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Loomis, Sayles & Company, L.P.

PRI reporting framework 2018

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You are in Strategy and Governance » Communication

Communication

SG 19. Communication

19.1. Indicate whether your organisation proactively discloses asset class specific information. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Fixed income

Do you disclose?

Listed equity - Engagement

Do you disclose?

Listed equity – (Proxy) Voting

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL

Disclosure to public and URL

Disclosure to clients/beneficiaries

Listed equity - Incorporation

Do you disclose?

19.2. Additional information [Optional]

Loomis Sayles publicly provides proxy voting records for its US registered mutual funds as part of its annual N-PX reporting requirements to the US Securities Exchange Commission. Not later than August 31st of each year, Loomis Sayles submits the form, which contains the fund’s complete proxy voting record for the most recent 12-month period ended June 30th. Loomis Sayles also publishes this annual report as well as its proxy voting policy on its website, at https://www.loomissayles.com.  We provide proxy voting information to institutional clients upon request. In addition, Loomis Sayles is currently developing a report of proxy voting activities in the aggregate for annual publication and quarterly updating on its website. The proxy voting process is incorporated into the annual Service Organization Control Report (SOC 1) (performed by independent auditors) and any issues or concerns are reported to Loomis Sayles senior management for resolution. 


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