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Perpetual Investments

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Perpetual Investments offers investors a broad range of investment options across Australian and global equities, multi asset, and credit and fixed income funds. Investment principles, philosophies and strategies will vary across these funds. Across our business, our people focus on protecting and growing clients' wealth, with a relentless focus on consistent delivery over time.

Perpetual has a long-standing commitment to responsible investment. In 2009, we became a signatory to the United Nations-supported Principles for Responsible Investment (PRI).

Our Responsible Investment Policy applies to our employees responsible for making active investment decisions. These include investment analysts and portfolio managers, across strategies that cover Australian equities and other asset classes. It is our policy that consideration of ESG factors are incorporated into our:

  • investment analysis and decision making; and
  • ownership practices.

We believe consideration of material ESG risks in investment analysis and decision making is consistent with our fiduciary duty.

We are also aware of, and encourage, the broader benefits which improved ESG practices can bring including:

  • Higher standards of business conduct;
  • Increased market efficiency;
  • Sustainable environmental management;
  • Improved outcomes for company stakeholders including employees, customers, suppliers and the broader community; and
  • Ultimately a more cohesive and fairer society.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Our two policies are:

  • Conflicts of Interest - Corporate. Arises when Perpetual has competing interests or duties which may interfere with its ability to objectively perform a duty or service, exercise discretion or make a decision. Expressed another way, a Conflict of Interest is likely to occur when some or all of the interests of clients are inconsistent with or diverge from the interests of Perpetual.

  • Conflicts of Interest - Personal. Arises when an Employee in a personal capacity has competing interests or duties which may interfere with their ability to objectively perform a duty or service, exercise discretion or make a decision. Expressed another way, a personal Conflict of Interest is likely to occur when some or all of the interests of Perpetual or its clients are inconsistent with or diverge from the interests of the Employee.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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