Calvert for Financial Advisors
SRI Sales Materials

You may view online, download, e-mail or order items to be sent to you. After choosing items to be mailed to you, please click the "Review/Submit" button at the bottom of the page.

To order literature, you need to register with Calvert.com as a financial professional. Registration is quick and easy, and best of all requires no password. Once you register, you will have access to sales ideas, investment concepts, and other resources developed specifically for financial professionals. Click here to get started.

Advocacy/Engagement

SAGE at a Glance -3Q 2009 thumbnail image.

SAGE at a Glance -3Q 2009

Date: 10/21/2009 | Lit #TL10068 | FINRA Letter
PDF icon 172 KB  Envelope icon
SAGE at a Glance -4Q 2009 thumbnail image.

SAGE at a Glance -4Q 2009

Date: 1/15/2010 | Lit #TL10069 | FINRA Letter
PDF icon 172 KB  Envelope icon
SAGE at a Glance -Q1 2010 thumbnail image.

SAGE at a Glance -Q1 2010

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: 3/31/2010 | Lit #TL10066
PDF icon 233 KB  Envelope icon
Tool - 2008 Shareholder Advocacy thumbnail image.

Tool - 2008 Shareholder Advocacy

As a leader in Sustainable and Responsible Investing (SRI), Calvert believes it is important for us to use our power as shareholders to encourage companies to become better corporate citizens. 2008 was a particularly exciting year for Calvert's advocacy work, leading to concrete changes in corporate policies and practices.

Date: 2/11/2009 | Lit #8687 | FINRA Letter
PDF icon 95 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: 9/15/2009 | Lit #BR10040
PDF icon 403 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: 11/3/2009 | Lit #PT10032 | FINRA Letter
PPT icon 3579 KB  Envelope icon Access to this document is limited to registered users
Brochure - Calvert Women's Principles thumbnail image.

Brochure - Calvert Women's Principles

The Calvert Women's Principles constitute the first global code of conduct corporations focused exclusively on empowering, advancing and investing in women worldwide. Use this brochure to assist in your efforts to target the women's market.

Date: 3/3/2009 | Lit #8753
PDF icon 230 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: 6/29/2009 | Lit #9141 | FINRA Letter
PDF icon 332 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: 7/20/2009 | Lit #9091 | FINRA Letter
PDF icon 2784 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
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: 10/28/2009 | Lit #PT10029 | FINRA Letter
PPT icon 7676 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 (for ML only) thumbnail image.

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: 10/28/2009 | Lit #PT10033 | FINRA Letter
PPT icon 7692 KB  Envelope icon Access to this document is limited to registered users
Interview - Jens Peers: Portfolio Manager Sees Unprecedented Opportunity in Alternative Energy thumbnail image.

Interview - Jens Peers: Portfolio Manager Sees Unprecedented Opportunity in Alternative Energy

Jens Peers discusses why the prospects for alternative energy investments are promising and may be getting even stronger in the wake of the Gulf oil spill.

Date: 6/29/2010 | Lit #IN10006 | FINRA Letter
PDF icon 177 KB  Envelope icon
Invision - Spring 2010 thumbnail image.

Invision - Spring 2010

Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers and "housekeeping" issues.

Date: 3/18/2010 | Lit #NL10011 | FINRA Letter
PDF icon 851 KB  Envelope icon
Invitation - A Ripe Time for Alternative Energy Presentation thumbnail image.

Invitation - A Ripe Time for Alternative Energy Presentation

Date: 10/21/2009 | Lit #IV10002 | FINRA Letter
PDF icon 115 KB  Envelope icon
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 compliment to the 21st Century SRI presentation.

Date: 3/26/2010 | Lit #IV10006 | FINRA Letter
PDF icon 1780 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: 5/28/2010 | Lit #PD10010
PDF icon 317 KB  Envelope icon
Presentation - A Ripe Time for Alternative Energy - Client Version thumbnail image.

Presentation - A Ripe Time for Alternative Energy - Client Version

Offers a brief perspective on the current landscape of public concern over climate change and rising fuel prices. Highlights companies at the forefront of renewable energy technologies. Provides key reasons to consider the Calvert Global Alternative Energy Fund. Client approved.

Date: 8/27/2009 | Lit #7115CL | FINRA Letter
PPT icon 6841 KB  Envelope icon Access to this document is limited to registered users
Reprint - Labor Law Reports: Women & Minorities gain in Boardroom, but Lag in Executive suite (Jan. 28, 2009) thumbnail image.

Reprint - Labor Law Reports: Women & Minorities gain in Boardroom, but Lag in Executive suite (Jan. 28, 2009)

Eighty-three percent of leading companies have at least one woman or minority on their boards, but only 38% have a woman or minority among their five highest paid-executives according to a recent survey of 636 companies by Calvert.

Date: 2/5/2009 | Lit #8739
PDF icon 257 KB  Envelope icon Access to this document is limited to registered users
SRI - A Guide to Calvert's SRI Approaches thumbnail image.

SRI - A Guide to Calvert's SRI Approaches

An introduction to Calvert's expanded SRI approaches and funds

Date: 7/16/2009 | Lit #TL10036
PDF icon 137 KB  Envelope icon
Table Top - Alternative Energy Table Top thumbnail image.

Table Top - Alternative Energy Table Top

Generate conversation about alternative energy with this table-top sign. Print it in full-color and display it in a reusable 8.5 x 11 inch plexi-glass frame in your lobby or office. Only available in PDF.

Date: 10/31/2007 | Lit #7022
PDF icon 493 KB  Envelope icon Access to this document is limited to registered users
Tool - 2008 Shareholder Advocacy thumbnail image.

Tool - 2008 Shareholder Advocacy

As a leader in Sustainable and Responsible Investing (SRI), Calvert believes it is important for us to use our power as shareholders to encourage companies to become better corporate citizens. 2008 was a particularly exciting year for Calvert's advocacy work, leading to concrete changes in corporate policies and practices.

Date: 2/11/2009 | Lit #8687 | FINRA Letter
PDF icon 95 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: 8/31/2009 | Lit #TL10035
PDF icon 117 KB  Envelope icon
White Paper - A Bright Future for Alternative Energy thumbnail image.

White Paper - A Bright Future for Alternative Energy

This White Paper describes five important drivers leading to demand for alternative energy. Updated with 2009 information and outlook.

Date: 5/28/2009 | Lit #9036 | FINRA Letter
PDF icon 1377 KB  Envelope icon
White Paper - Unparalled Challenge & Opportunity in Water thumbnail image.

White Paper - Unparalled Challenge & Opportunity in 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: 5/27/2010 | Lit #WP10001 | FINRA Letter
PDF icon 761 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 386 KB  Envelope icon

G305 (4/09)