ESG As active managers, we view ESG factors as an integral component of our investment process. We consider material ESG matters in our fundamental research, due diligence and dialog with companies and issues. At Loomis Sayles, our goal is to deliver superior long-term risk-adjusted returns and effective investment solutions to meet our fiduciary duty to our clients. Environmental, social and governance (ESG) considerations contribute to this goal, and are important to the firm’s culture, the global economy, financial markets, and society at large. ESG PolicyAt Loomis Sayles, our goal is to deliver superior long-term risk-adjusted returns and effective investment solutions to meet our fiduciary duty to our clients. Environmental, social and governance (ESG) considerations contribute to this goal, and are important to the firm’s culture, the global economy, financial markets, and society at large.Our ESG initiatives fall into three general categories: ESG at Our Firm Governance Fiduciary Duty ESG Values ESG Within Our Investment Processes Integration Infrastructure Engagement ESG Related Requests Clients Prospectus Collaboration ESG at our firm: Senior management sets the tone at the top by articulating the organization’s strategy and values, and by maintaining our culture of accountability, transparency and compliance. We view the exercise of proper oversight and the highest standard of conduct to be the underpinnings of good governance. ESG considerations contribute to our fiduciary duty to our clients.ESG within our investment processes: Each investment team considers ESG integration according to its investment philosophy. ESG factors can be critical to evaluating the sustainability of an issuer and the expected impact on investment performance. Engagement is an integral part of our fundamental analysis across all asset classes.ESG related requests: We work closely with our clients to meet their investment needs, including the unique ESG guidelines or values they may have. We collaborate with various investor and industry groups to foster best investment management practices. DownloadLS 2021 Sustainability Report ESG Policy Statement Climate Change Guiding Principles UK Stewardship Report Affiliations Principles for Responsible Investment UK Stewardship Association LGPS Code of Transparency Association for Institutional Investors CFA D&I Experimental partner program SASB Alliance Task Force on Climate Related Financial Disclosures Transition Pathway Initiative Climate Action 100+ ESG: Not Just a Box to Tick at Loomis Sayles ESG is increasingly top of mind for our investors. See how we integrate ESG into our investment process. Additional Content Update on Energy Stranded Assets Three Questions on Credit: Environmental, Social & Governance (ESG) Factors Stranded Assets: Assessing the Impact on US and European Utilities Beyond The Label: An Assessment of the Green Bond Market 2020 UK Stewardship Code Report Proxy Voting Proxy Voting Statement LS Complete Proxy Voting Policy and Procedure Manual View Fund Voting Records View Proxy Voting Report Related Links Diversity Community Partnerships Nonprofit Partnerships Undergraduate Women's Investment Network