Pella Funds Management

We’re thrilled to announce the launch of Pella’s first PIE Fund in New Zealand! This marks a milestone as we expand our offering directly to New Zealand investors delivering access through a structure aligned with investor demand and local preferences. Pella's Head of Distribution, Joy Yacoub, said "we are proud to bring this offering to the New Zealand market, where demand for responsible investing continues to grow" We look forward to supporting investors on their journey to long-term, sustainable wealth creation. #PellaFunds #PIEFund #NZInvestors #FundLaunch #ResponsibleInvesting #InvestmentSolutions

Pella Funds Management was proud to be part of today’s MSCI Inc. 2025 Wealth Management Investment Trends & Insights event. Pella's CIO, Jordan Cvetanovski, joined a panel of experts including: ✅ Ashley Lester MSCI Inc. ✅ Jordan Cvetanovski, Pella Funds Management ✅ Gillian Gordon, JBWere ✅ Joey Mouracadeh, Stanford Brown The panel shared insights on these key themes:  📌 Macro & Geopolitics –The USA currently offering a 1% ERP vs historic 4.5% according to MSCI's macro-financial model.  📌 Private Assets – The current prolonged repayment cycle. 📌 ESG & Sustainability – The Social factor has had the greatest impact on company performance.  📌 Portfolio Defense – The speakers various approaches to risk management.  📌 Intergenerational Wealth Transfer – The different time horizons across client types.   Special thank you to our moderator Sasha Krishna.   If you are a Financial Adviser interested in attending future events designed for you, please contact Pella's Head of Distribution, Joy Yacoub

A huge thank you to andrew harris the South Australian Financial Advice Association Australia (FAAA) chapter for organizing another incredible charity golf day! ⛳️ It was a fantastic event. Pella’s Head of Distribution, Joy Yacoub represented Pella Funds in a team with James Farrelly, James Weir and Paul Cameron. Looking forward to next year’s event! Well done Paul on the NTP win! #CharityGolfDay #BestTeam #PellaFunds

A big thank you to the Jesuit Refugee Service Refugee Service (JRS) for providing Pella and our friends from FERN with the opportunity to volunteer and contribute to the incredible work you do. It’s both fulfilling and rewarding to support the positive impact you have on helping new members of our community. We look forward to continuing this collaborative journey together! #CommunityEngagement #Volunteerism #JRSParramatta #Fern #MakingADifference Joy Yacoub Ryan Fisher Ronald Yu, CFA Ryan Jiang, CFA Steven Glass Edward Hart

Pella CIO Insights: Key Market Considerations for Investors Joy Yacoub, Head of Distribution, sits down with Pella's CIO, Jordan Cvetanovski, to discuss: ➡️ The US Market Rally: Is the current performance justified, and can it last? ➡️ Risks & Opportunities Under the Trump Administration: What should investors watch for? ➡️ Pella Global Generations Fund: Scenarios where our strategy is well-positioned. Watch the full discussion in 5 minutes here! #MarketInsights #GlobalEquities #PellaFundsManagement #Investing #ResponsibleInvesting

👩🎓 CPD Points Accredited Education by Pella Funds Management  If you are seeking to understand the rapidly evolving landscape of Responsible Investing, this video is a must watch. 🎓 It offers a concise yet comprehensive exploration of the seven key Responsible Investment strategies. Whether you're an investor, adviser, or simply interested in responsible investing, this session provides the essential knowledge to make informed decisions that align with financial success, societal well-being, and environmental sustainability. For a copy of the CPD points quiz, please email Pella at enquiries@pellafunds.com.

🍃 ESG: A Profit-Driven Strategy, Not a Political Agenda Often dismissed as a principled or "woke" agenda, ESG investing is fundamentally a profit-driven strategy based on financial pragmatism. The objective is clear: to maximize returns by incorporating ESG factors into the investment process. This article delves into whether integrating ESG has historically met this objective. The findings are surprisingly compelling, exceeding many expectations. Read our latest article on Livewire Markets to learn how integrating ESG is a powerful way to maximize returns. #ESG #Investing #RiskManagement #ProfitDriven #InvestmentStrategy

Did you know that in Australia, one-third of new clothes go straight from factory to landfill, while one in eight adults and one in six children lack access to essential clothing? Today, Pella Funds Management teamed up with Acacia Capital Partners, Evergreen Consultants, Finchley & Kent, Medifinancial, and Perpetual Limited to help solve this mismatch. Together, we sorted, packed, and redirected clothing to those in need, all in an effort to reduce waste and support our communities. A huge thank you Thread Together for making this initiative possible and for their continued efforts in tackling textile waste and supporting those who need it most. We’re grateful for the chance to give back and contribute to a more sustainable future. Here’s to more impactful collaborations like this one! 🌏🍃 #Sustainability #WasteReduction #CircularEconomy #CommunityImpact #ThankYouThreadTogether Steven Glass Ryan Fisher Joy Yacoub Ronald Yu, CFA Ryan Jiang, CFA JOE CARISTO Daniel Kwuen Angela Ashton Brad Bugg Tom Paterson Liam O'Reilly Staten Janes Aisling Corry Y. Sam El Shammaa Joanne Huynh Lauren Jamieson Maya Stiles Jelena Krnjajić Dylan Hoey (APA) Guna Thamudaran Andrew Jeevachandran Georgia Vitale Rashil Jetley Arjun Kalyanakumar Matthew Spithill Kumar Kalyanakumar Aravin Than James Karabesinis  

Pella Funds Management would like to extend a huge thank you to SWA Financial Planning for hosting an outstanding investment forum today. It was a privilege to be included in a high calibre line up of speakers. Pella’s CIO, Jordan Cvetanovski, presented on the global economic environment and shared insights into several of our funds' holdings and their structural tailwinds. The beautiful venue at Kembla Grange Golf Course provided the perfect backdrop for meaningful connections with their wonderful investors. We appreciate the opportunity to collaborate and look forward to continuing these valuable discussions.

Pella Funds Management’s Head of Distribution, Joy Yacoub had the opportunity to present at the Financial Advice Association Australia (FAAA) Orange and Dubbo Chapter PD Days over the past two days. Joy shared insights on Responsible Investing strategies, demonstrating how Pella’s portfolio construction upholds these principles without compromising on investor returns. We would like to extend our thanks to Hon Andrew Gee MP for addressing the critical challenges within the financial adviser regulatory landscape, and a special thank you to Peter Roan for organizing such a fantastic and educational event. #responsibleinvesting #portfolioconstruction #investmentreturns