Example tooltip content.

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.

We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.

Organisation

Company number

Services offered

Certified products

  • Perpetual Direct Equities Responsible Investment Portfolio

Approved products

Why choose a RIAA financial adviser?

RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.

By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.