Eaton Vance Tax-Managed Equity Asset Alloc Fund

Portfolio Analysis

FinanceMap’s portfolio analysis is based on the Paris Agreement Capital Transition Assessment (PACTA) tool. PACTA considers the production of the companies in the portfolio in four climate-critical sectors: automotive, electric power, oil & gas production, and coal mining. Forecasting production five years into the future, the tool compares the future production effectively owned by the portfolio to the forward-looking prescriptions of the IEA Net Zero Emissions by 2050 Scenario (NZE).

Asset Management Group
Fund Domicile
United States
Total Net Assets
$585M
Exposure
5.5%
Last Updated
28/02/23

Exposure Analysis

Fossil fuel production companies are defined as those with primary sector of operations in the up-, mid-, and/or downstream segments of fossil fuel production. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the fund has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.

Sector
% of Portfolio Value
Sector Paris Alignment