As more clients look to align their wealth with their values, advisers are increasingly asked to turn broad aspirations like “I want my money to make a difference” into practical investment decisions. Yet with terms such as ‘ESG’, ‘sustainability’ and ‘impact’ often used interchangeably, the conversation can quickly become confusing, especially for those new to incorporating these considerations into their portfolios.
In this interactive session, we’ll unpack how you can move from client aspirations to meaningful discussions and, ultimately, implementable portfolio solutions. You’ll discover where real impact occurs across the investment spectrum, how to look beneath product labels and claims, and how to confidently connect client values with measurable, achievable outcomes, without compromising on performance.
Investment Director at Perpetual Private
Emily works with NFP and wholesale clients across Australia to design investment solutions within a robust governance framework. She specialises in responsible investing, helping organisations understand the impact of their capital and integrate sustainability considerations without compromising financial performance. Emily also advises boards and investment committees on portfolio design, governance and impact‑aligned strategies.
With experience across investment management, consulting and advisory roles in Australia and the UK, she brings deep expertise in portfolio construction and strategic advice. Before joining Perpetual, Emily was a Senior Consultant and Principal at Mercer, advising institutional clients on investment and retirement strategy. She is also a CFA Charterholder.
