Calvert & SRI
History and Leadership

Since the launch of Calvert Social Investment Fund in 1982, Calvert has sought to influence corporate policies and business practices—and advocate for its shareholders—in a variety of ways.

Calvert has been a leader in the field of sustainable and responsible investing for 30 years. 

Calvert is proud to claim many significant “firsts” in the industry:

  • 1982 – Calvert is the first mutual fund company to take a stand on apartheid. In the 1990s, Calvert would also be one of the first companies to reinvest in a newly free South Africa, with the U.S.’s first international SRI fund.
  • 1986 – The Calvert Social Investment Fund (CSIF) becomes the first mutual fund to file a shareholder resolution tied to a social issue.
  • 1990 – Calvert launches the High Social Impact Investment program, whose goal is to end poverty through community investments with a target of investing between one- and three-percent of certain portfolios' assets towards these efforts.
  • 1992 - Calvert launches the Special Equities program which uses a small percentage of certain portfolios' assets to invest in early stage, non-public companies that provide market-based solutions to difficult social, environmental, and health problems.
  • 1995 – Calvert establishes the Calvert Social Investment Foundation (Calvert Foundation), a non-profit organization that works to alleviate poverty and address critical social problems through micro-finance, affordable housing, and other community investment programs. The Calvert Foundation is a 501(c)(3) non-profit organization, legally distinct from the Calvert Funds and Calvert Investments, Inc.
  • 1998 - The U.S. Department of Labor’s landmark advisory opinion letter to Calvert establishes the fiduciary basis for defined contribution plans to invest in SRI funds. Read the letter. (PDF)
  • 1999 – Calvert creates the nation’s first Indigenous Peoples’ Rights policy included in a mutual fund’s charter.
  • 2001 – Well in advance of government mandates Calvert begins to disclose its proxy voting guidelines, creating greater transparency for shareholders.
  • 2003 – Long a leader in fostering diversity at its portfolio companies, Calvert develops model charter language on board diversity which was quickly adopted by several key companies.
  • 2004 – In partnership with the United Nations Development Fund for Women (UNIFEM), Calvert launches the Calvert Women's Principles® (CWP). The Principles are the first global code of corporate conduct focused exclusively on empowering, advancing, and investing in women worldwide.
  • Calvert publishes its inaugural corporate sustainability report, one of the first in our industry.
  • 2007 – The Calvert Global Alternative Energy Fund launches as one of a handful of actively-managed SRI sector funds targeting current-day resource challenges.
  • Calvert partners with the Sudan Divestment Task Force and the Save Darfur Coalition to help increase the impact of targeted divestment and to influence the Sudanese government to end the genocide in Darfur.
  • 2008 – Calvert launches the Calvert Global Water Fund, its second Solution Strategies® Fund specifically designed to target today’s resource challenges.
  • 2009 – Calvert conducts carbon footprint analysis on three of its own funds.
  • 2010 – In a filing, Calvert urges the SEC to insist on the highest possible disclosure requirements by oil, gas and mining companies. The filing was incorporated Dodd-Frank Section 1504 and signed into law on July 21.
  • 2011 – Calvert co-hosts a major conference in Washington DC convened by the United Nations Environment Programme Finance Initiative (UNEP-FI) that attracted over 500 attendees from the investment, banking, and insurance industries.

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Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

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