We are proud to present a broad range of Calvert article 8 and 9 classified SICAV funds.
Over 40 years of leadership and innovation in Responsible Investing
Deep research into financially material ESG factors that can impact performance
Our Corporate Engagement Strategists influence companies toward greater sustainability and corporate governance
Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.
A Leader in Responsible Investing for nearly 40 years*, Calvert was an early initiator of developments in the space and is a signatory to key global accords.
* On December 30, 2016, Calvert Research and Management acquired the business assets of Calvert Investment Management, Inc., which in 1982 introduced the Calvert Social Investment Fund, one of the first funds in the U.S. that incorporated ESG criteria into the investment selection process.
We offer a broad selection of Responsible Investing Strategies. To learn more, please see the Calvert overview brochure.
Proprietary Responsible Investing Indexes
Quantitative Equities
Fundamental Equity and Fixed Income
Thematic Approaches
Customized Investment Solutions
Calvert's research process focuses on identifying financially material ESG factors. The process ensures that our strategies invest in companies that manage their materials ESG factors well while avoiding companies that don't.
Relevant company comparisons
Forward-looking risk assessment
Focus on financially material ESG issues
Detailed analysis of esg risks & opportunities
Comprehensive Governance approach
Calvert has a long history of collaborating with companies to encourage them to improve corprate behaviours and contribute to a more sustainable and equity society.
Raising our concerns with management or boards to improve ESG policies and practices.
Registering support or concerns as shareholders about corporate ESG policies and practices.
Adding a question to the company's ballot on an ESG topic for a vote of all shareholders.
Leveraging government and NGO partnerships to advocate for Responsible Investing and ESG.
Using coalitions and partners to work for positive change in key issue areas.
We are proud to present a broad range of Calvert article 8 and 9 classified SICAV funds.
Over 40 years of leadership and innovation in Responsible Investing
Deep research into financially material ESG factors that can impact performance
Our Corporate Engagement Strategists influence companies toward greater sustainability and corporate governance
A Leader in Responsible Investing for nearly 40 years*, Calvert was an early initiator of developments in the space and is a signatory to key global accords.
A Leader in Responsible Investing for nearly 40 years*, Calvert was an early initiator of developments in the space and is a signatory to key global accords.
* On December 30, 2016, Calvert Research and Management acquired the business assets of Calvert Investment Management, Inc., which in 1982 introduced the Calvert Social Investment Fund, one of the first funds in the U.S. that incorporated ESG criteria into the investment selection process.
We offer a broad selection of Responsible Investing Strategies. To learn more, please see the Calvert overview brochure.
Proprietary Responsible Investing Indexes
Quantitative Equities
Fundamental Equity and Fixed Income
Thematic Approaches
Customized Investment Solutions
Calvert's research process focuses on identifying financially material ESG factors. The process ensures that our strategies invest in companies that manage their materials ESG factors well while avoiding companies that don't.
Refine classifications into custom peer groups based on shared, financially material ESG risks.
Relevant company comparisons
Develop investment thesis to identify current and emerging ESG risks and opportunities over our investment horizon.
Forward-looking risk assessment
Evaluate performance on financially material ESG issues using select key performance indicators (KPIs).
Focus on financially material ESG issues
Determine overall ESG decision for each issuer based on analysis of three material exposures: company level, industry level and execution level.
Detailed analysis of esg risks & opportunities
Evaluate research methodology; approve investment theses and peer group models; secure final decisions on securities; approve and prioritize company engagement efforts.
Comprehensive Governance approach
Calvert has a long history of collaborating with companies to encourage them to improve corprate behaviours and contribute to a more sustainable and equity society.
Raising our concerns with management or boards to improve ESG policies and practices.
Registering support or concerns as shareholders about corporate ESG policies and practices.
Adding a question to the company's ballot on an ESG topic for a vote of all shareholders.
Leveraging government and NGO partnerships to advocate for Responsible Investing and ESG.
Using coalitions and partners to work for positive change in key issue areas.
