Calvert Investments - Sustainable & Responsible Investing

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	21st Century SRI: Providing a More Comprehensive Way to Assess and Improve Corporate Value This core presentation educates an audience on what differentiates a Sustainable and Responsible Investment approach. Environmental, Social and Governance (ESG) impacts on corporate value are described and Calvert’s unique history as a leader in the evolving field of SRI is highlighted. The presentation seeks to dispel several common myths about SRI. Date: 3/31/2013 \| Lit #PT10032	1783 KB \| \|
	Brochure - 2012 Shareholder Advocacy Report Use this annual Shareholder Advocacy Report to educate clients and prospects about how shareholder advocacy works and why it’s important. This piece provides an update on the most recent shareholder advocacy efforts at Calvert. Date: 11/20/2012 \| Lit #BR10059 \| FINRA Letter	439 KB \|
	Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition) Download a PDF version of Calvert’s 2013 Diversity Report which provides an in-depth analysis across 10 Key Diversity Indicators and complete ratings on S&P 100 companies. Along with a helpful executive summary which highlights four key findings, the report provides a number of examples of corporate leaders and laggards on the issue of workplace diversity. Date: 3/7/2013 \| Lit #BR10063 \| FINRA Letter	5304 KB \|
	Brochure - Investing for LGBT Equality This tri-fold brochure targets the LGBT investor market with a message about how an SRI investment approach can provide value while reflecting an LGBT investor’s values. Date: 6/30/2011 \| Lit #BR10034 \| FINRA Letter	343 KB \|
	Brochure - Investing with Calvert Means Investing in Women This brochure outlines how Calvert is uniquely qualified to serve women investors. It discusses the ground-breaking Calvert Women’s Principles® and demonstrates how Calvert’s investment process is women-centered with regard to a broad take on SRI criteria. Investing with Calvert truly means investing in women. Date: 6/28/2012 \| Lit #BR10078 \| FINRA Letter	3739 KB \|
	Brochure - Investments That Make A Difference This guide details Calvert's social investment strategy, from the unique social and environmental analysis of prospective investments to shareholder advocacy, social venture capital, and community investing. Date: 1/25/2012 \| Lit #BR10069 \| FINRA Letter	4261 KB \|
	Calvert's Corporate Sustainability Report - 2008-2010 Provides a comprehensive overview of Calvert's efforts to integrate corporate responsibility throughout the entire company. Date: 12/22/2011 \| Lit #BR10075	3031 KB \|
	Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity Demonstrate your knowledge of green investing by using this power point seminar and script in an event setting. Date: 8/23/2011 \| Lit #PT10029 \| FINRA Letter	1145 KB \| \|
	Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity (for ML only) Demonstrate your knowledge of green investing by using this power point seminar and script in an event setting. For use by Merrill Lynch Advisors only. Date: 8/23/2011 \| Lit #PT10033 \| FINRA Letter	1146 KB \| \|
	SRI - A Guide to Calvert's SRI Approaches An introduction to Calvert's three distinct SRI approaches and a timeline of Calvert's history of SRI leadership Date: 11/20/2012 \| Lit #TL10036 \| FINRA Letter	287 KB \|
	Tool - Ripe Time for Sustainability Solutions Use this tool to educate your clients about the reasons to consider sustainability investment solutions such as Alternative Energy and Water. Date: 6/8/2011 \| Lit #TL10100 \| FINRA Letter	257 KB \|
	White Paper - Quenching the World's Thirst for Water As demand for water grows and the finite supply of this crucial resource dwindles, investors will face tough new questions about sustainability and which companies are best positioned to address the future. Date: 2/7/2012 \| Lit #WP10001 \| FINRA Letter	2815 KB \|

Brochure - 2012 Shareholder Advocacy Report

Use this annual Shareholder Advocacy Report to educate clients and prospects about how shareholder advocacy works and why it’s important. This piece provides an update on the most recent shareholder advocacy efforts at Calvert.

