Solutions

Strategy Name Description
Energy Transition and Innovation Opportunities Strategy The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.
Calvert Sustainable Diversity, Equity and Inclusion Strategy Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to invest in companies with demonstrable leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture.
Calvert Sustainable Select Strategy The Calvert Sustainable Select Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.
Global Green Bond Strategy The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.
Calvert Sustainable Climate Aligned Strategy The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company.
Calvert: ESG Investing | Morgan Stanley Investment Managment

Calvert

Participate in Positive Change.
Invest with Calvert.

 

Our mission is to achieve favourable returns for investors while focusing on the long-term needs of our planet and society.

Deep Experience

A 40-year history of leadership and innovation in Responsible Investing

Dedicated to Responsible Investing

Calvert’s focus on Responsible Investing is at the heart of what we do

Global Reach

Strategies that span global capital markets including proprietary responsible indexes, quantitative equities, fundamental equity and fixed income, and customized solutions

Principles-based Approach

Built on the Calvert Principles for Responsible Investment, which bridge global norms for responsible business with the needs of return-seeking investors

Active Engagement

Our Corporate Engagement Strategists influence companies toward greater sustainability and corporate governance

Research Driven

Specialized research analysts use differentiated data to evaluate financially material ESG factors to measure impact and identify catalysts for positive change

Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.

Our History

A Leader in Responsible Investing for nearly 40 years*, Calvert was an early initiator of developments in the space and is a signatory to key global accords.

Calvert timeline

* On December 30, 2016, Calvert Research and Management acquired the business assets of Calvert Investment Management, Inc., which in 1982 introduced the Calvert Social Investment Fund, one of the first funds in the U.S. that incorporated ESG criteria into the investment selection process.

 

Our Capabilities

We offer a broad selection of Responsible Investing Strategies

$30B
Assets Under
Management
As of March 31, 2022

Proprietary Responsible Investing Indexes

Quantitative Equities

Fundamental Equity and Fixed Income

Thematic Approaches

Customized Investment Solutions

 

Differentiated Research

We analyze thousands of data points from our proprietary research, third-party vendors, scientific and academic research, trade information and company reports.

Our Differentiated 5-Step Process

Calvert believes that long-term ownership entails a responsibility to participate in the governance of the firms that we hold in our portfolios. Through our research, we identify engagement targets, seeking to help to address financially material issues that matter to clients, companies and society.

Step 1

Define Peer group

Refine classifications into custom peer groups based on shared, financially material ESG risks.

Relevant company comparisons

Step 2

Develop Investment Thesis

Develop investment thesis to identify current and emerging ESG risks and opportunities over our investment horizon.

Forward-looking risk assessment

Step 3

Build Structural Model

Evaluate performance on financially material ESG issues using select key performance indicators (KPIs).

Focus on financially material ESG issues

Step 4

Rate and Rank Issuer

Determine overall ESG decision for each issuer based on analysis of three material exposures: company level, industry level and execution level.

Detailed analysis of esg risks & opportunities

Step 5

Monitor Process

Evaluate research methodology; approve investment theses and peer group models; secure final decisions on securities; approve and prioritize company engagement efforts.

Comprehensive Governance approach

 

Active Engagement

We actively engage with companies to help drive performance and social value.

 

Insights

About Us

Our mission is to achieve favourable returns for investors while focusing on the long-term needs of our planet and society.

Deep Experience

A 40-year history of leadership and innovation in Responsible Investing

Dedicated to Responsible Investing

Calvert’s focus on Responsible Investing is at the heart of what we do

Global Reach

Strategies that span global capital markets including proprietary responsible indexes, quantitative equities, fundamental equity and fixed income, and customized solutions

Principles-based Approach

Built on the Calvert Principles for Responsible Investment, which bridge global norms for responsible business with the needs of return-seeking investors

Active Engagement

Our Corporate Engagement Strategists influence companies toward greater sustainability and corporate governance

Research Driven

Specialized research analysts use differentiated data to evaluate financially material ESG factors to measure impact and identify catalysts for positive change

Leadership

A Leader in Responsible Investing for nearly 40 years*, Calvert was an early initiator of developments in the space and is a signatory to key global accords.

