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Palisade Investment Partners Limited

PRI reporting framework 2017

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Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

Palisade is a specialist, independent infrastructure manager. We provide institutional investors with access to Australian infrastructure projects through tailored portfolios and co-mingled funds. Our multi-disciplinary and experienced team focuses on attractive mid-market assets that are essential to the efficient functioning of the communities and economies they serve.

For further information, please refer to http://www.palisadepartners.com.au/


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Australia

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

32 FTE

02.4. Additional information. [Optional]

Palisade Investment Partners is a boutique infrastructure investment manager under the umbrella of Pinnacle Investment Management Ltd. Pinnacle provides Palisade with a number of services and support including Compliance, Accounting, Information Technology and Human Resources.

Pinnacle’s “supported independence” model maximises the ability of Palisade’s investment team to focus on investment acquisition and management services.

Palisade Investment Partners also has a fully owned subsidiary, Palisade Asset Management Pty Ltd, which is a dedicated asset management business, staffed by a seasoned team of operators, engineers and general managers with real life, practical engineering, operational, commercial and management experience.  


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2016

04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 0 0
Fixed income 0 0 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure >50% 100 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

Palisade defines infrastructure as assets providing essential facilities and services necessary for the efficient functioning of economies. High quality infrastructure assets are both essential to the efficient functioning of the communities they serve and also add genuine value for investors.

Infrastructure revenue streams can be economic, contracted or regulated. In each case, the key business and financial fundamentals need to be satisfied for an asset to be considered for inclusion within an infrastructure portfolio.

Palisade's unlisted investment funds and direct investment mandates aim to produce attractive, inflation-linked returns at moderate levels of risk. We believe that diversification through a well-constructed portfolio will optimise risk-weighted returns for investors.


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market (Private)


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