ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Energy Infrastructure
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Free Cash Flow
    • Gold/Silver/Critical Minerals
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Modern Alpha
    • Night Effect
    • Portfolio Strategies
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
    • Volatility Resource
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • Company
    • About VettaFi
    • Get VettaFi’ed
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. Calvert & Morgan Stanley Are Thinking Long-Term on ESG
News
Share

Calvert & Morgan Stanley Are Thinking Long-Term on ESG

Evan HarpFeb 07, 2023
2023-02-07

Anthony Rochte, Morgan Stanley managing director, global head of ETFs, joined senior responsible investment strategy specialist Lenore Reiner and Calvert Research and Management chairman John Streur to discuss global leadership trends in asset management, digging into ESG.

Moderated by Reiner, the panel kicked off with a discussion of the six new ETFs launched by Morgan Stanley. “Our clients told us they want active management, but they want it in an ETF wrapper.” 250 of 400 ETFs launched last year were actively managed. Despite accounting for 15% of flows, active management is a mere 5% of total AUM in the ETF universe.

Addressing Morgan Stanley being criticized as being late to the party when it comes to ETFs, Rochte countered with the question, “How long is the event?”

ESG

“It’s important to recognize that ESG is operational,” Streur said, noting that though ESG is facing political blowback, widespread global risk is real and ESG is built to mitigate that. ESG’s political critics have scoffed that it’s “woke,” which Streur sees as missing the point. “We think about operational excellence and real long-term sustainability.”

Given the polarized climate, advisors face a unique challenge in presenting how companies are managing risk through ESG. “The question should be, ‘Are there business innovations that are actually happening that you want to invest in that are consistent with your values?’”

Sixty-five percent of net inflows in European ETFs went to ESG ETFs. “In Europe, a majority of flows were to ESG,” noted Rochte. Though U.S. firms might not duplicate that, Rochte believes it’s a notable trend.

“Women are interested in investing this way,” added Reiner. She pointed out that over 65% of women investors feel misunderstood by their advisors.

Pivoting to greenwashing, Streur pushed for investors to read prospectuses and find out exactly what they are investing in. He added, “What makes Calvert different is that we have our own research teams.” This access to proprietary data allows Calvert to drive impact and sidestep greenwashing claims.

Rochte shared two funds that he think showcases Calvert and Morgan Stanley well. The Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI ) not only gives investors a reasonable price, but two basis points are contributed to diversity and inclusion aspects that line up with Morgan Stanley’s values. Meanwhile, the Calvert Ultra-Short Investment Grade ETF (CVSB ) offers an active approach to bonds.

“There’s a huge business case for DEI,” Streur said, noting that workplaces are becoming increasingly diverse. Companies that fail to incorporate women and minorities into the workforce are leaving behind talented, skilled workers. He also noted that more women and minorities are getting degrees.

For more coverage of the Exchange conference, please visit VettaFi | ETFDB.


Content continues below advertisement

» Popular Pages

  • Tickers
  • Articles

Mar 29

Bitcoin Is Showing Possibilities as as Inflation Hedge

Mar 29

DURA Is a Durable Option for Income and Value Investors

Mar 29

This ETF Supported by Buoyant AI Forecast

Mar 29

Warm Winter Continues to Put European Climate Change in Focus

Mar 29

China’s First Hydrogen-Powered Ship Hints at Growth Potential

Mar 29

What’s Behind Big Spike for Currency-Hedged Japan ETFs?

Mar 29

Nasdaq-100 Index Home to Some Discounted Quality Stocks

Mar 29

Keep Volatility Checked Despite Bank Worries with DBMF

Mar 28

2Q 2023 Market Insights - The Soft Landing Facade

Mar 28

RELX Uses Free Cash Flow to Acquire 9 Companies

QQQ

Invesco QQQ Trust

SPY

SPDR S&P 500 ETF Trust

VOO

Vanguard S&P 500 ETF

VGT

Vanguard Information...

SMH

VanEck Semiconductor ETF

XLK

Technology Select Sector SPDR...

VTI

Vanguard Total Stock Market...

SOXX

iShares Semiconductor ETF

BLOK

Amplify Transformational Data...

META

Roundhill Ball Metaverse ETF


Content continues below advertisement

Loading Articles...
Help & Info
  • Contact Us
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X