Our History

A Leader in Responsible Investing for nearly 40 years*, Calvert was an early initiator of developments in the space and is a signatory to key global accords.

* On December 30, 2016, Calvert Research and Management acquired the business assets of Calvert Investment Management, Inc., which in 1982 introduced the Calvert Social Investment Fund, one of the first funds in the U.S. that incorporated ESG criteria into the investment selection process.

Our Capabilities

We offer a broad selection of Responsible Investing Strategies

$30B
Assets Under
Management
As of March 31, 2022

Proprietary Responsible Investing Indexes

Quantitative Equities

Fundamental Equity and Fixed Income

Thematic Approaches

Customized Investment Solutions

Differentiated Research

We analyze thousands of data points from our proprietary research, third-party vendors, scientific and academic research, trade information and company reports.

Our Differentiated 5-Step Process

Calvert believes that long-term ownership entails a responsibility to participate in the governance of the firms that we hold in our portfolios. Through our research, we identify engagement targets, seeking to help to address financially material issues that matter to clients, companies and society.

Step 1

Define Peer group

Refine classifications into custom peer groups based on shared, financially material ESG risks.

Relevant company comparisons

Step 2

Develop Investment Thesis

Develop investment thesis to identify current and emerging ESG risks and opportunities over our investment horizon.

Forward-looking risk assessment

Step 3

Build Structural Model

Evaluate performance on financially material ESG issues using select key performance indicators (KPIs).

Focus on financially material ESG issues

Step 4

Rate and Rank Issuer

Determine overall ESG decision for each issuer based on analysis of three material exposures: company level, industry level and execution level.

Detailed analysis of esg risks & opportunities

Step 5

Monitor Process

Evaluate research methodology; approve investment theses and peer group models; secure final decisions on securities; approve and prioritize company engagement efforts.

Comprehensive Governance approach

Active Engagement

We actively engage with companies to help drive performance and social value.

Insights

 

RISK CONSIDERATIONS
Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events. Accordingly, you can lose money investing in any strategy. ESG strategies that incorporate impact investing and/or environmental, social and governance (ESG) factors could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. As a result, there is no assurance ESG strategies could result in more favorable investment performance. In general, equity securities’ values also fluctuate in response to activities specific to a company. Investments in foreign markets entail special risks such as currency, political, economic, and market risks. The risks of investing in emerging market countries are greater than risks associated with investments in foreign developed countries. Fixed income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall and may result in periods of volatility and increased portfolio redemptions. In a declining interest-rate environment, the portfolio may generate less income. Longer-term securities may be more sensitive to interest rate changes. Real estate investments, including real estate investment trusts, are subject to risks similar to those associated with the direct ownership of real estate. Alternative investments are speculative, involve a high degree of risk, are highly illiquid, typically have higher fees than other investments, and may engage in the use of leverage, short sales, and derivatives, which may increase the risk of investment loss. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of its investment.

DISTRIBUTION

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.

MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services.  Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, Atlanta Capital Management LLC, Eaton Vance Management International (Asia) Pte. Ltd.

This material has been issued by any one or more of the following entities:

EMEA:

This material is for Professional Clients/Accredited Investors only.

In the EU, MSIM and Eaton Vance materials are issued by MSIM Fund Management (Ireland) Limited (“FMIL”). FMIL is regulated by the Central Bank of Ireland and is incorporated in Ireland as a private company limited by shares with company registration number 616661 and has its registered address at The Observatory, 7-11 Sir John Rogerson's Quay, Dublin 2, D02 VC42, Ireland.

Outside the EU, MSIM materials are issued by Morgan Stanley Investment Management Limited (MSIM Ltd) is authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No. 1981121. Registered Office: 25 Cabot Square, Canary Wharf, London E14 4QA.

