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Boston Trust Walden

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - Corporate (financial)

ESG Integration: Corporate fixed income securities represent a small percentage of assets under management at Boston Trust Walden (less than 2%) and are mostly held within balanced (or multi asset) portfolios. The great majority of issuers purchased are the same companies in which we currently hold (or previously have held) stock. Hence, ESG screening and integration incorporation strategies apply in the same manner as described under listed equity incorporation (LEI). In addition, we note the emergence of thematic investing within this category, as opportunities are increasingly available to invest in corporates with specific ESG objectives.

Active Ownership: Engagement associated with Fixed Income Corporate investments relates to the overlap with equity holdings and therefore is covered under Listed Equity Active Ownership (LEA). We generally do not attempt to engage with companies exclusively in our capacity as fixed income investors, as we believe this approach would be both inefficient and less effective than utilizing the greater leverage associated with stock ownership.

Fixed income - Corporate (non-financial)

ESG Integration: Corporate fixed income securities represent a small percentage of assets under management at Boston Trust Walden (less than 2%) and are mostly held within balanced (or multi asset) portfolios. The great majority of issuers purchased are the same companies in which we currently hold (or previously have held) stock. Hence, ESG screening and integration incorporation strategies apply in the same manner as described under listed equity incorporation (LEI). In addition, we note the emergence of thematic investing within this category, as opportunities are increasingly available to invest in corporates with specific ESG objectives.

Active Ownership: Engagement associated with Fixed Income Corporate investments relates to the overlap with equity holdings and therefore is covered under Listed Equity Active Ownership (LEA). We generally do not attempt to engage with companies exclusively in our capacity as fixed income investors, as we believe this approach would be both inefficient and less effective than utilizing the greater leverage associated with stock ownership.

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)


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