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Eaton Vance Corp.

PRI reporting framework 2020

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成果および結果

LEA 09. Number of companies engaged with, intensity of engagement and effort

報告年度中に貴社がエンゲージメントを行った、上場株式ポートフォリオ内の企業の割合を示してください。
報告年度内にエンゲージメントを一切行わなかった.​
エンゲージメントを行った企業の数
割合(5%刻み)

単独/貴社内のスタッフのエンゲージメント

96
5
協働的なエンゲージメント
4
0
サービスプロバイダーのエンゲージメント
721
0

09.2. 報告年度内に行ったエンゲージメントの内訳を対話(貴社の代理で行われた対話を含む)の回数ごとに示してください。

企業との対話の回数
 エンゲージメントの割合
対話回数 1回
対話回数 2 ~ 3回
対話回数 4回以上
合計
100%

09.3. 報告年度中に協働的なエンゲージメントの中で、貴社が主導したエンゲージメントの割合を記載してください。

エンゲージメントの種類
主導的役割を果たした割合(%)
協働的なエンゲージメント

09.4. 報告年度のサービスプロバイダーのエンゲージメントの中で、貴社がある程度関与した割合を記載してください。

エンゲージメントの種類

ある程度関与した割合(%)
サービスプロバイダーのエンゲージメント

09.5. 補足情報 [任意]

Engagement capabilities presented reflect the work of EVC's affiliate, Calvert.


LEA 10. Engagement methods

10.1. 貴社のエンゲージメントが以下のどの項目を含むか明示してください。

10.2. 補足情報 [任意]

Engagement capabilities presented reflect the work of EVC's affiliate, Calvert.

Calvert believes respectful and constructive direct dialogue with senior management, built on a foundation of trust and an understanding of shared goals, is a core part of active ownership. Calvert engages directly with companies both on its own, and as part of investor or broader stakeholder coalitions.

When Calvert's research team uncovers an opportunity to potentially enhance shareholder value and improve company performance by taking advantage of an opportunity or mitigating a risk, they engage directly with management through periodic phone calls, letters and meetings to raise concerns and identify opportunities, operating on Calvert’s commitment to encourage concrete progress across sectors of the economy.

As dialogue takes place, Calvert evaluates success based upon the concrete actions a company takes. In some cases, this involves the release of requested information or disclosure. As engagement develops, positive outcomes may include a company establishing or strengthening a policy, adding members to the board, developing risk management approaches or committing to specific performance improvements. Other positive outcomes include developing constructive relationships with companies they hold, raising awareness among investors broadly and contributing to industry best practices. When an engagement is completed, they typically maintain dialogue to track progress.


LEA 11. Examples of ESG engagements

11.1. 報告年度に貴社または貴社のサービスプロバイダーが実行したエンゲージメントの事例を挙げてください。

ESGトピック
Diversity
実行者
目標

To increase representation of women and people of color on corporate boards of directors and in senior management.

対象範囲およびプロセス

Calvert initiated a diversity engagement focusing on companies with less than 20% women on the board and no women among the top five executive officers. Calvert wrote to 37 companies and had dialogue with seven. Calvert is pursuing further engagement with another six companies by filing shareholder proposals seeking to increase representation of women and people of color on boards and in senior management.

Calvert has continued its engagement from prior years with several small regional banks on diversity. These companies are in the process of building out their engagement strategies, and have created leadership initiatives, strengthened diversity policies and formalized diversity programs, which address hiring, training and promotional opportunities. Ultimately, success will be measured by positive change in the numbers of women and people of color in senior roles.

結果
ESGトピック
Climate Change
実行者
目標

As part of Climate Action 100+ 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. The objectives are to enhance corporate governance of climate change, curb emissions and strengthen climate-related financial disclosures at companies with great opportunities to tackle climate change.

対象範囲およびプロセス

Calvert engaged a company in the transportation sector, which is moving forward with plans to integrate climate change considerations throughout the business and developing strong science based goals for greenhouse gas emissions reductions for its operations and products.

結果
ESGトピック
Other

具体的に記入してください

          
        
実行者
目標

Calvert engaged Walmart on its position on firearms sales following an August shooting at one of its stores in El Paso.

対象範囲およびプロセス

The company subsequently announced changes to its policies on gun and ammunition sales, as well its position on gun policy. The company agreed to use its influence to argue for stronger gun safety regulations and conditions, share best practices and technology with smaller retailers to improve everyone's compliance with existing laws, request that customers not openly carry firearms into its stores, even in states with open carry laws, and stop sales of ammunition for handguns and assault weapons. In its statement announcing these changes, Walmart CEO Doug McMillon noted that, "We've also been listening to a lot of people inside and outside our company as we think about the role we can play in helping to make the country safer."

結果
ESGトピック
Company leadership issues|General ESG
実行者
目標

In late 2018, the Sustainability Accounting Standards Board (SASB) officially published a set of standards that establish a framework to determine the financially material sustainability issues relevant to each industry and the companies within that industry. This gives companies a guide to focus their disclosure efforts appropriately, providing investors with ESG information most relevant to long-term financial performance. As founding members of both the SASB Investor Advisory Group and the SASB Alliance, Calvert has been able to voice their views as the SASB standards evolved over the past several years. Calvert engaged three companies as part of this initiative.

対象範囲およびプロセス

Calvert’s collaboration extends across their organization. Calvert’s 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 does on sectors and companies.

結果
ESGトピック
Human rights|Diversity
実行者
目標

Calvert works with the 30% Coalition, a collaboration between corporations, investors and advocacy groups.The group issued a call to action to companies asking them to proactively strengthen governance policies by:

  • Embedding a commitment to diversity, inclusive of gender and race/ethnicity.
  • Including women and minorities in candidate pools for selecting board nominees and senior corporate leaders.

 

 

対象範囲およびプロセス

Calvert works with the 30% Coalition, a collaboration between corporations, investors and advocacy groups. The investor members represented more than $5 trillion in assets under management.
 

結果
ESGトピック
実行者
目標
対象範囲およびプロセス
結果
ESGトピック
実行者
目標
対象範囲およびプロセス
結果
ESGトピック
実行者
目標
対象範囲およびプロセス
結果
ESGトピック
実行者
目標
対象範囲およびプロセス
結果

11.2. 補足情報[任意]

Engagement capabilities presented reflect the work of EVC's affiliate, Calvert.

 


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