In Switzerland, MSIM materials are issued by Morgan Stanley & Co. International plc, London (Zurich Branch) Authorised and regulated by the Eidgenössische Finanzmarktaufsicht ("FINMA"). Registered Office: Beethovenstrasse 33, 8002 Zurich, Switzerland.

Outside the US and EU, Eaton Vance materials are issued by Eaton Vance Management (International) Limited (“EVMI”) 125 Old Broad Street, London, EC2N 1AR, UK, which is authorised and regulated in the United Kingdom by the Financial Conduct Authority.

Italy: MSIM FMIL (Milan Branch), (Sede Secondaria di Milano) Palazzo Serbelloni Corso Venezia, 16 20121 Milano, Italy. The Netherlands: MSIM FMIL (Amsterdam Branch), Rembrandt Tower, 11th Floor Amstelplein 1 1096HA, Netherlands. France: MSIM FMIL (Paris Branch), 61 rue de Monceau 75008 Paris, France. Spain: MSIM FMIL (Madrid Branch), Calle Serrano 55, 28006, Madrid, Spain. 

MIDDLE EAST

Dubai: MSIM Ltd (Representative Office, Unit Precinct 3-7th Floor-Unit 701 and 702, Level 7, Gate Precinct Building 3, Dubai International Financial Centre, Dubai, 506501, United Arab Emirates. Telephone: +97 (0)14 709 7158).

EVMI utilises a third-party organisation in the Middle East, Wise Capital (Middle East) Limited ("Wise Capital"), to promote the investment capabilities of Eaton Vance to institutional investors. For these services, Wise Capital is paid a fee based upon the assets that Eaton Vance provides investment advice to following these introductions.

Hong Kong: This material has been issued by Morgan Stanley Asia Limited for use in Hong Kong and shall only be made available to “professional investors” as defined under the Securities and Futures Ordinance of Hong Kong (Cap 571). The contents of this material have not been reviewed nor approved by any regulatory authority including the Securities and Futures Commission in Hong Kong. Accordingly, save where an exemption is available under the relevant law, this material shall not be issued, circulated, distributed, directed at, or made available to, the public in Hong Kong. Australia: This publication is disseminated in Australia by Morgan Stanley Investment Management (Australia) Pty Limited ACN: 122040037, AFSL No. 314182, which accept responsibility for its contents. This publication, and any access to it, is intended only for “wholesale clients” within the meaning of the Australian Corporations Act.  EVMI is exempt from the requirement to hold an Australian financial services license under the Corporations Act in respect of the provision of financial services to wholesale clients as defined in the Corporations Act 2001 (Cth) and as per the ASIC Corporations (Repeal and Transitional) Instrument 2016/396. Calvert Research and Management, ARBN 635 157 434 is regulated by the U.S. Securities and Exchange Commission under U.S. laws which differ from Australian laws. Calvert Research and Management is exempt from the requirement to hold an Australian financial services licence in accordance with class order 03/1100 in respect of the provision of financial services to wholesale clients in Australia.

Japan:

