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Loomis, Sayles & Company, L.P.

PRI reporting framework 2018

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You are in Direct - Fixed Income » Outputs and outcomes

成果および結果

FI 18. Financial/ESG performance

18.1. 債券におけるESG分析の組み入れが投資結果やESG実績に与えている影響を組織が測定するのかどうかを明示してください。

適用する選択肢を記入してください
SSA
社債(金融)
社債(非金融)
証券化商品
ESGの組み入れがファンドの評判に影響しているかどうかを測定している
ESGの組み入れが財務リターンに影響しているかどうかを測定している
ESGの組み入れがリスクに影響しているかどうかを測定している
ESGの組み入れがファンドのESG実績に影響しているかどうかを測定している
上記のいずれでもない

18.2. その方法を説明してください [任意]

18.3. 補足情報 [任意]


FI 19. Examples - ESG incorporation or engagement

19.1. ESG分析の組み入れや発行体のエンゲージメントが、報告年度中に組織の債券投資結果に与えている影響例を示してください。

ESG問題および説明

Topic -- environmental/carbon footprint

During a meeting with the management of a large E&P company, we questioned them on how they were operating a particular mine following its acquisition from another company. In particular, we inquired whether they had found or were looking for strategies to improve environmental standards. Management explained that they were looking at CO2 per barrel, a practice that was not done under the mine’s prior ownership. The previous owner was trying to minimize absolute CO2 emissions while the new company moved to a process to minimize CO2 per barrel. While the prior owner thought it was being environmentally friendly by trying to minimize absolute CO2 emissions, it was simply delaying the emissions of CO2 from the process and increasing the CO2 per barrel by stopping and starting the plant. By running the plant more efficiently and continuously, the new owner was able to lower the CO2 emissions per barrel. We were encouraged by this finding and advised the company to explore further avenues of environmental efficiencies.

投資決定やパフォーマンスへの影響

Increased confidence in the holding.

ESG問題および説明

Topic - Governance: Composition of Board

 

During one of our frequent meetings with a large automaker, we probed the composition and credentials of its current board of directors. In particular, we noted the absence of significant experience in the technology sector. This was a cause of concern given the huge investments that the automaker was making in the development of autonomous and electric vehicles, connectivity and new mobility solutions. Several months later, a new member was elected to the board, who had worked in a senior position for a technology company. We revisited the matter with the company to inquire whether our feedback was the catalyst for their selection of this board member. They responded that it was a combination of our inquiry as well as similar feedback from other asset managers. Since this exchange, we have continued to provide feedback regarding the composition of their board.      

投資決定やパフォーマンスへの影響

Increased confidence in the holding.

19.2. 補足情報 [任意]


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