Global Green Bond Strategy

Global Green Bond Strategy

Global Green Bond Strategy

 
 
Strategy Team Logo
Summary

The Global Green Bond Strategy seeks to maximize total return through investment in global fixed income securities that meet Calvert's ESG and Impact criteria and qualify as sustainable investments under the SFDR with the objective of supporting positive environmental and social impacts and outcomes. 

 
 
Investment Approach
Philosophy

Calvert seeks consistent outperformance  through a combination of ESG and fundamental credit research with a disciplined focus on risk. We believe this combination creates a more complete assessment of an issuer’s long-term value and informs the capital structure and maturity decisions for individual bonds.  

 
Differentiators

Calvert is a pioneer in Responsible Investing with 40 years of leadership and innovation in the industry. We fully integrate ESG into the investment process with impact considerations. The Calvert Principles for Responsible Investment guide the investment decision‑making and engagement efforts.

Calvert employs a proprietary assessment framework for Green Bonds (which has regard to, where appropriate, recognised green bond guidelines such as the Green Bonds Principles of the International Capital Market Association), through which the robustness, expected impact and transparency of all such instruments in the strategy are evaluated. 

A multi-sector investment approach combines top-down with bottom-up analysis  and increases the opportunity set with help from a highly experienced and specialized team. 

 
 
 
 
Portfolio Managers  
Leon Grenyer
Managing Director
26 years industry experience
Brian Ellis
Executive Director
16 years industry experience
Vishal Khanduja
Co-Head of U.S. Multi-Sector
17 years industry experience
Dipen Patel
Executive Director
13 years industry experience
 

Team members may be subject to change at any time without notice.

 
 
 
 
 

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.

OTHER CONSIDERATIONS

The indexes are unmanaged and do not include any expenses, fees or sales charges. It is not possible to invest directly in an index. Any index referred to herein is the intellectual property (including registered trademarks) of the applicable licensor. Any product based on an index is in no way sponsored, endorsed, sold or promoted by the applicable licensor and it shall not have any liability with respect thereto.

INDEX DEFINITIONS

ICE BofA Green Bond Index tracks the performance of securities issued for qualified “green” purposes. Qualifying bonds must have a clearly designated use of proceeds that is solely applied toward projects or activities that promote climate change mitigation or adaptation or other environmental sustainability purposes. ICE® BofA® indices are not for redistribution or other uses; provided “as is”, without warranties, and with no liability

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.

 

This is a Marketing Communication.

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.


Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.