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Considering climate as part of our investment process

Considering climate as part of our investment process

Accelerating the low carbon transition

We believe it is important to support our clients to navigate the shifting risks and opportunities of the low carbon transition.

Considering climate risks, where appropriate, is an important part of our investment research and analysis.* We offer sustainable and ESG-focused investment solutions and actively engage with our investment holdings to support their role in the energy transition, when suitable to do so.

We will seek to reduce the environmental impact of our operations while improving our disclosure on climate. We will continue to evolve and look for opportunities to play an increasing role in the decarbonisation of the global economy.

*There are certain asset classes in our Asset Management and Wealth Management businesses where we do not consider climate risk, such as derivatives, cash, currency and commodities.

A multi-boutique approach to considering climate

As a diversified multi-boutique and global business, each of our asset managers have their own investment philosophies and approaches to managing climate risks and opportunities for our clients.

Our investment teams exercise independence in determining their investment strategies. As active managers, they do this through integrating climate risk considerations within investment processes, where appropriate, and through active engagement with the boards and management teams of the companies they hold, when suitable to do so.

Learn more about our boutique’s approaches to considering climate

Perpetual Wealth Management

Where the Wealth Management investment team hold direct assets, such as Australian Equities, ESG considerations, including factors such as climate change, green energy transition and natural resource scarcity, are considered as both an opportunity and risk when securities are selected.

As a multi-manager, a significant portion of the Wealth Management division’s investments are managed on behalf of clients by external investment managers. The division’s manager selection process incorporates ESG considerations as part of the due diligence of all investment managers. This analysis considers factors including processes, alignment, engagement and voting, net zero, thematic and impact objectives, and screening, for example.

The Wealth Management investment team has also been working to enhance reporting for its clients and has appointed a new platform provider to help provide this reporting across the multi-manager and direct equity portfolios.

For more information visit: https://www.perpetual.com.au/wealth-management/responsible-investing/

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.