For professional investors, this material is circulated or distributed for informational purposes only. For those who are not professional investors, this material is provided in relation to Morgan Stanley Investment Management (Japan) Co., Ltd. (“MSIMJ”)’s business with respect to discretionary investment management agreements (“IMA”) and investment advisory agreements (“IAA”).  This is not for the purpose of a recommendation or solicitation of transactions or offers any particular financial instruments. Under an IMA, with respect to management of assets of a client, the client prescribes basic management policies in advance and commissions MSIMJ to make all investment decisions based on an analysis of the value, etc. of the securities, and MSIMJ accepts such commission. The client shall delegate to MSIMJ the authorities necessary for making investment. MSIMJ exercises the delegated authorities based on investment decisions of MSIMJ, and the client shall not make individual instructions.  All investment profits and losses belong to the clients; principal is not guaranteed. Please consider the investment objectives and nature of risks before investing. As an investment advisory fee for an IAA or an IMA, the amount of assets subject to the contract multiplied by a certain rate (the upper limit is 2.20% per annum (including tax)) shall be incurred in proportion to the contract period. For some strategies, a contingency fee may be incurred in addition to the fee mentioned above. Indirect charges also may be incurred, such as brokerage commissions for incorporated securities. Since these charges and expenses are different depending on a contract and other factors, MSIMJ cannot present the rates, upper limits, etc. in advance. All clients should read the Documents Provided Prior to the Conclusion of a Contract carefully before executing an agreement. This material is disseminated in Japan by MSIMJ, Registered No. 410 (Director of Kanto Local Finance Bureau (Financial Instruments Firms)), Membership: the Japan Securities Dealers Association, The Investment Trusts Association, Japan, the Japan Investment Advisers Association and the Type II Financial Instruments Firms Association.

IMPORTANT INFORMATION

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.

A separately managed account may not be appropriate for all investors. Separate accounts managed according to the particular Strategy may include securities that may not necessarily track the performance of a particular index. A minimum asset level is required.

For important information about the investment managers, 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 has been prepared on the basis of publicly available information, internally developed data and other third-party sources believed to be reliable. However, no assurances are provided regarding the reliability of such information and the Firm has not sought to independently verify information taken from public and third-party sources.

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 Firm has not authorised financial intermediaries to use and to distribute this material, unless such use and distribution is made in accordance with applicable law and regulation. Additionally, financial intermediaries are required to satisfy themselves that the information in this material is appropriate for any person to whom they provide this material in view of that person’s circumstances and purpose. The Firm shall not be liable for, and accepts no liability for, the use or misuse of this material by any such financial intermediary.

This material may be translated into other languages. Where such a translation is made this English version remains definitive. If there are any discrepancies between the English version and any version of this material in another language, the English version shall prevail.

The whole or any part of this material may not be directly or indirectly reproduced, copied, modified, used to create a derivative work, performed, displayed, published, posted, licensed, framed, distributed or transmitted or any of its contents disclosed to third parties without the Firm’s  express written consent. This material may not be linked to unless such hyperlink is for personal and non-commercial use. All information contained herein is proprietary and is protected under copyright and other applicable law.

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

NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT

This is a marketing communication. Applications for shares in the Fund should not be made without first consulting the current Prospectus and the Key Investor Information Document (“KIID”), which are available in English and in the official language of your local jurisdiction at morganstanleyinvestmentfunds.com or free of charge from the Registered Office of Morgan Stanley Investment Funds, European Bank and Business Centre, 6B route de Trèves, L-2633 Senningerberg, R.C.S. Luxemburg B 29 192.

Information in relation to sustainability aspects of the Fund and the summary of investor rights is available at the aforementioned website.

If the management company of the relevant Fund decides to terminate its arrangement for marketing that Fund in any EEA country where it is registered for sale, it will do so in accordance with the relevant UCITS rules.

Calvert Research and Management is part of the Morgan Stanley Investment Management group of companies. Access to Calvert is available through Morgan Stanley Investment Management Fund’s, in which Calvert serves as investment manager.

John Streur
President and Chief Executive Officer
35 years industry experience
Emily Chew
Managing Director, Chief Responsible Investing Officer
11 years industry experience
Jade Huang
Managing Director, Applied Responsible Investment Solutions
17 years industry experience
Anthony Eames
Managing Director, Responsible Investment Strategy
27 years industry experience
Chris Madden
Managing Director, Portfolio Management
23 years industry experience
John Wilson
Executive Director, Director of Engagement
25 years industry experience
Edward Kamonjoh
Executive Director, Impact Management
19 years industry experience
Kelly Rechen
Vice President, Chief of Staff
5 years industry experience
Hope Brown
Executive Director, Chief Compliance Officer
27 years industry experience

This is a Marketing Communication.

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