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Investor and Market Intelligence

Investor and Market Intelligence

Automating data management and reporting

Investor and Market Intelligence helps you reduce manual data handling during deal analysis, supports credit risk assessments and provides ongoing portfolio monitoring across all asset classes and as a result, increases business agility, and the ability to capture new investment opportunities with speed and efficiency.

Explanation - investor and market intelligence

Experience matters. Leverage 30 years of standardised data from over 50 lenders to help drive better strategic decisions across your book. Understand how our digital solutions can increase your agility and enable your success.

Key features

Case study: how Realm use Perpetual Intelligence to streamline their investment process

Realm Investments House (Realm) is one of the leading Australian fixed income managers. In July 2021, they had over $1.65bn in funds under management across all their strategies. Realm’s goal is to get the best risk-adjusted return for their clients. We meet Theodore Calligeris, Associate Portfolio Manager at Realm, to understand some of the challenges they face during the investment process and how using Perpetual Intelligence helps them streamline investment operations.

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To find out more:

 

Contact Huw on +61 423 877 047 to discuss how Credit and Risk Intelligence can digitise both your regulatory and risk processes and enhance decision making, or email pctsales@perpetual.com.au.

 

Meet the team

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Glen Dogan
General Manager Sales & Marketing, Perpetual Corporate Trust
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Huw Moorcraft
Account Director, Data & Analytics Solutions
Glen Dogan
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Glen Dogan

General Manager Sales & Marketing, Perpetual Corporate Trust
Bio

Glen has responsibility for sales and marketing strategies across Funds Management, Debt Markets and Perpetual Digital service offerings. He has spent the past seven years managing the PCT sales team and its growing client base in Australia, the Asia Pacific, Europe and the Americas. His strengths are in developing client relationships and executing against business development and marketing strategies - skills he has honed over 20 years in the financial services industry.

Prior to Glen’s current role, he was the Senior Vice President of Sales and Marketing in Perpetual’s Singapore business, where he was instrumental in growing the company’s Asian trustee business.  He was primarily responsible for helping clients list their fund vehicles on the Singapore Stock Exchange as well as assisting them with cross-border transactions into Australia.

Glen holds a Bachelor of Accounting and sits on the Perpetual Corporate Trust Investment Committee.

Huw Moorcraft
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Huw Moorcraft

Account Director, Data & Analytics Solutions
Bio

Huw has responsibility for leading business development, sales strategy and client relationships for Perpetual Digital; Perpetual Corporate Trust’s (PCT) innovation company.

Huw has extensive experience working with financial services and banking organisations – both in Australia and internationally – to help them digitally transform to regain and retain their strategic advantage.

At PCT Huw helps businesses become more effective, economical and efficient while at the same time maximising cyber security and ensuring regulatory compliance.  He does this by helping clients solve complex operational challenges to support their business strategy, enabling them to move away from legacy technology, manual processes and spreadsheets onto cloud-based Software-as-a-Service.

Huw joined Perpetual in early 2019, having spent the previous 10 years in software account management specialising in process automation, enterprise architecture and operational risk management within banking and financial services sectors. Huw holds a Batchelor of science (BSc) in Ocean Science.

Data and analytics solutions are provided by Perpetual Digital Pty Ltd ABN 62 626 891 978 (Perpetual Digital). This publication contains general information for wholesale clients only. Without limitation, this publication and the content in the Perpetual Intelligence platform (Content) is not intended and should not be used as: (a) an invitation to enter into any legal agreement of any kind; (b) a recommendation, offer or invitation to subscribe for or purchase any investments, securities or financial products of any party (including Perpetual Digital); (c) a substitute for professional financial advice with respect to particular circumstance; or any indicator or prediction of future activity in the financial services industry. As Perpetual Digital does not hold an Australian financial services licence, the Content does not constitute financial product advice. Except as required by law, no responsibility is accepted by Perpetual Digital or its related bodies corporate or any of their officers, employees, agents or associates, for any of the Content or for any action taken by a recipient on the basis of the Content.