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Longfellow Investment Management Co., LLC

PRI reporting framework 2018

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

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

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Supported and participated in the organization's events.

          CFA Society of Boston
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Significant volunteer efforts by employees across the firm. In 2017, one of our employees attended the event "how are social issues influencing investment decisions?" and shared feedback with the firm. The same employee was nominated to the CFA Society Boston's sustainable investing committee and helped organize its 5th annual "Sustainable Investing Seminar" in 2017.

          Sustainability Accounting Standards Board (SASB)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have been involved with SASB for a number of years. One of our employees is a Fundamentals of Sustainability Accounting (FSA) Credential holder and a couple other employees have passed level one of the program. We provided feedback to the SASB on its standards for several industries in November 2017 during its Public Comment Period.  

          Building A Sustainable Investment Community (BASIC)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Supported and participated in organization events.

          CFA Institute Research Foundation
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Initiated action to draft a research brief on Sustainable Investing, expected to be published by the CFA Institute Research Foundation in 2018.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          As part of our employee benefits package, we cover the cost of materials and registration for the SASB FSA exam.
        

Frequency of contribution

Description

          We published a white paper titled "ESG Integration in Corporate Credit" in March 2017.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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