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Overview

Our Philosophy

MSIM’s investment teams incorporate the assessment of potentially financially material ESG risks and opportunities into investment decision-making processes, as appropriate and according to investment teams’ particular investment strategies. Incorporation of such ESG risks and opportunities may occur at various stages of the investment lifecycle including due diligence and research, valuation, asset selection, portfolio construction, and ongoing engagement and investment monitoring.

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A leader in responsible investing for 40+ years, Calvert offers a full range of responsible investing solutions for institutions and individuals seeking competitive returns and positive impact.

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Sustainable Investing Capabilities and ESG Tools

We offer clients a wide range of sustainable investing solutions across asset classes in actively and passively managed vehicles that seek to align clients’ return objectives with their sustainability preferences, as appropriate.

 

ESG Factors Consideration

Includes indentifying relevant ESG oppotunities & risks, ESG/sustainability risk mitigation, consideration of the financial materiality of ESG factors and incorporation of ESG factors into research and investment decision-making

Screening

Considers specific thresholds and/or criteria that do not align with a product or clients’ sustainability objectives/values

Positive Inclusion, Intentionality & Value Creation

Sets an intentional and binding objective to contribute to measurable environmetnal or social benefit and/or value

Engagement & Stewardship

Includes proxy voting, direct company engagement, policy/regulatory advocacy and knowledge-sharing/ trainings

Sustainability Resources and Governance

MSIM ESG Committee

MSIM’s ESG Committee is composed of senior representatives from the division’s Sustainability Team, the Office of the Chief Operating Officer and other advisory and related functions who oversee and guide MSIM’s support for the sustainable investment strategies of each investment business. Key topics overseen by this Committee include MSIM’s ESG-related business goals, development of ESGrelated products and solutions, ESG governance framework, ESGrelated regulatory and reputational risks, and ESG-related public statements.

Sustainable Investing Team Leads

Many of MSIM’s investment teams, asset class platforms, and businesses have appointed at least one dedicated Sustainable Investing/ESG specialist to co-ordinate and support the sustainable investing approaches for the relevant team. A key responsibility of these specialists is to work with their respective investment teams to help encourage incorporation of ESG factors where relevant, in line with each team’s investment philosophy and strategy. These specialists may support the investment staff in such incorporation of ESG factors in investment processes through research, training, knowledge-sharing, engagement with companies, and representing their asset class/team in relevant ESG-related forums and groups as necessary.

Morgan Stanley Global Sustainability Office

The Morgan Stanley Global Sustainability Office (“GSO”) partners with teams across the Firm’s three business segments (Institutional Securities Group, Wealth Management, and MSIM) to provide innovative ESG insights, products, and solutions for Morgan Stanley’s clients. GSO may advise MSIM on product development and ESG data analysis, may collaborate on thought leadership, and may partner on internal knowledge-sharing and external industry affiliations.

MSIM Sustainability Team

The MSIM Sustainability team works with the Sustainable Investing Team Leads to coordinate global sustainable investing and stewardship initiatives, as appropriate. These activities include supporting investment teams in relation to sustainabilityrelated reporting and regulatory disclosure requirements, incorporating ESG factors into their investment approaches, developing ESG-related products and supporting sustainability data utilization, development of tools and sustainability research, as appropriate. The team also includes MSIM’s Global Stewardship function which supports and helps investment teams coordinate MSIM proxy voting and investee engagement activities.

Featured Report

Article
Emerging Markets Equity Annual Stewardship Report 2024

Our Emerging Markets Equity annual stewardship report illustrates our proactive engagement with portfolio companies to navigate operating landscapes and assist them in their growth. Discover how we initiate progress in the global energy transition, tackle regulatory challenges and encourage greater corporate transparency and disclosures, especially with regards to executive compensation issues.

Jun 13, 2024

Latest Insights

Sustainable Investing
ESG in Sovereign Fixed Income Investing: From Numbers to Narratives

As fixed income investors, we view the integration of ESG factors into the evaluation of sovereign bonds as a critical component of our investment process. Read more.

Jul 13, 2025
Sustainable Investing
MSIM Fixed Income Engagement Strategy: Integrated, Insightful, Influential

Fixed income investors play an important role in pursuing positive sustainability outcomes through a constructive dialogue with issuers around ESG. The MSIM Global Fixed Income Team explains how they incorporate engagement throughout their investment process.

Apr 29, 2025
Sustainable Investing
An equity approach that seeks to deliver an attractive return journey for clients

The Eaton Vance Equity Global Team seeks to illustrate the merits of a "sustainable" equity investing approach.

Mar 31, 2024

Resources

Policies & Principles

MSIM Sustainable Investing Policy Download icon Download
MSIM Proxy Voting Policy Download icon Download
MSIM Engagement & Stewardship Principles Download icon Download

Reports and Disclosures

2023 PRI Transparency Report Download icon Download
MSIM U.K. Stewardship Code Report 2023 Download icon Download
MSIM Hong Kong Stewardship Code Statement 2022/23 Download icon Download
MSIM FMIL Frankfurt Branch – Statement on Principal Adverse Impacts of Investment Advice on Sustainability Factors Download icon Download
MSIM FMIL Statement on Principal Adverse Impacts of Investment Decisions on Sustainability Factors Download icon Download
MSIM Climate Report 2023 Download icon Download

ESG Strategies that incorporate impact investing and/or Environmental, Social and Governance (ESG) factors could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. As a result, there is no assurance ESG strategies could result in more favorable investment performance.

 

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FINRA BrokerCheck. Investors may check the background of their Investment Professional by contacting the Financial IndustryRegulatory Authority (FINRA). FINRA BrokerCheck is a free tool to help investors check the professional background of current andformer FINRA-registered securities firms and brokers. FINRA BrokerCheck is available by calling 1-800-289-9999 and at www.FINRA.org. The FINRA BrokerCheck brochure describing this program is available to investors at www.FINRA.org.

Before investing in any Eaton Vance, Calvert or Morgan Stanley Investment Management Inc.-advised fund, prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. Read the prospectus carefully before you invest or send money. For open-end mutual funds, the current prospectus contains this and other information. To obtain an open-end mutual fund prospectus or summary prospectus and the most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here.

Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.

See the Fund's prospectus for information related to a primary benchmark index selected (if applicable) to comply with a regulation that requires the Fund's primary benchmark to represent the overall applicable market.

The information on this Web page is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Eaton Vance, Atlanta Capital, Parametric and Calvert are part of Morgan Stanley Investment Management.  Morgan Stanley Investment Management is the asset management division of Morgan Stanley.

MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services.  Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC.

Morgan Stanley Distribution, Inc. serves as the distributor for Morgan Stanley Funds. Morgan Stanley Distribution, Inc. Member FINRA / SIPC. Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. One Post Office Square, Boston, MA 02109. Member FINRA/SIPC. Exchange-traded funds are distributed by Foreside Fund Services, LLC.

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