Calvert for Financial Advisors
SRI Sales Materials

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Advocacy/Engagement

SAGE at a Glance -Q1 2011 thumbnail image.

SAGE at a Glance -Q1 2011

This report lists the companies held in the Calvert Large Cap Value Fund and provides a snapshot of Calvert’s engagement with each company selected for enhanced engagement in the Portfolio over the most recent quarter.

Date: 3/31/2011 | Lit #TL10066
PDF icon 238 KB  | Envelope icon
SAGE at a Glance -Q2 2011 thumbnail image.

SAGE at a Glance -Q2 2011

This report lists the companies held in the Calvert Large Cap Value Fund and provides a snapshot of Calvert’s engagement with each company selected for enhanced engagement in the Portfolio over the most recent quarter.

Date: 6/30/2011 | Lit #TL10067
PDF icon 207 KB  | Envelope icon

SRI Business Building

Brochure - Are you interested in investing for a greener future? thumbnail image.

Brochure - Are you interested in investing for a greener future?

This brochure will help you connect with environmental investors (existing clients or prospects) by explaining Calvert's rigorous approach to analyzing a company's environmental policies, practices and performance as part of the investment selection process and in targeting advocacy and policy actions.

Date: 5/16/2011 | Lit #BR10040 | FINRA Letter
PDF icon 416 KB  | Envelope icon
Postcard - SRI Conference Takeaway thumbnail image.

Postcard - SRI Conference Takeaway

This card is designed to be used at tradeshow or conference literature tables as a light and easy takeaway for prospects. It provides a basic definition of SRI and prominently features a call to action to visit Calvert’s website. Calvert’s Know What You Own® and Advisor Finder Service® are also highlighted.

Date: 6/2/2011 | Lit #PD10010
PDF icon 319 KB  | Envelope icon
Reprint - SRI Strategies Move from Niche to Mainstream (On Wall Street, November 2011) thumbnail image.

Reprint - SRI Strategies Move from Niche to Mainstream (On Wall Street, November 2011)

Six Reasons Why Financial Advisors Can’t Afford to Get Left Behind.

Date: 11/11/2011 | Lit #RP10014
PDF icon 344 KB  | Envelope icon

Sustainable & Responsible Investing

21st Century SRI: Seeking A Better Way to Assess and Improve Value thumbnail image.

21st Century SRI: Seeking A Better Way to Assess and Improve 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: 3/14/2011 | Lit #PT10032 | FINRA Letter
PPT icon 3236 KB  | Envelope icon  |  Access to this document is limited to registered users
21st Century SRI: Seeking A Better Way to Assess and Improve Value - EJ Only thumbnail image.

21st Century SRI: Seeking A Better Way to Assess and Improve Value - EJ Only

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. Edward Jones Reps Only

Date: 5/18/2011 | Lit #PT10077 | FINRA Letter
PPT icon 2991 KB  | Envelope icon  |  Access to this document is limited to registered users
21st Century SRI: Seeking A Better Way to Assess and Improve Value - ML Only thumbnail image.

21st Century SRI: Seeking A Better Way to Assess and Improve Value - ML Only

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. ML Reps Only

Date: 9/30/2010 | Lit #PT10054 | FINRA Letter
PPT icon 3156 KB  | Envelope icon  |  Access to this document is limited to registered users
Brochure - 2010 Calvert Diversity Report Highlights Brochure thumbnail image.

Brochure - 2010 Calvert Diversity Report Highlights Brochure

This brochure highlights the methodology and four key findings of Calvert’s 2010 Diversity Report titled Examining the Cracks in the Glass Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. This piece also features information on the Calvert Women’s Principles® and the ongoing work that Calvert is doing to support women’s equality issues through sustainable and responsible investing

Date: 10/31/2010 | Lit #BR10064
PDF icon 6347 KB  | Envelope icon
Brochure - A Green Recovery for America's Homebuilders? A Survey of Sustainable Practices by the Homebuilding Industry thumbnail image.

Brochure - A Green Recovery for America's Homebuilders? A Survey of Sustainable Practices by the Homebuilding Industry

This report, an update to Calvert’s 2008 analysis, shows how the ten largest U.S. homebuilders compare on policies and practices relating to the environment and resource efficiency. Download a PDF version of this report which has reexamined the industry’s ability to manage the effects of a changing climate, public demand, and regulatory realities.

Date: 12/6/2010 | Lit #BR10068 | FINRA Letter
PDF icon 2135 KB  | Envelope icon
Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2010 Edition) thumbnail image.

Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2010 Edition)

Download a PDF version of Calvert’s 2010 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: 10/31/2010 | Lit #BR10063 | FINRA Letter
PDF icon 2339 KB  | Envelope icon
Brochure - Investing for LGBT Equality thumbnail image.

