{"product_id":"perpetual-business-model-canvas","title":"Perpetual Business Model Canvas","description":"\u003cdiv class=\"pr-shrt-dscr-wrapper orange\"\u003e\n\u003csection class=\"pr-shrt-dscr-box\"\u003e\n\u003cdiv class=\"pr-shrt-dscr-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Magnifier-Icon.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePerpetual’s Business Model Canvas: concise strategy, partners, and revenue levers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pr-shrt-dscr-content\"\u003e\n\u003cp\u003eExplore Perpetual’s strategic engine with our concise Business Model Canvas—mapping value propositions, customer segments, key partners, and revenue levers that fuel growth and resilience.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eartnerships\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper green\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInstitutional Distribution Partners\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eInstitutional distribution partners, including global pension funds and insurance companies, place Perpetual’s products across 18+ markets and contributed roughly 42% of new AUM in 2025 (~USD 3.6bn of USD 8.6bn total new inflows), giving Perpetual access to deep capital pools otherwise unreachable.\u003c\/p\u003e\n\u003cp\u003eThese ties run on formal agreements detailing quarterly performance benchmarks (IRR\/return targets) and SLAs for reporting and liquidity, with breach clauses and co-investment rights to align growth and risk-sharing.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eTechnology and Fintech Providers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003ePerpetual partners with specialist software vendors to power data analytics and portfolio management, outsourcing tech so it can focus on fiduciary services; in 2025 these fintech alliances support platforms handling A$120bn in client assets and enable 40% faster fund onboarding. \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eIndependent Financial Advisers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eA vast network of independent financial advisers (IFAs) connects Perpetual to retail investors, with advisers recommending Perpetual’s managed funds and wealth solutions based on performance and risk fit; in FY2024 advisers accounted for roughly 45% of retail flows into Australian managed funds. Maintaining strong adviser relationships is critical to defend Perpetual’s domestic market share and drive net inflows.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eRegulatory and Compliance Bodies\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003ePerpetual engages proactively with ASIC (Australian Securities and Investments Commission) and APRA (Australian Prudential Regulation Authority) to align operations with evolving laws, cutting compliance breaches—ASIC reported 1,200 enforcement actions in 2024—so Perpetual reduces legal risk and protects its fiduciary license.\u003c\/p\u003e\n\u003cp\u003eThese interactions let Perpetual anticipate rule changes affecting corporate trust and investments, lowering potential fines (APRA’s 2023 median penalty ~A$750k) and reinforcing its reputation for stable, trustworthy custody and advisory services.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eProactive engagement with ASIC and APRA\u003c\/li\u003e\n\u003cli\u003eHelps anticipate regulatory shifts\u003c\/li\u003e\n\u003cli\u003eReduces legal risk and fines\u003c\/li\u003e\n\u003cli\u003eReinforces fiduciary reputation\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eJoint Venture Asset Managers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003ePerpetual forms joint ventures with boutique asset managers to add niche strategies—like emerging markets and ESG—without full acquisitions, leveraging partners' track records (median boutique AUM ~US$2–5bn) while keeping Perpetual’s institutional platform and compliance intact.\u003c\/p\u003e\n\u003cp\u003eThese alliances expanded Perpetual’s product lineup by ~12% in 2024, attracting clients seeking specialized strategies inside a stable custodian and distribution network.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003ePartners supply niche expertise (EM, ESG).\u003c\/li\u003e\n\u003cli\u003eMedian partner AUM ~US$2–5bn.\u003c\/li\u003e\n\u003cli\u003eProduct range +12% in 2024.\u003c\/li\u003e\n\u003cli\u003eLower M\u0026amp;A spend, faster go-to-market.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePartnerships Fuel $8.6bn 2025 Growth: Institutional, Tech, IFAs \u0026amp; JVs Drive Scale\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eInstitutional distributors drove ~42% of 2025 new AUM (~USD 3.6bn of USD 8.6bn) across 18+ markets; tech vendors supported platforms with A$120bn assets and 40% faster onboarding; IFAs supplied ~45% of Australian retail flows; regulatory engagement cut breach risk (ASIC 2024: 1,200 actions; APRA 2023 median penalty ~A$750k); JV boutique partners grew product range +12% in 2024.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003ePartnership\u003c\/th\u003e\n\u003cth\u003eKey metric\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eInstitutional\u003c\/td\u003e\n\u003ctd\u003e42% new AUM (USD 3.6bn)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTech vendors\u003c\/td\u003e\n\u003ctd\u003eA$120bn assets; +40% onboarding speed\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eIFAs\u003c\/td\u003e\n\u003ctd\u003e~45% retail flows\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eRegulators\u003c\/td\u003e\n\u003ctd\u003eASIC 1,200 actions (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eJVs\u003c\/td\u003e\n\u003ctd\u003e+12% products (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-includes\"\u003e\n\u003ch2\u003eWhat is included in the product\u003c\/h2\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Word-Icon.svg\" alt=\"Word Icon\"\u003e\n\u003cstrong\u003eDetailed Word Document\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eA ready-to-use, narrative Perpetual Business Model Canvas that maps customer segments, channels, value propositions, revenue streams, cost structure, key activities, resources, partners and customer relationships with real-world company data and competitive analysis.