Is Calvert Socially Responsible? Calvert Equity Fund (CSIEX), one of the largest and oldest funds in the sphere of socially responsible investing, or SRI, gained 6.9% annualized over the past 15 years, compared with 5.5% for the S&P.
What are the Calvert Principles for Responsible Investment? The Calvert Principles seek to identify issuers that operate in a manner that is consistent with or promote: Environmental sustainability and resource efficiency. Equitable societies and respect for human rights. Accountable governance and transparent operations.
Is Calvert part of Morgan Stanley? Calvert Research and Management is part of the Morgan Stanley Investment Management group of companies. Access to Calvert is available through Morgan Stanley Investment Management Fund’s, in which Calvert serves as investment manager.
Did Morgan Stanley buy Calvert? Item 4 – On March 1, 2021, Morgan Stanley acquired Eaton Vance Corp. and its subsidiaries, including Calvert (the Morgan Stanley Acquisition). Calvert is now an indirect wholly-owned subsidiary of Morgan Stanley and is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.