Welcome to the Better Future Investing podcast series. We’ve created this podcast as an educational source about sustainable Investing and how we go about ESG Investing within the Better Future Strategies.
We hope you enjoy it!
Episode 27 – Decarbonisation on the ASX
How to get exposure to the decarbonisation thematic by investing on the ASX.
Episode 26 – Divergence between small vs large caps
Small cap performance has lagged large cap performance on the ASX. We think that could reverse and is providing an interesting opportunity.
Episode 25 – Drivers of the energy transition
We talk through the key drivers of the energy transition and why we think it is important investment thematic.
Episode 24 – Renewable energy in the grid
Listen to why we think we are at a decarbonisation tipping point.
Episode 23 – EU regulatory developments
The EU has developed a huge amount of regulation around SRI and the green agenda. We touch on some of the key policies.
Episode 22 – France’s SRI changes
France has introduced new legislation around sustainable & responsible investment funds, what could this mean for Australia?
Episode 21 – Global regulation
How is global regulation creating an interesting opportunity for sustainable investing?
Episode 20 – US SRI developments
Listen in while we discuss what is happening in the US on sustainability investing and how the political environment is influencing sentiment
Episode 19 – Investing for educational outcomes
In this episode, we discuss how the better future strategy invests to improve educational outcomes and provide an example through 3P Learning.
Episode 18 – Equity Mates Media Finfest Presentation: ESG Matters in Every Portfolio
George and Maddie decouple ESG from sustainable investing and discuss why ESG analysis is a risk-mitigation tool that is relevant for all portfolios.
Episode 17 – ASX Future Focus Investor Day
Emilie participates in a panel conversation with Nadine Blayney from Ausbiz on investing in future focused businesses, why invest with changing demographics, societal change and technological change.
Episode 16 – Small Caps and ESG
What is the sustainable investment opportunity in smaller companies? Emilie & George discuss sustainable innovation, engagement and better future investing in smaller companies.
Episode 15 – Sustainable Investment Flows
The Perennial Better Future team provide an update on general performance and investment flows for ESG & Sustainable funds for 2022 YTD.
Episode 14 – 4040 Vision
Recently, Perennial became a signatory for the 40:40 Vision – an investor-led initiative to achieve gender balance in executive leadership by 2030. We discuss the initiative and why gender diversity in executive leadership is an important engagement topic for Perennial.
Episode 13 – Greenwashing
The case for ESG investment is compelling, however, with the vast array of products available on the market, investors should be aware of ‘greenwashing’. In this episode, we explore some of the ways you can spot an authentic ESG fund.
Episode 12 – Perennial’s Reconciliation Journey
In this episode, we discuss Perennial’s contribution to the reconciliation movement, including our commitment to addressing Indigenous Heritage issues in our investments and engagements with companies.
Episode 11 – Telix (ASX: TLX)
Telix is an oncology diagnostics & treatment company and a Better Future investment. We discuss the opportunity with one of our healthcare analysts, Ewan Galloway.
Episode 10 – Impact Statement
The Perennial Better Future strategies release their second annual impact statement. We outline the key environmental, social and governance impact of our portfolio companies.
Episode 9 – Sustainability Drivers
The Better Future Team believe that there are 4 key drivers behind sustainable investing: policy, consumer preference, cost of capital and technology.
Episode 8 – International Women’s Day 2022 – Interview with eInvest Founder and Managing Director, Camilla
Camilla Love is the founder and Managing Director of eInvest and F3 – Future Females in Finance. She is passionate about encouraging more women to enter the finance industry and sharing industry knowledge with the next generation.
Episode 7 – Corporate ESG at Perennial Partners
Committed to advancing Perennial’s sustainability efforts and extending ESG integration within our corporate strategy, Perennial has implemented several corporate ESG initiatives.
Episode 6 – Perennial ESG&E Scoring System
Perennial Co-Head of ESG, Emilie O’Neill, and Assistant ESG & Equities Analyst, Madeleine Huynh, provide an overview of Perennial’s internal ESG&E (Environment, Social, Governance & Engagement) scoring system, including its key advantages and integration across the broader Perennial investment team.
Episode 5 – Better Future Investment Deep Dive – Calix (ASX:CXL)
Better Future Portfolio Manager, Damian Cottier, discusses Calix (ASX:CXL), one of the Better Future investments. Calix is an industrial solutions business looking to solve global sustainability challenges.
Episode 4 – A Lens into Gender Diversity on the ASX
Research finds that gender diversity in teams and in management provides better performance outcomes and stronger total shareholder returns.
Episode 3 – The Perennial Better Future Survey – ESG importance still increasing
This year, we found an accelerated shift from awareness to action on Environmental, Social and Governance (ESG) and sustainability among ASX listed companies is underway, and there is a heightened focus on these issues by all stakeholder groups.
Episode 2 – Perennial Better Future Strategies – the next generation of ESG investing
Better Future strategies use Perennial’s investment expertise to find companies that are shaping a better future through improving environmental or social outcomes.
Episode 1 – Introduction to ESG Investing with Perennial
ESG analysis isn’t just a way to generate a positive impact, it is also a risk mitigation tool included as part of the fundamental research on an investment.
Disclaimer: Please note that these are the views of the makers of the podcasts and not necessarily the views of Perennial. These podcasts are for information purposes only. Accordingly, reliance should not be placed on this information as the basis for making an investment, financial or other decision. This information does not take into account your investment objectives, particular needs or financial situation. While every effort has been made to ensure the information is accurate; its accuracy, reliability or completeness is not guaranteed.
