Annual Report 2019

The future is worth investing in

Pendal is a global independent investment management business focused on delivering superior investment returns for our clients through active management.

A message from the
Group Chief Executive Officer

Strategic Highlights

Investment capabilities

Identify new investment capabilities to diversify and provide for future growth

Distribution

Develop and enhance distribution channels to drive sales

People

Attract, develop and retain superior investment talent

Operating platform

Create an operating platform that enables efficient execution of strategic priorities

Key business milestones 2007-2019
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2008

BTT lists on ASX

Westpac 60% shareholder

2009

2010

BTT Income boutique established

2011

Acquisition of JO Hambro
Capital Management (UK)

2012

2013

International Small Cap team hired

New York office established

2014

US SMID team hired

Boston office established

2015

Westpac reduces
holding to 30%

2016

Global equities
team hired

2017

Westpac reduces
holding to 10%

US multi-asset
team hired

2018

BTIM (BTT) changes name
to Pendal Group (PDL)

Appointment of
Pendal CEO Australia

Pendal appoints
Global Chief Risk Officer

2019

Pendal appoints JOHCM CEO –
UK, Europe and Asia

Pendal assumed full
ownership off Regnan

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FY19 Highlights