{"product_id":"perpetual-marketing-mix","title":"Perpetual Marketing Mix","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\u003eBuilt for Strategy. Ready in Minutes.\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pr-shrt-dscr-content\"\u003e\n\u003cp\u003eDiscover how Perpetual’s Product, Price, Place, and Promotion choices combine to create competitive advantage—download the full 4Ps Marketing Mix Analysis for a ready-made, editable report with data-driven insights, practical examples, and presentation-ready slides to save hours and inform strategy.\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\"\u003eroduct\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\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eMulti-boutique Investment Strategies\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003ePerpetual’s multi-boutique platform offers active strategies across Australian and global equities, fixed income and multi-asset, managing about A$85bn in assets as of Dec 2025 and targeting excess returns via concentrated fundamental research.\u003c\/p\u003e\n\u003cp\u003ePortfolios use disciplined risk management—sector limits, tail-risk stress tests and drawdown controls—to sustain performance across cycles; Perpetual reported 3-yr alpha of 1.2% for equity boutiques to Sep 2025.\u003c\/p\u003e\n\u003cp\u003eIntegration of Pendal (global equities) and Barrow Hanley (value equities, US-focused) gives clients specialist teams across 12 regional hubs and a combined track record exceeding 25 years in institutional mandates.\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\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eComprehensive Wealth Advisory\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003ePerpetual’s Comprehensive Wealth Advisory offers holistic financial planning, tax optimization, and estate management for HNW families, serving clients with minimum investable assets typically above A$5m and advising over A$20bn in private client assets as of 2025.\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\/MARKETING-MIX-Content-Product-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\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eSpecialized Corporate Trust Solutions\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003ePerpetual's Corporate Trust Solutions manage over A$120 billion in trust assets (2025), acting as custodian, trustee, and facility agent across debt markets, securitisations and managed funds, handling ~1,200 mandates and 350 trustee roles.\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\/MARKETING-MIX-Content-Product-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eESG and Responsible Investing\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003ePerpetual integrates environmental, social, and governance (ESG) factors across its investment process, responding to a 2024 Australian investor survey where 62% favored sustainable funds; assets in Perpetual’s ESG strategies exceeded AUD 4.2 billion by Dec 2024.\u003c\/p\u003e\n\u003cp\u003eThrough Trillium Asset Management and other boutiques, Perpetual offers impact and green products—Trillium-managed strategies reported a 5-year annualized return of ~8.1% to Sep 2024—letting clients target ethical outcomes without forgoing returns.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eESG assets: AUD 4.2bn (Dec 2024)\u003c\/li\u003e\n\u003cli\u003eInvestor preference: 62% favor sustainable funds (2024 AU survey)\u003c\/li\u003e\n\u003cli\u003eTrillium 5-yr return: ~8.1% (to Sep 2024)\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\/MARKETING-MIX-Content-Product-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePhilanthropic and Endowments Management\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003ePerpetual manages one of Australia’s largest philanthropic businesses, overseeing over 1,000 charitable trusts and private ancillary funds with some A$6.5 billion in philanthropic and endowment assets under administration as of 30 Sep 2025.\u003c\/p\u003e\n\u003cp\u003eThey advise on grant-making strategy, regulatory compliance, and long-term corpus investment, aiming to balance real returns with social impact—Perpetual’s multi-asset endowment-style portfolios target 4–6% real returns after fees.\u003c\/p\u003e\n\u003cp\u003eThis service targets non-profits and high-net-worth donors seeking professional legacy management, offering bespoke governance, impact reporting, and donor-advised funds to simplify stewardship.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003e~1,000+ trusts and PAFs\u003c\/li\u003e\n\u003cli\u003eA$6.5bn assets (30 Sep 2025)\u003c\/li\u003e\n\u003cli\u003eTarget real returns 4–6% after fees\u003c\/li\u003e\n\u003cli\u003eServices: grant strategy, compliance, governance, impact reporting\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\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePerpetual: A$85bn multi‑boutique with 1.2% 3‑yr equity alpha and A$4.2bn ESG focus\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003ePerpetual’s multi-boutique product suite manages ~A$85bn (Dec 2025), offers equities, fixed income, multi-asset, ESG (A$4.2bn, Dec 2024) and philanthropic A$6.5bn (30 Sep 2025), targets 4–6% real returns for endowments, and reports 3-yr equity alpha 1.2% to Sep 2025.\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\u003eAUM\u003c\/td\u003e\n\u003ctd\u003eA$85bn (Dec 2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eESG AUM\u003c\/td\u003e\n\u003ctd\u003eA$4.2bn (Dec 2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePhilanthropy AUA\u003c\/td\u003e\n\u003ctd\u003eA$6.5bn (30 Sep 2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e3-yr alpha\u003c\/td\u003e\n\u003ctd\u003e1.2% (to Sep 2025)\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\u003eDelivers a concise, company-specific deep dive into Perpetual’s Product, Price, Place, and Promotion strategies, grounded in real practices and competitive context.