United Nations Principles of Responsible Investment

As part of our commitment to responsible investment, in 2009 Perpetual Investments became a signatory to the United Nations Principles for Responsible Investment (PRI). This commits us to incorporate environmental, social and governance (ESG) factors into our core investment processes.

The PRI acknowledges that the funds management industry must continue to improve our understanding of how ESG factors impact investment returns and the broader economy.

At the end of September 2011 there were over 900 signatories worldwide, responsible for over US$30 trillion in assets under management, demonstrating a clear shift towards responsible investment across the global funds management industry.

United Nations Principles of Responsible Investment
1. We will incorporate ESG issues into investment analysis and decision-making processes.
2. We will be active owners and incorporate ESG issues into our ownership policies and practices.
3. We will seek appropriate disclosure on ESG issues by the entities in which we invest.
4. We will promote acceptance and implementation of the Principles within the investment industry.
5. We will work together to enhance our effectiveness in implementing the Principles.
6. We will each report on our activities and progress towards implementing the Principles.

For more information visit the PRI website.