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UCITS & AIFMD for US Managers
Returning 22 - 23 October 2024

Kate Marshall
Executive Director, Portfolio Specialist at Calvert Research and Management


Kate Marshall is an ESG Portfolio Specialist for Calvert’s Applied Solutions team, which manages Calvert’s Responsible Index series, thematic indexes and active risk managed strategies. Calvert Research & Management has approximately $36 billion in assets under management and is a division of Morgan Stanley Investment Management (MSIM), which manages over $1 trillion in assets. As an ESG Portfolio Specialist, Kate is responsible for client servicing and portfolio management support. In her role, she prepares and delivers materials to clients to communicate the team’s investment philosophy, portfolio performance and product positioning. She also supports day to day portfolio management activities including client and regulatory reporting, portfolio monitoring and research. In addition, Kate helps to shape the team’s custom investment solutions offerings.

Prior to MSIM, Kate worked at BSR (Business for Social Responsibility) where she primarily advised private equity firms on ESG integration, including impact investing and ESG due diligence. Kate also worked with consumer goods and food and agriculture companies to design and implement supply chain sustainability and women’s empowerment programs. Before working at BSR, Kate was the lead ESG Analyst for the Materials sector at Sustainalytics where she conducted company and sector-level research, advised clients on ESG integration and contributed to the firm’s research methodology development.

Kate holds a Master of Public Policy from the University of Toronto and a Bachelor of Arts in International Relations from the University of British Columbia.

Agenda Sessions

  • Practically implementing SFDR: Navigating the changing environment


At this event