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Eaton Vance Corp.

PRI reporting framework 2020

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You are in Direct - Fixed Income » Outputs and outcomes

成果および結果

FI 17. Financial/ESG performance (Private)


FI 18. Examples - ESG incorporation or engagement

18.1. ESG分析の組み入れや発行体のエンゲージメントが、報告年度中に組織の債券投資結果に与えている影響例を示してください。

ESG問題および説明

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.

投資決定やパフォーマンスへの影響

Outperformed the benchmark.

ESG問題および説明

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

投資決定やパフォーマンスへの影響

Provided more information and preferred placement in the capital structure

ESG問題および説明

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

投資決定やパフォーマンスへの影響

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

18.2. 補足情報 [任意]

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


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