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Eaton Vance Corp.

PRI reporting framework 2020

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (B) Implementation: Thematic

(B) Implementation: Thematic

FI 07. Thematic investing - overview

07.1. Indicate what proportion of your thematic investments are (totalling up to 100%):

8.3 %
1.7 %
0.6 %

07.2. Describe your organisation’s approach to thematic fixed income investing

Please see FI 1.3.

07.3. Additional information [OPTIONAL]


FI 08. Thematic investing - themed bond processes

08.1. Indicate whether you encourage transparency and disclosure relating to the issuance of themed bonds as per the Green Bonds Principles, Social Bond Principles, or Sustainability Bond Guidelines..

08.2. Describe the actions you take when issuers do not disburse bond proceeds as described in the offering documents.

The portfolio manager researches the supporting documentation with the ESG research team and if necessary, engages with the issuer to gather additional information and context. The team will then reassess this information relative to their initial analysis to determine if the security still meets Calvert’s acceptable criteria. If it is determined the security no longer meets their acceptable criteria, the team will liquidate in the best interest of their clients.

The Calvert Green Bond Fund seeks to invest primarily in "green" investments. The Fund has its own definition of "green" investments, which takes a broader approach than the "labelled" green bond market. For "green" project-based investments, they encourage issuers to increase transparency in terms of disclosing the eligibility process for project themes and selection; the process for disbursing proceeds until all funds are allocated; and annual reporting that includes project selection, proceeds allocation, and any impact reporting as available. When an issuer has stated that it will offer annual reporting but it is not readily available, they will contact the issuer to request the reporting for their assessment of the security.

08.3. Additional information. [Optional]

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


FI 09. Thematic investing - assessing impact

09.1. Indicate how you assess the environmental or social impact of your thematic investments.

09.2. Additional information. [Optional]

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


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