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Loomis, Sayles & Company, L.P.

PRI reporting framework 2018

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Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the roles present in your organisation and for each, indicate whether they have oversight and/or implementation responsibilities for responsible investment.

Roles present in your organisation

          General Counsel

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

Loomis Sayles' Principles for ESG enumerate its commitment to provide superior investment results to its clients, as well as its determination to be a responsible global citizen. It has provided substantial tools to its investment professionals and has reinforced the importance of using these tools in connection with making recommendations and investment decisions.  The Chief Executive Officer, the General Counsel and the other members of the ESG Committee are well positioned to oversee the progress in integration of ESG issues in Loomis Sayles' investment process.  One of its goals is to continually identify additional superior tools for the investment professionals and to make them easily accessible.  The intent of the ESG Committee is to continually identify ways to increase investment professionals' awareness of and sensitivity to ESG issues in seeking superior risk-adjusted long term performance, and to identify opportunities to engage with management in pursuit of this goal.

Further, a subcommittee of the ESG Committee meets at least monthly to plan and deliver internal training, to identify external training opportunities, to prepare public statements on ESG activities at Loomis Sayles and other communications, including with specific clients, to prepare the UN PRI assessment, and to address other ESG-related matters.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

0 Number

07.4. Additional information. [Optional]

SG 07 CC. Climate-issues roles and responsibilities (Not Completed)

SG 08. RI in performance management, reward and/or personal development

08.1. Indicate if your organisation’s performance management, reward and/or personal development processes have a responsible investment element.

Board members/Board of trustees

Chief Executive Officer (CEO), Chief Investment Officer (CIO),  Investment Committee

Other C-level staff or head of department

          General Counsel

Portfolio managers

Investment analysts

08.3. Provide any additional information on your organisation’s performance management, reward and/or personal development processes in relation to responsible investment.

Our ESG attribution analysis is available and used to ascertain the impact of an investment management team’s ESG related positioning on product performance.  

Semiannually, our Chief Risk Officer conducts an investment risk review with each investment product team.  The review includes exposure by ESG rating for the representative account, performance by ESG rating and a review of the lower ESG rated securities held in the portfolio with each portfolio management team in order to assess awareness of ESG issues in the portfolios.  Based on the review, the Chief Risk Officer shares processes and practices across all investment teams.