Source: FactSet, MSCI ESG, Morgan Stanley Investment Management.
1 All interactions between International Equity Team portfolio managers and company management or non-executive board members from January 1, 2019 – December 31, 2019 where material E, S, or G factors discussed. Data updated annually.
2 MSCI ESG Research defines a portfolio's carbon footprint as the carbon emissions (Scope 1 and 2) of a portfolio per million dollars invested. They sum up all the emissions in a portfolio based on the investor's ownership share, using reported or estimated emissions data. As of 12/31/2019.
3 ROOCE (Return on Operating Capital Employed) = EBITA (Earnings Before Interest, Taxes and Amortization)/PPE (Property, Plant, Equipment) + Trade Working Capital (excludes goodwill). Ex-Financials. As of 3/31/2020.
Source: FactSet, MSCI ESG, Morgan Stanley Investment Management.
1 All interactions between International Equity Team portfolio managers and company management or non-executive board members from January 1, 2019 – December 31, 2018 where material E, S, or G factors discussed. Data updated annually.
2 MSCI ESG Research defines a portfolio's carbon footprint as the carbon emissions (Scope 1 and 2) of a portfolio per million dollars invested. They sum up all the emissions in a portfolio based on the investor's ownership share, using reported or estimated emissions data. As of 12/31/2018.
3 ROOCE (Return on Operating Capital Employed) = EBITA (Earnings Before Interest, Taxes and Amortization)/PPE (Property, Plant, Equipment) + Trade Working Capital (excludes goodwill). Ex-Financials. As of 3/31/2019.
Fully Integrated ESG Process
Free of Tobacco, Alcohol, Gambling, Adult Entertainment, and Controversial Weapons or Firearms
Free of Fossil Fuels,
Bulk Commodities and
Gas or Electric Utilities