In this Australian Investors Podcast, on behalf of The Australian Shareholders Association, Owen Rask is joined Nathan Hughes, CFA, portfolio manager for the Perpetual ESG Australian Share Fund
Owen and Nathan talk about the ASX’s best business models, learning from great Aussie investors and whether ESG investing impacts your return.
On this episode of the Australian Investors Podcast:
- The history and investment philosophy of Perpetual
- Perpetual ESG Australian Share Fund
- Fund strategy and philosophy
- Perpetual’s filters and screening for companies
- Value and ESG screening – how Perpetual is different from other fund managers
- How to measure ESG and interaction with companies
- What happens if a holding falls outside of ESG framework
- How can we ensure investors are getting the right ESG exposure?