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Focusing on our material issues

As part of developing our sustainability strategy, Perpetual Group’s Prosperity Plan, we conducted a materiality assessment in 2022 to identify the sustainability issues most material to our business and stakeholders. Through interviews and focus groups, we asked stakeholders to identify the issues most important to them. These issues were quantitatively rated using surveys, mapped against Perpetual Group’s policies and strategy, and assessed using external frameworks including the UN-supported Sustainable Development Goals (SDGs), Global Reporting Initiative and CDP. The priority themes of the materiality assessment are described in the table below. 

Perpetual Group is preparing to conduct a new materiality process as we recognise that the footprint of our business is changing, notably due to the acquisition of Pendal in 2023.  

 Priority themes


Reducing investment exposure to carbon-related risks

Disclosing climate risks 

Reducing our own footprint 

 Local environmental impacts 

Improving waste

Paper usage 

Using sustainable buildings

 Diversity and Inclusion

Inclusive hiring and promotion

Creating an inclusive culture and sense of belonging

 Talent, development and wellbeing 

Talent attraction, retention and development 

Employee wellbeing

Social and community impacts 

Engaging in volunteering and community giving

Philanthropy services 

Socially sustainable procurement 

Human rights 

 First Nations advocacy and support 

Conducting Native Title and trustee services 

Implementing our RAP 

 Good governance

Upholding strong behaviours and conduct

Effectively managing our risks

 Ethical business

Ensuring client care

Data privacy

Transparency and anti-corruption

 Sustainable products and services

Developing sustainable products and capabilities

Integrating ESG considerations 

This information 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.

Each of the funds referred to above are issued by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426. The product disclosure statement (PDS) and Target Market Determination (TMD) for each of the funds should be considered before deciding whether to acquire or hold units in the respective fund. The PDS and TMD can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. To view the Perpetual Group's Financial Services Guide, please click here.

No company in the Perpetual Group (Perpetual Group means 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.