Short video on the insights and capabilities of Calvert.
We evaluate the ESG factors most likely to influence company performance.
Experience has taught us that active engagement with the companies we invest in can drive real-world outcomes and improve shareholder value.
|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 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.|
|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.|
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
Fundamental Equity and Fixed Income
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.
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.