Morgan Stanley Launches 3 Investment Funds with ESG Criteria Managed by Calvert Research

Calvert Research and Management, a subsidiary of the American management company Morgan Stanley, has launched three actively managed funds with ESG (environmental, sustainable and good governance) criteria and ascribed to Article 8 (they promote social and environmental initiatives along with traditional results objectives ) of the European Union (EU) SFDR regulation.

Morgan Stanley, which thus brings the total number of Calvert funds available in Europe to eleven, has specified that the new strategies in question are the ‘Calvert Global Equity’ fund, the ‘Calvert Global High Yield Bond’ and the ‘Calvert US Equity’.

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Morgan Stanley’s ESG criteria

The first seeks to invest in companies that demonstrate solid management of economically relevant ESG characteristics and that demonstrate sustainable business models, with the capacity to generate sustainable economic performance to, in turn, generate sustainable returns for investors in the long term. .

“The companies in our portfolio embody sustainable business models with a tendency to generate accumulated value for shareholders and offer attractive long-term sustainable returns,” said Chris Dyer, co-head of Morgan Stanley’s Eaton Vance Equity and person in charge. to launch this fund.

Why Morgan Stanley launches the funds

For its part, the ‘Calvert Global High Yield Bond’ fund seeks to generate total returns by investing in high-yield global corporate bonds (at the expense of assuming greater risk), issued by companies that demonstrate solid management of the criteria. Economically relevant ESG.

Regarding this debt vehicle, the co-director of fixed income at Morgan Stanley has stated that “by maintaining a minimum of 30% of its net asset value (NAV) in sustainable investments, the ‘High Yield Bond’ fund demonstrates our permanent commitment to deliver solid returns while upholding environmental and social responsibility.”

Likewise, the ‘Calvert US Equity’ fund seeks to invest in high-quality US companies that, through their operations and business practices, demonstrate effective management of ESG criteria evaluated according to Calvert’s own principles.

The manager of this last vehicle, Joe Hudepohl, has expressed that they try to build “a portfolio influenced by the convictions of quality and sustainable growth companies that are priced below or in line with their intrinsic value.”

Regarding these launches, the head of European distribution, Vittorio Ambrogi, commented that they continue to observe “a strong demand for sustainable funds from investors.”

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First published in el periodico de la energia. A third-party contributor translated and adapted the article from the original. In case of discrepancy, the original will prevail.

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