Date: 11/20/2012 | Lit #BR10059 | FINRA Letter

439 KB |

	Brochure - 2012 Shareholder Advocacy Report Use this annual Shareholder Advocacy Report to educate clients and prospects about how shareholder advocacy works and why it’s important. This piece provides an update on the most recent shareholder advocacy efforts at Calvert. Date: 11/20/2012 \| Lit #BR10059 \| FINRA Letter	439 KB \|
	Environmental Poster – Why Can’t They Thrive Together 18.x24 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10041	4986 KB \|
	Environmental Poster – Why Can’t They Thrive Together 22.x28 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10042	4983 KB \|
	Environmental Poster – Why Can’t They Thrive Together 8.5x11 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10040	1470 KB \|
	Family Poster – Investing in What’s Ahead 18x24 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10044	1139 KB \|
	Family Poster – Investing in What’s Ahead 22x28 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10045	\| \|
	Family Poster – Investing in What’s Ahead 8.5x11 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10043	1168 KB \|
	Letter - SRI Generic Sales Letter SRI Introductory Client/Prospect Letter: Use this template letter to introduce existing clients or prospective clients to the concept of sustainable and responsible investing (SRI). Date: 5/10/2012 \| Lit #LT10030 \| FINRA Letter	26 KB \|
	Letter - SRI Generic Sales Letter (UBS Only) SRI Introductory Client/Prospect Letter: Use this template letter to introduce existing clients or prospective clients to the concept of sustainable and responsible investing (SRI). This version is for UBS only. Date: 5/10/2012 \| Lit #LT10031	27 KB \|
	LGBT Men Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10049	918 KB \|
	LGBT Men Poster – Your Money or Your Heart18 x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10050	3974 KB \|
	LGBT Men Poster – Your Money or Your Heart22 x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10051	3966 KB \|
	LGBT Women Poster – Your Money or Your Heart 18.x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10053	3099 KB \|
	LGBT Women Poster – Your Money or Your Heart 22.x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10054	3090 KB \|
	LGBT Women Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10052	1063 KB \|
	Women Poster – Let Your Investments be Your Voice 18 x 24 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/30/2013 \| Lit #SG10047	2644 KB \|
	Women Poster – Let Your Investments be Your Voice 22x28 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10048	2654 KB \|
	Women Poster – Let Your Investments be Your Voice 8.5x11 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10046	835 KB \|

G305 (4/09)

	21st Century SRI: Providing a More Comprehensive Way to Assess and Improve Corporate Value This core presentation educates an audience on what differentiates a Sustainable and Responsible Investment approach. Environmental, Social and Governance (ESG) impacts on corporate value are described and Calvert’s unique history as a leader in the evolving field of SRI is highlighted. The presentation seeks to dispel several common myths about SRI. Date: 3/31/2013 \| Lit #PT10032	1783 KB \| \|
	Brochure - 2012 Shareholder Advocacy Report Use this annual Shareholder Advocacy Report to educate clients and prospects about how shareholder advocacy works and why it’s important. This piece provides an update on the most recent shareholder advocacy efforts at Calvert. Date: 11/20/2012 \| Lit #BR10059 \| FINRA Letter	439 KB \|
	Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition) Download a PDF version of Calvert’s 2013 Diversity Report which provides an in-depth analysis across 10 Key Diversity Indicators and complete ratings on S&P 100 companies. Along with a helpful executive summary which highlights four key findings, the report provides a number of examples of corporate leaders and laggards on the issue of workplace diversity. Date: 3/7/2013 \| Lit #BR10063 \| FINRA Letter	5304 KB \|
	Brochure - Investing for LGBT Equality This tri-fold brochure targets the LGBT investor market with a message about how an SRI investment approach can provide value while reflecting an LGBT investor’s values. Date: 6/30/2011 \| Lit #BR10034 \| FINRA Letter	343 KB \|
	Brochure - Investing with Calvert Means Investing in Women This brochure outlines how Calvert is uniquely qualified to serve women investors. It discusses the ground-breaking Calvert Women’s Principles® and demonstrates how Calvert’s investment process is women-centered with regard to a broad take on SRI criteria. Investing with Calvert truly means investing in women. Date: 6/28/2012 \| Lit #BR10078 \| FINRA Letter	3739 KB \|
	Brochure - Investments That Make A Difference This guide details Calvert's social investment strategy, from the unique social and environmental analysis of prospective investments to shareholder advocacy, social venture capital, and community investing. Date: 1/25/2012 \| Lit #BR10069 \| FINRA Letter	4261 KB \|
	Calvert's Corporate Sustainability Report - 2008-2010 Provides a comprehensive overview of Calvert's efforts to integrate corporate responsibility throughout the entire company. Date: 12/22/2011 \| Lit #BR10075	3031 KB \|
	Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity Demonstrate your knowledge of green investing by using this power point seminar and script in an event setting. Date: 8/23/2011 \| Lit #PT10029 \| FINRA Letter	1145 KB \| \|
	Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity (for ML only) Demonstrate your knowledge of green investing by using this power point seminar and script in an event setting. For use by Merrill Lynch Advisors only. Date: 8/23/2011 \| Lit #PT10033 \| FINRA Letter	1146 KB \| \|
	SRI - A Guide to Calvert's SRI Approaches An introduction to Calvert's three distinct SRI approaches and a timeline of Calvert's history of SRI leadership Date: 11/20/2012 \| Lit #TL10036 \| FINRA Letter	287 KB \|
	Tool - Ripe Time for Sustainability Solutions Use this tool to educate your clients about the reasons to consider sustainability investment solutions such as Alternative Energy and Water. Date: 6/8/2011 \| Lit #TL10100 \| FINRA Letter	257 KB \|
	White Paper - Quenching the World's Thirst for Water As demand for water grows and the finite supply of this crucial resource dwindles, investors will face tough new questions about sustainability and which companies are best positioned to address the future. Date: 2/7/2012 \| Lit #WP10001 \| FINRA Letter	2815 KB \|

