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Eaton Vance Corp.

PRI reporting framework 2020

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基本情報

OO 01. Signatory category and services

01.1. 組織が提供している サービスおよびファンドを選択してください。

組織が提供しているサービスおよびファンドを選択してください。
運用資産(AUM)に占める割合(%)
ファンドの運用
ファンドオブファンズ、マネージャーオブマネージャーズ、サブアドバイザー商品
その他(具体的に記入してください)

具体的に記入してください。

          Retail Separately Managed Accounts (SMA)
        
合計100%

投資マネージャーが(上記のオプションに加えて)選択できます。

01.2. 追加情報 [任意]

Eaton Vance Corp. ("EVC"), through its investment management affiliates ("Eaton Vance") is a leading global asset manager whose history dates to 1924. It established its reputation as an investment manager by offering clients a conservative approach to managing money and an uncompromising commitment to integrity and quality. Today, Eaton Vance continues to build on the legacy of investment excellence, distribution strength and product innovation inherited from our predecessors.

Eaton Vance conducts its management and advisory business principally through controlled affiliates Eaton Vance Management, Parametric Portfolio Associates LLC (Parametric), Atlanta Capital Management Company, LLC (Atlanta Capital), Calvert Research and Management (Calvert) , Boston Management and Research, Eaton Vance Management (International) Limited and Eaton Vance Advisers International LTD. As a multi-affiliate investment firm, Eaton Vance offers a broad range of high-quality strategies and funds that can support the integration of material, non-financial ESG risk factors.

The affiliates are:

Eaton Vance Management - Boston Management and Research Eaton Vance Management (International) Limited and Eaton Vance Advisers International LTD together will be referred to herein as Eaton Vance Management or EVM - as a leading global asset manager providing advanced, customized solutions to forward-thinking investors, EVM considers material ESG risk factors across its broad range of investment strategies. In-depth fundamental analysis is the primary basis for investment decision making. Capabilities encompass a broad range of equity, fixed and floating-rate income, and alternative strategies. Each strategy is based on a well-reasoned investment philosophy and the consistent application of a disciplined, repeatable investment process. The soundness of EVM's investment approach and the capability of investment teams are reflected in the performance results EVM has achieved for clients over the long term. EVM is a wholly owned subsidiary of EVC.

Parametric - a leading systematic asset manager focused on delivering elevated, transparent, repeatable investment outcomes by bringing clarity and accessibility to investment science. Parametric ‘approach to responsible investing focuses on exercising their ownership rights to encourage good governance practices in order to benefit shareholders while continuing to deliver the underlying strategy return. In Parametric’s view, good governance includes a consideration of the environmental and social impact of a company's activities in order to reduce unnecessary risks and improve the company's competitive position. Parametric reserves specialized portfolio construction techniques using ESG data primarily for client directed mandates in separately managed accounts.

Parametric's solutions apply ingenuity and scientific rigor to manage risks and controls costs across three main categories: better beta, non-traditional alpha and efficient portfolio implementation. Parametric manages assets on behalf of institutions, high-net-worth individuals and fund investors in the U.S. and internationally. Parametric operates independently as a majority-owned subsidiary of EVC.

Atlanta Capital - an investment advisory firm that specializes in managing high-quality stock and bond portfolios on behalf of institutional and individual investors. For over 40 years, Atlanta Capital has remained dedicated to a single investment philosophy, which has been successfully executed over a variety of market conditions. Today, this philosophy continues to be consistently applied across a broad range of traditional equity and fixed-income investment strategies. Atlanta Capital believes the experience of its investment professionals and stability are the hallmarks of its organization. Atlanta Capital operates independently as a majority-owned subsidiary of Eaton Vance Corp.

Calvert - a leader in Responsible Investing. Manager of Calvert Funds, which are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed strategies, U.S. and international equity strategies, fixed-income strategies, and asset allocation funds. Calvert Research and Management is a wholly owned subsidiary of EVM and indirect subsidiary of EVC.

 

Specific to responsible investing, EVC has reported across its entire group of companies and in the event that one or more of our subsidiaries incorporates responsible investing into its investment process, we have incorporated that into our responses. EVC offers mandated responsible investment products through Calvert, Parametric and Atlanta Capital.

While many of our responses are tied to Calvert, since Calvert has been a leader in responsible investment for many years, Parametric also has long-standing and well-established portfolio management practices that allow it to incorporate ESG considerations into any separately managed equity portfolio per client request.

