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.
We believe that environmental, social and governance (ESG) factors should be considered as part of investment analysis and decision making, as they are key components to building long-term sustainable value.
We make active investment decisions for single and multi-asset class multi-manager funds and portfolios, as well as recommendations of managed and listed securities through model portfolios. We have dedicated portfolios with an ethical focus designed to meet our clients’ needs including a direct equities portfolio.
Central to our investment decisions are:
Our financial advisers take you through a four-step process.
The Perpetual Private manager selection process integrates ESG considerations as part of the due diligence of all investment managers. Part of our approach is to understand how these managers identify and manage ESG opportunities and risks. This may include:
Monitoring appointed investment managers’ ESG policies and how they incorporate ESG risk factors into their process.
Evaluating the ESG profile of our investments, where possible or applicable. For example;
Reporting annually on our approach and implementation of responsible investing
Reviewing ESG policies as markets, legislation, regulation and clients’ needs change.
We recognise the challenges faced by investors wanting to invest more responsibly – from a lack of transparency on the impact of their holdings, to the desire for impact beyond screens.
We've partnered with EthosESG to provide interactive ESG reporting that addresses these challenges head-on.
Our clients – from not-for-profit organisations and philanthropists looking to invest in line with their missions, to values-driven individuals and families – can request access to EthosESG’s portfolio reporting to help them understand the alignment with their values and causes.
Clients can use the transparent, personalised and nuanced insights to have meaningful conversations with their adviser around the impact of their investment portfolio to ensure their investments not only align with their financial goals but also their beliefs and values.
You can have visibility over your portfolio's impact, relative to a benchmark. To do this, EthosESG compares the weighted-average score of the portfolio to the average score of all funds, for selected causes such as climate, equality, education, health and justice.
Global warming alignment
The EthosESG reporting estimates the degrees Celsius of global warming that the portfolio may be aligned with. It estimates how well-aligned the portfolio could be with the Paris Agreement on climate change mitigation, adaptation, and finance.
The degrees Celsius warming of the portfolio is calculated as the weighted-average degrees Celsius warming potential of portfolio holdings, using current emissions amounts and emissions reduction targets from the Science-Based Targets Initiative.
The EthosESG reporting can show you the number and percentage of companies held by the portfolio (by weight) that fail various ESG screens.
Sustainable Development Goals breakdown
EthosESG estimates the weight of your portfolio companies assessed as contributors, aligned, neutral, or laggards for each of the United Nations Sustainable Development Goals (SDGs). The SDGs are 17 interlinked global goals designed to be a "blueprint to achieve a better and more sustainable future for all." The SDGs were set up in 2015 by the United Nations General Assembly and are intended to be achieved by the year 2030.
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
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.
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