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Responsible investing
Investing responsibly across our business
Each investment boutique within Perpetual Group has its own investment philosophy and approach to managing client portfolios. Consistent with those approaches, investment teams consider financially material ESG issues as part of investment analysis, decision-making and stewardship activities where relevant to their strategies and clients' objectives.
Learn more about each boutiques' responsible investment approaches
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Barrow Hanley considers financially material ESG factors as part of their research and valuation process to support long-term risk-adjusted returns for clients. Active ownership, including company engagement and proxy voting, is an important component of their investment approach.
As an active owner, Barrow Hanley believes there is value in partnering with investee companies to mitigate business risks and unlock shareholder value. This involves meeting with companies to discuss performance and conduct that will have a positive long-term effect on shareholder value, including proxy voting.
For more information visit: barrowhanley.com/barrow-hanley-responsible-investing
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J O Hambro's investment teams operate with investment autonomy and consider ESG-related risks and opportunities in a manner consistent with their individual investment philosophies and clients’ sustainability preferences. Dedicated sustainability resources, research and proprietary tools support investment decision-making and stewardship activities.
For more information visit: johcm.com/uk/sustainability
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Perpetual Asset Management's investment teams consider financially material ESG factors as part of investment analysis and decision-making where relevant to their investment strategies and asset classes. Active stewardship and engagement are important components of their approach to managing long-term investment risks and opportunities.
For more information visit: perpetual.com.au/asset-management/
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Pendal considers ESG risks and opportunities as part of their investment research, analysis and stewardship activities to support better-informed investment decisions and long-term value creation. Investment teams assess ESG factors alongside other considerations relevant to investment outcomes.
For more information visit: pendalgroup.com/about/investment-capabilities/responsible-investing
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Regnan undertakes resilient systems-led research, engagement and advocacy, supporting Perpetual Group’s asset management boutiques, including Perpetual, Pendal and J O Hambro. Regnan-labelled funds are designed for investors seeking strategies that combine sustainable investing expertise with long-term return objectives.
For more information visit: regnan.com
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Founded in 1982, Trillium is one of the longest-standing dedicated sustainable and responsible investment firms in the United States. Trillium delivers ESG-integrated and values-aligned investment strategies and advisory services to long-term investors seeking financial performance, values-alignment, and meaningful impact.
For more information visit: www.trilliuminvest.com/esg/investment-approach
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TSW considers ESG issues as part of their fundamental research process where they are relevant to risk, valuation and long-term investment outcomes. As a value-oriented investor, it assesses ESG-related risks and opportunities alongside other factors that may influence future shareholder value.
For more information visit: www.tswinvest.com
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.
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Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.