Better Health for All

Calamos Dynamic Convertible & Income Fund (CCD.US) is an investment fund that manages a portfolio of convertible securities and high-yield corporate bonds.

Its principal goods and services are financial instruments, which do not have a direct positive or negative impact on health outcomes. The fund's operations do not involve producing health-related products, providing healthcare services, conducting health research, or engaging in activities that directly generate health externalities. Therefore, all KPIs related to direct health impact, safety, accessibility, innovation, externalities, equity programs, workforce support, preventative measures, data responsibility, crisis response, mental health, patents, nutrition, education, addiction, and clinical trial ethics are not applicable to its core business model.

Fair Money & Economic Opportunity

Calamos Dynamic Convertible & Income Fund (CCD.US) is a closed-end investment fund that invests in convertible securities and high-yield corporate bonds.

Its business model does not involve direct consumer lending, deposit services, or other financial activities that would directly impact fair money and economic opportunity for underserved populations. Therefore, all KPIs related to consumer financial services, fair lending, financial inclusion, and wealth-building outcomes for individual customers are not applicable to this company's core business based on the available information.

Fair Pay & Worker Respect

Employee engagement is generally positive, with an overall employee rating of 4.2 out of 5 stars (84%), 84% CEO approval, and 83% of employees recommending the company.

However, the company experiences high voluntary turnover, with reports indicating that turnover has gone through the roof in recent months, including several senior leadership and investment team members.

Honest & Fair Business

No specific, concrete data points regarding ethical metrics for CCD.US, such as regulatory fines, transparency index scores, whistleblower policies, financial restatements, audit coverage, ESG controversy scores, complaint resolution times, board independence, anti-corruption policies, or third-party verification, were found in the provided articles.

The articles explicitly state that data for these metrics is not available or not provided.

Kind to Animals

The Investment Manager generally excludes issuers from investment consideration if they derive turnover exceeding 5% from animal testing.

However, the policy is weakened by a clause stating that issuers involved in animal testing are evaluated on a case-by-case basis depending on purpose and methods.

No War, No Weapons

Calamos Antetokounmpo Asset Management LLC (CGAM), which sub-advises the fund, does not utilize AI technology for portfolio design or decision making, thus prohibiting any military or surveillance use of AI.

The CAL Sustainable Investing team, which guides investment decisions, has codified ethical red lines that avoid certain industries, including 'Weapons'. This policy is legally binding as it is enshrined in the corporate code. The team will generally exclude a company from investment consideration if it derives more than 5% of its revenue or profits from the weapons industry, and a third-party audit confirms zero links to controversial weapons.

Planet-Friendly Business

The provided articles do not contain any quantitative data or specific information regarding CCD.US's environmental performance or initiatives. explicitly states that no environmental, social, or governance (ESG) metrics are provided in that document.

Articles , , and further confirm the absence of quantitative data on sustainability metrics, emissions, renewable energy, water use, certifications, waste diversion, regulatory actions, or any other detailed environmental performance indicators for the fund. While general ESG risk scores are mentioned, no specific data points relevant to the Planet-Friendly Business KPIs are available.

Respect for Cultures & Communities

The provided article focuses on investment products and performance metrics for Calamos Investments, including Protected Bitcoin ETFs.

It details initial cap rates and Morningstar ratings for various funds but does not contain any specific data or information pertaining to CCD.US's practices or performance related to Respect for Cultures & Communities.

Safe & Smart Tech

The company uses Transport Layer Security (TLS) to protect online accounts.

It states that it collects information to serve financial needs, provide customer service, and fulfill legal/regulatory requirements, and retains data only as long as necessary. The company's privacy policy mentions compliance with legal and regulatory requirements, including the General Data Protection Regulation (GDPR). Users have rights to access, rectify, erase, restrict processing, object to processing, and request the transfer of their personal data, and can withdraw consent or opt out of information disclosure. Account access requires verification and a password/PIN number, but there is no mention of multi-factor authentication (MFA) availability.