Morgan Stanley Investment Management and Calvert debut
Luxembourg-domiciled responsible investing funds focused on driving
positive change, generating long-term value
Calvert Research and Management (Calvert), a subsidiary of
Morgan Stanley Investment Management, today announced the European
launch of a suite of responsible investing strategies focused on
Environmental, Social and Governance (ESG) factors. The new Calvert
strategies meet the SFDR Article 9 criteria and have a sustainable
investment objective across the ESG spectrum. This news follows
MSIM’s acquisition of Eaton Vance, Calvert’s parent company in
March, 2021.
Calvert, a recognized pioneer and leader in responsible
investing since 1982, employs proprietary fundamental research,
financially material ESG data analysis and direct company
engagement to deliver competitive investment results across asset
classes. The newly available strategies form a robust suite of
offerings that invest in companies with leading ESG characteristics
with the core objective of long-term value creation and positive
global impact.
The Calvert Article 9 Funds are available through Morgan Stanley
Investment Management’s 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 Sustainable Diversity, Equity and Inclusion
Fund
- MSINVF Calvert Sustainable Climate Aligned Fund
“We are excited about leveraging 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 Chief Executive Officer of Calvert Research
and Management. “Our proprietary research system drives our
investment process and enables us to identify the companies leading
their peers in managing financially material ESG risks and
opportunities, and those that are positioned for longer-term
success and improved societal outcomes.”
Promoting environmental sustainability and resource efficiency,
advocating for equitable societies and enhanced societal outcomes
as well as demanding accountable governance and transparent
operations are the core of the Calvert Principles for Responsible
Investment, which form the foundation of Calvert’s investment
process.
Calvert is a signatory to, and has played a leading role in
spearheading, a number of global initiatives such as the United
Nations Environment Programme Finance Initiative’s Principles of
Responsible Investing (PRI), the Women’s Empowerment Principles and
the UN Global Compact. Calvert also partners extensively with
leading academic institutions and other ESG-oriented organizations
to promote industry leading collaborative research.
“The combination of our research and engagement processes plus
our work to support global change initiatives position us to offer
impact-driven, responsible investing strategies that deliver
long-term shareholder value and drive positive change,” added Mr.
Streur.
“We are delighted to be able to bring Calvert’s historic
understanding of ESG analysis, knowledge of responsible investing
and success in long-term value creation to our European clients,”
said Jacques Chappuis, Global Head of Distribution and Co-Head of
the Solutions and Multi-Asset Group at Morgan Stanley Investment
Management.. “Investors are increasingly focused on sustainability,
and the launch of these new funds demonstrates our focus on
delivering our clients best-in-class and market-leading products
and solutions that align investor values with financial outcomes.
European investors have a sophisticated understanding of how
sustainability factors can lead to business success and Calvert has
been honing 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
diversified families of responsibly invested mutual funds,
encompassing active and passively managed equity, income,
alternative and multi-asset strategies, with approximately $37.3
billion 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 investing in companies
doing business in apartheid-era South Africa, the firm seeks to
generate favourable investment returns for clients by allocating
capital consistent with environmental, social and governance best
practices and through structured engagement with portfolio
companies. Headquartered in Washington, D.C., Calvert manages
assets on behalf of funds, individual and institutional separate
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 around the world and $1.4 trillion in assets under
management or supervision as of March 31, 2022. Morgan Stanley
Investment Management strives to provide outstanding long-term
investment performance, service and a comprehensive suite of
investment management solutions to a diverse client base, which
includes governments, institutions, corporations and individuals
worldwide. For further 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
firm providing a wide range of investment banking, securities,
wealth management and investment management services. With offices
in 41 countries, the Firm's employees serve clients worldwide
including corporations, governments, institutions and individuals.
For more information about Morgan Stanley, please visit
www.morganstanley.com.
Disclaimer:
FMIL
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 address at The
Observatory, 7-11 Sir John Rogerson's Quay, Dublin 2, D02 VC42,
Ireland.
MSINVF CBDF
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. A summary of investor rights is
available in English at the same 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.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20220504005336/en/
Media Relations: Tom Walton
Tom.Walton@morganstanley.com
Colleen McElhinney Colleen.McElhinney@morganstanley.com
Morgan Stanley (NYSE:MS)
Gráfico Histórico do Ativo
De Mar 2024 até Abr 2024
Morgan Stanley (NYSE:MS)
Gráfico Histórico do Ativo
De Abr 2023 até Abr 2024