Partners Group and Perpetual have entered a strategic agreement to co-develop investment products that blend public and private assets, marking one of the first initiatives of its kind in the Australian market.
The Letter of Intent signed this week will see the firms jointly explore new investment vehicles such as listed investment trusts, co-investments, and flexible fund structures designed to offer exposure across both listed equities and private markets.
Perpetual, a leading ASX-listed asset manager, will contribute its strength in Australian equities, while Partners Group brings its global expertise in private equity, infrastructure, credit, and real estate, with $152bn in assets under management.
“This relationship aligns with our strategic intent of bringing innovative solutions to our clients,” said Bernard Reilly, CEO and Managing Director at Perpetual. “It allows us to offer contemporary, high-quality investment strategies that reflect the evolving needs of today’s market.”
Martin Scott, Head of Australia at Partners Group, added: “This partnership reflects the increasing role played by private markets in the real economy. We’re excited to work alongside Perpetual to unlock new opportunities for Australian investors.”
The two firms will also collaborate on market research, cross-border initiatives, and capital structure innovation. With market testing now underway, the partnership aims to respond to growing demand for diversified investment exposure in a single product.
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