Kate Marshall leads Client Services and Strategy for Calvert Research & Management (Calvert). She and her team are dedicated to supporting Calvert clients in meeting their responsible investment goals through the provision of client reporting, advisory services, product management and custom solutions. In her role, Kate is also responsible for managing the production of Calvert’s thought leadership and investment insights aimed at continually advancing investors’ understanding of responsible investment themes, risks, and opportunities. Kate has been with Calvert since 2022 and with MSIM since 2018. At MSIM, she was a senior member of the firm’s inaugural sustainable investing team and led initiatives related to stewardship, overall strategy and ESG data. 

Prior to MSIM, Kate worked at BSR (Business for Social Responsibility) where she advised private equity firms on ESG integration, including impact investing and ESG due diligence. 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 approaches, 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.