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Loomis, Sayles & Company, L.P.

PRI reporting framework 2018

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You are in Direct - Listed Equity Active Ownership » Engagement » Overview

概要

LEA 01. Description of approach to engagement

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 貴社に正式なエンゲージメントポリシーがあるかどうか示してください

01.2. エンゲージメントポリシーのファイルの添付、もしくはURLを記載してください。

01.3. エンゲージメントポリシーがカバーしている内容を示してください。

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. エンゲージメントの方法および対話を行う理由を明示して下さい。

エンゲージメントの種類
対話を行う理由​
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

協働的なエンゲージメントを通じて関与しない理由を明記してください。(最大200語)

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

サービスプロバイダーを通じて関与しない理由を明記してください。(最大200語)

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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