Environmental Social and Governance


ESG Policy

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.

Our ESG initiatives fall into three general categories:

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.