Responsible Investing

Creating business leaders of the future.

Perpetual has a long-standing commitment to responsible investing; and in 2009 Perpetual Investments became a signatory to the United Nations supported Principles for Responsible Investment (PRI). The PRI is the world's leading proponent of RI.

Our Responsible Investment Policies, Stewardship Principles documents and Proxy Voting Policies (where applicable) apply to our employees responsible for making active investment decisions. These include Investment Analysts and Portfolio Managers. It is our policy that consideration of environmental, social and corporate governance (ESG) factors are incorporated into our:

investment analysis and decision making; and
ownership (stewardship) practices.

More information can be found in our Responsible Investment Policies, Stewardship Principles documents, Proxy Voting Policies and other responsible investment reports shown below.

Perpetual Australian Equities

Perpetual Credit and Fixed Income

ESG Report PRI Summary Scorecard 2023

Responsible Investing Reports

Perpetual Asset Management, one of Australia’s most highly regarded investment fund managers, has a long-standing commitment to responsible investment

Perpetual Asset Management voting records

Voting record 2023-2024 Voting record 2022 - 2023 Voting record 2021-2022 Voting record 2020-2021 Voting record 2019-2020 Voting record 2018-2019 Voting record 2017-2018 Voting record 2016-2017 Voting record 2015-2016 Voting record 2014-2015 Voting record 2013-2014 Voting record 2012-2013

Principles for Responsible Investment (PRI) public transparency report

PRI public transparency report 2023 PRI public transparency report 2021 PRI public transparency report 2020 PRI public transparency report 2019 PRI public transparency report 2018 PRI public transparency report 2017 PRI public transparency report 2016 PRI public transparency report 2014 - 2015 PRI public transparency report 2013 - 2014