Energy Transition and Innovation Opportunities Strategy

Energy Transition and Innovation Opportunities Strategy

Energy Transition and Innovation Opportunities Strategy

 
 
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Summary

The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. The strategy seeks to invest in companies that are engaged in business models that could help to mitigate or adapt to climate change, and that the investment team considers offer higher forecasted total return potential relative to other opportunities in the investment universe.

 
 
Investment Approach
Philosophy

We believe the best way to capitalize on the climate transition investment opportunity is to identify companies that generate products and services that seek to address climate change issues. Using active management, we focus on companies we expect to facilitate strong carbon reduction prospectively, either through direct business lines/products/practices, or by providing products or services that enable other companies/consumers to lower their respective carbon footprints. 

Companies engaged in climate change-focused businesses may be involved directly or indirectly in, among other areas, renewable power, water management, waste management, electrification, battery storage, mobility, hydrogen, biofuels, and agriculture, as well as other operations that help to facilitate a lower carbon environment.

The Fund will focus on companies whose business models either have a current, direct impact on lowering carbon emissions or which are investing significant capital in Property, Plan, and Equipment (PP&E), technology, and processes that will help facilitate lower carbon emissions in the future and which qualify as sustainable investments.

The Team employs a value-oriented, proprietary bottom-up driven and top-down research process to identify attractive relative valuation opportunities within the investment universe of equity securities of publicly listed companies, based on a proven investment approach for the Global Infrastructure Securities strategy the team has managed since 2010.

The portfolio is comprised of those securities which the investment team considers offer higher forecasted total return potential relative to other opportunities in the investment universe based upon absolute valuation within the investable universe.

 
Differentiators

Calvert is a pioneer in Responsible investing with 40 years of leadership and innovation in the industry. We are driven by a dual-mandate to provide competitive investment performance and opportunities for positive global change for our clients.

We believe this strategy fills a gap that exists in the real asset space, accessing infrastructure and related areas with an effective sustainable approach. For clients seeking exposure to Climate Transition themes extending beyond the primary areas of infrastructure, the Strategy will focus on impact companies with business models directly facilitating climate change mitigation.

With a “start-from-zero” investable universe, we can include companies that provide products and services that help to mitigate and/or adapt to climate change, allowing for differentiation between companies with sustainable competitive advantages and those with commoditized businesses.

We believe that investing in companies that generate value through providing positive solutions is more effective than taking a traditional approach to sustainability and decarbonization by excluding historical carbon emitters.

 
 
 
 
Portfolio Managers  
Matthew King
Managing Director
22 years industry experience
Hasan Ali Goncu
Executive Director
9 years industry experience
 
 
 
 

RISK CONSIDERATIONS  

Diversification does not protect you against a loss in a particular market; however it allows you to spread that risk across various asset classes.

This material is only intended for and will only be distributed to persons resident in jurisdictions where such distribution or availability would not be contrary to local laws or regulations. 

There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market. Past performance is no guarantee of future results.

A separately managed account may not be appropriate for all investors. Separate accounts managed according to the Strategy include a number of securities and will not necessarily track the performance of any index. Please consider the investment objectives, risks and fees of the Strategy carefully before investing. A minimum asset level is required. For important information about the investment manager, please refer to Form ADV Part 2.

The views and opinions and/or analysis expressed are those of the author or the investment team as of the date of preparation of this material and are subject to change at any time without notice due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring, after the date of publication. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively “the Firm”), and may not be reflected in all the strategies and products that the Firm offers.

This material is a general communication, which is not impartial and all information provided has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

The information presented represents how the portfolio management team generally implements its investment process under normal circumstances.

Morgan Stanley Investment Management is the asset management division of Morgan Stanley.

 

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