Fund Name | Description |
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Calvert US Equity Fund |
The investment team believes companies with a demonstrated history of consistent growth and stability in earnings provide attractive returns with moderate risk over the long-term. The team will invest in high quality companies that through business operations and practices exhibit sound management of ESG characteristics. Through an active, bottom-up fundamental investment approach, the fund managers construct a conviction-weighted portfolio of quality, sustainable, growth companies trading at or below their estimate of intrinsic value. |
Calvert Global Equity Fund |
The investment team employs an active, bottom up, fundamental investment approach to identify companies with sustainable business models that effectively manage their financially material ESG factors. Proprietary ESG insights are incorporated into the investment team’s fundamental assessment of the sustainability of each company’s business model. The Team recognises that behavioural biases are present in every investment team and have developed a proprietary approach towards minimising these biases, termed Portfolio Exercises, which are provocative, action-oriented, contrarian and creative. As active stewards of client capital, the Team look for opportunities to influence change and strengthen the sustainability of business models through engagement. Fund managers use a disciplined bottom-up, conviction led, risk aware and balanced approach to manage a concentrated portfolio. |
Calvert Sustainable Emerging Markets Equity Select Fund |
Calvert Sustainable Emerging Markets Equity Select Fund's investment objective is to provide long-term capital appreciation, measured in US Dollars, primarily investing in companies that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency, diversity, equity and inclusion, respect for human rights, product responsibility, human capital management and accountable governance and transparent operations, or are leaders in managing financially material environmental or social risks and opportunities. This strategy further takes into account the long-term carbon reduction objectives of the Paris Agreement and advancement of diversity, equity and inclusion. |
Calvert Sustainable Developed Markets Equity Select Fund | The Calvert Sustainable Developed Markets Equity Select Fund’s investment objective is to provide long-term capital appreciation, measured in US Dollars , primarily investing in companies that are involved in economic activities that address global environmental or societal challenges, such as environmental sustainability and resource efficiency, diversity, equity and inclusion, respect for human rights, product responsibility, human capital management and accountable governance and transparent operations, or are leaders in managing financially material environmental or social risks and opportunities. This fund further takes into account the long-term carbon reduction objectives of the Paris Agreement and advancement of diversity, equity and inclusion. |
Calvert Sustainable Developed Europe Equity Select Fund | Calvert Sustainable Developed Europe Equity Select Fund's investment objective is to provide long-term capital appreciation, measured in Euro, primarily investing in companies that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency, diversity, equity and inclusion, respect for human rights, product responsibility, human capital management and accountable governance and transparent operations, or are leaders in managing financially material environmental or social risks and opportunities. This fund further takes into account the long-term carbon reduction objectives of the Paris Agreement and advancement of diversity, equity and inclusion. |
Calvert Sustainable Global Green Bond Fund |
The Fund will invest primarily in Green Bonds including the global securities of corporate, government and government related issuers across a spectrum of fixed income asset classes. Calvert integrates the consideration of sustainability themes and ESG issues in its investment decision-making on a discretionary basis as detailed below. In addition, the Investment Adviser may engage company management around corporate governance practices and what it deems to be materially important environmental and/or social issues facing a company. |
Calvert Sustainable Climate Transition Fund |
The Fund seeks to achieve its climate change mitigation and adaptation objective by investing in companies whose business models either have a current, direct impact on lowering carbon emissions or are investing significant capital in Property, Plant, and Equipment (PP&E), technology, and processes that will help facilitate lower carbon emissions in the future and which qualify as Sustainable Investments. |
Calvert Sustainable Diversity, Equity and Inclusion Fund | The Calvert Sustainable Diversity, Equity and Inclusion Fund’s investment objective is to provide long-term capital appreciation and advance diversity, equity and inclusion, measured in US Dollars, primarily investing in companies that demonstrate leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture. The Fund will seek to maintain higher levels of workforce diversity at a portfolio level than the underlying market benchmark as measured by average percentage of women at the board level and average percentage of board members representing underrepresented ethnicities. |
Calvert Sustainable Climate Aligned Fund |
Long term growth of your investment involving economic activities that address climate transition and/or are aligned to the long term de-carbonisation objectives of the Paris Agreement.The Fund is in scope of Article 9 of the European Sustainable Finance Disclosure Regulation. |
Calvert Sustainable US Equity Select Fund | The Calvert Sustainable US Equity Select Fund’s investment objective is to provide long-term capital appreciation, measured in US Dollars, primarily investing in companies that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency, diversity, equity and inclusion, respect for human rights, product responsibility, human capital management and accountable governance and transparent operations, or are leaders in managing financially material environmental or social risks and opportunities. This fund further takes into account the long-term carbon reduction objectives of the Paris Agreement and advancement of diversity, equity and inclusion. |
Strategy Name | Description |
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Calvert Sustainable Select Strategy | The Calvert Sustainable Select Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system. |
Calvert Sustainable Diversity, Equity and Inclusion Strategy | Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to invest in companies with demonstrable leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture. |
Calvert Sustainable Climate Aligned Strategy | The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company. |
Global Green Bond Strategy | The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system. |
This material is for Professional Clients/Accredited Investors only.