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Boston Trust Walden

PRI reporting framework 2020

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Confidence building measures

CM1 01. Assurance, verification, or review

01.1. Indicate whether the reported information you have provided for your PRI Transparency Report this year has undergone:

          Director of Risk Management and General Counsel
        

01.2. Additional information [OPTIONAL]

          
        

CM1 02. Assurance of last year`s PRI data

02.1. We undertook third party assurance on last year’s PRI Transparency Report

02.3. Additional information [OPTIONAL]

          
        

CM1 03. Other confidence building measures

03.1. We undertake confidence building measures that are unspecific to the data contained in our PRI Transparency Report:

03.2. Which scheme?

Specify

          Real Impact Tracker's "Certified Real Impact Community" of fund managers. Assessments address: ESG integration in the investment process, shareholder engagement, and public policy advocacy. Boston Trust Walden's profile, scores, and certification are available at www.realimpacttracker.com.
        

% of total AUM the scheme applies

03.4. Describe the process of external/third party ESG audit of holdings, including which data has been assured.

We have used third party data to assess and report on ESG profiles of our portfolios, including carbon portfolio footprints and ESG analytics. Independent assessments have utilized data from MSCI, Sustainalytics, and Bloomberg. We also have explored ESG assessments derived from Morningstar. 

03.5. Additional information [OPTIONAL]

          
        

CM1 04. Assurance of this year`s PRI data

04.1. Do you plan to conduct third party assurance of this year`s PRI Transparency report?

04.3. Additional information [OPTIONAL]

          
        

CM1 05. External assurance (Not Applicable)


CM1 06. Assurance or internal audit (Not Applicable)


CM1 07. Internal verification

07.1. Indicate who has reviewed/verified internally the whole - or selected data of the - PRI Transparency Report . and if this applies to selected data please specify what data was reviewed

Who has conducted the verification

Sign-off or review of responses

Sign-off or review of responses

07.2. Additional information [OPTIONAL]

          
        

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