** PRI Assessment Report for Morgan Stanley Investment Management, 2020. Signatories report on their responsible investment activities by responding to asset-specificmodules in the Reporting Framework. Each module houses a variety of indicators that address specific topics of responsible investment. Signatories’ answers are then assessed andresults are compiled into an Assessment Report. The Assessment Report includes: indicator scores – summarizing the individual scores achieved and comparing them to the median;section scores – grouping similar indicator scores together into categories (e.g. policy, assurance, governance) and comparing them to the median; module scores – aggregating all the indicator scores within a module to assign one of six performance bands (from E to A+). More information is available on PRI website at https://www.unpri.org/signatories/aboutpri-assessment/3066.article. *"Top scoring brackets" refers to scoring brackets (A+ or A) which are above the scores obtained by a majority of peers. The study measured performance using Morningstar’s 'total return' measure, which accounts for the expense ratio, management, administrative, 12b-1 fees and other costs that are taken out of assets. The PRI scorecard refers to Legacy MSIM only. ‘Legacy MSIM’ means Morgan Stanley Investment Management, excluding those businesses that were wholly owned by Eaton Vance Corp. prior to the acquisition of Eaton Vance Corp. by Morgan Stanley on March 1, 2021.
1 Morgan Stanley is the parent company of Morgan Stanley Investment Management Inc. and its affiliates. References to "Morgan Stanley" in this document refer to the parent company, not to Morgan Stanley Investment Management Inc. In some instances, Morgan Stanley Investment Management Inc. may leverage or be a part of Morgan Stanley's processes and/or initiatives related to sustainable investing.
Eaton Vance and Calvert are part of Morgan Stanley Investment Management. Morgan Stanley Investment Management is the asset management division of Morgan Stanley.
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