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Responsible investing

Responsible investing

Investing responsibly across our business

Each of our asset management businesses has their own investment philosophies and our investment teams exercise independence in determining their investment objectives.  

Consideration of material ESG issues is integrated into investment analysis, decision-making and ownership practices in the context of each of our businesses’ investment  approaches and the needs of their clients. 

Discover more about our asset management businesses and brands' approaches to responsible investment.

Our ESG investment priorities

There are consistent beliefs on responsible investing that underpin each of our managers’ investment activities, where relevant: 

  • Material ESG risks and opportunities may impact the long-term performance of our clients’ investments. 
  • Being active stewards of our clients’ capital, including in engagements on governance and sustainability issues, can support better investment outcomes. 
  • Improving sustainability outcomes can have benefits for society and the stakeholders of the companies in which we invest, supporting the resilience of financial returns. 

Learn more about each boutique’s responsible investment approaches

Responsible investment in Perpetual Group's other divisions

Offering sustainability-oriented products

As well as considering ESG issues as part of our investment processes, our asset management boutiques also offer sustainability-orientated funds to clients, ranging from those with norms-based and ESG screens to those with a sustainable thematic or impact focus.

These products provide solutions that meet the needs of clients interested in investing in a manner consistent with their sustainability preferences, or who want to use ESG information to impact investment performance.


Sustainability labelled funds

As of 30 June 2023, $17.8 billion of our assets under management were in funds with an ESG, sustainability or impact label in their product name or where sustainability is mentioned in the investment objective of the fund or is a stated client intent in the schedule of an Investment Management Account.  

Select an asset management boutique below to visit their website and find out more about their sustainability-orientated strategies.


Find out more about how we consider climate as part of our investment processes.

This information is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

Each of the funds referred to above are issued by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426. The product disclosure statement (PDS) and Target Market Determination (TMD) for each of the funds should be considered before deciding whether to acquire or hold units in the respective fund. The PDS and TMD can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. To view the Perpetual Group's Financial Services Guide, please click here.

No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. Past performance is not indicative of future performance.

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