Advisers' access to active innovation and impact investing for 2022 and beyond

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Perpetual

Perpetual Asset Management

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We recently sat down with ifa.com to unpack how 2022 and beyond shapes up for some of the most discussed and desirable asset classes in wealth.

This includes the trends advisers see in the sought-after Active ETF market and how advisers and clients can gain accessible and affordable allocation to not just ESG related initiatives, but also some of the most budding innovation themes we see right now.

We also expand on how we are positioned to launch more than 130 years of expertise into the Active ETF market.

What else you’ll gain by watching:

  • Unlock knowledge on the current sentiment for Active ETF’s as we break down your feedback in an exclusive report backed by advisers.
  • Discover trends, behaviours and key patterns summarised in the report for the outlook of the active ETF landscape.
  • Gain informative access to a range of sought-after investment themes from ESG to innovation, powered by Perpetual’s long-standing excellence and heritage in the wealth management market.
  • Arm your clients with up to date and relevant data on current market sentiments, that are curated to be delivered in a clear and concise environment.
  • Learn how advisers can position and adapt client’s portfolios to offer affordability in cutting edge assets that impact the world for change in a diversified setting.

HAVE ANY QUESTIONS?

We are here to help you with any enquiries regarding Perpetual’s investment funds and services, including new or existing investments. If you’re an adviser, call us on 1800 062 725, alternatively, if you’re an investor call 1800 022 033.

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This video has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426, as the investment manager of each of the Perpetual Equity Investment Company Limited ACN 601 406 419 (PIC) and Perpetual Credit Income Trust (Trust) and issuer of units in each of the Perpetual Ethical SRI Fund (Managed Fund) and Perpetual Global Innovation Share Fund (Managed Fund) (collectively the “ETMFs”). It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

This video is in summary form and is not necessarily complete. It should be read together with other announcements for PIC lodged with the Australian Securities Exchange, which are available at www.asx.com.au. A product disclosure statement (PDS) for the Trust, issued by Perpetual Trust Services Limited ABN 48 000 142 049, AFSL 236648, and the Trust’s other periodic and continuous disclosure announcements lodged with the ASX which are available at www.perpetualincome.com.au should be considered before deciding whether to acquire or hold units in the Trust.  The PDS for the ETMFs, issued by PIML, and each of the ETMF’s other periodic and continuous disclosure announcements lodged with the ASX should be considered before deciding whether to acquire or hold units in any of the ETMFs.  The ETMFs’ PDS and each Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au

This video may contain information that is based on projected and/or estimated expectations, assumptions or outcomes. These forward-looking statements are subject to a range of risk factors. PIML cautions against relying on any forward-looking statements, particularly due to the geopolitical uncertainty and volatility in the market and ongoing disruption caused by COVID-19.

While PIML has prepared this information based on its current knowledge and understanding and in good faith, there are risks and uncertainties involved which could cause results to differ from the forward-looking statements.

Neither PIML, PIC, PTSL nor any company in the Perpetual Group is liable for the correctness and/or accuracy of the information, nor any differences between the information provided and actual outcomes and reserves the right to change its projections or other forward-looking statements from time to time. Neither PIML, PIC nor PTSL undertake to update any forward-looking statement to reflect events or circumstances after the date of this video, subject to disclosure obligations under the applicable law and ASX listing rules.  

The information is believed to be accurate at the time of compilation and is provided in good faith. This video may contain information contributed by third parties. PIML does not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this video are opinions of the applicable speaker at the time of publication and does not constitute a recommendation to act.

References to securities in this video are for illustrative purposes only and are not recommendations, and the securities may or may not be currently held by PIC or any of the other funds referred to in this presentation. Past performance is not an indication of future performance.

Neither PIML, PTSL, PIC nor any other company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund, other product or the return of an investor’s capital.

This video is reproduced with the permission of Momentum Media Group Pty Ltd, the creator of www.ifa.com.au.