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Eaton Vance Corp.

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Over the last year, Calvert continued to engage agricultural companies about water risk. We led engagement with a large packaged food company on water risk in its agricultural supply chain. This is part of a broader investor engagement under the auspices of the UN PRI, including 36 investors with US$ 6 trillion in assets under management engaging 15 apparel, food and beverage, and agricultural products companies. The company published a list of its priority agricultural commodities, which will be the basis for further work to understand and address water risks in its supply chain through supplier standards and certified sustainably sourced commodities.

In 2018, Parametric became an independent signatory to the UN Principles of Responsible Investment. Previously, we were a signatory through the affiliation with its parent company, EVC, which became a signatory in 2015.

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert asked companies to disclose information to CDP and engaged with laggards in order to encourage reporting. Calvert has also worked with companies on setting greenhouse gas reductions goals or targets.

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert is both a signatory and member.

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert is both a signatory and member.

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Part of Calvert’s engagement was under the auspices of Climate Action 100+, a global investor initiative seeking to enhance corporate governance of climate change, curb emissions and strengthen climate-related financial disclosures at companies with great opportunities to tackle climate change.

Calvert has volunteered to engage three companies as a lead and is in a co-lead or supporting role with six other companies. Calvert's focus is on high-emitting sectors including electric utilities, construction machinery and heavy trucks, transportation, industrial machinery and consumer products.

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert is a member of the Council of Institutional Investors.

Parametric's Responsible Investing investment professionals regularly attend educational events held by CII to keep current on and further advance the firm's collective understanding of corporate governance topics. Additionally Parametric supported the organization by sponsoring their semi-annual conference.

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert is a member.

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

As part of its ICCR participation, Calvert joined the Investors for Opioid Accountability (IOA) in November 2017, a month after its launch. As part of IOA, Calvert engages with manufacturers and distributors of opioids. Specifically, the IOA is asking the independent directors of the boards of these companies to investigate how they are responding to increasing risks related to opioids. The coalition is asking boards of such companies to adopt good governance practices and policies to increase transparency and accountability, and deter misconduct.

Parametric's Responsible Investing investment professionals regularly attend educational events held by ICCR to keep current on and further advance the firm's collective understanding of ESG-related topics. Particularly, Parametric draws on the organization's social and faith-based expertise.

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert worked with Ceres to build leadership and drive solutions to tackle challenges like climate change, water scarcity and pollution, and human rights abuses. Calvert helped convene a meeting with four large steel manufacturers to discuss the feasibility of setting science-based greenhouse gas emissions reduction targets, with expert input from the Science Based Targets initiative and emphasizing opportunities in energy efficiency and renewable energy.

Parametric's Responsible Investing investment professionals regularly attend educational events held by CERES to keep current on and further advance the firm's collective understanding of environmental and sustainability topics. In addition, Responsible Investing team members belong to several working groups.

 
          U.S. SIF

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert's Director of Research participated in a panel on ESG in fixed income investments at US SIF 2019, and Calvert was a Supporting Sponsor of the conference. CRM was a Benefactor sponsor for 2019 US SIF Trends Report.

イニシアティブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert remains a member of the UNEP FI.

 

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert is a signatory to the UN Global Compact. CRM reports annually on progress to the UN Global Compact and UN CEO Water Mandate.

 
          SASB

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

As founding members of both the SASB Investor Advisory Group and the SASB Alliance, Calvert was able to voice its views over several years as SASB developed its framework to determine the financially material sustainability issues relevant to each industry and the companies within that industry. Calvert's collaboration extends across our organization. CRM's ESG analysts - some of whom participated in SASB's standard-setting industry consultations and working groups and hold SASB's Fundamentals of Sustainability Accounting (FSA) credential - incorporate SASB's concepts of materiality into the research Calvert conducts on sectors and companies.

For Atlanta Capital, three PMs completed SASB's Fundamentals of Sustainability Accounting Credential and one PM serves on the advisory board

 
          30% Coalition

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Calvert works with the 30% Coalition, a collaboration between corporations, investors and advocacy groups.

 
          As You Sow

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Parametric's clients have the ability to co-file shareholder resolutions with As You Sow. The Responsible Investing Team currently coordinates client co-filings with As You Sow's engagement team.

SG 09.2. Assets managed by PRI signatories (Not Applicable)

SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明 

          In 2019, Calvert continued with the Calvert Institute; there were 5 educational sessions on responsible investment and presented to registered investment advisers. Also, Calvert participated in conferences and engaged with companies on substantive ESG topics like the opioid crisis in the United States, guns and safety, climate risk and water risk, establishing ESG impact metrics, and global inequalities that threaten our future. Calvert served as a sponsor of the US SIF ESG conference, and has since the initial event in 2011, as well as the annual SRI conference, the SASB 2019 symposium, and the Yale Symposium on the State of ESG Standards. In 2019, Parametric conducted ESG training across a number of key areas: • Ongoing due diligence with existing and new ESG vendors. • Participation in external ESG speaking engagement and attended conferences. • Conducted meetings on a monthly basis to train and update sales personnel on ESG-related activities. • Offered responsible investing training to all internal departments. • Published blogs discussing responsible investing topics on a monthly basis.

