MASHINIi

Calamos Long/Short Equity & Dynamic Income Trust.

CPZ.US | Trusts, funds and similar financial entities

Calamos Long/Short Equity & Dynamic Income Trust is a closed-end management investment company. The Trust's investment objective is to provide total return through a combination of capital appreciation and current income. The Trust invests in a diversified portfolio of equities and income-producing ...Show More

Ethical Profile

Mixed.

Not enough information to create an ethical profile.

Value Scores

Better Health for All0
-100100
Fair Money & Economic Opportunity0
-100100
Fair Pay & Worker Respect0
-100100
Fair Trade & Ethical Sourcing0
-100100
Honest & Fair Business0
-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 Products0
-100100

Better Health for All

0

Calamos Long/Short Equity & Dynamic Income Trust (CPZ.US) is an investment management company whose core business involves managing a diversified portfolio of equities and income-producing securities.

1
The provided articles contain financial data related to the fund's performance, holdings, and expenses. However, none of the articles provide any information or evidence regarding the company's direct impact on health outcomes, product safety, accessibility of health products, health-related R&D, health externalities, health equity programs, healthcare workforce support, preventative health measures, healthcare data responsibility, global health crisis response, mental health initiatives, pharmaceutical patents, nutrition, health education, addiction mitigation, or clinical trial ethics. Therefore, all KPIs related to 'Better Health for All' are scored as 'Not applicable' or neutral, as the company's operations do not directly intersect with these health-related activities.

Fair Money & Economic Opportunity

0

Calamos Long/Short Equity & Dynamic Income Trust (CPZ.US) is a closed-end management investment company that invests in equities and income-producing securities.

1
The provided articles detail the fund's financial performance, asset allocation, and operational fees. However, there is no evidence to suggest that CPZ.US offers direct financial services such as lending, deposit accounts, insurance products, or consumer credit to individuals or specific demographic segments. The company's core business lies outside the scope of consumer-facing financial services that would directly impact financial inclusion or economic opportunity for marginalized populations. Therefore, all KPIs related to fair money and economic opportunity are scored as 'Not applicable' based on the available information.

Fair Pay & Worker Respect

0

The provided articles consistently refer to 'Calamos Investments' and its employees, benefits, and culture. CPZ.US (Calamos Long/Short Equity & Dynamic Income Trust) is described as a closed-end management investment company. While Calamos Investments likely serves as the investment adviser or management entity for CPZ.US, the articles do not explicitly state that the employee data for Calamos Investments directly applies to the workforce of CPZ.US as a distinct legal entity. Without a clear connection established in the evidence that the employees discussed are the direct workforce of CPZ.US, or that the data is representative of CPZ.US's operations, no KPIs can be scored for CPZ.US based on the provided information.

Fair Trade & Ethical Sourcing

0

Calamos Long/Short Equity & Dynamic Income Trust is an investment company focused on equities and income-producing securities.

1
Its business model does not involve the procurement or trading of physical commodities, nor does it have a traditional supply chain for goods or services that would require fair trade certifications, supplier audits, or tracking of high-risk materials.
2
Consequently, all KPIs related to fair trade and ethical sourcing are not applicable to its operations.

Honest & Fair Business

0

No evidence available to assess Calamos Long/Short Equity & Dynamic Income Trust on Honest & Fair Business.

Kind to Animals

0

The company, Calamos Long/Short Equity & Dynamic Income Trust (CPZ.US), is an investment trust. Its core business model is service-oriented, focusing on investment strategies and portfolio management, and does not involve direct animal testing, animal husbandry, or the production of animal-derived products. Therefore, all KPIs related to direct animal welfare operations, product manufacturing, or supply chain management are not applicable to its own operations. While one article states the fund would exclude companies with significant business in animal testing from its investments.

1
This is a policy regarding its investment selection, not its own operational animal testing policy. Similarly, discussions about biodiversity loss and global conservation targets in other articles relate to general investment considerations rather unfortunate specific, measurable conservation initiatives undertaken by CPZ.US itself. No evidence was found for any direct animal welfare activities or impacts by the company.

No War, No Weapons

0

No specific evidence was found in the provided articles regarding CPZ.US (Calamos Long/Short Equity & Dynamic Income Trust) and its adherence to the 'No War, No Weapons' ethical value. Information in the articles pertained to other companies or specific teams/funds within the broader Calamos organization, but was not explicitly stated to apply to CPZ.US.

Planet-Friendly Business

0

No specific, quantitative evidence was found in the provided articles to assess CPZ.US against any of the Planet-Friendly Business KPIs. The articles primarily discuss investment strategies, portfolio characteristics, and general ESG policies of Calamos funds, rather than the direct operational environmental performance of CPZ.US or Calamos as a firm. Information regarding the Calamos Global Convertible Fund's portfolio GHG emissions and EU Taxonomy alignment does not apply to CPZ.US or Calamos's own operational metrics.

1

Respect for Cultures & Communities

0

The provided articles contain no specific, concrete data points or actions related to CPZ.US's engagement with communities, cultural impact assessments, FPIC participation, local employment, grievance mechanisms, cultural preservation, or any other metrics relevant to the 'Respect for Cultures & Communities' value. explicitly states a 'significant data gap regarding CPZ's community engagement and respect for cultures and communities' and 'No data related to community engagement, cultural impact assessments, FPIC participation, or other CPZ-related metrics is provided in this document.'

1
While mentions Calamos is a UNPRI Signatory,
2
this is a general commitment to responsible investment and does not provide specific, quantitative evidence for any of the detailed KPIs under this value.

Safe & Smart Tech

0

No specific, concrete data points were found in the provided articles that are directly relevant to CPZ.US for any of the Safe & Smart Tech KPIs. Articles discussing Calamos Investments explicitly state that the information is not directly relevant to CPZ.US.

1

Zero Waste & Sustainable Products

0

No specific, concrete data points were found in the provided articles regarding CPZ.US's performance on waste diversion rates, product recyclability, packaging sustainability, recycled content, single-use plastic reduction, take-back programs, circular design principles, waste reduction initiatives, hazardous waste management, product durability, repairability, waste audit frequency, zero waste certification, waste disposal violations, material efficiency, packaging to product ratio, waste reduction targets, supplier waste requirements, or customer waste education. The articles primarily focus on financial performance and general ESG policy without specific metrics related to zero waste or sustainable products for the company.

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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.