Calvert for Financial Advisors
All Presentations

Client/Prospect Seminar Invitation – Take Your Portfolio To a Greener Place

Use this invitation to invite clients and prospects to a seminar on understanding the drivers behind the green investment trend and leveraging these opportunities in portfolios

Green Seminar Invitation – Take Your Portfolio To a Greener Place - ML

Use this invitation to invite clients and prospects to a seminar on understanding the drivers behind the green investment trend and leveraging these opportunities in portfolios

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.

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.

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

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

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.

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.

Presentation - Are We There Yet? What's Next For the Economy?

Presentation - Around the World and Home in 45 Minutes for US Bond Investors - ML Only

Calvert Fixed Income Strategist Steve Van Order outlines how the economic policies of China, the European Union and the U.S. are intertwined. He provides key data points to support his ten reasons why the Federal Reserve will not raise interest rates until 2011. ML Only

Presentation - Divorce: Beyond Emotions

An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. Earn the opportunity to become a trusted advisor by helping women prepare for a potential divorce, or deal with the realities of a current separation, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance.

Presentation - The Case for Investing in Water

Offers an explanation of the water investment cycle, presents the four compelling drivers for investment in this sector, discusses the role of a water investment in a diversified portfolio and provides key reasons to consider the Calvert Global Water Fund.

Presentation - The Case for Investing in Water - ML version only

Offers an explanation of the water investment cycle, presents the four compelling drivers for investment in this sector, discusses the role of a water investment in a diversified portfolio and provides key reasons to consider the Calvert Global Water Fund. ML only

Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality

This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100.

Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality - ML Only

This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. ML Reps Only

Presentation - Widowhood: Coping with Loss

Widowhood is of utmost importance for women because losing a spouse has far greater impact on women than on men. Earn the opportunity to become a trusted advisor by helping women prepare for a future loss, or deal with the realities of a recent loss, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance.

Presentation - Women and Entrepreneurship

Women are a powerful driver of new business creation. Earn the opportunity to become a trusted advisor by helping women entrepreneurs address key financial issues including retirement, insurance, and succession.