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Responsible investing

Responsible investing

Aligning your portfolio with your values

Supporting investors to understand how their portfolios align with their values.

Increasingly, clients want to invest with purpose and seek alignment with their values.

Perpetual Private works with families, not-for-profits, philanthropists and investors to structure portfolios designed to align with their values and achieve attractive long-term returns.

Partnering with EthosESG, our clients have access to reporting that provides visibility on the impact their portfolios have on the environmental and social causes they deeply care about.

Our approach to responsible investing

Find out more about EthosESG's rating methodology

Perpetual Private’s Responsible Investment Policy

Perpetual Private is a signatory to the United Nations Principles for Responsible Investment. We incorporate ESG issues into all our investment analysis and decision-making processes where we believe those factors are material to the current or future financial performance of the asset.

Our Responsible Investment Policy sets out Perpetual Private’s approach for how we consider Environmental, Social and Governance factors as part of our investment decision-making and ownership practices.

Learn more

Contact our team today

Take the first step to aligning your investments with your values.

Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information was prepared and used by PTCo. It contains 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. The information is believed to be accurate at the time of compilation and is provided in good faith.

PTCo do not warrant the accuracy or completeness of any information contributed by a third party. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. 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.