Kathleen will lead the existing Loomis Sayles ESG Committee to provide strategic support to investment teams, conduct internal education and serve as a thought leader for the firm on material sustainability issues. In addition, Kathleen will partner with investment teams in identifying areas of engagement with companies in which they invest.
“Providing superior long-term performance is at the heart of every Loomis Sayles investment strategy, and we understand the important role that ESG issues play in the global economy, financial markets and society,” said Kevin Charleston, chief executive officer. “We recognise the importance of conducting ourselves as responsible global citizens, and Kathleen’s new role further affirms our commitment to ESG considerations and their inherent role as part of our investment processes.”
Loomis Sayles senior management initiated a company-wide effort to further integrate ESG considerations into every team’s investment process in 2013. Loomis Sayles became a signatory to the United Nations-supported Principles for Responsible Investment (PRI) initiative in 2015 and is a Tier 1 signatory to the UK Stewardship Code.
“It is our job as leaders of the firm to ensure investment teams have access to all available macro, fundamental and quantitative research insights,” said Jae Park, chief investment officer. “We believe that ESG data is another vital tool that can be leveraged by our portfolio managers as they seek to deliver consistent, competitive returns for our clients.”
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