Calvert for Financial Advisors
SRI Sales Materials

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Brochure - Calvert Women's Principles 10th Anniversary Report: Past, Present, and Future thumbnail image.

Brochure - Calvert Women's Principles 10th Anniversary Report: Past, Present, and Future

This 10th anniversary report Calvert Women’s Principles - Past, Present and Future walks through the historical context for why the Principles were needed, highlights progress and contributions they’ve made to date and suggests where they might go in the future.

Date: 11/13/2014 | Lit #BR10089
PDF icon 2393 KB  | Envelope icon
Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition) thumbnail image.

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
PDF icon 5304 KB  | Envelope icon
Brochure - Investing with Calvert Means Investing in Women thumbnail image.

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: 4/1/2014 | Lit #BR10078 | FINRA Letter
PDF icon 2541 KB  | Envelope icon
Brochure - Shareholder Advocacy: Tools of Change thumbnail image.

Brochure - Shareholder Advocacy: Tools of Change

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: 11/21/2013 | Lit #BR10059
PDF icon 456 KB  | Envelope icon
Brochure: Calvert Investments:  ESG Integration thumbnail image.

Brochure: Calvert Investments: ESG Integration

The financial crisis and its aftermath have left many investors looking for ways to realize new opportunities for alpha, and manage the risks arising from an increasingly interconnected global marketplace. ESG integration represents an investment approach that combines environmental, social, and governance factors with traditional securities analysis. It moves well beyond the view of “negative screening” that is often associated with SRI (Socially Responsible Investing) by adding a disciplined assessment of a broad set of previously unexplored issues impacting companies’ valuations.

Date: 11/25/2013 | Lit #BR10085 | FINRA Letter
PDF icon 1607 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
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: 4/25/2014 | Lit #IV10006 | FINRA Letter
PDF icon 552 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - 21st Century SRI: Providing  a More Comprehensive Way to Assess and Improve Corporate Value thumbnail image.

Presentation - 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: 5/30/2013 | Lit #PT10032 | FINRA Letter
PPTX icon 898 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - 21st Century SRI: Providing a More Comprehensive Way to Assess and Improve Corporate Value - ML Only thumbnail image.

Presentation - 21st Century SRI: Providing a More Comprehensive Way to Assess and Improve Corporate 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: 3/11/2013 | Lit #PT10054 | FINRA Letter
PPTX icon 926 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 three distinct SRI approaches and a timeline of Calvert's history of SRI leadership

Date: 11/20/2012 | Lit #TL10036 | FINRA Letter
PDF icon 287 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 across seven broad areas of concern for Calvert Signature Strategies funds.

Date: 6/18/2013 | Lit #TL10035 | FINRA Letter
PDF icon 280 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: 5/30/2013 | Lit #TL10100 | FINRA Letter
PDF icon 644 KB  | Envelope icon
White Paper - Quenching the World's Thirst for Water thumbnail image.

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: 5/24/2013 | Lit #WP10001 | FINRA Letter
PDF icon 2231 KB  | Envelope icon
White Paper - Shining a Light on Alternative Energy thumbnail image.

White Paper - Shining a Light on Alternative Energy

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 2012 information and outlook.

Date: 4/3/2012 | Lit #WP10002 | FINRA Letter
PDF icon 1012 KB  | Envelope icon
Brochure - Shareholder Advocacy: Tools of Change thumbnail image.

Brochure - Shareholder Advocacy: Tools of Change

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: 11/21/2013 | Lit #BR10059
PDF icon 456 KB  | Envelope icon
Brochure: Calvert Investments:  ESG Integration thumbnail image.

Brochure: Calvert Investments: ESG Integration

The financial crisis and its aftermath have left many investors looking for ways to realize new opportunities for alpha, and manage the risks arising from an increasingly interconnected global marketplace. ESG integration represents an investment approach that combines environmental, social, and governance factors with traditional securities analysis. It moves well beyond the view of “negative screening” that is often associated with SRI (Socially Responsible Investing) by adding a disciplined assessment of a broad set of previously unexplored issues impacting companies’ valuations.

Date: 11/25/2013 | Lit #BR10085 | FINRA Letter
PDF icon 1607 KB  | Envelope icon
Brochure - Shareholder Advocacy: Tools of Change thumbnail image.

Brochure - Shareholder Advocacy: Tools of Change

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: 11/21/2013 | Lit #BR10059
PDF icon 456 KB  | Envelope icon
Brochure - Sustainable and Responsible Investing in Retirement Plans thumbnail image.

Brochure - Sustainable and Responsible Investing in Retirement Plans

Advisors Only. Calvert believes that applying a sustainability lens to investing is a critical metric that allows retirement plans to better manage risk and better identify opportunities for excess return. This guide describes the benefits and results of adding SRI funds to your plan.

Date: 11/6/2013 | Lit #BR20048
PDF icon 5167 KB  | Envelope icon  |  Access to this document is limited to registered users
Brochure: Calvert Investments:  ESG Integration thumbnail image.

Brochure: Calvert Investments: ESG Integration

The financial crisis and its aftermath have left many investors looking for ways to realize new opportunities for alpha, and manage the risks arising from an increasingly interconnected global marketplace. ESG integration represents an investment approach that combines environmental, social, and governance factors with traditional securities analysis. It moves well beyond the view of “negative screening” that is often associated with SRI (Socially Responsible Investing) by adding a disciplined assessment of a broad set of previously unexplored issues impacting companies’ valuations.

Date: 11/25/2013 | Lit #BR10085 | FINRA Letter
PDF icon 1607 KB  | Envelope icon
Letter - SRI Generic Sales Letter thumbnail image.

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
DOCX icon 26 KB  | Envelope icon
Letter - SRI Generic Sales Letter (UBS Only) thumbnail image.

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
DOCX icon 27 KB  | Envelope icon

G305 (4/09)

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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