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.

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
Invitation - Water Solutions Seminar thumbnail image.

Invitation - Water Solutions Seminar

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 Calvert Water Solutions seminar

Date: 9/17/2014 | Lit #IV10017 | FINRA Letter
PDF icon 379 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: 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
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

G306 (4/09)

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