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Eaton Vance Corp.

PRI reporting framework 2020

Export Public Responses

You are in Direct - Fixed Income » Outputs and outcomes

Outputs and outcomes

FI 17. Financial/ESG performance (Private)

FI 18. Examples - ESG incorporation or engagement

18.1. Provide examples of how your incorporation of ESG analysis and/or your engagement of issuers has affected your fixed income investment outcomes during the reporting year.

ESG issue and explanation

Calvert's credit analysis of a utility kept Calvert from investing in a name we considered too risky. After the California wildfires, the bonds were downgraded as the issuer approached bankruptcy.

Impact on investment decision or performance

Outperformed the benchmark.

ESG issue and explanation

Calvert engaged with a utility company on a potential new green bond structure.

Impact on investment decision or performance

Provided more information and preferred placement in the capital structure

ESG issue and explanation

Calvert engaged with ESG syndicate teams on potential green assets and collateral types.

Impact on investment decision or performance

Provided more information and better allocation. Strengthened relationship with issuer.

18.2. Additional information.

The information in this section reflects Calvert as well as the collaboration of EVM's Investment Grade Fixed Income team.