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Loomis, Sayles & Company, L.P.

PRI reporting framework 2018

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Overview

LEA 01. Description of approach to engagement

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

01.1. Indicate whether your organisation has a formal engagement policy.

01.2. Attach or provide a URL to your engagement policy.

01.3. Indicate what your engagement policy covers:

01.4. Provide a brief overview of your organization’s approach to engagement

Engagement is at the core of Loomis Sayles' research process and often includes meetings with management, ESG vendors and regulators. The assessment of management quality is intended to permit our investment professionals to develop an informed opinion of the issuer over time. They do this by observing management's actions and conduct as it deals with corporate governance, strategy, resource management, regulatory changes, and its attention to such potential risks as environmental and climate change. ESG-related risks and opportunities are an inextricable part of the assessment.

01.6. Additional information [optional]


LEA 02. Reasoning for interaction on ESG issues

02.1. Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual/Internal staff engagements
          We seek to identify ESG risks related to the long term prospects for success of an issuer that is held, or being considered for investment.
        
Collaborative engagements

Please specify why your organisation does not engage via collaborative engagements.

We are currently engaging with issuers via internal staff.  As we evolve in our engagement practices, we will consider engaging through collaboration with other organizations, taking into consideration whether such collaborative engagements will be in the best interest of our clients, consistent with our fiduciary duty.  

Service provider engagements

Please specify why your organisation does not engage via service providers.

We are currently engaging with issuers via internal staff.  As we evolve in our engagement practices, we will consider whether and how to engage via service providers, taking into consideration whether such engagements will be in the best interest of our clients, consistent with our fiduciary duty.  

02.2. Additional information. [Optional]


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