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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) 実施:テーマ

FI 07. Thematic investing - overview

07.1. テーマ投資の割合を示してください。

8.3 %
1.7 %
0.6 %

07.2. テーマ債券投資に対する組織のアプローチについて説明してください。

Please see FI 1.3.

07.3. 補足情報 [任意]

FI 08. Thematic investing - themed bond processes

08.1. グリーン債原則に従ったテーマ債券の発行に関連する透明性や開示を奨励しているかどうか示してください。社会貢献債原則またはサステナビリティ債ガイドライン。

08.2. 発行体が提供文書の記載に従って、債券収益を配分していないときに取るべき対応策を説明してください。

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. 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.

FI 09. Thematic investing - assessing impact

09.1. 組織のテーマ投資の環境的または社会的影響を評価する方法を示してください。

09.2. 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.