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Loomis, Sayles & Company, L.P.

PRI reporting framework 2020

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation undertakes scenario analysis and/or modelling and provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

13.3. Additional information. [OPTIONAL]

While we do not yet have sufficient data to develop proprietary scenario analysis tools, we continue to assess third party vendors that may help us with scenario analysis in the future.  As mentioned earlier, we are assessing both the TCFD and Cliimate Action 100+ for potential participation

SG 13 CC.

SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.5. Additional information [Optional]

SG 14 CC.

SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

1 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.


          Fixed income vehicles with a prohibition on issuers with revenue from alcohol, tobacco and firearms, and one focused on sustainable issuer.

Asset class invested

1 % of AUM

Brief description and measures of investment

These products contain certain themes that reflect the wishes of investors, in particular, a prohibition on investing in issuers with revenue derived from munitions, alcohol and tobacco, and one focused on sustainable investments.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]