PERPETUAL INVESTMENTS RESPONSIBLE INVESTMENT POLICY
The policy sets out Perpetual Investments' approach and expectations for considering ESG factors in our investment decision-making and ownership practices.
It is our policy that, to the extent that information is available, investment managers should incorporate ESG issues into investment analysis and decision-making.
Our duty to our clients requires us to seek the best risk-adjusted investment returns over specified time periods. We satisfy this obligation by focusing on both the quality and value of possible investments. For us, the consideration of ESG factors does not include making ethical or moral judgements on particular practices or issues. Instead, when deciding whether to buy, retain or sell an investment, our investment managers consider those ESG risks that are relevant to the current or future value of the investment.
It is our policy that investment managers have a duty to use their influence as a shareholder (i.e. in equity strategies) in order to achieve better investment outcomes over the long term (i.e. engagement).
To demonstrate our commitment to responsible investment, we became a signatory to the PRI on 21 October 2009.
Our Responsible Investment Policy can be found at:
Also see our CORPORATE GOVERNANCE AND PROXY VOTING POLICY: