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Perpetual Private specialises in a range of financial services spanning strategic investment advice, trustee and estate management, and philanthropy support for families, businesses, and community organisations. Our investment approach is effective, sensible, and prudent. At Perpetual, responsible investing is core to our approach and we believe that environmental, social and governance factors are key components to building long-term sustainable value. We spend time getting to know our clients and their individual values so we can tailor their investment portfolios to effectively reflect those values without compromising on returns. Partnering with EthosESG, we offer ESG reporting, enabling clients to better understand their portfolios’ impact on environmental and social causes.

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  • Perpetual Direct Equities Responsible Investment Portfolio

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.