Morgan Stanley Investment Management launches ESG strategies across Europe Managed by Calvert Research and Management
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Morgan Stanley Investment Management and Calvert launch Luxembourg-domiciled responsible investment funds focused on driving positive change, generating long-term value
LONDON–(BUSINESS WIRE)–Calvert Research and Management (Calvert), a subsidiary of Morgan Stanley Investment Management, today announced the European launch of a suite of responsible investment strategies focused on environmental, social and governance (ESG). The new Calvert strategies meet the criteria of Article 9 of the SFDR and have a sustainable investment objective across the entire ESG spectrum. This news follows MSIM’s acquisition of Eaton Vance, Calvert’s parent company in March 2021.
Calvert, a pioneer and recognized leader in responsible investing since 1982, uses proprietary fundamental research, analysis of financially meaningful ESG data, and direct corporate engagement to deliver competitive investment results across all asset classes. The newly available strategies form a robust suite of offerings that invest in companies with leading ESG characteristics with the primary objective of long-term value creation and overall positive impact.
Calvert Article 9 Funds are available through the Morgan Stanley Investment Management distribution network and include the following:
MSINVF Calvert Sustainable Developed Europe Equity Select Fund
MSINVF Calvert Sustainable Developed Markets Equity Select Fund
MSINVF Calvert Sustainable Emerging Markets Equity Select Fund *
MSINVF Calvert Sustainable US Equity Select Fund
MSINVF Calvert Fund for Sustainable Diversity, Equity and Inclusion
MSINVF Calvert Sustainable Climate Aligned Fund
“We are excited to leverage Morgan Stanley Investment Management’s leading non-U.S. distribution capabilities to bring Calvert’s proven, principles-based sustainable investment strategies to a much broader universe of investors,” said John Streur. , President and CEO of Calvert Research and Management. . “Our proprietary research system guides our investment process and enables us to identify companies that are at the forefront of their peers in managing financially material ESG risks and opportunities, and those that are positioned for a longer-term success and better societal outcomes.”
Promoting environmental sustainability and resource efficiency, advocating for fair societies and better societal outcomes, and demanding responsible governance and transparent operations are central to Calvert’s Responsible Investment Principles, which form the foundation of the Calvert’s investment process.
Calvert is a signatory to and has played a leading role in leading a number of global initiatives such as the Principles for Responsible Investment (PRI) of the United Nations Environment Program Finance Initiative, the Women’s Empowerment Principles and the United Nations Global Compact. Calvert also works closely with leading academic institutions and other ESG-focused organizations to promote industry-leading collaborative research.
“The combination of our research and engagement processes as well as our work to support global change initiatives positions us to deliver impact-driven responsible investment strategies that deliver long-term shareholder value and promote a positive change,” added Mr. Streur.
“We are delighted to be able to bring our European clients Calvert’s historical understanding of ESG analysis, its knowledge of responsible investing and its success in creating long-term value,” said Jacques Chappuis, Global Head of Distribution and Co-Head of Solutions and Multi-Asset Group at Morgan Stanley Investment Management. financial results. European investors have a sophisticated understanding of how sustainability factors can drive business success and Calvert has been refining this process for 40 years.
* This fund is approved and will be available in the coming weeks
About Calvert Research and Management
Calvert Research and Management is a global leader in responsible investing. Calvert sponsors one of the largest and most diverse families of responsibly invested mutual funds, encompassing actively and passively managed equity, income, alternative and multi-asset strategies, with approximately $37.3 billion dollars in assets under management as of March 31, 2022.
With roots in responsible investing dating back to the 1982 launch of the first mutual fund to oppose investment in companies doing business in apartheid-era South Africa, the firm seeks to Generate favorable investment returns for clients by allocating capital consistent with environmental, social and governance criteria. best practices and structured engagement with portfolio companies. Based in Washington, DC, Calvert manages assets for funds, individual and institutional segregated account clients and their advisors. Calvert Research and Management is a wholly owned subsidiary of Morgan Stanley Investment Management.
About Morgan Stanley Investment Management
Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 767 investment professionals worldwide and $1.4 trillion in assets under management or supervision as of March 31, 2022. Morgan Stanley Investment Management s strives to deliver exceptional long-term investment performance. , a comprehensive service and suite of investment management solutions to a diverse customer base, which includes governments, institutions, corporations and individuals worldwide. For more information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im.
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services company providing a broad range of investment banking, securities, wealth management and investment management services. With offices in 41 countries, the company’s employees serve customers around the world, including businesses, governments, institutions and individuals. For more information on Morgan Stanley, please visit morganstanley.com.
This marketing communication has been issued by Morgan Stanley Investment Management Fund Management (Ireland) Limited. Morgan Stanley Investment Management Fund Management (Ireland) Limited is regulated by the Central Bank of Ireland. Morgan Stanley Investment Management Fund Management (Ireland) Limited is incorporated in Ireland as a private company limited by shares with company registration number 616661 and has its registered office at The Observatory, 7-11 Sir John Rogerson’s Quay , Dublin 2, D02 VC42, Ireland.
This is a commercial communication. Applications for shares of the Fund should not be made without first consulting the current Prospectus and Key Investor Information Document (“KIID”), which are available in English and the official language of your local jurisdiction. at the address 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, RCS Luxembourg B 29 192. A summary of investor rights is available in English on the same website.
If the management company of the relevant Fund decides to terminate its agreement to market this Fund in any EEA country where it is registered for sale, it will do so in accordance with the applicable UCITS rules.
Source: Morgan Stanley Investment Management