ESG fund suite launched by MSIM subsidiary
Calvert Research and Management, a subsidiary of Morgan Stanley Investment Management (MSIM), has launched a set of responsible investment strategies.
The new Calvert strategies are compliant with SFDR Article 9 and have a long-term investment goal across the ESG spectrum. The launch comes after MSIM's March 2021 acquisition of Eaton Vance, Calvert's parent company.
The newly available strategies invest in companies that have leading ESG characteristics, with the primary goal of creating long-term value and having a positive global impact.
The Calvert Article 9 Funds are available through Morgan Stanley Investment Management’s distribution network and include:
- MSINVF Calvert Sustainable Developed Europe Equity Select Fund
- MSINVF Calvert Sustainable Developed 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
The MSINVF Calvert Sustainable Emerging Markets Equity Select Fund has been approved, but it will take a few weeks to become available.
"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 CEO of Calvert Research and Management.
"InInvestors 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," said Jacques Chappuis, global head of distribution and co-head of MSIM's solutions and multi-asset group.
Calvert has been honing this process for 40 years, and European investors have a sophisticated understanding of how sustainability factors can lead to business success," he added.
By fLEXI tEAM