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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

他のモジュールで報告されていない資産クラスの実施

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

組織内で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

債券 - 社債(金融)

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.

債券 - 社債(非金融)

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. 補足情報 [任意]


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


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