\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\u003eSummarizes Perpetual’s 4P marketing strategy into a concise, slide-ready snapshot that speeds decision-making and team alignment.\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\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003elace\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\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eGlobal Multi-Hub Distribution\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003ePerpetual’s Global Multi-Hub Distribution spans Sydney, London, Singapore and major US cities, serving $120B+ in assets under management as of Dec 31, 2025, and covering ~16 time zones to source deals and serve clients locally.\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\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInstitutional Sales Channels\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003ePerpetual uses a direct institutional sales force to target pension funds, sovereign wealth funds, and insurers, securing mandates averaging AUD 450m–700m per account in 2024 and contributing ~38% of institutional AUM.\u003c\/p\u003e\n\u003cp\u003eSales teams deliver portfolio-level analytics, custom reporting and ESG overlays; 92% of mandates received bespoke SLAs in 2024 to meet fiduciary and regulatory tests.\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\/MARKETING-MIX-Content-Place-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\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDigital Client Portals\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003ePerpetual has invested over AUD 120m since 2019 into digital infrastructure, giving retail and wealth clients secure 24\/7 access to investment data and performance reports via client portals.\u003c\/p\u003e\n\u003cp\u003eThe platforms feature intuitive dashboards for portfolio monitoring, tax-statement downloads, and personalised market insights—usage rose 42% in 2024, with 68% of active clients logging in monthly.\u003c\/p\u003e\n\u003cp\u003eThis digital presence boosts client convenience and cut administrative tasks, lowering service-cost-per-client by an estimated 18% in FY2024.\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\/MARKETING-MIX-Content-Place-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eNational Office Network\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003ePerpetual maintains offices in Australia’s major capital cities—Sydney, Melbourne, Brisbane, Perth, Adelaide—to offer face-to-face wealth consultations, seminars, and local relationship management, supporting ~A$120 billion in funds under administration (FY2024).\u003c\/p\u003e\n\u003cp\u003eThese tangible hubs boost trust for high-stakes decisions; client NPS for adviser-led services was 62 in 2024, and adviser-led channels account for ~45% of new inflows.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eMajor-city offices: Sydney, Melbourne, Brisbane, Perth, Adelaide\u003c\/li\u003e\n\u003cli\u003eFunds under administration: ~A$120 billion (FY2024)\u003c\/li\u003e\n\u003cli\u003eAdviser NPS: 62 (2024)\u003c\/li\u003e\n\u003cli\u003eAdviser-led new inflows: ~45%\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\/MARKETING-MIX-Content-Place-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eThird-Party Platform Integration\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003ePerpetual lists its funds on major wrap platforms, master trusts and retail brokerages, covering roughly 85% of Australian adviser-managed account flows as of Dec 2025, so advisers can readily add its products to client portfolios.\u003c\/p\u003e\n\u003cp\u003eThis high visibility drives intermediated retail AUM: about A$12.4bn (Q4 2025) via platform channels, increasing distribution efficiency and lowering client acquisition cost.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003e85% platform coverage (Dec 2025)\u003c\/li\u003e\n\u003cli\u003eA$12.4bn AUM via platforms (Q4 2025)\u003c\/li\u003e\n\u003cli\u003eAccess to major master trusts and broker networks\u003c\/li\u003e\n\u003cli\u003eSupports adviser-led inclusion in client portfolios\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\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePerpetual: $120B+ AUM, global multi-hub reach, 38% institutional AUM \u0026amp; A$12.4bn platform\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003ePerpetual’s multi-hub distribution (Sydney, London, Singapore, US) supports $120B+ AUM across ~16 time zones, direct institutional sales secured mandates AUD450–700m (2024) and 38% institutional AUM, digital portals cut service cost 18% (FY2024) with 68% monthly active users, adviser channels: A$12.4bn platform AUM (Q4 2025) and 85% platform coverage (Dec 2025).\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$120B+\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eInstitutional mandate size (2024)\u003c\/td\u003e\n\u003ctd\u003eAUD450–700m\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eService cost reduction (FY2024)\u003c\/td\u003e\n\u003ctd\u003e18%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePlatform AUM (Q4 2025)\u003c\/td\u003e\n\u003ctd\u003eA$12.4bn\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePlatform coverage (Dec 2025)\u003c\/td\u003e\n\u003ctd\u003e85%\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;\"\u003eWhat You See Is What You Get\u003c\/span\u003e\u003cbr\u003ePerpetual 4P's Marketing Mix Analysis\u003c\/h2\u003e\n\u003cp\u003eThe preview shown here is the actual Perpetual 4P's Marketing Mix Analysis you’ll receive instantly after purchase—fully complete, editable, and ready to use with no 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":56749906231673,"sku":"perpetual-marketing-mix","price":10.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0911\/3554\/1625\/files\/perpetual-marketing-mix.png?v=1772220122","url":"https:\/\/matrixbcg.com\/products\/perpetual-marketing-mix","provider":"matrixbcg.com","version":"1.0","type":"link"}