Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.
Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.
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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