MASHINIi

Calamos Strategic Total Return Fund.

CSQ.US | Fund management activities

Calamos Strategic Total Return Fund is a closed-end equity mutual fund launched and managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets across the globe. For the equity portion of its portfolio, the fund invests in stocks of companies operating across diversifie...Show More

Ethical Profile

Mixed.

Calamos Strategic Total Return Fund (CSQ.US) receives a mixed ethical rating. As an investment fund, its direct operational impact on many ethical areas is limited. For its own employees, Calamos, the fund's advisor, offers comprehensive benefits, including a 50% 401(k) match, tuition assistance, and wellness programs. However, reports from Glassdoor suggest mixed employee sentiment, with positive feedback on work-life balance but concerns about pay for junior roles and senior leadership. The fund's advisor maintains a formal whistleblower policy and adheres to the Foreign Corrupt Practices Act (FCPA). Critics point to a lack of transparency regarding specific investment holdings, particularly concerning potential indirect support for companies in the defense industry.

Value Scores

Better Health for All0
-100100
Fair Money & Economic Opportunity0
-100100
Fair Pay & Worker Respect40
-100100
Fair Trade & Ethical Sourcing0
-100100
Honest & Fair Business-30
-100100
Kind to Animals0
-100100
No War, No Weapons0
-100100
Planet-Friendly Business0
-100100
Respect for Cultures & Communities0
-100100
Safe & Smart Tech0
-100100
Zero Waste & Sustainable Products-30
-100100

Better Health for All

0

No evidence available to assess Calamos Strategic Total Return Fund on Better Health for All.

Fair Money & Economic Opportunity

0

No evidence available to assess Calamos Strategic Total Return Fund on Fair Money & Economic Opportunity.

Fair Pay & Worker Respect

40

Calamos Investments provides comprehensive health insurance as an employee benefit.

1
Employee reviews on Glassdoor indicate an 83% recommendation rate and an overall employee rating of 4.2 out of 5 stars.
2
No regulatory actions, violations, fines, or compliance issues are mentioned in the provided articles.
3

Fair Trade & Ethical Sourcing

0

No evidence available to assess Calamos Strategic Total Return Fund on Fair Trade & Ethical Sourcing.

Honest & Fair Business

-30

A formal whistle-blower policy is in place, which includes a commitment not to allow retaliation for good faith reports and provides an independent anonymous reporting service.

1
However, there is no explicit evidence detailing the independent investigation processes for these reports. The company has an anti-corruption policy that explicitly mentions compliance with the Foreign Corrupt Practices Act (FCPA) and prohibits illegal payments to government officials, but information on the frequency or effectiveness metrics of related training is not provided.
2
Deloitte & Touche LLP serves as the independent registered public accounting firm, but the extent of their verification of ethical claims and compliance is not specified, leading to a 'not applicable' score for third-party verification.
3

Kind to Animals

0

No specific, concrete data points were found in the provided articles for CSQ.US (Calamos Strategic Total Return Fund) regarding any of the 'Kind to Animals' KPIs. The articles discuss general industry trends, other companies (Apple, Microsoft, NVIDIA), or Calamos Investments LLC's overarching ESG policies without providing specific details or metrics applicable to CSQ.US's direct impact on animal welfare, animal testing, humane operations, or specific investments related to these areas.

No War, No Weapons

0

No specific, concrete evidence was found in the provided articles to assess CSQ.US against any of the Key Performance Indicators for the 'No War, No Weapons' ethical value. While the articles mention Calamos Investments being a UNPRI signatory

1
and employing an ESG screening process for certain strategies
2
, they do not provide details on specific policies, revenues, investments, or compliance related to arms, defense contracts, dual-use technologies, sales to sanctioned regimes, peacebuilding initiatives, or other conflict-related activities that would allow for scoring against the provided rubric.

Planet-Friendly Business

0

No specific, concrete data points or evidence for CSQ.US (Calamos Strategic Total Return Fund) were found in the provided articles.

1
The articles primarily discuss other companies (Broadcom, Amazon, Alphabet, Microsoft), and the articles that might have contained information about Calamos resulted in error pages or contained no relevant data.
2
Therefore, no KPIs can be scored for CSQ.US based on the given evidence.

Respect for Cultures & Communities

0

No evidence available to assess Calamos Strategic Total Return Fund on Respect for Cultures & Communities.

Safe & Smart Tech

0

Calamos Investments, the entity managing CSQ.US, states compliance with GDPR and outlines user rights in accordance with this regulation.

1
Its privacy policy details data collection practices and how information is shared, indicating standard data minimization efforts.
2
The company explicitly states it does not sell client information, and implements internal access restrictions, encryption, and authentication requirements for security.
3
However, specific details on the extent or effectiveness of these measures are not provided.

Zero Waste & Sustainable Products

-30

Calamos Investments LLC, the manager of CSQ.US, has policy commitments set by its Sustainability Advisory Council.

1
These commitments include quantitative and/or qualitative waste reduction targets with mutually agreed upon deadlines.
2

Own Calamos Strategic Total Return Fund?

Upload your portfolio and see how all your holdings score across 11 ethical dimensions.

Audit My Portfolio

AI-generated analysis based on publicly available data. Not financial advice. Ratings are expressions of opinion derived from automated models and may contain inaccuracies. See our Risk Disclosure for full details.