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Loomis, Sayles & Company, L.P.

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.


Select from the below internal roles

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

1. Director of ESG: In 2018, Loomis Sayles established a Director of ESG.  The Director is responsible for Loomis Sayles' ESG Policy Statement, which enumerates our commitment to provide superior investment results to our clients and incorporating ESG into the investment process, as well as our determination to be a responsible global citizen. Loomis Sayles has provided substantial tools to our investment professionals and has reinforced the importance of using these tools in connection with making recommendations and investment decisions.  

2. ESG Advisory Board: In addition, Loomis Sayles' ESG Advisory Board addresses ESG strategy and progress. This group of executives from across the firm includes our CEO, Deputy CIO, Chief Investment Risk Officer, COO, General Counsel, the Director of EMEA Institutional Services, located in our London office, as well as both equity and fixed income portfolio managers.

3. ESG Committee: The Director of ESG, the General Counsel and the other members of the ESG Committee are well positioned to oversee the progress in integration of ESG issues in Loomis Sayles' investment process.  One of the ESG Committee's goals is to continually identify additional superior tools for use by our investment professionals and to make them easily accessible.  The intent of the ESG Committee is to continually identify ways to increase investment professionals' awareness of and sensitivity to ESG issues in seeking superior risk-adjusted long term performance, and to identify opportunities to engage with issuers in pursuit of this goal.

4. ESG Subcommittees:  In 2018 we established a number of ESG subcommittees.  Each reports in to the ESG Committee:  Marketing subcommittee, Technology subcommittee, PRI subcommittee, etc.


07.3. Indicate the number of dedicated responsible investment staff your organisation has.

1 Number

07.4. Additional information. [Optional]




SG 07 CC. Climate-issues roles and responsibilities (Private)

SG 08. RI in performance management, reward and/or personal development

08.1. Indicate if your organisation’s performance management, reward and/or personal development processes have a responsible investment element.

Board members/Board of trustees

08.1b. RI in personal development and/or training plan

Dedicated responsible investment staff

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

08.3. Provide any additional information on your organisation’s performance management, reward and/or personal development processes in relation to responsible investment.

The Director of ESG is the only 100% dedicated RI staff, and her compensation is tied to the continued progress and integration and engagement of ESG across the firm.

One of our ESG Committee members is 50% credit, and 50% ESG; his compensation includes a tie to the continued progress and integration and engagement of ESG across the firm.