Policies & Reports
Table of contents
Table of contents
Proxy voting
| Title | Format | Description |
|---|---|---|
| Complete Proxy Voting Policy and Procedure Manual | Proxy Voting Policies and Procedures 2022 | |
| Fund Voting Records | External | For High Income Opportunities and Securitized Asset Fund (external link to EDGAR) |
| Proxy Voting Report | Loomis Sayles Proxy Voting Report | |
| Proxy Voting Statement | External | Proxy Voting Statement |
Additional policies & reports
| Title | Format | Description |
|---|---|---|
| Equity Tax Harvesting Policy | Equity Tax Harvesting Policy | |
| Fixed Income Tax Harvesting Policy | Fixed Income Tax Harvesting Policy |
Sustainability
| Title | Format | Description |
|---|---|---|
| Climate Change Guiding Principles | Climate Change Guiding Principles | |
| Climate Week | Insights from Climate Week 2025 | |
| Conflicts of Interest Polices and Procedure | Loomis Sayles Conflicts of Interest Policies and Procedures | |
| Japan Letter of Acceptance (English) | Loomis Sayles’ Acceptance of Japan’s Stewardship Code (English Version) | |
| Japan Letter of Acceptance (Japanese) | Loomis Sayles’ Acceptance of Japan’s Stewardship Code (Japanese Version) | |
| Japan Stewardship Code | Japan Stewardship Code | |
| Loomis Sayles Sustainable Investing Philosophy | Loomis Sayles Sustainable Investing Philosophy | |
| Modern Slavery Statement | Loomis Sayles Modern Slavery Statement | |
| Supplier Code of Conduct | Loomis Sayles Supplier Code of Conduct | |
| Sustainability Policy | Loomis Sayles Sustainability Policy 2025 | |
| TCFD | Loomis Sayles TCFD Report 2022 | |
| UK Stewardship Code | External | UK Stewardship Code |
| UK Stewardship Code Report 2023 | UK Stewardship Code Report 2023 | |
| UK Stewardship Code Report 2024 | UK Stewardship Code Report 2024 | |
| UK Stewardship Code Report 2025 | UK Stewardship Code Report 2025 |