行動の頻度

説明 

          Calvert continued its collaborative relationship with George Serafeim, Professor of Business Administration at Harvard Business School, to publish "When Sustainable Practices Yield Sustainable Profits: The Path To A Strategic Edge" in 2019. As growing numbers of companies embrace sustainability practices, the question of whether those efforts can provide a competitive edge through strategic differentiation becomes increasingly important.

行動の頻度

説明 

          For Calvert, please see the previous answer related to George Serafeim.

行動の頻度

説明 

          Calvert had dialogue with several other companies about ESG disclosure broadly. As an active member of the Investor Advisory Group of the Sustainability Accounting Standards Board (SASB), Calvert engaged three companies to encourage disclosure to SASB standards. With regards to active ownership, Parametric supports resolutions that encourage the board to improve relevant policies and disclosures as well as take action on certain matters. Calvert’s guiding principles are that businesses must adhere to internationally recognized labor and human rights standards; be transparent around corporate practices involving weapons, repressive governments, public health and product safety; maintain accountability for lobbying and political contributions; and set and report on environmental performance goals related to the firm's long-term strategy. With regards to portfolio construction, Parametric has also built-out an online reporting tool that displays key metrics relevant to the responsible investing criteria clients have applied to their portfolio. These metrics quantify the implementation of client-directed responsible investing goals and allow for greater investment transparency.

行動の頻度

説明 

          As in prior years, Calvert speaks publicly at events and conferences to promote responsible investment, 2019 was no different. Events at which Calvert spoke included: US SIF, SASB Symposium, Yale Symposium on the State of ESG, SRI Impact Investing Regional event, and Barron's Round table. In 2019, members of the Parametric Responsible Investing Team spoke at numerous conferences and events, including: • Parametric Advisor Forums • CFA Society Orlando Active vs Passive Dinner • Schwab Impact Conference • Gitterman Wealth Management UN Sustainable Investing Conference • ESG Panel at CFA Society of Minnesota • UBS Elite Advisor Conference • Catholic Values Investing Conference

行動の頻度

説明 

          Calvert's staff and CEO and staff write blog posts which are regularly available on Calvert’s website at https://www.calvert.com/impact.php?since=2019-12-05&until=2020-03-05 Parametric's The Responsible Investing Team actively publishes blog posts and thought leadership pieces that address responsible investment topics. Blog posts are publicly available on Parametric's website and other materials are distributed when appropriate.

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

Calvert's CEO served on the Sustainability Advisory Council at FMC Corporation, a publicly traded chemical manufacturer, as well as attending quarterly AHC Group's speaker series, influencing the sustainability of high-impact companies.

Calvert's Shareholder Advocacy Manager serves on the board of Bethesda Green, UNEP FI Investment Commission Board and is a member of the Corporate Governance Advisory Council of the Council of Instructional Investors.

SG 11. Dialogue with public policy makers or standard setters

11.1. 報告年度において、責任投資を支援するために、組織が単独で、あるいは他組織との協働により、政策立案者や規制当局との対話を行ったかどうかを記載してください。

はいの場合

11.2. 使用した方法を選択してください。

11.3. （単独でまたは協働により）政府または規制当局に書面を提出した場合、その書面が一般に入手できるかどうかを記載してください。

URL https://www.banking.senate.gov/imo/media/doc/Streur%20Testimony%204-2-19.pdf
URL https://www.epw.senate.gov/public/_cache/files/1/8/185922eb-3227-4c2c-98fc-bc283188a474/C7C8E34354420FA4C8E56B14D1402B0B.wilson-testimony-10.17.2019.pdf
URL https://www.sec.gov/comments/s7-11-19/s71119-6322936-194392.pdf

11.4. 組織が公共政策立案者または規制当局と話し合いを行った主なテーマの概略を記載して下さい。

A component of Calvert's engagement strategy includes working with regulators and policymakers to ensure that officials are informed about Calvert’s position on critical issues. Both on their own, and as a part of larger coalitions, Calvert makes their voices heard. Issues we addressed in policy work included shareholder rights, Banking, Housing, and Urban Affairs on the subject of "The Application of Environmental, Social, and Governance Principles in Investing and the Role of Asset Managers, Proxy Advisors, and Other Intermediaries." As well as, Clean Air and Nuclear Safety on the subject of "Reducing Emissions While Driving Economic Growth: Industry-led Initiatives."

Calvert has worked with The Forum for Sustainable and Responsible Investment (US SIF) and the Ceres Investor Network (Ceres) to engage policymakers to make their position clear. Calvert will continue to track policy and regulatory developments and speak out when shareholder rights and progress on corporate sustainability are at stake.
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