Sustainability tilt Pendal is positioned as an ESG-focused asset manager through specialist firms Trillium and Regnan, highlighting opportunities to offer ESG integration services, sustainable data analytics, and impact investment solutions to deepen client relationships and expand multi-boutique offerings.

Global expansion Following its integration with Perpetual, Pendal is expanding its presence in the US, UK, and Europe. This creates openings to cross-sell advisory services, onboarding support, and localized fund solutions for institutional and high-net-worth clients in new regions.

Active management emphasis The firm’s emphasis on autonomous, high-conviction active management suggests a sales angle for premium research services, analytic tooling, and customized portfolio construction platforms that align with Pendal’s long-tenured fund managers.

Growth via funds assets With a revenue range of 10–25 million and strategic stakes in assets like Mobileye and Abcam, there is potential to pitch scale-friendly consulting, risk, and governance solutions to support growth of boutique managers and fiduciary client services.

Awarded leadership Recent recognitions in sustainable and responsible investing and fund manager awards indicate credibility; this can be leveraged to introduce client success programs, thought leadership content, and event-led demand generation to win new mandates.