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Perpetual Investments

PRI reporting framework 2019

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - SSA

Consistent with our Responsible Investment Policy, we consider material default risks including ESG risks, such as environmental issues or governance red-flags. This process is informed by external ESG research. However, ESG materiality in fixed income is less prevalent than with our equity investments - so our focus on these risks has to reflect their relative importance.  It’s not productive for our fixed income clients to focus on issues that are not material to the risk of default (ESG included).

Fixed income - Corporate (financial)

Consistent with our Responsible Investment Policy, we consider material default risks including ESG risks, such as environmental issues or governance red-flags. This process is informed by external ESG research. However, ESG materiality in fixed income is less prevalent than with our equity investments - so our focus on these risks has to reflect their relative importance.  It’s not productive for our fixed income clients to focus on issues that are not material to the risk of default (ESG included).

Fixed income - Corporate (non-financial)

Consistent with our Responsible Investment Policy, we consider material default risks including ESG risks, such as environmental issues or governance red-flags. This process is informed by external ESG research. However, ESG materiality in fixed income is less prevalent than with our equity investments - so our focus on these risks has to reflect their relative importance.  It’s not productive for our fixed income clients to focus on issues that are not material to the risk of default (ESG included).

Fixed income - Securitised

Consistent with our Responsible Investment Policy, we consider material default risks including ESG risks, such as environmental issues or governance red-flags. This process is informed by external ESG research. However, ESG materiality in fixed income is less prevalent than with our equity investments - so our focus on these risks has to reflect their relative importance.  It’s not productive for our fixed income clients to focus on issues that are not material to the risk of default (ESG included).

Cash

Consistent with our Responsible Investment Policy, we consider material default risks including ESG risks, such as environmental issues or governance red-flags. This process is informed by external ESG research. However, ESG materiality in fixed income is less prevalent than with our equity investments - so our focus on these risks has to reflect their relative importance.  It’s not productive for our clients to focus on non-material default risks (ESG included).

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Property

Where we use external managers, ESG issues are considered in manager selection and monitoring where relevant.

17.2. Additional information.


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