Our mission is to achieve favourable returns for investors while focusing on the long-term needs of our planet and society.
Deep Experience
A 40-year history of leadership and innovation in Responsible Investing
Dedicated to Responsible Investing
Calvert’s focus on Responsible Investing is at the heart of what we do
Global Reach
Strategies that span global capital markets including proprietary responsible indexes, quantitative equities, fundamental equity and fixed income, and customized solutions
Principles-based Approach
Built on the Calvert Principles for Responsible Investment, which bridge global norms for responsible business with the needs of return-seeking investors
Active Engagement
Our Corporate Engagement Strategists influence companies toward greater sustainability and corporate governance
Research Driven
Specialized research analysts use differentiated data to evaluate financially material ESG factors to measure impact and identify catalysts for positive change
Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.
Our History
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.
Our Capabilities
We offer a broad selection of Responsible Investing Strategies
Proprietary Responsible Investing Indexes
Quantitative Equities
Fundamental Equity and Fixed Income
Thematic Approaches
Customized Investment Solutions
Differentiated Research
We analyze thousands of data points from our proprietary research, third-party vendors, scientific and academic research, trade information and company reports.
Our Differentiated 5-Step Process
Calvert believes that long-term ownership entails a responsibility to participate in the governance of the firms that we hold in our portfolios. Through our research, we identify engagement targets, seeking to help to address financially material issues that matter to clients, companies and society.
Define Peer group
Refine classifications into custom peer groups based on shared, financially material ESG risks.
Relevant company comparisons
Develop Investment Thesis
Develop investment thesis to identify current and emerging ESG risks and opportunities over our investment horizon.
Forward-looking risk assessment
Build Structural Model
Evaluate performance on financially material ESG issues using select key performance indicators (KPIs).
Focus on financially material ESG issues
Rate and Rank Issuer
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
Monitor Process
Evaluate research methodology; approve investment theses and peer group models; secure final decisions on securities; approve and prioritize company engagement efforts.
Comprehensive Governance approach
Active Engagement
We actively engage with companies to help drive performance and social value.
Our Engagement Approach
Calvert has a long history of collaborating with companies to encourage them to improve corporate behaviours and contribute to a more sustainable and equitable society.
Direct Dialogue
Through ongoing discussions with management or boards, we raise concerns and reach agreements to improve a company's ESG policies.
Proxy Voting
We use proxy voting to register support or concern about corporate governance, management, social or environmental issues.
Shareholder Proposals
When engagement has not made progress, we can add a question to the company’s ballot on an ESG topic for a vote of all shareholders, demonstrating broad-based investor concern about the issue.
Public Policy
Calvert seeks opportunities to collaborate with government and regulatory agencies, NGOs and influential public policy groups to educate and inform on the importance of responsible investing and ESG factors in legislative and societal frameworks.
Multi-stakeholder Work
Calvert may use coalitions and partners to further amplify our voice and work for positive change in key issue areas.
Insights
About Us
Our mission is to achieve favourable returns for investors while focusing on the long-term needs of our planet and society.
Deep Experience
A 40-year history of leadership and innovation in Responsible Investing
Dedicated to Responsible Investing
Calvert’s focus on Responsible Investing is at the heart of what we do
Global Reach
Strategies that span global capital markets including proprietary responsible indexes, quantitative equities, fundamental equity and fixed income, and customized solutions
Principles-based Approach
Built on the Calvert Principles for Responsible Investment, which bridge global norms for responsible business with the needs of return-seeking investors
Active Engagement
Our Corporate Engagement Strategists influence companies toward greater sustainability and corporate governance
Research Driven
Specialized research analysts use differentiated data to evaluate financially material ESG factors to measure impact and identify catalysts for positive change
Leadership
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.
Our History
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.
Our Capabilities
We offer a broad selection of Responsible Investing Strategies
Proprietary Responsible Investing Indexes
Quantitative Equities
Fundamental Equity and Fixed Income
Thematic Approaches
Customized Investment Solutions
Differentiated Research
We analyze thousands of data points from our proprietary research, third-party vendors, scientific and academic research, trade information and company reports.
Our Differentiated 5-Step Process
Calvert believes that long-term ownership entails a responsibility to participate in the governance of the firms that we hold in our portfolios. Through our research, we identify engagement targets, seeking to help to address financially material issues that matter to clients, companies and society.
Define Peer group
Refine classifications into custom peer groups based on shared, financially material ESG risks.
Relevant company comparisons
Develop Investment Thesis
Develop investment thesis to identify current and emerging ESG risks and opportunities over our investment horizon.
Forward-looking risk assessment
Build Structural Model
Evaluate performance on financially material ESG issues using select key performance indicators (KPIs).
Focus on financially material ESG issues
Rate and Rank Issuer
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
Monitor Process
Evaluate research methodology; approve investment theses and peer group models; secure final decisions on securities; approve and prioritize company engagement efforts.
Comprehensive Governance approach
Active Engagement
We actively engage with companies to help drive performance and social value.
Our Engagement Approach
Calvert has a long history of collaborating with companies to encourage them to improve corporate behaviours and contribute to a more sustainable and equitable society.
Direct Dialogue
Through ongoing discussions with management or boards, we raise concerns and reach agreements to improve a company's ESG policies.
Proxy Voting
We use proxy voting to register support or concern about corporate governance, management, social or environmental issues.
Shareholder Proposals
When engagement has not made progress, we can add a question to the company’s ballot on an ESG topic for a vote of all shareholders, demonstrating broad-based investor concern about the issue.
Public Policy
Calvert seeks opportunities to collaborate with government and regulatory agencies, NGOs and influential public policy groups to educate and inform on the importance of responsible investing and ESG factors in legislative and societal frameworks.
Multi-stakeholder Work
Calvert may use coalitions and partners to further amplify our voice and work for positive change in key issue areas.
Insights
Short video on the insights and capabilities of Calvert.
Solutions
| Fund Name | Description |
|---|---|
| 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 include evaluation of positive and negative contributions towards the UN Sustainable Development Goals and 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 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 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. |
| 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 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 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 | The Calvert Sustainable Climate Aligned 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 climate transition and/or are aligned to the long term de-carbonisation objectives of the Paris Agreement. The Fund will maintain a carbon profile that follows the net zero objectives of the Paris Agreement, as reflected in the appropriate Paris-Aligned benchmark, or in the absence of an approved Paris-Aligned benchmark it will maintain a substantially lower carbon footprint, of at least 50% less than that of the underlying market benchmark, and taking into account the long-term carbon reduction objectives of the Paris Agreement which may warrant a revision of the targeted range of reduction over time. Carbon footprint shall be measured as weighted average carbon intensity, defined as tonnes of CO2 per $1million enterprise value including cash. |
| Strategy Name | Description |
|---|---|
| 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. |