm's founding as Australia's first trustee company in 1886. The parent's trust and advisory franchises generate proprietary distribution flows that feed the asset management arm alongside third-party institutional and intermediary channels.

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Last updated: 2026-08-11T15:07:41.444Z

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