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Loomis, Sayles & Company, L.P.

PRI reporting framework 2020

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

Outsourcing to fiduciary managers and investment consultants

SG 12. Role of investment consultants/fiduciary managers

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

12.1. Indicate whether your organisation uses investment consultants.

12.4. Indicate whether you use investment consultants for any the following services. Describe the responsible investment components of these services.

Describe how responsible investment is incorporated

          We engage certain companies to provide research specific to ESG issues and may refer to their research when performing our fundamental issuer analysis. Please note that we refer to them as 'external ESG data vendors' in the Assessment.

12.7. Additional information [Optional].

We do not outsource any of our asset management responsibilities to outside advisors, so we do not use investment consultants for that purpose.

We do use a variety of external data and research providers, including some that may call themselves 'ESG consultants' or 'investment consultants'. Examples include two firms that we worked with in 2019, Sustainable Market Strategies, and MANTLE.