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Engagement Is Research: The Potential Benefits of Direct Dialogue
Calamos Sustainable Equities Team
April 21, 2026
In its recent paper, the Calamos Sustainable Equities Team explains the beneficial role of engagement within its investment process.
Key viewpoints:
- Sustainability dialogues with portfolio companies sharpen investment conviction in ways no third-party data source can replicate.
- Engagement is a more precise, investor-aligned form of advocacy. We influence companies not through the filing of shareholder resolutions but through the actions undertaken as long-term owners with a financial stake in the outcome.
- Targeted, investor-driven dialogue surfaces operational details, candid assessments of gaps, and forward-looking insights that do not emerge from public disclosures alone.
Our 2025 Engagement Survey Report documents this work at scale: 44 companies engaged across 8 sectors and 4 regions. Alongside direct company dialogue, proxy voting is a second lever—in 2025, the Calamos Sustainable Equities team cast 2,537 votes, ensuring its views on governance and sustainability are formally registered at the companies in the portfolios it manages.
Read the paper “Engagement Is Research: How Direct Dialogue Makes Investors Better.”
Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. The views and strategies described may not be appropriate for all investors. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations.
Calamos Advisors LLC is a federally registered investment advisor. Form ADV Part 2A, which provides background information about the firm and its business practices, is available upon written request to: Calamos Advisors LLC, 2020 Calamos Court, Naperville, IL 60563-2787, Attn: Compliance Officer.
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