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Morgan Stanley is a long-standing strategic investor and partner of iCapital, and this development is a testament to the success of the relationship.
The new Calvert strategies meet the SFDR Article 9 criteria and have a sustainable investment objective across the ESG spectrum.
The process Morningstar follows to give the globes is based on the ratings from their partner Sustainalytics which measures a company’s material ESG risk.
We have analysed some of the funds showcased in the ranking, and brought to you insights from Robeco, Morgan Stanley, Comgest and Federated Hermes.
The strategy of the fund combines an exposure to large cap US equities filtered by Zebra Capital’s Popularity metric and a level of capital protection through the maxNAV mechanism provided by Morgan Stanley.
There have been multiple notable moments for markets in 2020, starting with the March sell-off, and now with positive vaccine news. Here are five funds that outperformed the rest.
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