Bespoke individual mandates

PPM portfolio managers works in partnership with the Board, Management and advisers of Institutional and Not-for-Profit clients to deliver our investment management capabilities through individually tailored mandates.

Our portfolio managers understand the requirements of Board and Investment Committees to ensure that the funds entrusted to their stewardship are managed within the mandated parameters using a disciplined & well researched investment process which seeks protection of the clients’ capital with attractive risk rated returns.

We understand the importance of not only performance but also risk management, rigorous governance, compliance, Environmental, Social and Governance (ESG) requirements and comprehensive regular reporting are key considerations in selecting an investment manager.

Portfolios are tailored to meet the clients mandate requirements, growth and income objectives, risk tolerance and tax status – which particularly important for Not-for-Profit, superannuation and Private Ancillary Funds (PAFs) investors. Portfolios are constructed without consideration of index weighting or other artificial constraints.

Key benefits for Institutional & Not-For Profit investors

  • Experienced professional investment management team
  • Strong track record of capital preservation and above benchmark long term performance
  • Tailored investment management to suit each individual investor
  • Transparency of portfolio holdings and transactions
  • Cost effectiveness compared to both self-management and relative to unitised managed funds
  • Ability to import an existing direct portfolio without triggering taxation implications
  • Direct ownership, including franking credits and potential tax concessions, and ability to participate in institutional share offerings
  • Safekeeping of assets through an independent custodian
  • Tax effective investment management including the ability to import an existing portfolio taking into consideration taxation implications
  • Regular comprehensive reporting, including online account access, formal quarterly portfolio performance appraisals, portfolio commentary and annual tax reporting

Portfolio Investment Strategies

Although, PPM manages each client’s portfolio individually, incorporating their specific investment parameters, PPM offers Growth, Income, Australian Equities and Global Growth investment strategies each sharing a common focus of generating returns, preserving capital and effectively managing tax outcomes.

Growth Portfolios invest in Australian and international shares and cash. Growth Portfolios aim to provide a return that exceeds the Portfolio’s benchmark over the medium to long term.

Portfolio Profile

Income Portfolios invest in Australian and international equities, Australian fixed interest and cash. Income Portfolios strategy is capital preservation, regular income generation and capital growth.

Portfolio Profile

Australian Equities Portfolios are actively managed portfolios of predominantly listed Australian shares. Australian Equities Portfolios aim to outperform the S&P/ ASX All Ordinaries Accumulation Index (before fees and taxes) over rolling three year periods.

Portfolio Profile

Global Portfolios invest in a portfolio of quality companies listed on developed international markets. Global Portfolios provide exposure to some of the world’s leading companies and industries. The strategy’s objective is maximising long-term total return.

Portfolio Profile

Portfolios are constructed without consideration for index weighting or other artificial constrains. Underlying investments are held in the investors name through an Individually Managed Account, for better tax outcomes, transparency and security. The portfolio can be tailored to suit individual objectives around income, risk, excluded holdings, and tax.


Phone: 02 8256 3702

I would be delighted to talk to you in detail about PPM’s service offering.