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Eaton Vance Corp.

PRI reporting framework 2020

Export Public Responses

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。








08.2. 補足情報 [任意]

EVC's approach to responsible investing is both flexible and evolving. Our affiliates' portfolio managers and analysts seek to understand the potential impacts of how issuers manage ESG risks and opportunities using both proprietary and third-party research. Because these risks and opportunities vary across industries, geographies and business models, we believe that maintaining a focus on financial materiality is necessary to effective responsible investing. Across our investment affiliates, we include consideration of environmental, social and governance (ESG) insights in our evaluation of investment opportunities and/or in the construction of the investment portfolios we manage

At Calvert, every strategy that follows the Calvert Principles includes the analysis of E, S, and G factors. The most material E, S, and G factors for each issuer are determined at the subindustry level. Each peer group will have a different weighting for the E, S, and G pillars, based on what issues the analyst determines are financially materially to that peer group. The 'G' weighting will always equal at least 20%, while the E and S pillars do not have a minimum.

LEI 09. Processes to ensure integration is based on robust analysis

09.1. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

          Please see LEI 09.6 for the answer

09.6. 補足情報 [任意]

LEI 9.5 Other, specify:

At Calvert, during the reporting period, material ESG information and analysis were considered in investment decision-making by portfolio managers and analyst in their company evaluations. Analysts across fixed income teams, equity teams and sustainability research teams discuss companies and relevant issues on a regular basis. Furthermore, investment analysts will collaborate with the ESG research team ahead of meeting with management teams to discuss any material ESG issues. Calvert also consults with the investment teams in their engagement with companies on ESG topics.

Additional Information:

As noted in earlier answers, both the Calvert Principles for Responsible Investment and the Calvert Research System (CRS) are integral to how they assess and make investment decisions.

LEI 10. Aspects of analysis ESG information is integrated into


10.1. 投資分析のどの側面にESG情報を統合しているかを記載してください。





10.6. 補足情報 [任意]

Across our investment affiliates, investment teams include consideration of environmental, social and governance (ESG) insights in our evaluation of investment opportunities and/or in the construction of the investment portfolios we manage.

Specifically, the Calvert Research System is a proprietary platform engineered to capture what Calvert believes to be the most material ESG criteria from multiple data sources to rate and rank companies across both equity and fixed-income portfolios. Calvert constructs and applys detailed scoring models that incorporate the best available information to review each potential investment, rating and ranking companies within their sub-industries, ultimately producing an assessment that reflects both peer-relative and absolute performance in a defined universe. ESG analysts conduct regular industry reviews to look at key industry issues and trends, ensure the scoring model remains reflective of material ESG risks and opportunities, and determine how certain companies compare to their peers with regard to emerging best practices.

Calvert's fundamental analysts and portfolio managers have access to Calvert Research System (CRS), and are able to collaborate with the ESG analysts when completing their fundamental analysis.