Better Health for All

Thornburg Income Builder Opportunities Trust (TBLD.US) is a closed-end management investment company.

Its primary business involves investing in a broad range of income-producing securities to generate current income and capital appreciation. The company's direct products and services are financial instruments, which do not inherently have a direct positive or negative impact on health outcomes. While the fund allocates a portion of its portfolio to the healthcare sector (12.6% as of December 31, 2025) and the Pharmaceuticals, Biotechnology & Life Sciences industry (11.5% as of December 31, 2025), and holds companies like Roche Holding AG, these are indirect investments rather than direct health-related products, services, or initiatives offered by TBLD.US itself. Therefore, TBLD.US's direct operations are considered neutral across all health-related KPIs.

Fair Pay & Worker Respect

Employee reviews indicate an engagement score of 3.4 out of 5 stars, which translates to 68 out of 100.

Additionally, 54% of employees would recommend the company to a friend. While some reviews praise the company's culture and talented employees, concerns are raised regarding management support, limited advancement opportunities, and a perceived lack of diversity initiatives.

Fair Trade & Ethical Sourcing

Thornburg Income Builder Opportunities Trust (TBLD.US) is a closed-end management investment company that invests in a portfolio of income-producing securities.

Its business model does not involve the procurement or trading of physical commodities, nor does it have a traditional supply chain for goods that would require fair trade certifications, supplier audits, traceability, or expose it to risks from high-risk materials. Therefore, all KPIs related to Fair Trade & Ethical Sourcing are not applicable to the company's core business activities.

Honest & Fair Business

Thornburg Investment Management (TIM) has a code of business conduct and ethics that includes procedures for reporting suspected fraudulent, illegal, or unethical activity, and an anonymous reporting mechanism.

This policy covers headquarters but the scope for regional offices is not specified. The policy also outlines TIM's commitment to compliance with laws and regulations, including the Foreign Corrupt Practices Act (FCPA). However, the article does not provide details on the frequency or effectiveness of training for this policy, nor does it mention third-party monitoring or risk assessments.

Kind to Animals

Thornburg Income Builder Opportunities Trust (TBLD.US) is a closed-end management investment company.

Its core business involves investing in a portfolio of securities, not producing goods, conducting animal testing, operating animal-related facilities, or sourcing animal products. Therefore, all KPIs related to 'Kind to Animals' are not applicable to its direct operations. No evidence was found in the provided articles regarding any animal welfare practices, certifications, or policies for TBLD.US.

Planet-Friendly Business

No specific, quantifiable evidence was found in the provided articles for TBLD.US regarding any of the 'Planet-Friendly Business' KPIs. While the articles mention Thornburg's general approach to ESG investing, including integrating ESG factors into investment strategies and being a signatory of the Principles for Responsible Investment (UN PRI), this information pertains to its investment philosophy and general market trends rather than concrete operational environmental performance, specific targets, or disclosures for TBLD.US itself.

Therefore, all KPIs are omitted due to a lack of specific data points for the company.

Safe & Smart Tech

The company explicitly states compliance with CCPA (2020) and GDPR (2018) in its privacy notice, effective January 1, 2023.

The privacy notice outlines user rights, including access, rectification, erasure, restriction, and objection to data processing, and users can correct or update their information by contacting customer service. Additionally, the company states that it collects only necessary data and limits data retention to necessary periods.

Zero Waste & Sustainable Products

No evidence was found regarding TBLD.US's waste diversion rate, product recyclability, packaging sustainability, recycled content, single-use plastic reduction, take-back programs, circular design principles, waste reduction initiatives, hazardous waste management, product durability, repairability, waste audit frequency, zero waste certification, waste disposal violations, material efficiency, packaging-to-product ratio, waste reduction targets, supplier waste requirements, or customer waste education.

The provided articles primarily discuss the company's financial distributions and investment strategies, or general industry trends, without offering specific data points on its own waste management or sustainable product practices.