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
PDF icon 343 KB  | Envelope icon
Brochure - Investments That Make A Difference thumbnail image.

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
PDF icon 2248 KB  | Envelope icon
Calvert's Corporate Sustainability Report - 2004 thumbnail image.

Calvert's Corporate Sustainability Report - 2004

Provides a comprehensive overview of Calvert's efforts to integrate corporate responsibility throughout the entire company.

Date: 1/1/2006 | Lit #5214
PDF icon 992 KB  | Envelope icon
Calvert's Corporate Sustainability Report - 2005 Update thumbnail image.

Calvert's Corporate Sustainability Report - 2005 Update

2005 update to the comprehensive report done in 2004. This is banded together with the 2004 report.

Date: 6/30/2006 | Lit #6214
PDF icon 376 KB  | Envelope icon
Calvert's Corporate Sustainability Report - 2006-2007 thumbnail image.

Calvert's Corporate Sustainability Report - 2006-2007

Provides a comprehensive overview of Calvert's efforts to integrate corporate responsibility throughout the entire company.

Date: 10/27/2008 | Lit #8307
PDF icon 3377 KB  | Envelope icon
Calvert's Corporate Sustainability Report - 2008-2010 thumbnail image.

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
PDF icon 3031 KB  | Envelope icon
Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity thumbnail image.

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
PPT icon 1122 KB  | Envelope icon  |  Access to this document is limited to registered users
Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity - EJ Only thumbnail image.

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

Demonstrate your knowledge of green investing by using this power point seminar and script in an event setting. Edward Jones reps only.

Date: 5/18/2011 | Lit #PT10076
PPT icon 6690 KB  | Envelope icon  |  Access to this document is limited to registered users
Invitation - General SRI Seminar Presentation thumbnail image.

Invitation - General SRI Seminar Presentation

Use this fillable PDF seminar invite to let clients and prospects know that you're holding an event. It's a perfect complement to the 21st Century SRI presentation.

Date: 3/26/2010 | Lit #IV10006 | FINRA Letter
PDF icon 269 KB  | Envelope icon  |  Access to this document is limited to registered users
Postcard - SRI Conference Takeaway thumbnail image.

Postcard - SRI Conference Takeaway

This card is designed to be used at tradeshow or conference literature tables as a light and easy takeaway for prospects. It provides a basic definition of SRI and prominently features a call to action to visit Calvert’s website. Calvert’s Know What You Own® and Advisor Finder Service® are also highlighted.

Date: 6/2/2011 | Lit #PD10010
PDF icon 319 KB  | Envelope icon
Reprint - SRI Strategies Move from Niche to Mainstream (On Wall Street, November 2011) thumbnail image.

Reprint - SRI Strategies Move from Niche to Mainstream (On Wall Street, November 2011)

Six Reasons Why Financial Advisors Can’t Afford to Get Left Behind.

Date: 11/11/2011 | Lit #RP10014
PDF icon 344 KB  | Envelope icon
SRI - A Guide to Calvert's SRI Approaches thumbnail image.

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: 10/31/2011 | Lit #TL10036 | FINRA Letter
PDF icon 133 KB  | Envelope icon
Tool - Calvert Signature Strategies: Sustainability Investment Criteria thumbnail image.

Tool - Calvert Signature Strategies: Sustainability Investment Criteria

Calvert's sustainablity research analysts examine corporate performance in seven broad areas of concern for Calvert Signature Strategies Funds.

Date: 6/1/2011 | Lit #TL10035 | FINRA Letter
PDF icon 127 KB  | Envelope icon
Tool - Ripe Time for Sustainability Solutions thumbnail image.

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
PDF icon 250 KB  | Envelope icon
White Paper - Bringing Alternative Energy Into Focus thumbnail image.

White Paper - Bringing Alternative Energy Into Focus

This White Paper describes five macroeconomic trends supporting growth in alternative energy, current and historical valuations in the alternative energy sector, and the portfolio diversification benefits of investments in alternative energy. Updated with 2010 information and outlook.

Date: 11/19/2010 | Lit #WP10002 | FINRA Letter
PDF icon 676 KB  | Envelope icon
Women & Climate Change thumbnail image.

Women & Climate Change

This flyer examines the negative impact that climate change is having on women--particularly women in developing countries. It provides examples of how Sustainable and Responsible Investors using any one of Calvert's three unique approaches to SRI can make a difference through their investment portfolios.

Date: 4/15/2010 | Lit #TL10093
PDF icon 1230 KB  | Envelope icon

G305 (4/09)