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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.

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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.

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Regnan began within Monash University and was established to investigate and address environmental, social and corporate governance related sources of risk and value for long term shareholders in Australian companies. Upon leaving Monash University into Pendal (formerly BT), Regnan’s business evolved to combining our ESG research, engagement and advisory capabilities with Pendal’s fundamental research capabilities to deliver improved outcomes for clients – this led to Pendal acquiring the remaining 50 per cent of Regnan in February 2019. In late 2019 Regnan leveraged this deep experience in sustainable investing to expand into responsible investment funds management. Regnan initially worked with Pendal to launch the Regnan Credit Impact Trust, a defensive investment strategy that invests in social and green bonds. In 2020 Regnan welcomed a four-person, London-based impact investment team and launched the Regnan Global Equity Impact Solutions fund. In 2023, Pendal became part of Perpetual Limited (ASX:PPT). Perpetual is a diversified, ASX-listed financial services company providing asset management, private wealth and trustee services to local and international clients in Australia, Asia, Europe, United Kingdom and US. Today, Regnan offer strategies that combine positive impact with attractive returns while also delivering its highly regarded research and stewardship services internally through a team of professionals in Sydney, Melbourne and London.

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Sydney, NSW, AU, 2000

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Certified products

  • Regnan Global Equity Impact Solutions Fund

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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.