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Sustainable Equities
Discover high-quality, global growth opportunities
Learn more about our proprietary research and investing process.
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Our Funds

SROI
SROIX

Invest for a Brighter Future

Seeking a better way to invest

We invest in high-quality companies that have strong financial metrics and seek to address risks related to governance, ecological impact and human development.

Authentic heritage

The Fund is managed by a team that established and maintains one of the longest running ESG processes in the United States, consistently applied for more than 25 years.

Seeking positive long-term societal and investment returns

We invest in companies that are realizing positive social and environmental benefits across market cycles. Also, SROI is part of a broader partnership that has committed to donating a portion of its profits to charity.

Time-tested Sustainable Investment Experience

  • Our team has been at the forefront of sustainable investing since 1997
  • Reflecting their commitment to providing a better way to invest and manage risk, our team launched one of the first fossil-fuel-free funds in the United States
  • We believe our proprietary research platform gives us a competitive edge by delivering insights above and beyond off-the-shelf ESG research

Tony Tursich, CFA

SVP, Co-Portfolio Manager

26 years of experience

Jim Madden, CFA

SVP, Co-Portfolio Manager

32 years of experience

Beth Williamson

VP, Head of Sustainable Equity Research and Associate Portfolio Manager

19 years of experience

Our Approach Considers Risks Above and Below the “waterline”

SROI's inclusive research dives deep and encompasses traditional financial indicators and less-followed sustainability risks hiding below the waterline. We believe our process provides key advantages for identifying quality companies and avoiding risks that many nonsustainable strategies overlook.

A Joint Partnership

SROI is advised by Calamos Antetokounmpo Asset Management LLC (CGAM), a 50%/50% joint venture between Calamos Investments and Giannis Antetokounmpo. The structure is symbolic of their commitment—two powerhouses joined as one team to deliver positive societal return. The partnership marks the first time an asset manager and professional athlete team together as co-owners.

SROI: Helping to Fund Societal Returns

SROI is part of a broader partnership between Calamos and Antetokounmpo, who together have committed to donating a portion of the partnership’s profits to charity.

How Can You Invest In SROI?

SROI can be purchased through your trusted investment professional or at most online brokerages.

Fund Facts

Ticker SROI
ETF Structure Active
Exchange NYSE ARCA
Investment Objective Long-term capital appreciation
Investment Strategy The Fund employs an integrated, fundamental and proprietary sustainable process to evaluate and select what we deem are the highest-quality growth opportunities throughout global developed and emerging markets and across market capitalizations.
Portfolio Fit The Fund can serve as an equity allocation for investors seeking above-average returns with potentially lower volatility from a portfolio of high-quality companies offering enhanced prospects for growth.
Expense Ratio 0.95% as of the prospectus dated 1/27/2023
Benchmark MSCI ACWI (net)
Explore the ETF

Sustainable Equities Capabilities

The shared values between Calamos Investments and Giannis Antetokounmpo forge the foundation for a great partnership. Together, we are creating a sustainable fund and will seek to generate investment and societal returns. Our aim is to inspire, drive greatness, and contribute to a world of well-being and prosperity for all.

Calamos Financial Services LLC, Distributor

Check the background of the firm and its investment professionals on FINRA's BrokerCheck.

Before investing, carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-866-363-9219. Read it carefully before investing.

©2024 Calamos Investments LLC. All Rights Reserved. Calamos®, Calamos Investments® and Investment strategies for your serious money® are registered trademarks of Calamos Investments LLC.

Calamos Investments LLC, referred to herein as Calamos Investments®, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Financial Services LLC and Calamos Antetokounmpo Asset Management LLC.

The personal data collected by Calamos on this website, or by any other means, is collected and stored in accordance with the General Data Protection Regulation (EU) 2016/679 ("GDPR").

Important Legal Information | Privacy Policy | Business Continuity | Code of Business Conduct and Ethics | ERISA 408(b)(2)

Environmental, social and governance (ESG) is based on the premise of investing in companies that have good environmental records, are ethically run and have a positive social impact.

An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund’s prospectus.

The principal risks of investing in the Calamos Antetokounmpo Global Sustainable Equities ETF include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, value stock risk, foreign securities risk, forward foreign currency contract risk, emerging markets risk, small and mid-sized company risk and portfolio selection risk. As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to the potential for greater economic and political instability in less developed countries.

