Perpetual (PPT.AX)

Overall impact
C (51)

Commentary

Perpetual is an average overall performer. With a 'C' rating of 50.8 for overall impact (43rd percentile compared to all companies), Perpetual ranks 119th out of 190 industry peers, behind CM Finance, Logan Ridge Finance Corporation, Hennessy Advisors and 115 others, and ahead of Encore Capital, Golub Capital, Up Fintech and 68 others. On top material causes for Perpetual's industry (Financial Services), Perpetual performs well in Equal Pay and Opportunity (95.3 score) and Accountable Institutions (81.1) and performs poorly in Reduced Availability of Weapons (25.9 score), Lgbtq Equality (39.6), Quality Lifelong Education (38.2) and 2 other causes where it received a 'D' or 'F' score.
Impact
Cause PPT.AX
Peer rank
Overall impact

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Impact trend

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Company
Employees
1,877
Sector
Financials
Industry
Banks
Sub-industry
Regional Banks
SASB industry
Asset Management & Custody Activities
Headquarters
Nsw, Australia
Share classes
PPT.AX
Description
Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services. It offers investment capabilities across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property. The company also provides specialist direct-to-client financial services for high net worth individuals that include fiduciary services, such as trust advice and services, custodial solutions, estate planning, estate administration, and executorial services; independent financial advice services with specialist and "do-it-yourself' superannuation offerings; and philanthropic services. In addition, it offers corporate trustee and transaction support services, including trustee services for mortgage backed and other securitisation programs for major banks and non-bank financial institutions; mortgage services, including mortgage preparations, variations and discharges; post settlement servicing; regulatory compliance services for fund managers; custody, unit registry, and accounting services for property and mortgage funds; and trusteeships for corporate debt issues and infrastructure projects. The company is based in Sydney, Australia.
Material causes
Ethos considers the following causes material for Perpetual, based on its industry sub-industry Regional Banks. Learn more about material causes in our methodology overview.

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