Responsible investing

Our financial advisers take you through a four-step process.

1. Beliefs and values exploration: to understand what your organisation or family’s beliefs are when it comes to responsible investment and how they should be reflected within your portfolio.
2. Portfolio assessment: to evaluate the impact of your portfolio based on identified values and beliefs.
3. Portfolio review: to determine alignment with your beliefs and values and begin the conversation around closer alignment.
4. Ongoing annual reviews: to ensure continuous assessment and adjustments as needed.

Read our six-step guide to building a responsible investment portfolio for not-for-profit organisations. 

The Perpetual Private manager selection process integrates ESG considerations as part of the due diligence of all investment managers. Part of our approach is to understand how these managers identify and manage ESG opportunities and risks. This may include:

Monitoring appointed investment managers’ ESG policies and how they incorporate ESG risk factors into their process.

• Where mandates have been implemented, this will involve a look through to the underlying holdings. If there are any holdings that do not appear to align with a manager’s ESG policy, we will seek explanation.
• For funds, we seek and review reporting from the managers.

Evaluating the ESG profile of our investments, where possible or applicable. For example;

• it is not possible to assess closed end structures that are yet to make an investment; and,
• it is not applicable to assess hedge funds that predominantly invest in futures and derivatives

Reporting annually on our approach and implementation of responsible investing

Reviewing ESG policies as markets, legislation, regulation and clients’ needs change.

We recognise the challenges faced by investors wanting to invest more responsibly – from a lack of transparency on the impact of their holdings, to the desire for impact beyond screens.

We've partnered with EthosESG to provide interactive ESG reporting that addresses these challenges head-on.

Our clients – from not-for-profit organisations and philanthropists looking to invest in line with their missions, to values-driven individuals and families – can request access to EthosESG’s portfolio reporting to help them understand the alignment with their values and causes.

Clients can use the transparent, personalised and nuanced insights to have meaningful conversations with their adviser around the impact of their investment portfolio to ensure their investments not only align with their financial goals but also their beliefs and values.