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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


SG 12. Role of investment consultants/fiduciary managers


12.1. あなたの組織では、投資コンサルタントを使用しているかどうかを明示してください。

12.4. 組織が下記のサービスについて投資コンサルタントを利用しているかどうかを記載してください。これらのサービスについてどのような責任投資要素が含まれるのか説明してください。


          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. 補足情報 [任意]

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.