	Brochure - 2012 Shareholder Advocacy Report Use this annual Shareholder Advocacy Report to educate clients and prospects about how shareholder advocacy works and why it’s important. This piece provides an update on the most recent shareholder advocacy efforts at Calvert. Date: 11/20/2012 \| Lit #BR10059 \| FINRA Letter	439 KB \|
	Environmental Poster – Why Can’t They Thrive Together 18.x24 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10041	4986 KB \|
	Environmental Poster – Why Can’t They Thrive Together 22.x28 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10042	4983 KB \|
	Environmental Poster – Why Can’t They Thrive Together 8.5x11 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10040	1470 KB \|
	Family Poster – Investing in What’s Ahead 18x24 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10044	1139 KB \|
	Family Poster – Investing in What’s Ahead 22x28 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10045	\| \|
	Family Poster – Investing in What’s Ahead 8.5x11 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10043	1168 KB \|
	Letter - SRI Generic Sales Letter SRI Introductory Client/Prospect Letter: Use this template letter to introduce existing clients or prospective clients to the concept of sustainable and responsible investing (SRI). Date: 5/10/2012 \| Lit #LT10030 \| FINRA Letter	26 KB \|
	Letter - SRI Generic Sales Letter (UBS Only) SRI Introductory Client/Prospect Letter: Use this template letter to introduce existing clients or prospective clients to the concept of sustainable and responsible investing (SRI). This version is for UBS only. Date: 5/10/2012 \| Lit #LT10031	27 KB \|
	LGBT Men Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10049	918 KB \|
	LGBT Men Poster – Your Money or Your Heart18 x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10050	3974 KB \|
	LGBT Men Poster – Your Money or Your Heart22 x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10051	3966 KB \|
	LGBT Women Poster – Your Money or Your Heart 18.x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10053	3099 KB \|
	LGBT Women Poster – Your Money or Your Heart 22.x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10054	3090 KB \|
	LGBT Women Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10052	1063 KB \|
	Women Poster – Let Your Investments be Your Voice 18 x 24 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/30/2013 \| Lit #SG10047	2644 KB \|
	Women Poster – Let Your Investments be Your Voice 22x28 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10048	2654 KB \|
	Women Poster – Let Your Investments be Your Voice 8.5x11 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10046	835 KB \|

Calvert for Financial Advisors
SRI Sales Materials

Financial Advisors

21st Century SRI: Providing a More Comprehensive Way to Assess and Improve Corporate Value

Brochure - 2012 Shareholder Advocacy Report

Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition)

Brochure - Investing for LGBT Equality

Brochure - Investing with Calvert Means Investing in Women

Brochure - Investments That Make A Difference

Calvert's Corporate Sustainability Report - 2008-2010

Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity

Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity (for ML only)

SRI - A Guide to Calvert's SRI Approaches

Tool - Ripe Time for Sustainability Solutions

White Paper - Quenching the World's Thirst for Water

Brochure - 2012 Shareholder Advocacy Report

Brochure - 2012 Shareholder Advocacy Report

Environmental Poster – Why Can’t They Thrive Together 18.x24

Environmental Poster – Why Can’t They Thrive Together 22.x28

Environmental Poster – Why Can’t They Thrive Together 8.5x11

Family Poster – Investing in What’s Ahead 18x24

Family Poster – Investing in What’s Ahead 22x28

Family Poster – Investing in What’s Ahead 8.5x11

Letter - SRI Generic Sales Letter

Letter - SRI Generic Sales Letter (UBS Only)

LGBT Men Poster – Your Money or Your Heart 8.5x11

LGBT Men Poster – Your Money or Your Heart18 x24

LGBT Men Poster – Your Money or Your Heart22 x28

LGBT Women Poster – Your Money or Your Heart 18.x24

LGBT Women Poster – Your Money or Your Heart 22.x28

LGBT Women Poster – Your Money or Your Heart 8.5x11

Women Poster – Let Your Investments be Your Voice 18 x 24

Women Poster – Let Your Investments be Your Voice 22x28

Women Poster – Let Your Investments be Your Voice 8.5x11

Fund Profiles & Performance

Asset Allocation Funds

Money Market Funds

Equity Funds

Bond Funds

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Calvert for Financial Advisors SRI Sales Materials

Get Information and Resources

Calvert for Financial Advisors
SRI Sales Materials