The MSCI ACWI (net) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets and emerging markets.

The Fund’s ESG policy could cause it to perform differently compared to similar funds that do not have such a policy. The application of the social and environmental standards of Calamos Advisors may affect the Fund’s exposure to certain issuers, industries, sectors, and factors that may impact the relative financial performance of the Fund—positively or negatively—depending on whether such investments are in or out of favor.

Calamos Antetokounmpo Asset Management LLC (“CGAM”), an investment adviser registered with the SEC under the Investment Advisers Act of 1940, serves as the Fund’s adviser (“Adviser”). CGAM is jointly owned by Calamos Advisors LLC and Original C Fund, LLC, an entity whose voting rights are wholly owned by Original PE, LLC which, in turn, is wholly owned by Giannis Sina Ugo Antetokounmpo.

Mr. Antetokounmpo serves on the Adviser's Board of Directors and has indirect control of half of the Adviser's Board.

Mr. Antetokounmpo is not a portfolio manager of the Fund and will not be involved in the day-to-day management of the Fund's investments, and neither Original C nor Mr. Antetokounmpo shall provide any “investment advice” to the Fund. Mr. Antetokounmpo provided input in selecting the initial strategy for the Fund.

Mr. Antetokounmpo will be involved with marketing efforts on behalf of the Adviser. If Mr. Antetokounmpo is no longer involved with the Fund or the Adviser then “Antetokounmpo” will be removed from the name of the Fund and the Adviser. Further, shareholders would be notified of any change in the name of the Fund or its strategy.

The Adviser is jointly owned and controlled by Calamos Advisors LLC and, indirectly, by Mr. Antetokounmpo, a well-known professional athlete. Unanticipated events, including, without limitation, death, adverse reputational events or business disputes, could result in Mr. Antetokounmpo no longer being associated or involved with the Adviser. Any such event could adversely impact the Fund and result in shareholders experiencing substantial losses.

The principal risks of investing in the Calamos Antetokounmpo Sustainable Equities Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, large-capitalization stocks as a group could fall out of favor with the market, small and mid-sized company risk, sector risk, portfolio turnover risk, and portfolio selection risk.

The Fund's ESG policy could cause it to perform differently compared to similar funds that do not have such a policy. The application of the social and environmental standards of Calamos Advisors may affect the Fund's exposure to certain issuers, industries, sectors, and factors that may impact the relative financial performance of the Fund-positively or negatively-depending on whether such investments are in or out of favor.

The funds' gross expense ratios as of the prospectus dated 1/27/2023 are as follows: A Shares 1.71%, C Shares 2.46%, I Shares 1.46% and R6 Shares 1.46%.

Calamos Antetokounmpo Asset Management LLC ("CGAM"), an investment adviser registered with the SEC under the Investment Advisers Act of 1940, serves as the Fund's adviser ("Adviser"). CGAM is jointly owned by Calamos Advisors LLC and Original C Fund, LLC, an entity whose voting rights are wholly owned by Original PE, LLC which, in turn, is wholly owned by Giannis Sina Ugo Antetokounmpo.

Mr. Antetokounmpo serves on the Adviser's Board of Directors and has indirect control of half of the Adviser's Board.

Mr. Antetokounmpo is not a portfolio manager of the Fund and will not be involved in the day-to-day management of the Fund's investments, and neither Original C nor Mr. Antetokounmpo shall provide any "investment advice" to the Fund. Mr. Antetokounmpo provided input in selecting the initial strategy for the Fund.

Mr. Antetokounmpo will be involved with marketing efforts on behalf of the Adviser.

If Mr. Antetokounmpo is no longer involved with the Fund or the Adviser then "Antetokounmpo" will be removed from the name of the Fund and the Adviser. Further, shareholders would be notified of any change in the name of the Fund or its strategy.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Giannis Sina Ugo Antetokounmpo is the majority shareholder of Original C, with a 68% ownership interest.

Notes

Environmental, social and governance (ESG) is based on the premise of investing in companies that have good environmental records, are ethically run and have a positive social impact.

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by S&P Global Market Intelligence LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2011 American Bankers Association. "CUSIP" is a registered trademark of the American Bankers Association.