Calvert's - a leader in Responsible Investing. Manager of Calvert Funds, which are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed strategies, U.S. and international equity strategies, fixed-income strategies, and asset allocation funds. Calvert Research and Management is a wholly owned subsidiary of EVM and indirect subsidiary of EVC. For purposes of this report, any documentation of actions by Calvert prior to December 31, 2016 are the actions of Calvert and its predecessor. Eaton Vance Management purchased the majority of the assets of Calvert Investments, Inc. on December 31, 2016 and merged those assets into Calvert Research and Management.

Parametric strives to be able to facilitate any ESG related theme that is important to its clients into a portfolio, assuming that the appropriate data is available. Parametric's goal is not to provide an opinion about which themes are most important or to forecast returns based on these themes, but rather to provide a broad range of high-quality data that can be easily incorporated into any given investment mandate. The value-add is helping clients identify those responsible investing metrics that are most meaningful to their objectives and building a portfolio that performs in-line with their expectations.

Atlanta Captial strives to be able to facilitate ESG related issues important to its clients into a portfolio, subject to data availability and the degree it alters the original portfolio strategy.Atlanta Capital has been incorporating individual client requests for nearly 40 years and the Calvert Principles for 20 years.


OO 02. Headquarters and operational countries

02.1. 組織の拠点がある場所を選択してください。

United States

02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

1906 正規職員

02.4. 補足情報 [任意]


OO 03. Subsidiaries that are separate PRI signatories

03.1. 組織内に単独でPRI署名機関となっている子会社があるかどうかを記載してください。

03.2. 単独でPRIの署名機関となっている子会社をリストし、その子会社のRI活動を組織の連結報告書で報告することを希望するかどうかを記載してください。

PRI署名機関である子会社の名称

本指標で連結ベースで報告するRIの実施

          Calvert
        
          Parametric
        
          
        
          
        
          
        
          
        

03.3. 補足情報 [任意]

EVC's affiliates: EVM and Atlanta Capital are not signatories in their own right.

Calvert and Parametric will be completing their own filing.


OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。

31/12/2019

04.2. 報告年度末のAUM合計を記載してください。

子会社のAUM(顧問業務/執行のみの資産を除きます)を含みますが、(OO 03.2で「いいえ」と回答した)報告しないことを選択したPRIの署名機関である子会社のAUMを除きます。
Total AUM
10億 100万
Currency
Assets in USD
10億 100万

04.4. 執行および顧問業務サービスを利用して運用する資産の報告年度末時点のAUM合計を記載してください。

04.5. 補足情報 [任意]

Assets above represent Eaton Vance Corp.’s affiliates:

Eaton Vance Management (37% of total AUM)

Calvert (3% of total AUM)

Parametric (54% of total AUM)

Atlanta Capital (6% of total AUM)

 

Execution and/or advisory assets represent the non-discretionary assets managed by Eaton Vance Corp.’s affiliates:.


OO 06. How would you like to disclose your asset class mix

06.1. どのように資産クラス構成を開示したいかについて記載してください。

組織内で運用
組織外で運用

 

上場株式 >50% 54 0 0
債券 10-50% 25 0 0
プライベートエクイティ 0 0 0 0
不動産 0 0 0 0
インフラ 0 0 0 0
コモディティ <10% 2 0 0
ヘッジファンド 0 0 0 0
ファンドオブヘッジファンズ 0 0 0 0
森林 0 0 0 0
農地 0 0 0 0
包括的な金融 0 0 0 0
現金 0 0 0 0
短期金融市場商品 0 0 0 0
その他(1)(以下に具体的に記入してください) 10-50% 19 0 0
その他(2)(以下に具体的に記入してください) 0 0 0 0

‘その他(1)’を具体的に記入してください

          Exposure Management – this is a custom overlay solution that uses derivatives and seeks to efficiently achieve an investor’s policy objectives while minimizing transaction costs.
        

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. 組織にオフバランスシート資産はありますか?

06.5. 組織がフィデューシャリー・マネージャーを使うかどうかを記載してください。

06.6. AUM資産クラス分割について説明する情報を記載してください。 [任意]


OO 07. Fixed income AUM breakdown

07.1. 以下のカテゴリを使用して、報告年度末時点の組織の債券AUMを5%単位での概算内訳を記載してください。

組織内で運用

45 SSA
6 社債(金融)
40 社債(非金融)
9 証券化商品
債券AUM合計 100%

OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. 組織のAUMの内訳を市場別に示してください。

90 先進国市場
8 新興国市場
2 フロンティア
0 その他の市場
合計100% 100%

09.2. 補足情報 [任意]


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