Calvert Sustainable Diversity, Equity and Inclusion Strategy

Calvert Sustainable Diversity, Equity and Inclusion Strategy

Calvert Sustainable Diversity, Equity and Inclusion Strategy

 
 
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Summary

The Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify and invest in companies that demonstrate leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture. We believe these companies are better positioned to drive long-term value creation.

 
 
Investment Approach
Philosophy

Calvert believes in the power of using data to overcome behavioural tendencies and drive positive change. In our view, analysing the factors that drive global change can reveal market dislocations and investment opportunities. By marrying these insights with company-level analysis of financial and material non-financial factors, Calvert seeks to deliver superior investment strategies while supporting positive change for our planet and society.

 

 
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.

Calvert uses a principles-driven investment approach that bridges global norms of Environmental, Social and Governance responsibilities with the needs of return-seeking investors.

With a focus on catalyzing positive change, Calvert marries differentiated research into financially material ESG factors with an active engagement approach that seeks to influence companies and markets toward greater sustainability and effective governance.

 
 
 
 
Portfolio Managers  
Jade Huang
Managing Director, Applied Responsible Investment Solutions
17 years industry experience
Chris Madden
Managing Director, Portfolio Management
23 years industry experience
Ibrahim Kara
Executive Director, Portfolio Manager
18 years industry experience
Yijia Chen
Vice President, Portfolio Manager
8 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.

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

MSCI World Index is a free float adjusted market capitalization weighted index that is designed to measure the global equity market performance of developed markets. The term "free float" represents the portion of shares outstanding that are deemed to be available for purchase in the public equity markets by investors. The performance of the Index is listed in U.S. dollars and assumes reinvestment of net dividends.

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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