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Building a responsible investment portfolio: A six-step guide for NFPs

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The journey towards responsible investing is more than a trend. It's a fundamental shift in how investors evaluate the impact of corporate governance, the environment, and social factors on their investments. Building a portfolio that reflects an investor’s commitment to ethical principles and long-term sustainability whilst generating stable returns can be challenging. 

For many not-for-profit investors, the alignment of investments with organisational missions and values is not just preferable, it is a responsibility.

This six-step guide equips not-for-profit Boards and their Investment Committees with a framework to navigate this complex landscape. From understanding the spectrum of responsible investment strategies to leveraging the latest analytical tools and frameworks, this guide explores the elements that constitute a robust responsible investment portfolio.

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Download Perpetual's six-step guide for NFPs 

Building a responsible investment portfolio.

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Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information has been prepared and issued by PTCo. 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. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.