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Boston Common Asset Management

PRI reporting framework 2018

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.3. Additional information. [Optional]

Boston Common Asset Management, LLC specializes in sustainable and responsible global equity strategies managing approximately $2.7 billion in assets, excluding sub-advised assets, as of December 31, 2017. Our unique investment research process enhances conventional investment analysis with our proprietary Environmental, Social and Governance (ESG) framework. Through rigorous analysis and integration of financial and ESG factors, we seek innovative, attractively valued companies for investment that we believe will outperform over the long term. Additionally, we seek to add value through our shareowner engagement work, urging portfolio companies to improve transparency and accountability, lower business risks, and promote long-term thinking by corporate managements.  Boston Common manages U.S., International, and Global portfolios for institutions and individuals through separate accounts, commingled vehicles, and mutual funds. Since our inception in 2003, the firm has built a strong investment record and has meaningfully improved corporate practices here and abroad.  In 2017, Boston Common published our first Impact Report 'Achieving Impact in Public Equities.'

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

35 FTE

02.4. Additional information. [Optional]

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

OO 06. How would you like to disclose your asset class mix

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

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 94 <10% 4
Fixed income <10% 2 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

Boston Common seeks to preserve and build capital through diversified portfolios or large cap companies of what we believe are high-quality, sustainable, undervalued stocks. We seek companies with sound governance and a history of responsible financial management that we believe are capable of consistent, visible profitability over a long time horizon. We look for indicators of quality in firms operating successfully in economic sectors with superior end-market growth or improving industry competitive dynamics, but that appear to be trading at discounts to their intrinsic value. Here our research-driven conviction is enhanced by our 360 degree perspective where we integrate financial and Environmental, Social, and Governance (ESG) criteria into our stock selection process Boston Common specializes in investing in publicly listed companies.

OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Internally managed
50 SSA
10 Corporate (financial)
40 Corporate (non-financial)
0 Securitised
Total 100%

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market (Private)

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