MSIM ETF Assets Surpass $1 Billion with the Conversion of Two Mutual Funds to ETFs

Morgan Stanley Investment Management (“MSIM”) today announced it has completed the conversion of two fixed income mutual funds to exchange-traded funds (“ETFs”). With these two additions, MSIM has introduced 14 ETFs since the launch of the ETF platform last year and has more than $1 billion in assets under management.

The below two strategies are available as ETFs as of today:

Mutual Fund	ETF	ETF Ticker
MSIFT Core Plus Fixed Income Portfolio	Eaton Vance Total Return Bond ETF	EVTR (NYSE)
MSIFT Short Duration Municipal Income Portfolio	Eaton Vance Short Duration Municipal Income ETF	EVSM (NYSE Arca)

Commenting on the ETF platform, Anthony Rochte, Global of Head of ETFs at MSIM, said: “We are pleased with the strong growth of MSIM’s ETF platform over the last year. Surpassing $1 billion in assets under management demonstrates the strong demand for accessing our differentiated investment capabilities in the ETF wrapper. As conversions, EVTR and EVSM offer clients our longstanding approach to income investing with the advantages of an ETF vehicle, including tax efficiency, transparency, value and trading flexibility, as well as a track record and scale.”

These latest ETFs complement the existing MSIM active fixed income ETF offering, which includes: Calvert Ultra-Short Investment Grade ETF (NYSE Arca: CVSB), Eaton Vance Ultra-Short Income ETF (NYSE Arca: EVSB), Eaton Vance High Yield ETF (NYSE Arca: EVHY), Eaton Vance Intermediate Municipal Income (NYSE Arca: EVIM), and Eaton Vance Floating Rate ETF (NYSE Arca: EVLN). Launched in 2023, MSIM’s ETF platform is comprised of 14 products, including six Calvert-branded ETFs, one Parametric-branded alternative income strategy, one Parametric-branded hedged equity strategy, and the six Eaton Vance-branded fixed income strategies.

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.