Loomis, Sayles & Company

Massachusetts
Diversified Financials

Corprate Bias Ratings

Risk Level:

Rating - Caution
Medium Risk

Loomis, Sayles, & Company vets vendors according to LGBTQ policies and does not protect its employees against viewpoint discrimination. However, the company has not publicly terminated business relationships based on views or beliefs but integrates ESG into all of its business practices. Loomis Sayles is a member of Climate Action 100+ and requires all employees complete diversity and harassment training. However, the company has not used corporate funds to advance ideological purposes and does not appear to discriminate against religious organizations in its charitable giving. For these reasons, Loomis, Sayles, & Company receives a Medium Risk rating.

Criteria
Risk Level
Rationale
Corporate Weaponization
Criteria

Has denied service to customers, suppliers, or vendors due to their political views or religious beliefs OR corporately boycotts, divests, or sanctions regions, people groups, or industries.

Risk Level
Rationale

Loomis Sayles has a written policy pledging to vet vendors for LGBTQ policies. Its Code of Conduct applies to all suppliers and includes a commitment to not discriminate on the basis of sexual orientation (1). The company integrates ESG into all of its business practices. Loomis Sayles stated “we believe the best way to consider ESG is through integration that aims to identify the financial materiality of ESG factors.” (2). The company has not publicly fired customers, suppliers, or vendors based on political views or religious beliefs.

Criteria

Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.

Risk Level
Rationale

Loomis Sayles does not appear to discriminate against religious organizations in its charitable giving (1).

Criteria

Employment policies fail to protect against discrimination based on political affiliation/views and/or religion.

Risk Level
Rationale

Loomis Sayles does not provide viewpoint protections for its employees (1).

Corporate Governance and Public Policy
Criteria

Uses corporate reputation to support ideological causes and/or organizations hostile to freedom of expression.

Risk Level
Rationale

Loomis Sayles is a member of Climate Action 100+, which aims to mainstream climate action among asset management firms (1). The company hosts mandatory diversity and harassment trainings to all new hires and partners with third-party DEI organizations to host additional trainings (2).

Criteria

Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.

Risk Level
Rationale

Loomis Sayles has not used corporate funds to advance ideological causes, organizations, or policies (1).

Criteria

Uses corporate political contributions for ideological, non-business purposes.

Risk Level
N/A
Rationale

Loomis Sayles does not operate a PAC at this time (1).

All links were last accessed and all information was updated on:
September 28, 2023

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