Perpetual Investments (“Perpetual”) is one of Australia’s leading investment managers. Perpetual Investments is part of the Perpetual Group, which has been in operation for over 130 years. By employing some of the industry’s best investment specialists and applying a proven investment philosophy, Perpetual Investments has been able to help generations of Australians manage their wealth.
Perpetual has a long-standing commitment to responsible investment, and in 2009 became a signatory to the United Nations-supported Principles for Responsible Investment (PRI).
Perpetual’s Responsible Investment Framework supports the incorporation of environmental, social and corporate governance (ESG) factors into Perpetual’s investment analysis and decision making , across investment strategies that cover equities, credit and fixed income, and diversified strategies. In addition, Perpetual offers two strategies, the Perpetual Ethical SRI Fund and the Perpetual Ethical SRI Credit Fund, that incorporate stricter consideration of ESG and ethical factors for the purpose of selecting, retaining or realising the investments in the portfolio.
In these two strategies, Perpetual seek to invest in quality companies and issuers that have satisfied our range of ethical, environmental and socially responsible investment criteria. Perpetual don’t invest in companies or issuers (as applicable) that derive a material proportion of their revenue (5% or more in total) from the following activities:
· uranium and nuclear
· armaments (including weapons)
· fossil fuels (upstream)
· genetic engineering
· animal cruelty (cosmetic testing)
Companies or issuers remaining after the above ethical exclusions are then subject to an SRI screen to evaluate how their business practices impact society and the environment.
Only companies or issuers that pass both ethical and SRI screens may be considered for investment for these two strategies.
These are the products from this organisation that have been certified by the Responsible Investment Association Australasia (RIAA)
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Perpetual WealthFocus Super Plan-Ethical SRI Option