Calvert for Financial Advisors
All Presentations

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Invitations

These invitations can be used to support some of the presentations below. Not every presentation has an accompanying invitation.

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

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

Date: 3/12/2012 | Lit #IV10011 | FINRA Letter
PDF icon 204 KB  | Envelope icon
Invitation - Divorce: Beyond Emotions thumbnail image.

Invitation - 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. Use this invitation to welcome women who are preparing for a potential divorce, or dealing with the realities of a current separation, to your seminar. Please consider carefully how you identify and invite your prospective audience for such a seminar topic.  

Date: 4/26/2012 | Lit #PD10021 | FINRA Letter
PDF icon 597 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: 3/26/2010 | Lit #IV10006 | FINRA Letter
PDF icon 269 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentations

DC College Savings Plan: Too Young for College, Never Too Young for College Savings thumbnail image.

DC College Savings Plan: Too Young for College, Never Too Young for College Savings

Date: 4/10/2014 | Lit #PT10073 | FINRA Letter
PPT icon 5050 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
PPT icon 898 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - 21st Century SRI: Seeking A Better Way to Assess and Improve Value - ML Only thumbnail image.

Presentation - 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: 3/11/2013 | Lit #PT10054 | FINRA Letter
PPT icon 926 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - Tap into Solutions to the Global Water Crisis thumbnail image.

Presentation - Tap into Solutions to the Global Water Crisis

Learn about the global water crisis, why water is an investment theme with staying power, and learn about some innovative companies with a range of solutions. The presentation discusses the role of water in a diversified portfolio and provides key reasons to consider the Calvert Global Water Fund.

Date: 4/14/2014 | Lit #PT10019 | FINRA Letter
PPT icon 11368 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - Tap into Solutions to the Global Water Crisis (Merrill Lynch Version) thumbnail image.

Presentation - Tap into Solutions to the Global Water Crisis (Merrill Lynch Version)

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

Date: 12/31/2013 | Lit #PT10072 | FINRA Letter
PPT icon 11321 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - Widowhood: Coping with Loss thumbnail image.

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.

Date: 7/13/2011 | Lit #PT10081 | FINRA Letter
PPT icon 2684 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - Widowhood: Coping with Loss (Merrill Lynch Version) thumbnail image.

Presentation - Widowhood: Coping with Loss (Merrill Lynch Version)

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. Merrill Lynch version.

Date: 1/27/2014 | Lit #PT10100 | FINRA Letter
PPT icon 2810 KB  | Envelope icon  |  Access to this document is limited to registered users

G306 (4/09)