Strategic Developments

During FY21 there was significant progress on a wide range of strategic initiatives. Key highlights were the development and expansion of Pendal’s global distribution capability, streamlining of the global operating platform to deliver scalability and efficiencies, and adapting Pendal’s product offerings to ensure future relevance to clients and long-term sustainability.

Global
distribution

Expanded our footprint in key growth markets

  • Doubled addressable market in the US and opened up opportunities for cross-selling 

  • Progressed distribution build out in continental Europe 

  • Enhanced sales leadership in Europe and Australia

  • Expanded global distribution of key investment strategies

Product diversification

Diversified our product offering and broadened our ESG/RI capabilities

  • Significantly expanded range of products available to US clients 

  • Launched Regnan Global Equity Impact Solutions (RGEIS) strategy in all regions

  • Onboarded Regnan Sustainable Water & Waste team and launched fund in the UK 

  • Deepened ESG integration and stewardship 

Global operating platform

Continued to streamline our platform to leverage scale and drive client benefits

  • Appointed Northern Trust as group-wide global custodian

  • Established proprietary fund structure for US mutual funds

  • Implemented cloud-based group wide data warehouse and infrastructure

  • Transitioned to new Australian registry provider

In the coming year, we will continue to drive sustainable growth through disciplined investment in strategic initiatives. Key priorities include completing the TSW integration, expanding our distribution footprint in Europe, and streamlining our global operating platform.

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