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Loomis, Sayles & Company, L.P.

PRI reporting framework 2018

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ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

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

13.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

13.3. Additional information. [OPTIONAL]


SG 14. Long term investment risks and opportunity

14.1. Describe the process used to identify short, medium and long-term risks and opportunities that could have a material impact on your organisation and its activities.

Our investment professionals take into account a wide range of investment criteria, including potential ESG-related risks and opportunities (be they short, medium or long-term) that could impact the desirability and suitability of investments. They strive to develop a thorough understanding of the risks and opportunities associated with an issuer’s management strength and strategy, governance, and use of human and natural resources, as well as regulatory and political risks. These factors are critical to evaluating the long-term sustainability of an issuer, its profitability and, ultimately, its expected contribution to client portfolios.  Because Loomis Sayles generally takes a longer term view in seeking value, and because we take the importance of conducting ourselves as responsible global citizens seriously, consideration of ESG issues is inherently a part of our investment decision making.

14.1 CC. Describe the processes used to determine which climate-related short, medium and long-term risks and opportunities could have a material impact on your organisation and its activities.

Loomis Sayles continually evaluates climate-related short, medium and long-term risks and opportunities, and considers potential risk mitigation measures and responses to opportunities.  Loomis Sayles will take such measures and implement such responses where it views them as having a material impact on our business.  One example is occupying LEED-certified office space.  Loomis Sayles has confidence in its landlord's processes for staying abreast of new developments and improvements in this area and in its track record for implementing measures to improve the environmental sustainability of the building.  A second example is the efforts of Loomis Sayles Human Resources department to identify and adopt practices that encourage behavior believed to reduce climate change (such as encouraging the use of public transportation, flexible work schedules and telecommuting).

14.2. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following you act on.

14.2a cc. Please describe how you define “short”, “medium” and “long term”, and describe your material climate-related issues over these time horizons.

Definition
Description of material climate-related issues
Short term
          
        
          
        
Medium term
          
        
          
        
Long term
          
        
          
        

14.3. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

14.4. Indicate which of the following tools you use to manage emissions risks and opportunities

14.6. Additional information [Optional]

14.7 CC. Describe your risk management processes for identifying, assessing, and managing climate-related risks.

14.8 CC. Describe your processes for prioritising climate-related risks.

14.9 CC. Do you conduct engagement activity with investee companies to encourage better disclosure and practices around climate-related risks?

14.10 CC. Describe how you use data from climate-related disclosures.


SG 15. Allocation of assets to environmental and social themed areas

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

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

1 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

          Domestic SRI Core Plus Fixed Income private fund (alcohol, tobacco, munitions, etc.) and UCITS -  Sustainable Global Corporate Bond (Lux) Funds.
        

Asset class invested

1 % of AUM

Brief description and measures of investment

These products contain certain themes that reflect the wishes of investors that do not want to invest in issuers engaged in activities such as weapons, alcohol and tobacco.


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