Calvert Research and Management announces 100 Most Sustainable U.S. Companies

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Calvert Research and Management, part of Morgan Stanley Investment Management, released the 100 Most Sustainable U.S. Companies list in Barron’s. The list evaluates companies on over 230 ESG metrics, highlighting those addressing sustainability for long-term shareholder value.

Seventh annual ranking of companies selected by Calvert on a variety of sustainability measures featured in Barron’s

WASHINGTON--(BUSINESS WIRE)-- Calvert Research and Management (Calvert), part of Morgan Stanley Investment Management, today announced the publication of the 100 Most Sustainable U.S. Companies list in Barron’s. The annual list evaluates companies on over 230 environmental, social, and governance (ESG) metrics and ranks them according to their progress against sustainability categories that align to financial materiality.

“We are proud to announce this year’s list which recognizes companies that are successfully addressing the sustainability considerations material to improving long-term shareholder value,” said Von Hughes, Managing Director and Head of Calvert. “Calvert has an innovative research system, with an intense focus on financial materiality, depth of coverage, and comprehensive, proprietary data analysis. The system effectively identifies high-performing companies that can be catalysts for positive change, and, in doing so, is the foundation of our leadership in providing responsible investing solutions for our clients.”

About the List:

• To construct the list, the largest 1,000 publicly traded U.S. companies, excluding real estate investment trusts, are scored on a variety of ESG measures by Calvert’s industry-specific research anaylsts. The team analyzes data from a variety of providers and Calvert’s own internal research with a focus on financial materiality, reviewing over 230 defined key performance indicators that are correlated with financial performance.
• Each of the 1,000 companies is rated on its demonstrated responsibility in five key stakeholder categories: shareholders, employees, customers, community, and planet. Each company received a rating of zero to 100 in each stakeholder category, based on Calvert’s proprietary analysis and scoring methodology.
• An overall rating for each company was calculated using a weighted average of the five key stakeholder categories. The weightings were based on Calvert’s assessment of the financial materiality of each stakeholder category within the company’s industry peer group. To make the list, a company had to be rated above the bottom quarter in each material stakeholder category.

The full list and feature can be viewed on Barron’s website.

About Calvert Research and Management

Calvert Research and Management is a global leader in responsible investing. Calvert sponsors one of the largest and most diversified families of responsibly invested mutual funds, encompassing active and passively managed equity, income, alternative and multi-asset strategies, with approximately $37.5 billion in assets under management as of December 31, 2023.

With roots in responsible investing dating back to the 1982 launch of the first mutual fund to oppose investing in companies doing business in apartheid-era South Africa, the firm seeks to generate favourable investment returns for clients by allocating capital consistent with environmental, social and governance best practices and through structured engagement with portfolio companies. Headquartered in Washington, D.C., Calvert manages assets on behalf of funds, individual and institutional separate account clients, and their advisors. Calvert Research and Management is a wholly owned subsidiary of Morgan Stanley and part of Morgan Stanley Investment Management.

About Morgan Stanley Investment Management

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.5 trillion in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im.

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240226701813/en/

Media Relations:

Lauren Bellmare

Lauren.Bellmare@MorganStanley.com

Source: Calvert Research and Management

FAQ

What is the significance of the 100 Most Sustainable U.S. Companies list released by Calvert?

The list evaluates companies based on over 230 ESG metrics and ranks them according to sustainability categories aligned with financial materiality.

Who announced the publication of the list in Barron’s?

Calvert Research and Management, part of Morgan Stanley Investment Management, announced the publication.

What factors are considered in evaluating companies for the list?

Companies are evaluated on environmental, social, and governance (ESG) metrics, focusing on sustainability considerations for long-term shareholder value.

What is the role of Calvert's research system in identifying high-performing companies?

Calvert's research system focuses on financial materiality, depth of coverage, and proprietary data analysis to identify companies that can drive positive change.