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Thornburg Investment Management

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          The Investment Integration Project (TIIP)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Thornburg has shared and conducted a large number of educational meetings, whitepapers, stage presentations, and company engagements on Responsible Investment- e.g., educational overview, ESG integration, the performance question, for different instruments, active ownership, etc.
        

Frequency of contribution

Description

          We have supported industry and academic  research in a variety of forms, including, most recently for The Investment Integration Project (TIIP).
        

Frequency of contribution

Description

          We have done this through our active engagement with our portfolio companies to improve RI-related disclosure. We have done this through voting our proxies for such proposals requesting increased RI-related disclosure, as well as in our face-to-face meetings with CEOs and senior management at our portfolio companies.
        

Frequency of contribution

Description

          SRI at the Rockies Conference, CFA events, Wirehouse Conferences.
        

Frequency of contribution

Description

          We believe it is important to report to our clients and share with the general investing public our views and research findings on RI and how this impacts our portfolios, the industry, and future of responsible investment.
        

Frequency of contribution

Description

          In our discussions and forums with investment management peers, as well as clients and other asset owners, we  bring up the PRI and the interactions we have had with the other Signatories and how this has helped to organize global institutional investment around RI.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Not Completed)


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