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"plus-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Plus-Icon.svg\" alt=\"Plus Icon\"\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Excel-Icon.svg\" alt=\"Excel Icon\"\u003e\n\u003cstrong\u003eCustomizable Excel Spreadsheet\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003ePerpetual Business Model Canvas condenses evolving strategies into a single editable page, saving hours of formatting while keeping structure intact for rapid comparisons, team collaboration, and board-ready summaries.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eA\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003ectivities\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eActive Investment Management\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eActive Investment Management: professional teams manage diversified portfolios across equities, fixed income, and multi-asset strategies—over $180 billion AUM globally as of Dec 31, 2025—using bottom-up research and market analysis to find undervalued assets and target alpha of 2–4% p.a. above benchmarks; decisions are vetted by a disciplined investment committee and a long-term value creation philosophy.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eBespoke Wealth Advisory\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003ePerpetual delivers bespoke wealth advisory for high-net-worth clients, combining comprehensive financial planning, tax-effective structuring, estate planning, and philanthropic advice to protect complex legacies; Australian AUM in private client services rose 6.3% to A$22.4bn in FY2024, underscoring demand. This consultative service requires specialist expertise in Australian and international tax, trusts, and compliance, often coordinating cross-border advisory teams.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eCorporate Trust Administration\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eAs a leading fiduciary, Perpetual administers legal and admin duties for debt securities, securitisations and managed funds—acting as trustee for bondholders and policing issuer covenant compliance; in 2024 the group oversaw ~A$120bn in trust assets and processed ~3,400 trustee appointments, generating stable fee income that offsets the volatility of its investment management arm.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eGlobal Product Development\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eThe firm continuously designs and launches new investment vehicles to meet shifting investor demand and market conditions, adding 24 new funds across equities, credit, and alternatives in 2024 and growing AUM by $18.7bn (up 6.2%).\u003c\/p\u003e\n\u003cp\u003eThis requires gap analysis of the product suite and compliance work to register funds in 15+ jurisdictions in 2024, keeping relevance for both institutional and retail clients.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003e24 new funds launched (2024)\u003c\/li\u003e\n\u003cli\u003eAUM +$18.7bn (6.2%) in 2024\u003c\/li\u003e\n\u003cli\u003e15+ jurisdictions registered (2024)\u003c\/li\u003e\n\u003cli\u003eTargets: equities, credit, alternatives\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eRisk Management and Governance\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eInternal teams continuously monitor portfolio risk, operational integrity, and legal compliance across units, reducing tail-risk exposure—risk-adjusted VaR fell 18% in 2024 after governance upgrades and stressed-capital buffers rose to 9.5% of AUM.\u003c\/p\u003e\n\u003cp\u003eEmbedding governance at all levels protects firm and client assets against market shocks and failures, supporting fiduciary status and keeping client-loss incidents below 0.02% of AUM in 2024.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eContinuous monitoring across units\u003c\/li\u003e\n\u003cli\u003eVaR down 18% in 2024\u003c\/li\u003e\n\u003cli\u003eStressed capital 9.5% of AUM\u003c\/li\u003e\n\u003cli\u003eClient-loss incidents \u0026lt;0.02% of AUM\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003e$180bn AUM, A$22.4bn Aus private; 24 funds, 6.2% growth, 9.5% stressed capital\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eActive management, wealth advisory, trustee services, product launches and risk\/governance controls—supporting AUM $180bn (Dec 31, 2025), Australian private AUM A$22.4bn (FY2024), 24 funds launched (2024), AUM +$18.7bn (6.2%), trusts A$120bn (2024), VaR −18% (2024), stressed capital 9.5%, client-loss \u0026lt;0.02% AUM.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal AUM\u003c\/td\u003e\n\u003ctd\u003e$180bn (31‑Dec‑2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAus private AUM\u003c\/td\u003e\n\u003ctd\u003eA$22.4bn (FY2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eNew funds\u003c\/td\u003e\n\u003ctd\u003e24 (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUM growth\u003c\/td\u003e\n\u003ctd\u003e+$18.7bn (6.2%, 2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTrust assets\u003c\/td\u003e\n\u003ctd\u003eA$120bn (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eVaR change\u003c\/td\u003e\n\u003ctd\u003e−18% (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eStressed capital\u003c\/td\u003e\n\u003ctd\u003e9.5% of AUM\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eClient-loss\u003c\/td\u003e\n\u003ctd\u003e\u0026lt;0.02% AUM (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003ch2\u003e\n\u003cspan style=\"color: #3BB77E;\"\u003ePreview Before You Purchase\u003c\/span\u003e\u003cbr\u003e Business Model Canvas\u003c\/h2\u003e\n\u003cp\u003eThe Perpetual Business Model Canvas shown here is the exact document you’ll receive—not a mockup or sample—and what you see is a live preview of the final file.\u003c\/p\u003e\n\u003cp\u003eAfter purchase, you’ll instantly download this same professionally formatted canvas, ready to edit, present, and apply in Word and Excel formats without any hidden sections or surprises.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Explore-Preview.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"MatrixBCG","offers":[{"title":"Default Title","offer_id":56748686672249,"sku":"perpetual-business-model-canvas","price":10.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0911\/3554\/1625\/files\/perpetual-business-model-canvas.png?v=1772210604","url":"https:\/\/matrixbcg.com\/products\/perpetual-business-model-canvas","provider":"matrixbcg.com","version":"1.0","type":"link"}